Contacts and Businesses - Business Detail Content Link

Overview

This help page describes a content link used within SmartOffice CRM for viewing and editing business information. Users can access this feature while viewing a business record to manage details including the company name, employee count, establishment date, industry classification, and contact numbers.

Key Fields Described

The content link contains several important fields:

• Business Name: The entry here determines how the business appears in correspondence through merge codes
• Abbreviation: Helps users locate records more quickly during searches
• DBA (Doing Business As): For entering fictitious or alternate business names
• Primary Contact: Links to an individual whose name auto-populates in business correspondence
• NAICS: Stores the six-digit North American Industry Classification System code
• SIC: Records the four-digit Standard Industrial Classification code

Additional Context

The page notes that the fields in this content link are similar to those found on the contact Personal section, with business-specific additions. Users with appropriate permissions can customize the layout according to organizational needs.

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