Adding a Contact Record
To manually add a new record, click
New
or Add New Record
. This action allows new companies and company information to be manually entered and saved. Once selected, a pop-up will appear displaying the following fields:important
Fields with an * are required and must be filled out.
Fields | Description |
|---|---|
Company ID* | Alphanumeric code used to reference company throughout ONESOURCE software. Client’s unique identifier for each entity or Partner. |
Company Name* | Name of company that will appear on legal documentation. |
Company Type | Drop-down list. Select type of business the company conducts (e.g. Broker, Carrier, Exporter, etc.) |
Address 1* | Street number and street name of company. |
Address 2 | Additional address information for company (Suite #, PO Box, etc.). |
Address 3 | Additional address information for company. |
Address 4 | Additional address information for company. |
Country | Country where company is located (select from drop-down list). |
City | City where company is located. |
State | State/Province where company is located (select from drop-down list). |
Postal Code | Postal Code where company is located. |
Click
Next
to add ACE Entity Information
, ACE Address Information
and ACE Contact Information
. Once all information has been entered, click Finish
to save the entry or X
to cancel the contact record. Either action will close the pop-up. Messages showing in red at the top of the pop-up indicate the required fields that must be provided to create a new company in the system.
Related Content
-
Company Maintenance
Format:
Article