How do I manage visitor companies?
Companies should be created to be linked with visitors when creating a new visit. A new company name can be created directly from the ‘Add Visit’ page when adding a new visit, however the ‘Setup Visitor Companies’ page allows you to specify further details of a company.
To create and update the list of companies, navigate to Setup > Visitor Companies from the side menu. This page will display a form to specify the details of a new company and save it by clicking on the ‘Add button’. At the bottom is the ‘Company List’ widget that displays all active and dormant (inactive) companies.
Active companies can be de-activated to be set as dormant, and dormant companies can be re-enabled. To edit an existing company from the list, click on the ‘Edit’ link, change the values of the company in the top widget and click ‘update’ to finish.
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