How to Create a Company

How to Create a Company

Method 1

Starting on the main page click FILE
CLick New
Click Companies and Contacts
Click Create a Company in the top right column that appears
Enter a company name such as My Sample Client, Inc
Click Okay
Notice above the name My Sample Client, Inc there are server flags we can add to you new account
Below the name My Sample Client define a company class in the dropdown such as Broker Distributor OEM etc.
Double click the box below that to enter the address information for the new account when the popup appears
After entering a address for your new customer click save
Enter your customers phone number, fax, general email address (such as info@company.com) and website address
Select the time zone they are in
Skip Call Frequency for now. We will come back to that after we have entered a human contact to schedule calls for.
You may select the referal source for the customer and lastly enter a quick note. (example Dont call until after 10am)
Click SAVE at the bottom of the screen

You have just created a company in SDS4

Method 2

Starting from any form in SDS4 click New Co… from the main Ribbon Toolbar
Enter a company name such as My Sample Client, Inc
Click Okay
Notice above the name My Sample Client, Inc there are server flags we can add to you new account
Below the name My Sample Client define a company class in the dropdown such as Broker Distributor OEM etc.
Double click the box below that to enter the address information for the new account when the popup appears
After entering a address for your new customer click save
Enter your customers phone number, fax, general email address (such as info@company.com) and website address
Select the time zone they are in
Skip Call Frequency for now. We will come back to that after we have entered a human contact to schedule calls for.
You may select the referal source for the customer and lastly enter a quick note. (example Dont call until after 10am)
Click SAVE at the bottom of the screen

You can now create a new company from anywhere in the application

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