Editing Company Details
Once you have created a company in Thread, you can view and update its' details, add locations, employees, documents, and more.
Note: The following steps apply only to V2 companies (created in the new module, or converted from the previous version V1). For more details on converting V1 companies to V2, please see Company Migration.
Editing Company Details
You can edit company details at any stage after creation.
1. Click Companies, located in the left pane of your Thread page.
2. Select the company you want to edit and click Edit in the top grey pane, or click on the company name.
You can search for companies in the search bar, and you can narrow your search by using the drop-down filters.
3. A company details page will open where you can edit any company details necessary.
4. If updating company information or locations, make sure to Save your changes before exiting.
If you need to change the main contact for the company, you can delete the contact showing in the Company Information, and type to select any of the company employees as main contact.
If you need to add a new contact/employee to this company, you will need to add it first under this company's Employees tab.
Company Locations
To edit an existing company location, select it and click the pen icon . Location details will open below where you can make necessary changes.
To add a new location, click the + icon and enter the location details below. You can search for the location address from the Google maps directory, or just type in manually under the address fields.
Give the location a name.
Select the location contact from existing Thread contacts, choose to inherit the location contact from company or main location, or add a new contact by clicking the + icon.
Click Save when finished.
Documents
To preview a company document, click on the document name which will open the preview pop-up on the right.
To add a new document, click on the 'drop or click' box to select and upload a document from your device.
You will be asked to choose the company location this document applies for. Select the location and click Ok.
You can download or delete the document by selecting it and using the buttons in the top pane.
Employees
If a company has contacts associated, your main company contact will show with the blue icon next to their name in the Employees tab.
To add a new company employee, choose +Add to select the relevant contact from your Thread, or create a new contact.
You will be asked to choose the company location this contact works in. Select the location and click Ok.
To edit or delete any contact, select the contact and choose the option from the top pane.
A pop-up will show asking if you want to just remove this employee from the company. Choose remove if you still wish to keep the contact on Thread, but disassociate it from this company.
To remove a contact from a company, where this contact is a primary client on any company matters, you will need to change the primary contact on those matters to another company employee. It will not be possible to delete a contact from a company while they are still primary client on any company matters.
Go to Mark a contact as 'Primary Client' on a File to learn how to change the primary client on a matter. Please note the contact you are reassigning the matter to must belong to the same company.
To make someone else the primary company contact, select the contact and click the Company Contact icon.
This will update the main contact details in the Company Information tab.
Custom Fields
To update any company custom fields, next to the Employees tab, click on Custom Fields.
Any changes made will automatically save.
Company Summary and Matters
When looking at the company details, you will see the summary of matters, time and total value for that company on the top right of the page.
Here you will see:
total number of matters that are currently open (only showing matters where this company is the client)
total number of matters (open, closed, archived)
total time across all matters for this company this month (beginning to end of current month)
total value of issued bills / yet to billed
Each of these tiles are clickable, which opens a list of matters or a report. Reports can be exported to an Excel spreadsheet or a PDF document.
List of matters for this company can also be accessed by clicking on the Matters tab on the top of the page.
You can filter the list by choosing a specific matter category, matter owner, status, and whether this is a company matter (company is the client) or instead has only been linked to the matter (this company is not a primary client). You can also search for any matter by typing in the search bar.
You can sort the list by clicking on the columns in which order you wish to sort, e.g. by created date ascending or descending.
Click on the matter name to open the matter in a new tab.
Matters showing primary client icon means the company is a client on this matter. All other matters showing without this icon are matters where the company, or company's employees are linked to the matter, but this company is not the client on the matter.
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