Companies & Addresses

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Enter data records for all companies outside the organization with which the FM department works. These data records are available in many places in the FM portal (e.g. to identify the contractor in eTASK.Instandhaltung). Assign the company a type, a trade, address and communication details as well as data on the company's employees. Evaluate the company (adherence to deadlines, price reliability, etc.) to document the relationship of trust. Upload documents relating to this company. When using eTASK.CAD, the identification of the company in CAD plans is also documented here. When using eTASK.External company registration, the employees of the company who are granted temporary access to the building for work are entered. When using eTASK.defect management, the construction projects in which the company is the client are assigned to the company.

Identification

In this section, data for the identification of the company can be entered. This information will be used to identify it across the entire FM-Portal.

Property	Description
Partner-No.	Enter the company’s partner number.
Department	Department
Status	Displays the current activity status of the company. This information is important for managing and maintaining the address book, as it indicates whether the company is currently listed as an active business partner or not.
Group	This field allows you to assign a group to the company address in order to categorize and filter it more easily. Grouping makes it easier to organize and find addresses, especially with large address lists.
Trade	Select the trade to which the company should be assigned.
Remarks	Here you can enter additional information or comments about the company that are not recorded in other fields. These comments are used for internal communication and may contain important information for cooperation or special agreements.
Company Name (3rd Row)	Company Name (3rd Row)
Company Name	Enter the full company name.
Company Name (2nd Row)	Company Name (2nd Row)
Code	Enter an abbreviation for the company. We recommend that you do not use a sequential numeric code but that you use an abbreviation from which the full company name can be derived.

Address

You can enter the address of the company here.

Property	Description
Mailing Address	If created, used for correspondence instead of other address lines.
Postal Code of P.O. Box	Enter the postcode for the P.O. box, if different to the general address.
P.O. Box	Enter a P.O. box for this company.
Country	Enter the country for the address.
Street Address	Enter the company's street address.
Postal Code	Enter the post code in the company's address.
Location	Enter the town in the company's address.
E-Mail	Official business e-mail address of the company. This address is used by default for sending invoices electronically, unless a different e-mail address is stored in an additional address.

Personnel

This list shows personnel assigned to the present company.

Main Contact Person

In this section, you can enter the company contact data's contact person. This person will not be available for selection in the webforms of the FM-Portal. Only staff members whose data have been entered into the personnel list can be selected.

Property	Description
E-Mail Address	Enter the contact person's email address.
Fax No. (official)	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Fax No. (official)
Mobile Phone No.	Enter the contact person's mobile phone number.
Function	The professional function or position of the main contact person in the company is recorded here. This information is important for correctly addressing and assessing the responsibilities of the contact in business communications and processes.
Phone No. (private)	Phone No. (private)
Title	Academic or professional title of the main contact person in the company. This is used for correct and respectful communication. Common examples are Prof., Dr., Dipl.-Ing. or MBA.
Madam/Sir	The preferred salutation for the company's main contact person is defined here. This information is used for correct and personalized communication in letters, emails and other business contacts. A precise specification promotes a professional and respectful approach.
First Name	First Name
Web Site (private)	Web Site (private)
Birthday	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Birthday
Fax No. (private)	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Fax No. (private)
Last Name	The surname of the main contact person for the company is entered here. This information is important for the correct salutation and assignment in communication with the company. The surname should be entered in full and spelled correctly.
E-Mail (private)	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. E-Mail (private)
Phone No.	Enter the contact person's telephone number.
Superior	Designates the direct superior of the main contact person in the company. This information is important for communication and escalation in business processes as well as for the presentation of the company's organizational structure.

Contact Data

You can update company contact data in this section.

Property	Description
Title Form	Title Form
Fax No.	Enter the company's fax number without the country or area code.
Country Dialing Code	Enter the country dialing code for the company's telephone number (e.g. "0049" for Germany).
Area Code	Enter the area code for the company's telephone number (e.g. "221" for Cologne).
Contact Person	Enter the name of the main contact person.
Phone No.	Enter the company's telephone number without the country or area code.
Website	Enter the company's website address (e.g. "http://www.etask.de")

More communication

List of further communication data

Additional addresses

List of additional addresses for the company. Use additional addresses to store a separate invoice address for outgoing invoices, for example.

Additional Contact Persons

This list shows all persons who have been entered into the FM-Portal as additional contact persons. Click "Add Contact Person" to create additional data records.

Dates

This group includes attributes for relevant dates in the context of companies and addresses. These can include foundation dates, important business dates or deadlines for address-related updates.

Property	Description
Last Contact/Meeting	Last Contact/Meeting
Remarks	This field allows you to record additional, relevant information about appointments with the company that cannot be mapped in other fields. It is used to document important notes or special features that could be important for future interactions or the processing of transactions.
Next Contact/Meeting	Next Contact/Meeting

Company Type

As this webform is part of the central company list, you should indicate the company type for each new data record. In this section you can define the relationship between the external company and your own company. If needed, you can select more than one company type. It is very important to select the company type(s) diligently as the data records are filtered by company type in webforms in which companies can be selected.

Property	Description
Service provider	Indicate whether the company is a service provider for your company.
Lessee	Indicate whether the company has leased rooms from your company.
Lessor	Indicate whether the company leases out any premises used by your company.
Customer	Indicate whether the company is a customer of your company
Proprietor	Indicate whether the company owns any assets or objects used by your company.
Manufacturer	Indicate whether the company manufactures any installations used by your company.
Supplier	Indicate whether the company is a supplier for your company.
Orderer	Indicate whether the company is a contracting entity for your company.

Trades - Multiple Selection

In this list, other trades can be assigned to the selected companies.

Accounting

If the company is an internal company, you can specify information on the company's accounting in this section, i.e. assign the company to a cost center and enter its value added tax identification number.

Property	Description
Our Customer No.	Our Customer No.
Accounting System	Enter the name of the in-house accounting system which performs the company's bookkeeping.
Group Code	Enter the group of companies that the company belongs to.
Cost Center	Select the cost center that the company belongs to.
IXB-No.	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Enter the company’s IXB number.
Sales tax ID	Enter the company's European sales tax made up of the country code (e.g. "DE" for Germany) and max. 12 more alphanumerical characters.
Contractor No.	Contractor No.

Bank Account Data

This section lists all known bank account data of the company.

Company logo

A company logo can be stored here.

In this section you can manage images and display an image gallery.

Emergency list

In this area, you can set whether and how the company should be displayed in the company emergency list.

Property	Description
Show in emergency list	Specify here whether this company should be displayed in the company emergency list.
Note text	Here you can specify for which malfunction the company should be displayed on the company emergency list (e.g. "Heating fault clearance").

Identification in CAD Visualizations

If you use eTASK.CAD and the company is to be visualized in CAD plans, you can enter information on how the company is represented in CAD visualizations here.

Property	Description
Pattern	Enter the number of the pattern in CAD visualization (from "1" to "77").
Background Color	Enter the number of the background color in CAD visualization (from "0" to "119").
Foreground Color	Enter the number of the foreground color in CAD visualization (from "0" to "119").

Evaluations

All evaluations concerning the company which have already been submitted are listed in this section. Click "Enter Evaluation" to submit further evaluations.

Documents

You can upload all documents associated with the company in this section.

In this section you can upload, download and manage files.

Comments

This section has an editor in which comments about the company can be entered. The comments can be freely formatted and saved with the "Add comments" button.

In this section you can add and edit comments and annotations.

Administration

You can use this section to indicate whether the company is an internal company or whether it is enabled for eTASK.RegistrationManagement. The section will be enabled when the data record has been saved for the first time.

Property	Description
Internal Company	Indicate whether the company is an in-house company (e.g. an in-house department).
Company Name on Door Plate	Company Name on Door Plate
Activation for Registration Management	Indicate whether electronic personnel tracking should be activated for the company.

Departments

All departments currently assigned to the companies are entered in this list.

List of External Staff Members

If the company is an external company, this section lists all its staff members. Click "Add Staff Member" to enter additional staff members of the external company.

Offers submitted

List of offers from eTASK project management that the company has received.

Details of the debtor

If the company has been created as a customer, the customer data record is called up here.

Creditor details

If the company has been created as a vendor, the vendor data record is called up here.

user groups

List of user groups for the company.

Maintenance responsibilities

List of maintenance responsibility groups for the company.

Contracts as principal

List of contracts that the company has concluded with clients.

Contracts as a contractor

List of contracts that the company has concluded as a contractor.

Create customer

This function can be used to create a new customer in the system based on the company data and address information entered here. Accounts receivable are central elements in the entry of outgoing invoices and rental agreements.

Create Vendor

This function can be used to create a new vendor in the system based on the company data and address information entered here. Vendors are central elements in the entry of incoming invoices.

Create tenant

This function can be used to create a new tenant in the system based on the company data and address information entered here. In addition to the tenant, the necessary customer master record is also created. Tenants are required in order to be able to process rental agreements.

Create eTASK.maintenance coordination group

Available in the workbar under "

List of objects (manufacturer)

List of objects assigned to the company, with details of the manufacturer.

List of Construction Projects

This list shows all construction projects for which the company is responsible for defect management.