Editing a Company

To edit an existing customer:

1. Navigate to Customers > Companies and click the View button to the left of the customer you want to edit
2. Now you can edit any of the information fields. See below for a list of each field and its purpose.
3. Note that the Default Contact and Default Email Address fields are dropdowns and cannot be edited on this screen. You can edit the Contact or edit the email address separately, choose a new one from the dropdown, or click the Add New link to add a new one. 
4. You can also make the customer inactive by unchecking the Active box. When you make a Company inactive:
   • The company will no longer appear in any of the Company drop-down menus.
   • If there are Aeros that are assigned to that Company, there will be a number instead of a name in the Company field.
   • Making a Company inactive does not automatically cancel Aeros and Recurring Aeros associated with that Company.
   • If your Aero account is synced to a QBO and/or TSheets account, the Company will be made inactive in QBO and/or TSheets as well.
5. Click the Save & Close button to save your changes and return to the Manage Companies screen or click the Save & Continue button to save your changes and continue editing. 
6. The Audit Info button will give you audit information (available for Large Firm subscriptions only):
   • Who created the company
   • When it was created
   • Who last edited the company
   • When it was last edited
     

At the bottom of the screen you can also:

• Click on the Aeros tab to see all the Aeros that are associated with the company. You can use the sort and filter features of the grid to find a particular Aero
• Click on the Recurring Aeros tab to see a list of all Recurring Aeros that are associated with that company
• Click on the Contacts tab to see a list of all the contacts associated with the Company. You can add a contact by searching the dropdown menu in the blue header and clicking the Add button. You can also use the Add contact button at the bottom of the screen. Remove a Contact by clicking the blue Remove button to the right of the Contact's name.
• Click on the Aero Groups tab to see a list of all the Aero Groups associated with the Company
• Click on the Team members tab to see a list of all the Team Members that have been assigned to that Company. Team Members listed here will be able to see and edit this company on their My Companies screen. You can add a Team Member by searching the dropdown menu in the blue header and clicking the Add button. You can also you the Add team member button at the bottom of the screen. Remove a Team Member by clicking the blue Remove button to the right of the Team Member's name
• The Vault is where you can securely store client logins and passwords, credit card and bank information, tax id numbers, even a link to a folder on a document management site. Click the Add a new record button to add a new vault entry and click the Save changes button to save it. You can use the sort and filter features of the grid to find a particular Vault entry.
• The Actions tab on the Edit company screen gives you multiple options for creating Aeros for your clients. From here you can start or add an Aero, create a Recurring Aero, use a Checklist Template to start or add an Aero, use a Checklist Template to Add a Recurring Aero, start or add an Aero using a Library template*, or create a Recurring Aero using a Library Template*.

*Library templates are not available to all users.