- Create company
Companies can be created the same way as contacts:
- Via the + button on top of the screen
- On the left via 'companies' and then click on the + on top of the table.
When adding a new company you can also add a label and fill in company details like VAT number, general information and notes. When you filled in all information you can save (or cancel) the company
- Edit and label a company
- To edit the company info, click on the building icon (second). A field will open in the sidebar where you can change the building information.
- Next to this is the label button where you can add labels to your company.
- Click on the cog wheel to add rights (for cases), see the companyweb page or to delete the company.
You can add multiple addresses to a company, link to an existing building (e.g. SME who is a co-owner in a building) and/or contacts within that company.
Documents can also be linked to buildings
- Withholding obligation
You can directly see if a company has withholding obligation or not. When clicking on the icon you can see the history and add new print screens of the current situation.
Since the government has no API in place (yet) you need to go to the website 'www.checkinhoudingsplicht.be', take print screen, upload in the screen and fill in the validity date of the withholding obligation
- Send an email
To send an email to the specific company, click on the three dots. A new screen will pop up. After writing and sending your email, it will end up in the mailbox for this company under sent emails. This allows you to have an overview of the communication between you and different companies.
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