Add Company Dialog Box

Use this dialog box to create a new company from the Companies Log in Newforma Info Exchange.

Only Project Center users with a Content Administrator license can create new companies.

Name

Enter the name of the company.

Web Address

Enter the company’s web address.

Main Contact

Click in the drop-down list to open the Select Project Team Members as Recipients dialog box to select the main contact for the company.

Show in Company Lists

Select Yes to list this company in company dialog boxes and lists throughout Info Exchange. All users will be able to see this company. If you select No, the company will be hidden.

Content administrator users can see all companies in the Companies log.

Source

This field populates automatically to display the method used to create the new company. Options include Manually and the Microsoft Exchange Global Address List.

Rating

Select the rating for this company from 1 (worst) to 5 (best).

Company Type

Select the company’s type from the drop-down list.

Disciplines

Select the disciplines to apply to the company from the drop-down list.

Spec Section

Select the specification sections to apply to the company from the drop-down list.

 

Locations tab

If the company has multiple mailing addresses, add them here.

Primary

Select the radio button for the location that is designated as the primary location for the company.

At least one location must be defined for the radio button to appear.

Location Name

The name of the company location.

Address

The location address.

Phone

The main phone number for the location.

Fax

The main fax number for the location.

Type

The location type. Options include Mailing, Office and Job Site.

Add Location

Click to open the Add Location dialog box to define a new company location.

 

Comments tab

Use this tab to add and view comments and notes about the company and its contacts.

Date

The date and time the comments were entered.

Author

The author of the comments.

Remarks

The comments entered about the company.

Related to

The project the comments are related to, if any.

Add Comment

Click to open the Comment dialog box, to create a new comment. Click Save to save the comment.

 

Notes tab

Enter any additional notes about the company on this tab.

Custom Fields tab

This tab displays any custom fields created by the administrator for companies. Fill in the field information as needed.

 

Save

Click Save to save the company and add it to the Companies log.

 

 

To access this dialog box

Click Add Company in the Companies log.