Search by company name

Adding a new headquarters / branch

In the List view, select Add from the right-click menu.

Or, click the menu at the top right and select Add:

In the next window, type the name of the client in the search field. After that click on the magnifying glass icon or press Enter.

You can narrow your search results by turning off filters. You can see the client’s branches or choose to list the results by the address only.

You can see the address on the map by clicking on the icon at the end of every address of the result list. If everything is correct, click on the icon to select the result!

On the next page, the data will automatically be loaded in, all you have to do is click Save.

If you would like to add more headquarters or branches now, click Save and New and search for and record the next headquarters or branch as described above.

You can also search for a headquarters or branch by address and map.

Check our tutorial video on the Basic Data menu: