Companies
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What is a Company in Reprtoir?

In Reprtoir, a Company is‌ an entity.

Adding a Company

To create a Company, go to the navigation menu on the left, open the "CRM" section and then click on the "Companies" list. Then click on the orange button "New Company" located at the top right of the list and choose "Manual Entry" in the drop-down list.‌
This will open a pop-up window with multiple tabs to enter the metadata needed to create a Contact. Please go to the Tabs section below to learn more.
To record the new Company, click on the orange button "Save" located at the bottom right of the pop-up window. The new Company will then be immediately available in the "Companies" list. To stop the action, click on the grey "Cancel" button next to it.

Editing Companies

To edit a Company (or several at a time), go to the navigation menu on the left, open the "CRM" section and click on the "Companies" list. Select one or more Companies in the list, point them and click right (or click on the three dots icon
located on the right side of the line when you hover it) and then click on the "Edit" action in the opened contextual menu.
This will open a pop-up at the right of the Workspace to mass edit the Companies metadata. To learn more about the "Mass Actions" feature, follow the link below:
To save the modification(s), click on the orange "Save" button located at the bottom right of the pop-up window. The modification(s) will then be immediately available in the Companies list. To stop the action, click the gray "Cancel" button next to it.

Company Tabs

Details
Royalties
Tags
Associated Resources
This Tab is for adding or removing Metadata to the selected Companies.
Field
Instructions
Name *
Email
Phone
Street Address
Postal Code
City
State
Country
VAT Number
Notes
Record a custom note
This Tab is for adding or removing additional data to the selected Companies.
Field
Instructions
VAT Rate (%)
Balance Consolidation Frequency
Minimum Payout
This Tab is for adding or removing Custom Tags to the selected Contacts. To learn more, please follow the link below.
This tab is for adding or removing Assets to the selected Companies.
Field
Instructions
Associated Contacts
Associated Contributors
Copy link
On this page
What is a Company in Reprtoir?
Adding a Company
Editing Companies
Company Tabs