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How to Manage a Company

Category: Reporting System Category: Web System User Guide Updated: May 22, 2026

How to Manage Companies

The Company Management module allows administrators to create, manage, and maintain company records within the UK Comms Reporting System.

Companies represent customers or clients for whom projects are delivered. Each company can have multiple client contacts associated with it, allowing project managers and administrators to maintain accurate customer information throughout the project lifecycle.

The Company Management section contains the following areas:

  • Companies > List
  • Companies > Add New Company

Creating a New Company

Purpose:

The Add New Company page allows administrators to create a new company record and add client contact information that can later be used throughout projects and reporting.

Steps to Create a Company:

  1. Navigate to Companies > Add New Company.
  2. Enter the company details.
  3. Add the primary client contact information.
  4. Add additional client contacts if required.
  5. Select the company status.
  6. Click Add New Company.

Company Information

Purpose:

The Company Information section stores the primary details of the company.

Required Fields:

  • Company Name - Name of the company or customer.
  • Address - Company address.
  • Country - Country where the company is located.
  • County / State - County, state, or region.
  • City - City name.
  • Zipcode / Postcode - Postal code.
  • Status - Active or inactive company status.

Status Options:

  • Active - Company is available for project assignment.
  • Inactive - Company remains in the system but cannot be selected for new projects.

Managing Client Contacts

Purpose:

Each company can have one or more client contacts associated with it.

Client contacts are typically the individuals responsible for project communication and coordination on behalf of the customer.

Client Information Fields:

  • Client Name - Full name of the contact person.
  • Client Email - Email address of the contact.
  • Client Phone - Contact phone number.

Adding Additional Client Contacts:

The system allows up to three client contacts to be associated with a single company.

Steps to Add Additional Clients:

  1. Complete the first client information section.
  2. Click Add More Client.
  3. Enter the additional client's information.
  4. Repeat as required.
  5. Up to three client contacts can be added.

When to Use Multiple Client Contacts:

Multiple client contacts are useful when different individuals are responsible for:

  • Project Management
  • Commercial Approvals
  • Technical Coordination
  • Site Access Management
  • Project Reporting

Saving the Company Record

Steps:

  1. Review all company information.
  2. Verify client contact details.
  3. Confirm the company status.
  4. Click Add New Company.
  5. The company will be added to the system.

Viewing Existing Companies

Purpose:

The Companies List page displays all companies currently available within the system.

Steps to View Companies:

  1. Navigate to Companies > List.
  2. The system will display all company records.

Information Available in the Company List:

  • Company ID
  • Company Name
  • Address
  • County / State
  • City
  • Status
  • Available Actions

Searching for Companies

Purpose:

The search and filtering tools allow administrators to quickly locate company records.

Available Filters:

  • Search - Search by company name.
  • Status - Filter companies by status.
  • Sort By - Sort company records.

Steps to Search Companies:

  1. Navigate to Companies > List.
  2. Enter the company name or search criteria.
  3. Select the required status filter if needed.
  4. Select a sorting option if required.
  5. Click Search.
  6. Review the filtered results.

Editing a Company

Purpose:

Administrators can update company information whenever customer details change.

Steps to Edit a Company:

  1. Navigate to Companies > List.
  2. Locate the company record.
  3. Click the Edit icon.
  4. Update the required information.
  5. Click Update Company or Save Changes.

Information That Can Be Updated:

  • Company Name
  • Address
  • Country
  • County / State
  • City
  • Postcode / Zipcode
  • Status
  • Client Contact Information

Managing Existing Client Contacts

Purpose:

Client contact details may change over time and can be updated through the company edit page.

Steps to Update Client Information:

  1. Open the company record.
  2. Locate the Client Details section.
  3. Update the required client information.
  4. Save the changes.

Changes are immediately available throughout the system.

Changing Company Status

Purpose:

Company status controls whether a company can be selected for future projects.

Steps to Change Company Status:

  1. Edit the company record.
  2. Locate the Status field.
  3. Select the desired status.
  4. Save the changes.

Status Definitions:

  • Active - Available for project assignment.
  • Inactive - Cannot be selected for new projects.

Deleting a Company

Purpose:

Companies that are no longer required can be removed from the system.

Steps to Delete a Company:

  1. Navigate to Companies > List.
  2. Locate the company record.
  3. Click the Delete icon.
  4. Confirm the deletion when prompted.

Important Considerations:

  • Verify that the company is not associated with active projects.
  • Ensure historical reporting requirements have been reviewed before deletion.
  • Consider setting the company to Inactive instead of deleting it.

How Companies Are Used Throughout the System

Company records are referenced throughout multiple areas of the platform.

Companies may be used in:

  • Project creation.
  • Project reporting.
  • Customer management.
  • Project manager assignments.
  • Client communications.
  • Operational reporting.

When creating a project, administrators can select a company from the list of available company records.

Best Practices

  • Maintain accurate company information.
  • Keep client contact information up to date.
  • Add multiple client contacts when different stakeholders are involved.
  • Use meaningful company names to simplify searching.
  • Review inactive companies regularly.
  • Avoid deleting companies that are linked to historical project data.
  • Verify client email addresses and phone numbers before saving records.

Summary

The Company Management module provides a centralized location for managing customer organizations and their client contacts. Properly maintained company records improve project administration, customer communication, reporting accuracy, and overall project management efficiency throughout the UK Comms Reporting System.