Manage companies

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

Companies are the organizations your contacts belong to. Everyone sees the companies; the people in them follow the contact rules.

Prerequisites

  • The Admin, Manager, Reception or Staff role.

Find a company

  1. In the menu, under Workspace, select Companies.
  2. Search by company, address or tag, or sort by a column.

Add a company

  1. In the menu, under Workspace, select Companies.

  2. Select Add company.

  3. Enter its Name, which must be different from every other company's, and optionally its Website, Phone, Address and Tags (comma-separated).

  4. Select Save.

    A company's page, with its people, follow-ups and timeline

Work with a company

Open a company to see its details, the people you can see there under People, its follow-ups and its timeline. To add someone, select Add contact here. To change the details, select Edit.

Remove a company

  1. Open the company, select Remove, and then confirm.

The company, its timeline and follow-ups are deleted. Its people stay as contacts without a company. Only managers and administrators can remove a company.

Next steps