In Cirkus, Company Templates are predefined structures used to standardize the top level information for a Company across Projects. They allow users to create consistent company records by defining specific Fields such as name, description and custom attributes relevant to a Supplier, Client or other Organisation.

By using Company  Templates teams can quickly add new Companies without repeatedly entering the same details, improving efficiency and organization. They can also be customized to fit different workflows, ensuring that relevant information is always captured for each Company.

• Elements of a Company Template
  • Info
  • Fields
• Create a New Company Template
  • Web & MacOS
  • iOS 
• Applying Company Templates to New Company
  • Web & Mac OS
  • iOS
• Apply Company Templates to Existing Company 
• Duplicate Company Templates
• Export and Import a Company Template

Elements of a Company Template

Using a template allows you to pre-populate Company elements that will automatically be applied to the Company when the template is applied. When configuring a template, all elements and fields (except Company Template Name) are optional. Any elements you leave blank/empty can be manually added to a Company later.

Info

Template Name: create a name for the CompanyTemplate
Template Description: information that explains what the template can be used for
Default Name: default name applied to the Companywhere this template is used
Default CompanyDescription: default description applied to the Company where this template is used

Fields

The fields tab outlines the default and custom fields of your template which you can add, reorder, edit, and remove.
You can show, hide and rename all fields on the Companies , as well as adding hints, and reordering how they show in the forms.
You can also add new Custom Fields of different types e.g text entry, checkbox, selector.
Check out this article for more info on configuring custom fields.

Create a New Company Template

Web & MacOS

1. As an Administrator, click Workspaces and double-click the workspace where you would like to use the template
2. Click the Templates tab, then Company  
3. Type a name for the new template and click Add Company Template
4. Double-click on a Company Template name to access the CompanyTemplate configuration
5. Optionally, add a Default Thumbnail which will be applied to all Companies which use this Template.
6. Populate the desired template elements of Name, Description and Standard and Custom Fields

iOS 

As an Administrator, click Workspaces and select the workspace where you would like to use the template

Click the Templates > Company

1. Click Add Company Template
2. A new window will appear where you can populate the template's Info
3. Click Done
4. Now you will see the new template in the Company Templates tab

Applying Company Templates to New Company

Web & Mac OS

1. Click on Companies 
2. Click Add Company
3. A New Company window will appear. Select the Contact Template you want to apply to the new Contact.
4. Fill out any standard or custom fields, Mandatory fields must be completed before the Company can be created.
5. Click OK

iOS

1. Click on Company
2. Click Add Company
3. A New Company window will appear,  and type a name for the Company
4. Click CompanyTemplate  and select the template you want to apply to the new Company. 
5. Fill out any standard or custom fields, Mandatory fields must be completed before the Company can be created.
6. Click Done

Apply Company Templates to Existing Company 

You can apply a Company  Template to an existing Company

1. Go to the Company where you would like to apply a Company template
2. Select the Info tab
3. Click the blue text to the right of CompanyTemplate and select a template

Note: If you change the Company template, Cirkus will attempt to keep the fields and values which match in name and type

Duplicate Company Templates

You can also Duplicate your Company Template if you want to create a new similar one.
On mac: right click a Template > Duplicate CompanyTemplate
On web: Edit > Select a Template > More Actions > Duplicate
On iOS: Swipe on a Template >More (...) > Duplicate

Export and Import a Company Template

You can also Export your Company Template if you want to move it to a different environment, or send a copy to support to debug.
To Export
On mac: right click > Export
On web: Edit > Select a Template > More Actions > Export
A <template>.json file will be downloaded to your machine.
To Import
On mac and web: In the Template list, select the (...) from the options menu in the bottom bar > Import Template
select the file from your device and the template will be created with (imported) appended to the name.