Client Companies List
Found in: Contacts > Client Companies ListThe Client Co. List is where you manage all companies associated with your clients in the Syncontrol platform. This section allows you to record company information such as name, country, city, and address details. Administrators can view, create, edit, or delete company records to ensure all client company data remains accurate and up to date.
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Navigation
Step 1: Log in to your Syncontrol account and click Contacts from the top navigation bar.
Step 2: From the dropdown menu, select Client Co. List.
Step 3: You’ll land on the Companies page displaying all existing client companies. If no companies exist yet, you’ll need to create one (see Create a New Company section).
The Client Co. List page displays all companies in a structured table format.
| Ref. | Field | Description |
|---|---|---|
| 1 | ID | Displays the unique identifier automatically assigned to each company. |
| 2 | Company Name | Shows the full name of the company (e.g., Test Client Company Ltd). |
| 3 | Country | Displays the country where the company is based (e.g., HK for Hong Kong, ZW for Zimbabwe). |
| 4 | City | Shows the city where the company is located. |
| 5 | Address Line 1 | Displays the primary address details of the company. |
| 6 | Address Line 2 | Displays additional address information (e.g., floor number, office block). |
| 7 | Clients | Lists the clients associated with the company, if applicable. |
Use the Search bar and filters to quickly find companies by name, country, city, or client association.
Create a New Company
You can add a new company to the system by creating a record with its general details and address information.
Step 1: From the Companies page, click Create a new company at the top-right corner of the screen.
Step 2: The New Company form opens. Fill out the fields as described below.
Provide the company’s key details to identify and track it in the system.
| Ref. | Field | Description |
|---|---|---|
| 1 | Company Name (Req.) | Enter the full name of the company. |
| 2 | Company Country (Req.) | Select the country where the company is based. |
| 3 | Company City (Req.) | Enter the city where the company is located. |
| 4 | Company Website | Provide the company’s official website (optional). |
| 5 | Company Address Line 1 (Req.) | Enter the primary address of the company. |
| 6 | Company Address Line 2 | Add additional address details if applicable. |
Once you have defined all the required fields then click on the Save button to save the company.
Once created, company appear under the Companies page. You can view or edit their details anytime.
View & Manage Companies
The Client Co. List provides a centralized location to view, update, or remove company records associated with your clients. Keeping company information accurate ensures smooth communication, proper record-keeping, and helps maintain an organized client database. Administrators can edit company details when changes occur or delete companies that are no longer active.
Edit Company
Editing a company’s details allows you to keep its information current. This includes updates to the company’s name, location, or contact information.
Step 1: Go to the Client Co. List and click on the company name you want to edit. This will open the company’s profile page.
Step 2: Modify the necessary fields, such as company name, country, city, or address details.
Step 3: After making the changes, click Save Company to apply and save the updates. The updated information will now reflect in the system.
Delete Company
You can delete a company when it is no longer active or needed in the system. Deleting a company is permanent, so ensure that it is no longer required before proceeding.
Step 1: Navigate to Contacts → Client Co. List.
Step 2: Locate the company you want to delete and click on its name to open the profile.
Step 3: Scroll to the bottom of the profile and click the Delete Company button (red).
Step 4: Confirm the deletion when prompted. Once confirmed, the company will be permanently removed from the system.
