Companies
Using Company Fields Across Bizura
This article explains how to use
Bulk Delete for Companies
Bulk Delete lets you remove multiple Company records from the list view in a single action. Use it to clean up stale, test, or mis-imported Companies without deleting them one at a time.
Smart lists in Companies
Company Smart Lists help you save and reuse customized company smart lists. Instead of rebuilding the same setup every time, you can save your filters, sorting, and field configuration as a Smart List and open it whenever you need it.
Export Companies (CSV Download)
Exporting Companies to CSV makes it easy to share, analyze, and back up company records in Bizura without copying data manually. Company Export lets you download multiple selected companies—or the full company list—directly from the Companies screen.
Import Contacts and Automatically Create Associate Companies
At the moment, Contacts and Companies are imported separately. However, you can still successfully create and associate them using the workflows below.
Company Based Workflows - Company Triggers & Actions
Company-Based Workflows let you automate at the
Getting Started with Companies
You can easily add new companies to your database or update details for existing records. You can store essential information such as: