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Companies Page (NEXT) Overview

The Companies page in NEXT is your central hub for creating, managing, and tracking company records—such as franchisees, landlords, vendors, or internal entities.

Once your account is migrated to NEXT, clicking the Companies tab will automatically redirect you from Classic to the new Companies experience.

The new page retains the familiar grid-style layout you’re used to, while introducing improved configuration, exporting, and record management tools.

Navigating the Companies Grid

The Companies page opens to a configurable grid that displays your company records.

Configuring Grid Columns

Instead of the checkbox-style column selector from Classic, grid configuration is now managed through the gear icon in the upper-left corner of the page. Grid configurations are per user. Any changes you make will only affect your own view.

From the configuration window, you can: 

  • Select which columns appear in the grid

  • Add basic company fields such as Company Type, Concept, Contacts, Notes and more.

  • Include any Company-associated Custom Fields

  • Reorder columns by clicking and dragging fields into your preferred order

  • Apply changes immediately

  • Save the configuration for future use

Exporting the Companies Grid

The Companies grid is exportable at any time.

When exporting:

  • The file will reflect your current grid configuration

  • Only the selected columns and column order will be included

This makes it easy to generate tailored exports without additional setup.

Pinning Companies

You can pin one or more companies for quick access.

Available options include:

  • Clicking the pin icon directly on a company record

  • Searching for companies and pinning them in bulk using the pin icon next to the search bar

Pinned companies remain easily accessible at the top of your list.

Create a New Company

To create a new company:

  1. Click the “+” icon in the upper-left corner of the Companies page

  2. Complete the required fields:

    • Name

    • Type (defaults to Franchisee)

    • Status (defaults to Active)

Once created, the company record opens into its own Company Card, where additional details can be managed.

Company Card Overview

Each company has a dedicated Company Card with multiple tabs for organizing related information.

Info Tab

The Info tab contains basic company details, including Name, Type, Status, Concept, Address and Phone Number.  

Changes made in this section automatically save as soon as they are edited.

Contacts Tab

The Contacts tab manages all contacts associated with a company.

From this tab you can:

  • Mark one or more contacts as Primary Contacts using the star icon

  • Disassociate a contact by clicking the red link icon

  • Add contacts by clicking the “+” icon at the bottom of the tab

When adding a contact, you can either search for an existing contact or create a new contact directly from this form.  

Custom Data Tab

The Custom Data tab displays all Custom Fields associated with Companies.

For clients with a large number of Custom Fields:

  • Use the search bar at the top of the tab to quickly find specific fields

  • The form dynamically narrows results as you type

All Company Custom Fields are managed from this tab.

Agreements Tab

The Agreements tab manages both Development Agreements and Franchise Agreements for a company. Associating Companies or Franchise Agreements to Sites is optional and intended for reporting and data tracking purposes only.

Development Agreements

  • Created using the “+ Development Agreement” button

  • The only required field is a name

Franchise Agreements

  • Live under their parent Development Agreement

  • Created and managed within the Franchise Agreement tab

Key dates such as Committed and Signed are tracked and surfaced in the Agreement Pipeline Report, allowing you to compare contractual timelines against development progress.

Documents Tab

The Documents tab serves as a document repository for company-related files.

Features include:

  • Unlimited folders and file uploads

  • Drag-and-drop file uploads

  • Click-to-browse file selection

This repository functions similarly to the Documents tab on the Sites page.

Memos Tab

The Memos tab allows you to create and manage company-specific notes and communications.

Permissions are granular and include options for:

  • View / Edit / Delete All Memos

  • View / Edit / Delete My Memos

The memo grid itself is configurable:

  • Columns can be reordered, hidden, or shown

  • The grid is exportable

To create a memo:

  • Click the “+” icon

  • The Source defaults to Note, but can be changed to Email or Phone

  • The Category field is fully customizable, allowing users to create their own memo categories

Credits Tab (Collect Module Only)

The Credits tab appears only for clients who have purchased the Collect module.

For more information about Credits and Collect functionality, please contact Support.

Deleting a Company

To delete a company:

  • Click the red trash can icon at the top of the Company Card

Deletions are permanent and should be used with caution.

Need Help?

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!