Companies (Adding and Editing)
Before you begin
Procedure
-
From the Bluechip main window, either:
- Click
- Press Ctrl + O
- Select File > Open
- Click
-
The Open window appears.
- From the List drop-down list, select Companies. From here you can search for and select an existing Company record, and then view/edit the record by clicking Open To create a new record, continue to Step 4.
-
Click New The New Company window appears.
- Enter details as appropriate. You must also add this new company to one of your Company Groups.
- Click OK to confirm.
Results

From here you can also manage the Company's Representatives.