Companies & Contacts

An Organisation is your Kribana account. A Company is one of your customers — the business entity that Plans, invoices, and subscriptions are billed against. A Contact is a person at that company you deal with — who may or may not be the person actually paying the bill.

What this does for you

Companies and Contacts give you one place to manage your customer relationships and the people behind them, without leaving Kribana to look them up elsewhere. Every invoice, proposal, subscription, and wallet in the product hangs off a Company record, and Contacts let you keep track of who to reach out to at each one.

Who can use it

• Viewing companies requires company.view; creating requires company.create; editing requires company.edit; archiving requires company.delete.
• Contacts follow the same pattern with contact.view / contact.create / contact.edit / contact.delete.
• Viewing a company's Contacts tab requires company.viewContacts; adding, editing, or unlinking contacts there (and Delete company contact on the Contacts list) requires company.manageContacts.

If your role doesn't include the relevant permission, the corresponding buttons are hidden or disabled.

Where to find it

Go to Companies and Contacts from the main navigation — each has its own list page.

How to use it

Managing your customers (Companies)

1. From the Companies list, click + Add company.
2. Fill in the form. The exact fields depend on how your organization has configured this record type in Object Customization — there's no fixed, guaranteed field list.
3. Save to create the record.
4. Click into a company to open its detail page — a single scrolling page with a pill nav across Details, Contacts, Billing (invoices and payments together), Proposals, Subscriptions, Upsells, Wallets, and Activity.
5. From the Billing section's own header, you can open the Customer billing portal for that company.
6. To remove a company, archive it (requires company.delete).

Managing people (Contacts)

1. From the Contacts list, click + New contact. This opens the Add contact to company dialog. You can also click + Add contact on a company's own Contacts tab to link people to that company.
2. The Contacts list dialog walks you through Step 1: Select company then Step 2: Select contact — or click + Add new contact to create one on the spot (Name, Phone number, Email, Designation, and a billing portal access option), then Add contact. A contact created this way for a company is attached to it straight away and the dialog closes.
3. Deleting a contact depends on where you do it: Delete company contact on the Contacts list (or Delete from a company's Contacts tab) just unlinks that person from the company. Delete contact on the Contacts list asks you to confirm Delete contact permanently, which removes the contact record itself and unlinks it from every company.

Tips / things to know

• Company form fields aren't fixed — check with your admin if you expect a field that isn't showing, since it may need to be added through Object Customization first.
• Unlinking a contact from a company doesn't delete the contact — their record (and their links to other companies) stays intact until you specifically choose to delete them permanently.
• The Billing pill on a company's detail page combines invoices and payments in one place rather than splitting them into separate tabs.