Companies are entered via Relations> Companies.
Several rights can be set for creating, changing and deleting companies.
Creating a new company
A new company can be created by using Ctrl+N.
Changing a company
After selecting a company in the list the tabpages will show the company data.
Use Ctrl+S or the diskette in the menu to save the changes.
Deleting a Company
A company can be deleted by selecting the company and choosing Ctrl+D.
Mill7 will check if journal entries or time and invoices are booked on possible related debtors or creditors.
For cleaning up companies the special function 'Clean up relations' can be used.
Search and select a Company
Searching for a company is possible in 2 ways:
–Searching through Search name or code
Select the column Search name or Code by clicking with the left mouse button, enter the first few characters and choose <OK>. Mill7 will select the company that is closest to the search criterion.
–Searching through the field value of a field.
Open the search screen by clicking with the left mouse button on a field and choose Ctrl+F or by clicking with the right mouse button and choose <Search>.
A pop up screen will appear in which a search criteria can be entered for the selected field. With the <Search> button a list of companies is built up that meet the search criterion.
A company can be selected by double clicking with the left mouse button or with a single click and <OK>
Copy address to clipboard
By using Ctrl+8 the visiting address of the company will be copied to the clipboard.
Ctrl+9 copies the Postal address.
Look up visiting address in Google Maps
The function 'Lookup visiting address in Google maps' can be chosen in the right mouse button menu.
By entering address data more completely and correctly you will increase the chance that for an address to be found.
Tabpage General
Name
The name of the company is entered the way it should be printed like "Garage MakeMyCar".
Search name
It can be useful to place the text "MakeMyCar" in front, like "MakeMyCar, Garage" making it easier to search on the name.
Code
Every company has a unique code. This code can be entered by the user or can be generated by Mill7.
The code is generated by Mill7 when the field is left blank. The code will be determined according the setting Company mask.
With the Relation Settings option 'Change relation code' activated, the user may enter a code himself. Mill7 will determine the code only when the field is left empty.
Type
A type can be defined for a company.
The code "SRV" is reserved for Service companies.
Relation management
If the checkbox 'Relation management' is activated, additional data can be entered for this company in the 'Relation management' tab.
To deactivate the option the user needs the relation right 'Deactivate relation management client'.
Deactivating relation management will not delete any information in relation management files. This information cannot be viewed on screen but will still be taken in account on reports.
Debtor and creditor
With the radio buttons Debtor or Creditor a company is set as a debtor or creditor. A popup screen appears in which extra information can be added necessary to create a debtor/creditor.
The debtor/creditor gets the same code as the concerning relation. The debtors and creditors are used in the modules accounting and time and billing.
Lock 
In the Trust version in service companies name and address information from companies and persons can be encrypted. Only users with sufficient rights are able to see the real data.
The encrypted fields are not supported by any functionality in Mill7 regarding addresses like reports, mailing, telebanking etc.
Tabpage addresses
In Mill7 Postal address, Visiting address and other addresses, can be saved per company.
Millogic advises that the codes in the country table comply with the two letter ISO 3166-1 codes for export purposes.
Extra address lines
The number of address lines that can be entered is maximum 4 and can be set at the Relation settings. The labels of the address lines can be entered at Settings> General. These settings apply to all postal and visiting addresses at companies and persons.
Street/no
The label of this field can also be changed via Settings> General
Free fields 1-4
Tabpage Postal address has 4 free fields. Via Settings> General it is possible to give this fields a different name.
Postal address is visiting address
On tabpage Visiting address the checkbox Postal address is visiting address can be activated. In that case the visitor's address is automatically copied from the postal address.
Extra addresses or telephone numbers can be entered in the 'Address/Tel. other' tab.
By double clicking with the left mouse button on a row a popup screen appears.
A new address can be entered with Ctrl+N. With Ctrl+D an address can be deleted.
Tabpage Relations
This tabpage shows all relations between the selected company and other companies in relation management.
The left side of the screen shows a list of relation management files. By selecting a file on the right the related entity will be shown.
By selecting 'All categories' the right side will show all related entities.
By double clicking with the left mouse button on an entity the corresponding relation management screen will be opened.
When the 'Only show active relations' checkbox is activated relations with an end date and relations to inactive entities will be excluded from the list.
Via the <Print all categories> button, two Excel reports can be created containing the relations of the selected company. A quick scan checks the listed categories only. A full scan checks for all possible files and fields and can take up a longer time, especially when files are large.
Tabpage Employees
This tabpage shows the employees from the company.
By double clicking with the left mouse button the Person screen with the employee data will be opened.
The field Employer at Persons must be set to the employer..
Tabpage Mailing
At the left side of the screen all mailings are listed, on the right side all employees.
With a checkmark per employee per mailing can be indicated who receives what mailing.
A Mailing can be defined via menu Bookkeeping> Relations> Mailing.
For both companies and persons, events, like call appointments and meetings, can be logged.
Events also can be maintained via menu Bookkeeping> Relations> Events.
On the left side of the screen a list of events is shown.
Which events are shown depends on the selection at the bottom of the screen.
Show all
When this option is not checked both events completed and not completed will be shown.
Otherwise only events not completed will be shown.
By all
When this option is checked only events from the same user will be shown.
A new event can be add by positioning the cursor on an empty line or via Ctrl+N.
The event will be connected automatically to the selected company.
The event can be named in the column Event. In the other columns a selection can be made by using F4.
At the left of the screen the details of the event are shown.
Using the button <Details> will give a popup screen in which the details can be logged per day.
Documents can be linked to the event by using the <Document> button.