Adding and managing client companies

Companies are the top-level client record in SummitPSA. Contacts, sites, assets, contracts, invoices and tickets all attach to a company.

Adding a company

1. Open Companies in the sidebar and choose New company.
2. Enter a Name (the only required field).
3. Set the Type — one of client, prospect, vendor, partner or internal (defaults to client).
4. Set the Tier — gold, silver, bronze or standard (defaults to standard).
5. Optionally assign an Account manager and save.

On save you are taken to the company's detail page and the action is written to the audit log.

Editing a company

From the company detail page choose Edit. The same form is used for creating and editing; changing the name, type, tier and the rest of the profile is saved in place. Edits are also recorded in the audit log.

Deactivating a company

Use Deactivate on the company. This is a soft action — the company is flagged inactive rather than deleted, so its history is retained. Inactive companies drop out of the default list and search results.

Finding companies

The Companies list supports a free-text search plus filters by type and tier, and is paged. Anywhere a company picker appears (for example when creating a ticket), it queries active companies by name.

Permissions: viewing requires companies.view; creating, editing and deactivating require companies.create, companies.edit and companies.delete respectively.