To add a company to your Merlin software, go to the ‘Contacts’ section in the side menu 👥
Once in the contacts interface, click on the ‘Add contact’ action button.
You will then be taken to the contact addition interface.
By default, the contact type is set to ‘Company’. You can therefore leave it unchanged.
It is also possible to choose the ‘Community’ contact type. This has exactly the same features as the ‘Company’ contact type. It clearly differentiates between public entities and private companies while using the same features.
You will then be asked to fill in a series of fields relating to the contact you are adding. Among these fields, those marked with an asterisk (*) are mandatory:
Company name*
VAT registered: if you set this to ‘Yes’, you will then need to fill in the ‘VAT number’ field
Contact type(s)
Website
Language spoken*
Company name
Tag(s): specific information that you can set.
Email address
Telephone number
Additional note
You can also add a photo to complete the contact's profile.
Address management 📍
You will then be asked to add an address to the contact. To do this, click on the ‘Add address’ action button.
You will then be asked to fill in a new set of fields.
As the contact you are adding is of the ‘Company’ type, the address type will automatically be set to ‘Head Office’.
⚠️ Valid only for the first address. If you add a second address, the address type can be completely changed ⚠️
You can then use the ‘Search’ tool, which will assist you in finding the contact's address. When you start typing the address you are looking for in the ‘Search’ field, suggestions will appear below it. When the address you are looking for appears, click on it. The other fields (‘Street and number’, 'City' and ‘Country’) will then be filled in automatically. A map view using Google Maps will also be displayed.
You can add multiple addresses to the contact by repeating the previous steps. When a contact has multiple addresses, they are displayed in a drop-down menu.
You can also delete addresses that are no longer relevant by clicking on the ‘Delete’ button at the bottom of the address 🗑
