Company Details Page

View and manage comprehensive information about a client company. ## Page Overview ### Company Header - **Company Name**: Legal business name - **Status**: Active, Inactive, or Prospect - **Quick Stats**: Orders count, total revenue - **Action Buttons**: Edit, New Order, Message ### Navigation Tabs - **Details**: Basic company information - **Contacts**: Key personnel and contacts - **Orders**: Order history and status - **Documents**: Uploaded company documents - **Communications**: Message history - **Financials**: Billing and payment info ## Key Sections ### Company Details Tab - **Legal Name**: Official registered name - **DBA/Trade Name**: Operating name if different - **Industry**: Business sector - **Website**: Company website URL - **Description**: Business overview - **Tax ID/EIN**: For billing purposes ### Address Information - **Primary Address**: Main business location - **Mailing Address**: For correspondence - **Service Locations**: Multiple office locations - **Service Radius**: Preferred travel distance ### Contact Information - **Main Phone**: Primary business line - **Email**: General contact email - **Fax**: Fax number if applicable - **Business Hours**: Operating hours ### Contacts Tab - **Primary Contact**: Main point of contact - **Billing Contact**: Invoice recipient - **Secondary Contacts**: Additional personnel - **Relationships**: Parent company, subsidiaries ## Quick Actions ### Create New Order - Pre-fills company information - Shows recent order types - Includes preferred service locations - Uses standard pricing if set ### Send Message - Compose message to company - Attach documents if needed - CC additional contacts - Track message in history ### Update Status - Change between Active/Inactive - Add notes about change - Notify relevant team members - Update reports automatically ## Company Status Types ### Active - Regular business relationship - Can receive new orders - Appears in search results - Receives communications ### Inactive - No recent activity - No new orders allowed - Hidden from general search - Maintains historical data ### Prospect - Potential client - Limited access to features - In sales pipeline - Follow-up reminders set ## Integration Features ### Orders Integration - Auto-suggest when creating orders - Shows order history - Prefills pricing if established - Includes preferred notaries ### Calendar Integration - Shows company preferences - Blocks unavailable times - Sets recurring appointments - Syncs with company calendar ### Billing Integration - Uses standard rates if set - Applies volume discounts - Stores payment methods - Generates statements ## Best Practices ### Data Management - Keep information current - Add notes about preferences - Document key contacts - Track important dates ### Relationship Management - Log all communications - Note special requirements - Remember service preferences - Track satisfaction levels ### Growth Opportunities - Identify upsell opportunities - Track referral potential - Note expansion plans - Suggest additional services