Managing companies

Short answer: open CRM > Companies. There you search for organisations, create new companies, and manage existing ones. You link contacts to a company, so conversations come together per organisation.

Step by step

1. Open CRM in the menu and choose Companies.
2. Create a new company, or find an existing one with the search box.
3. Per company you manage the details and the linked contacts.

Good to know

Companies and contacts belong together: a contact is a person, a company is the organisation that person belongs to. By keeping both up to date, you see not only who you're talking to, but also on whose behalf.

For a company, only the name is required. Website, email, phone, address fields, VAT number (up to 32 characters), and customer number (up to 64 characters) are all optional.

VAT number and customer number with an ERP connection

If you have a connection to an external system, the VAT number and the customer number stop being free fields. They arrive with the identity of a recognised webshop user, and the customer number is that customer's number in the external system.

The external system is then in charge, and that costs you your own input. On every verified session those fields are taken over from the external system again: change them in Sarrai and your change is gone the moment that customer chats again. So correct them there, not here.

Three things happen quietly alongside that. An empty field in the external system erases nothing: if there's no VAT number there, whatever sits in Sarrai stays, because the takeover fills and overwrites but doesn't clean up. A value that's too long is truncated rather than refused, with no error message. And if the company gets a name externally that already belongs to another active company in your CRM, that rename is silently skipped. The two systems then drift apart without anyone seeing anything.

Two things to know: you can't delete a company while contacts still belong to it (including archived ones), so detach or remove them first. And archiving a company doesn't unlink its contacts: they stay active and keep pointing to the archived company.

Also searched as

"add a company", "manage organisations in the crm", "look up a customer company", "link contacts to a company"

See also

• Managing contacts
• How the CRM and your conversations fit together