Companies
The Company object is a core component of FinancialForce Foundations. Other FinancialForce applications use this object and add fields, buttons, and functionality to it. For more information, see Companies in the Foundations Help.
Clicking the Companies tab displays the Companies home page where you can view a list of companies matching specific criteria, and perform actions such as creating companies.
More about the home page.
- Click
to open the List View drop-down menu, then select the list view you want. Using Classic
In the View section, select the list view you want from the drop-down list.
- Use
to manage your list views. Using Classic
Use the Create New View and Edit options to manage your list views.
- From the list, click a record's name to go to its detail.
- To edit a value, hover over the field until
appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using Classic
Double-click the field, edit its value, then click Save.
In FinancialForce Billing Central, the Company object contains the details of your company. This enables you to assign plans, contracts and invoices to business entities in your organization. To use FinancialForce Billing Central, you must be assigned permissions on the Foundations Company object.
For details on how to validate company addresses, see Validating Addresses for Sales and Use Tax Calculation in the Foundations Help.