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 using Google maps search.
Once you have found the correct company you wish to add, select it and the address fields will automatically populate.
Enter the name of the company how you would like it to show in Thread.
Enter all other mandatory fields which are marked with the red asterisk *.
1 & 2 - Choose the company type (solicitors, legal cost accountants, etc.) and status (customer, vendor, prospect, etc.).
3 - If you have a point of contact for this company, type to search and select the primary company contact, or click icon to create a new contact. If you don't have a contact for the company, you can leave this field blank to create a company without a contact.
If you are selecting a company contact which is already a primary client on any matters, you will be able to choose which of these contact matters you wish to convert to a company matter (making the company a client).
This will only be possible for matters that have not been billed yet.
You will not be able to select contacts which are already linked to another company. Click Next to continue.
On the Office Locations tab, you will see the company address added as the main company location. If you need to add other office locations, choose the + Add on the top right corner.
Below fields will show where you can add the new office location details.
1. Add the name of this office location, e.g. Dublin office.
2. Add the address of this office location.
3. Add a phone number for this office location.
4. Add the contact for this location
Click Next to continue. You can also click back or click on the General tab if you need to make some changes again to the general company details.
On the Employees tab you will see the details of your primary contact (if they exist), which you can edit if needed.
You can also add any other contacts for that company by clicking the + icon.
Click Next to continue.
If there are any documents you need to upload for this company, such as contract or agreement, you can click the 'Drop or click' box to select the document from your device.
When uploading a document, you will be asked to choose the office location for which this document applies.
Click Next to continue.
On the Custom Fields tab, you can enter any relevant information about the company as per your needs.
Click Finish to create this company.
To create custom fields for companies, on the custom fields page in Thread, click +FIELD
and choose Company - Custom as Category Field. Click here to learn more.
Once you successfully created the company, you will be brought to that company details page where you can view or edit any of the information entered.
Learn more about editing company details here. Related Articles
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