# Companies

> Company records, the people who work at them, and their details from the UK company register.

Source: https://help.clockworkcrm.com/contacts/companies
Last updated: 2026-10-09

A company record holds one organisation. Companies and people are the two contact types in
Clockwork CRM. A company record holds the organisation's own details and the people who work there.

## Finding companies

The search box in the Contacts app's top bar finds companies as well as people.
**Contacts → List Companies** lists companies only, and narrows the list with search criteria.

![The advanced company search: filters and columns across the top, results below](https://clockworkcrm.blob.core.windows.net/public-internal/docs/contacts/company-list.png?v=a0db7e7b)

This is the same search used for people. **Filters** control which companies come back, **Show**
controls the columns, and **Sort** controls the order. See
[Searching contacts](https://help.clockworkcrm.com/contacts/searching).

## Adding a company

**Contacts → Add Contact** offers three ways to add a company:

- **Add a new company manually**, a form for the details you already have
- **Find UK companies**, to search the UK company register by name, number or area. See
  [Finding UK companies](https://help.clockworkcrm.com/contacts/uk-companies)
- **Bulk import companies using a CSV file**. See [Importing contacts](https://help.clockworkcrm.com/contacts/importing)

### Adding a company manually

1. Go to **Contacts → Add Contact** and choose **Add a new company manually**.
2. Enter the **Company Name**.
3. Fill in any other fields you need.
4. Select **Save**.

**Save** stays unavailable, with the message "Missing or incomplete fields detected.", until every
required field is filled in and every field is valid. When the company is saved you see
"*Name* has been created." and its record opens on the **Timeline** tab.

**General Details**

| Field | What it does |
|---|---|
| **Company Name** | Required. Up to 100 characters |
| **Telephone** | Must be a valid phone number |
| **Primary E-mail Address** | Up to 100 characters. Must be a valid email address |
| **Company Registration Number** | The Companies House company number, up to 8 characters. It is used to show the company's Companies House details, filing history and officers on the record |
| **Company Image** | Click the image to choose a picture from the File Browser. It is shown at 256 by 256 pixels |

**Business Information**

| Field | What it does |
|---|---|
| **Business Type** | Private Limited Company (LTD), Public Limited Company (PLC), Limited Liability Partnership (LLP), Non Profit Organization (NPO), Overseas Company or Sole Trader |
| **Website** | Up to 255 characters. Must include the protocol, such as `https://` |

**Address**

| Field | What it does |
|---|---|
| **Address Line 1**, **Address Line 2** and **Address Line 3** | Up to 100 characters each |
| **City / Town** | Up to 100 characters |
| **County / Province / State** | Up to 100 characters |
| **Postal Code / Zip Code** | Up to 50 characters |
| **Country** | Chosen from a list |

**Tags** work in the same way as they do for people, using tags for companies and
application-wide tags. See [People](https://help.clockworkcrm.com/contacts/people#tags).

Each property group that holds at least one company property appears as its own section. Required
properties must be filled in before you can save. See [Custom properties](https://help.clockworkcrm.com/general/custom-properties).

### Adding a company from the UK register

**Find UK companies** searches the register of UK companies by name or registration number, or finds
every company in an area on a map. It adds the companies you choose, with their officers if you
want them. See [Finding UK companies](https://help.clockworkcrm.com/contacts/uk-companies).

## The company record

Opening a company shows its record. The left panel holds the organisation itself.

![A company record's left-hand panel: name, address, contact details, registration number, business type and tags](https://clockworkcrm.blob.core.windows.net/public-internal/docs/contacts/company-record.png?v=0a7a7fbe)

| Item | What it shows |
|---|---|
| Image | The company's image. Click it to choose a new image from the File Browser. You are asked to confirm before the old image is replaced |
| Name | The company name |
| **Address** | The full address. Click it to search for the address in Google Maps |
| **E-mail** | The primary email address. Click it to copy it. An address shown struck through is on a blacklist and won't receive further bulk emails |
| **Telephone** | Click it to dial the number from your device |
| **Website** | Click it to open the website |
| **Registration Number** | Click it to copy it |
| **Business Type** | Click it to copy it |
| **Tags** | The tags on the company |
| Map | A map of the address |
| **Active Industry** | The company's industries, from its SIC codes |
| Property groups | One section per property group, showing the properties that hold a value |

Property values behave in the same way as on a person. See
[The person record](https://help.clockworkcrm.com/contacts/people#the-person-record).

The icons under the name are the same quick actions as on a person: log or make a call, email,
schedule, send an SMS, get a form link and create an opportunity. **Schedule...** adds the company
to the new activity as a linked contact. See [People](https://help.clockworkcrm.com/contacts/people#quick-actions).

## Editing a company

1. Open the company.
2. Select **Edit Contact** in the top bar. The left panel becomes the edit form.
3. Change the details. The sections are **General**, **Business Information**, **Address**,
   **Active Industry**, **Tags** and one section per property group.
4. Select **Save**, or **Cancel** to leave without saving.

The edit form has the same fields as the add form, and **Active Industry**, where
**Select Industry...** picks the company's industries.

## Deleting a company

1. Open the company.
2. Select **Delete Contact** in the top bar.
3. Confirm **Are you sure you want to delete this Company**.
4. Confirm again at **Are you really sure?**.

The company is deleted permanently and you return to **Contacts**. **Edit Contact** and
**Delete Contact** need the matching permissions. See [Teams and permissions](https://help.clockworkcrm.com/admin/teams).

## The tabs

The rest of the record is a set of tabs. A tab shows a count when it holds anything. Plugins can add
their own tabs. On a small screen, the **Company** tab shows the left panel.

| Tab | What it holds |
|---|---|
| **Timeline** | Everything that has happened with this company, newest first |
| **Emails** | Emails linked to the company and to the people who work for it |
| **Calls** and **SMS** | Calls and text messages to and from the company |
| **Calendar** | Calendar activities linked to the company |
| **Cases** | Cases raised for the company |
| **Projects** | Projects attached to the company |
| **Notes** | Free-text notes written against this company |
| **People** | The people who work for this company |
| **Sales** | Opportunities involving the company |
| **Bookings** | Bookings made by the company's people through your booking links |
| **Forms** | Marketing form submissions from the company |
| **Details** | The company's profile from the UK company register |
| **Filing** | The company's Companies House filing history |
| **Officers** | The company's officers, now and in the past, from the register |
| **Files** | Documents attached to the company |
| **Mailing Lists** | Mailing lists the company belongs to |
| **Page Views** | Pages viewed on your tracked sites |

The **Timeline**, **Notes** and list tabs work in the same way as they do for people. See
[People](https://help.clockworkcrm.com/contacts/people#the-tabs). On a company, **Unlink** on the **Emails** tab unlinks the
email from the company and from every person who works for the company and has it linked. The
**Bookings** tab has a **Customer** column showing which of the company's people made the booking.

## People

The **People** tab lists the people who work for this company. The tiles at the top count the
**People**, those **With email** and those **With a phone**. Each person shows their **Name**, with
their job role at this company, and their **Email**, **Phone** and **Mobile**. Click an email address
or number to copy it. Click a row to open the person.

When no one works for the company, **See its officers** opens the **Officers** tab.

![The People tab, listing the people who work for this company with a total at the top](https://clockworkcrm.blob.core.windows.net/public-internal/docs/contacts/company-employees.png?v=9c5ec1d1)

A person appears here because this company is one of the companies they work for. That is set on
the person under **Works for these companies**. See [People](https://help.clockworkcrm.com/contacts/people#business-information).

## Companies House details

**Details**, **Filing** and **Officers** are read from the UK company register using the company's
registration number. When the company has no registration number, or one the register does not
know, these tabs say there is nothing to show.

### Details

**Details** shows the company's profile, the same profile shown when you find a company with
**Find UK companies**. See [The company profile](https://help.clockworkcrm.com/contacts/uk-companies#the-company-profile).

**Synchronise Data** updates the record from the register, after you confirm at **Update from the
register**. It replaces the company name, address, business type and active industries. The
website, telephone number and email address are only filled in where they are empty.

### Filing

**Filing** shows the number of **Filings** and the date of the **Latest filing**, then lists the
filings 25 to a page, with **Date**, **Kind** and **Description**. **PDF** opens the filed document
in a new browser tab. A filing held on paper only says **Paper only**.

![The Filing tab: the number of filings and the latest, then each filing with its date, kind, description and PDF](https://clockworkcrm.blob.core.windows.net/public-internal/docs/contacts/company-filing.png?v=04cc1736)

### Officers

**Officers** shows tiles for the **Officers in office**, the **Directors** (**Members** for a
limited liability partnership), how many are **In Clockwork CRM**, and any **Former officers**.

**Time in office** is a chart with a bar for each officer, from their appointment to today or to
when they resigned. It includes up to 15 of the most recent former officers.

![The Officers tab: tiles, the Time in office chart, and the officers table](https://clockworkcrm.blob.core.windows.net/public-internal/docs/contacts/company-officers.png?v=38e86b4f)

The table lists each officer in office with their role and occupation, when they were appointed,
when they were born, their nationality, and their email address where one has been found. Click an
email address to copy it. Click an officer to see every company they serve. **Former officers**
lists the officers who have resigned.

- **Add** adds the officer as a person who works for the company. An officer who already works for
  the company shows **Linked**.
- **Add all officers** adds every officer in office who is a person and is not already linked to the
  company, after you confirm.

See [What is added](https://help.clockworkcrm.com/contacts/uk-companies#what-is-added) for how officers are added. When the
company's officers have not yet been loaded from the register, the tab says so. They usually appear
within the hour.

## Custom properties

Anything the built-in fields do not cover goes in a custom property. Company properties are
defined separately from person properties. See [Custom properties](https://help.clockworkcrm.com/general/custom-properties).

## Related

- [People](https://help.clockworkcrm.com/contacts/people), the other contact type
- [Finding UK companies](https://help.clockworkcrm.com/contacts/uk-companies), adding companies from the UK register
- [Importing contacts](https://help.clockworkcrm.com/contacts/importing), adding many companies at once
- [Finding and merging duplicates](https://help.clockworkcrm.com/contacts/duplicates)