Contacts and Companies

Aero Workflow is designed to be as flexible as possible. You can add a contact without a company and add a company that doesn't have any contacts. You can also designate a default contact for a company, assign a default company to a contact, have multiple contacts assigned to one company, and assign the same contact to more than one company. 

A Contact in Aero is a person, like an owner or accounting manager. A Company is an entity that you do business with. A Company might be a corporate entity, or it might be an Individual, like a 1040 customer. You can have a person that is both a Contact and a Company in Aero. Most firms that do individual tax returns set up the individuals as Companies in Aero. 

Aeros and Recurring Aeros can be assigned to a contact, a company, both, or neither. 

1. When you create a new Company and fill in the contact information fields, a new Contact is created automatically. The new Contact will also be added to the list of company contacts. 
   
   
2. When you create a new contact in Aero, you have the option of choosing a default company from the drop-down menu (note that if the company doesn't already exist in Aero, you will need to add it). 
   
3. That contact will then be found on the contacts grid for the company on the Edit Company screen and on the Do Task screen
   
4. Each contact will have a list of all the companies that they are connected to in the Edit Contact screen.