How To: Add a New Company

How to Add a New Company Record in Unanet (Web Platform)

Before adding a new company record, please search the company name in the Quick Search to ensure there are no duplicates in the system.
On the upper right hand corner, click on the "+" symbol and create a new "Company" record.
Complete all the required fields in blue. All other fields are optional but should be entered if information is known.
1. Company Name - enter the firm's legal name as indicate on their website.
2. Parent Name - if the firm has a parent company or is owned by another entity, search and select the company name.
3. Company Acronym - if the firm frequently goes by a company acronym (e.g., JLL / Jones Lang LaSalle), enter acronym letters in this field.
4. Other/Former Company Name(s) - if the firm goes by another name or has been acquired by other companies in the past, enter the names in this field.
5. Address - enter the firm's business address. There is the option of adding multiple addresses once the company record is saved.
6. Website - enter the firm's official website. The website helps distinguish firms with similar or same company names.
7. Division/Office - select the Division that will be doing work with the specific firm. Hold the CTRL key and press on the selections if there is more than one Division associated to the firm.
8. Company Types - select the type of firm that most closely matches the list of selections. Hold the CTRL key and press on the selections if there is the firm is tied to more than one Company Type.
After all fields have been completed, click "Save".
You can now add any contacts and create various associations against the company record.