Anytime you are entering a new company location, contact, or vendor, you should always use "Searching for Existing Records" to ensure the company location or contact does not already exist in your database. Although e-manage is designed to keep duplication from happening, it cannot account for users entering companies using acronyms or simply supplying the wrong information. Hint: Try to refrain from using acronyms.
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Although you can manually enter all of the company information into e-manage, we recommend using the Prospecting Tool to find the company information (even if you have a business card in front of you) and enter the company portion of the data from the results to ensure accuracy and increase efficiency.
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There are certain settings that change the way that e-manage works with a company location. You can learn about these settings here.
For example, changing the Company Type to "Vendor" will change the way the form works. There will be more fields to fill out including: Tax ID, Tax Reporting, This Vendor Sends Me Acknowledgements, Subcontractor, PO's Created are Internal Cost Only, and Subcontractor.
The required fields are denoted with asterisks, but any information you have, that is accurate, should be entered regardless of if it is required or not. A prime example is Market Type. Your company may have chosen not to make this a required field, but it is, nevertheless, important for analyzing your business, so it should be entered whenever possible. An example of how filling in the Market Type on a new Company record is used in helpful reporting is in the e-manage Dashboard “Sales By Market”.
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