Companies without a Contact

When creating a company for which you don't have any individual contact you are communicating with, you can create a company without any contact/employee.  

This guide only applies to new companies created without a contact. All steps below do not apply to any existing companies that already have a contact. 

It is not possible to remove a company's main contact once it has already been added. 

To create a company without a company contact, please follow the steps to create a company, but leaving the 'Company Contact' field blank. 

When a company is created without a contact, you can link just the company to any matter. Please find more information on Creating matters for companies or Manage Matter Contacts.

All matters where this company is linked to will show on the Company Matters page, where you will be able to filter matters where the company is the client (Company's Matter), and those where it is only linked to a matter, but not a client (Linked to Matter).  

 

If you need to later add a contact/employee to a company that currently doesn't have an existing contact, you can follow the steps here to Add Contacts (Employees) to Companies.

If you added a contact to the company, the added contact will become the main company contact by default. If this contact is a primary client on any matter/s, a pop-up will show where you can select which of those matters you wish to convert to be this company's matter/s. You can select any matters as needed, or leave unselected to remain as individual matters for that contact.  

​

 

• Related Articles

• Creating Companies

  To create a new company in Thread, go to the Companies page on the left menu. Click on + Company on the top right corner. A pop-up will open where you can start entering the company details. On the  General tab, use the search bar to find the company ...

• Deleting Companies

  A company can only be deleted if the company has no matters related, or company contacts are not primary clients on any matters. 1. To delete a company, click on the Companies page on the left menu. 2. Search for the company you want to delete, ...

• Manage Matter Contacts

  Linking Contacts to Matters Linking contacts to your matters allows you to see which contacts are working on a case with you and who your primary client is. 1. In the left pane of your Thread page, click Matters. 2. In the search bar provided, search ...

• Create a Thread Contact using Outlook add-in

  You can easily create Thread contacts using the Thread for Email Outlook add-in. Open an email you received from the contact you wish to add to Thread. Click +Add next to this contact in the add-in. Enter any relevant details and click Add Contact at ...

• Creating Matters for Companies

  If you are handling a matter for a company rather than an individual, you can create a Matter with that company as your client. 1. Click on the quick create button in the bottom left corner.  2. Select Matter.  3. A pop-up window will appear where ...