Clik
  • Products
    • Clik ServiceClik Service
    • Clik RemoteClik Remote
    • Clik JobsClik Jobs
    • NICEIC Cert SoftwareNICEIC Cert Software
    • Clik Cert ElectricalClik Cert Electrical
    • Clik CertClik Cert
    • Clik Cert (Field)Clik Cert (Field)
    • Clik AC CalcClik AC Calc
    • Clik TrainingClik Training
  • Features
    • Asset ManagementAsset Management
    • Bespoke CertificatesBespoke Certificates
    • Catering CertificatesCatering Certificates
    • CRMCRM
    • Customer PortalsCustomer Portals
    • DiaryDiary
    • Electrical CertificatesElectrical Certificates
    • Engineer PortalsEngineer Portals
    • F-GasF-Gas
    • Fire and Security CertificatesFire and Security Certificates
    • Fleet ManagementFleet Management
    • Gas CertificatesGas Certificates
    • InvoicingInvoicing
    • Job ManagementJob Management
    • Job SchedulingJob Scheduling
    • Manager PortalManager Portal
    • Mobile Job SheetsMobile Job Sheets
    • NotificationsNotifications
    • Planned MaintenancePlanned Maintenance
    • Print TemplatesPrint Templates
    • Purchase OrdersPurchase Orders
    • QuotingQuoting
    • ReportingReporting
    • Service IncidentsService Incidents
    • Stock ControlStock Control
    • Third Party IntegrationsThird Party Integrations
    • ValidationValidation
  • Industries
    • CateringCatering
    • Facilities ManagementFacilities Management
    • LiftsLifts
    • ElectricalElectrical
    • Plumbing and HeatingPlumbing and Heating
    • Air ConditioningAir Conditioning
    • GeneratorsGenerators
    • Building ServicesBuilding Services
    • Fire and SecurityFire and Security
    • Doors, Gates and BarriersDoors, Gates and Barriers
    • Grounds MaintenanceGrounds Maintenance
    • RoofingRoofing
    • PoolsPools
    • CleaningCleaning
    • Renewable EnergyRenewable Energy
    • PAT TestingPAT Testing
    • GasGas
    • Pest ControlPest Control
    • DrainageDrainage
    • TelecommunicationsTelecommunications
    • Audio VisualAudio Visual
    • Laboratory EquipmentLaboratory Equipment
    • Water ServicesWater Services
    • HVACHVAC
    • ConstructionConstruction
    • EnvironmentalEnvironmental
    • Healthcare and MedicalHealthcare and Medical
    • Property MaintenanceProperty Maintenance
    • Office EquipmentOffice Equipment
    • CarpentryCarpentry
    • FencingFencing
    • Waste and RecyclingWaste and Recycling
    • Traffic ManagementTraffic Management
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
Clik phone
  • Products
    • Clik ServiceClik Service
    • Clik RemoteClik Remote
    • Clik JobsClik Jobs
    • NICEIC Cert SoftwareNICEIC Cert Software
    • Clik Cert ElectricalClik Cert Electrical
    • Clik CertClik Cert
    • Clik Cert (Field)Clik Cert (Field)
    • Clik AC CalcClik AC Calc
    • Clik TrainingClik Training
  • Features
    • Asset ManagementAsset Management
    • Bespoke CertificatesBespoke Certificates
    • Catering CertificatesCatering Certificates
    • CRMCRM
    • Customer PortalsCustomer Portals
    • DiaryDiary
    • Electrical CertificatesElectrical Certificates
    • Engineer PortalsEngineer Portals
    • F-GasF-Gas
    • Fire and Security CertificatesFire and Security Certificates
    • Fleet ManagementFleet Management
    • Gas CertificatesGas Certificates
    • InvoicingInvoicing
    • Job ManagementJob Management
    • Job SchedulingJob Scheduling
    • Manager PortalManager Portal
    • Mobile Job SheetsMobile Job Sheets
    • NotificationsNotifications
    • Planned MaintenancePlanned Maintenance
    • Print TemplatesPrint Templates
    • Purchase OrdersPurchase Orders
    • QuotingQuoting
    • ReportingReporting
    • Service IncidentsService Incidents
    • Stock ControlStock Control
    • Third Party IntegrationsThird Party Integrations
    • ValidationValidation
  • Industries
    • CateringCatering
    • Facilities ManagementFacilities Management
    • LiftsLifts
    • ElectricalElectrical
    • Plumbing and HeatingPlumbing and Heating
    • Air ConditioningAir Conditioning
    • GeneratorsGenerators
    • Building ServicesBuilding Services
    • Fire and SecurityFire and Security
    • Doors, Gates and BarriersDoors, Gates and Barriers
    • Grounds MaintenanceGrounds Maintenance
    • RoofingRoofing
    • PoolsPools
    • CleaningCleaning
    • Renewable EnergyRenewable Energy
    • PAT TestingPAT Testing
    • GasGas
    • Pest ControlPest Control
    • DrainageDrainage
    • TelecommunicationsTelecommunications
    • Audio VisualAudio Visual
    • Laboratory EquipmentLaboratory Equipment
    • Water ServicesWater Services
    • HVACHVAC
    • ConstructionConstruction
    • EnvironmentalEnvironmental
    • Healthcare and MedicalHealthcare and Medical
    • Property MaintenanceProperty Maintenance
    • Office EquipmentOffice Equipment
    • CarpentryCarpentry
    • FencingFencing
    • Waste and RecyclingWaste and Recycling
    • Traffic ManagementTraffic Management
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
iconreturn to Support Centre
icon

Adding and Editing Companies

You can create new companies to add to your CRM database from Clik Remote Manager. This article will show you how to create new companies, as well as edit existing companies.

 

Creating New Companies

Go to ‘CRM’ in the side menu and select ‘New Company’.

You will then be able to add the relevant details for the new entry. You can select if the contact will be a company or individual person with the ‘Record Type’ drop-down.

From here, you can also select the defined fields you have set up in Clik Service (Settings > Settings > User Definable Fields).

The main site address and invoice address can also be added here. If you are looking to add further sites, you can follow this guide once the company has been created.

When all the details have been filled in, click ‘Save’.

 

Editing Existing Companies

If you need to make edits to companies or add new fields, go to the CRM and select the company name.

Click on the ‘Edit’ button and then enter in any missing fields or alter address details. This can be useful to fix any spelling mistakes or update your supplier records.

You can also add new contact types by selecting the option from the drop-down found at the bottom of the address fields and clicking on ‘New Item’.

Press ‘Save’ when this process is complete.

Your CRM database will then be updated.

You can also add additional contacts or update existing contacts for a company in Clik Remote Manager. See this video tutorial for the full steps.

icon

Clik Remote

CRM and Sites

Adding and Editing Company Contacts [Video]

CRM and Sites

  • Adding and Editing Companies
  • Adding and Editing Company Contacts [Video]
  • Adding New Company Sites
  • Adding New Equipment to Sites
  • Editing Site Details
Show more
Ask Tech a Question

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
A Training Masterclass From Our Experts
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More
more more

4.4

Certifications
  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms
    • Cookie Policy

Copyright Clik Limited © 2000-2023 – All Rights Reserved

more more more more more more