The companies menu can be accessed via the left sidebar where a "Companies" option is listed. This will display a list of all companies in your workspace.
Adding a Company:
To add a new company, click the "Add Company" button in the top right of the companies menu.
Company Details
The fields shown depend on your workspace region. Retention Track will automatically display the business number lookup that matches your country:
Companies House — for UK workspaces (Company Registration Number)
ABN — for Australian workspaces (Australian Business Number)
NZBN — for New Zealand workspaces (New Zealand Business Number)
Start typing the company's name or business number in the search box and select the matching result. The company's registered name will be filled in for you, and a confirmation card will appear below the search showing the details retrieved from the registry.
Manually Specifying a Company Name
Manually Specifying a Company Name
If your workspace is in the UK or New Zealand, you can enter a company name manually without an official registry lookup. (Manual entry is not available for Australia.)
Select the Manual Entry tab at the top of the Company Details section, then type the company name into the "Company Name" field.
Trading Name (Optional)
Beneath the Company Details section you can choose whether to display the company under a trading name instead of its registered name. This is useful when the registered entity name differs from how the business is known day-to-day.
Use Trading Name — set to Yes to enable a trading name, or No, use company name to keep the registered name.
Trading Name — when "Use Trading Name" is set to Yes, enter the trading name to display throughout Retention Track.
Creating the Company
Once the company details (and optional trading name) are set, click Create Company to add it to your workspace.