In the Raynet Directory, you can track, maintain, and manage not only all Clients, but also your Own Company. Settings and data in Own Company are pulled into print outputs (Quotes, Orders, etc.). That’s why it’s important to keep your own company information up to date. In the Contact People panel, you’ll find the users of your CRM account. In this article, we’ll show you how to easily find and edit your own company in Raynet.
Where do I find my own company?
You can find your Own Company in the Directory under the Clients section. You can search for it using full-text search, or in the Clients list view you can pin a quick filter Relationship and select Own Company.
Detail view of the Own Company looks similar to other clients. We describe the Client detail view in more detail in this article. The difference is that you won’t find the Status field here, because it doesn’t make sense for your own company. The Relationship and Owner fields are already set by the system. For correct setup of print outputs, it’s important to have current information filled in on the record, such as the company name, address, and the Company ID/Registration ID and VAT ID on the Additional Information tab.
What differs is the display of Contact People. Only deactivated users are shown as standard Contact People. These people can be edited directly in the Contact Person detail view. If you click Current user of your CRM account, you’ll be taken automatically to the user profile. This feature is available only to account administrators.