Company > Search & Add Companies>Company Record
Select the Company Info screen by selecting it from the vertical menu on the left.
Company Information screen allows users to:
- Edit company information
- Delete a company (dependent on user's permissions - to be used with discretion)
- Add notes to a company's profile
- View the company's system activity notes
Edit or Delete Company Information
Update a company's address and company contact information by updating the appropriate fields and selecting "Update" at the bottom of the form. There are four user text fields that can be used to store custom information.
To delete the company record, click the "Delete' button. Users level 9 and above will have access to this functionality, otherwise please contact your a2z Project Manager. If this is a duplicate record the best practice is to merge the duplicate with the original company record.
Add and View Notes
To store notes about a company, type the information in the text box, and click "Add Notes" at the bottom of the form.
The system automatically stores notes regarding the company activity on the floor plan and event site. Any time the company is assigned, reserved, confirmed, declined, vacated, or moved, the system records it with the date, time, and operator. Additionally when the booth record is updated a note is entered. The operator 'Self Registered' refers to the exhibiting company doing an action on the event site, like reserving a booth or updating their booth record.