This guide covers how to search for, create, edit, and organize Companies, Properties, and Contacts in Terial's Customer Database.
Your customers are organized into Companies, Properties and Contacts within our Customer Database.
📽️ Video Tutorial Prefer to watch a video? Watch this short video to master editing and creating Companies, Properties and Contacts.
Searching for Customers
Use the "omni search" at the top of the app to search and find anything within the database.
Adding a Company
Step 1: Click + New Company and fill out fields
Editing and Deleting Companies
Navigating a specific Company page
Adding a Property
Step 1: Either click + New Property within the Company page (see above) or select this button on the Properties table.
Step 2: Field out Property fields, including a valid address. At the bottom of the page, outline Property sections (read Outlining Property Sections). Select Save.
Navigating a Property Page
When editing a property, you can optionally link one or more Associated Companies to it. This is useful when a property is managed or overseen by a separate entity: for example, a property manager or general contractor, in addition to the primary company that owns the property. By linking these secondary companies, your team can quickly see all the key stakeholders tied to a property without having to dig through notes or separate records.
Adding a Contact
Step 1: Create a Contact within a Company or Property or directly on the Contacts table
Step 2: Associate Contact with Property by clicking the "Contacts" tab within the desired Property and selecting Link Contact to Property
Note: Only contacts that are associated with the Company will appear in this list.
💡 Helpful Tip: Create a Company → Property → Contact
As a best practice, always create a Company entry before you add a Property. Creating this hierarchy will ensure your customer database is clean and in good order.
👉 Read next: Outlining Property Sections
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