Every tab and field on the Company detail view at cmblazor.reyesco.com (the default landing grid). Internally called "Organization" in the code.
A business the tenant deals with — a client, vendor, or partner organization — with its own contacts, addresses, credentials, accounts, insurance, and project history.
The tab order below is the default. An administrative user can reorganize or reorder these tabs per site (and per role), so what a given user actually sees may differ from this list.
Organization
| Organization Name* | The company's display name. | Required |
| Short Name | An abbreviated name used where space is limited. | Editable |
| Main Phone / Alternate Phone | The company's phone numbers. | Editable |
| Main Fax | The company's fax number. | Editable |
| Website | The company's website address. A globe icon next to the field opens it in a new tab — disabled until a value is entered. | Editable |
| Contact Email | The company's main contact email. Validated as a real email format if entered — not required. | Editable |
| Parent Organization | A parent company this one rolls up to, if part of a larger organization. | Editable |
| Active | Whether this company is currently active in the system. | Editable |
| Tax Start Month | The month this company's tax/fiscal year begins. | Editable |
Primary Address
| Address / Address 2 / City / State / Postal Code / Country | The company's main physical address. | Editable |
| Map | A read-only map preview generated from the address. | Read-only |
| Time Zone | The time zone this address is located in. | Editable |
Additional Info
| Name On Check | The exact name to print on checks paid to this company. | Editable |
| Industry Type | The industry this company operates in. | Editable |
| Vendor Type | The category of vendor this company is, if applicable. | Editable |
| Ownership Type | The company's ownership structure (e.g. LLC, sole proprietor). | Editable |
| Organization Type | The type of organization this is (client, vendor, partner, etc.). | Editable |
| Payment Term | The default payment terms for this company. | Editable |
| Customer Type | Residential or Commercial, from a site-level lookup. | Editable |
| Default Tax Code | The tax code applied by default when this company is billed. | Editable |
| Default Payment Method | How this company typically pays. | Editable |
| Taxable | Whether tax applies to this company by default. | Editable |
| Annual Revenue / Employee Count | Size indicators for the company. | Editable |
| 1099 Eligible | Marks this company as needing a 1099 tax form issued. | Editable |
| Credit Limit | The maximum credit extended to this company. | Editable |
| External Ref ID | A cross-reference identifier to an outside system. | Editable |
Organization Tags
A dynamic, site-configured set of checkboxes for tagging/categorizing companies (e.g. "Preferred Vendor," "VIP Client").
Tax & Incorporation Info
Collapsed by default.
| Tax Identity / State Tax ID / Local Tax ID | The company's tax identification numbers. | Editable |
| Incorporation ID / Incorporation State | Where and under what ID this company is legally incorporated. | Editable |
Audit Details
Collapsed by default.
| Created By / Created Date | Who created this record and when. | Read-only |
| Modified By / Modified Date | Who last changed this record and when. | Read-only |
| Contact* | An existing person, linked to this company. | Required |
| Relationship* | How this person relates to the company. | Required |
| Job Title | Their job title at this company. | Editable |
| Notes | Notes about this contact relationship. | Editable |
| Address Name* / Type* | A label and category for this address. | Required |
| Time Zone / Phone | The time zone and phone number tied to this address. | Editable |
| Start Date / End Date | The period this address is/was valid. | Editable |
| Address* / Address 2 / City* / State* / Postal Code* / Country | The physical address. | Required |
| Map | A read-only map preview. | Read-only |
| Description* | A short summary/title for the note. | Required |
| Note Date | The date the note applies to. | Editable |
| Notes | The full note text. | Editable |
| Description* | A short label for the communication. | Required |
| Communication Type* | The channel/kind of communication. | Required |
| From User Name | The staff member sending/logging the communication. | Editable |
| Relates To | Optionally links this communication to a specific Project, Person, or Lead in addition to the company. | Editable |
| Message Subject* | The subject line. | Required |
| Communication Date | When the communication occurred. | Editable |
| Message Body* | The message content. | Required |
| Owner | Who owns/is responsible for this communication. | Editable |
| Client Visible / Vendor Visible | Portal visibility flags. | Editable |
| Send SMS | Also sends this message as a text. | Editable |
Opening a communication reveals its own Replies, Recipients, and Attachments sub-tabs, same as the standalone Communications entity.
Custom Text Fields
Free-text fields defined per-site.
Custom Dates
Date fields defined per-site.
Custom Checkboxes
Yes/no fields defined per-site.
Custom Choice Fields
Dropdown fields defined per-site, from a configured option list.
| Type* | The kind of credential. | Required |
| Info* | The credential's identifying information (e.g. license number). | Required |
| Valid From / Expiration Date | The period this credential is valid. | Editable |
| Notes | Notes about the credential. | Editable |
| Description | What this account is for. | Editable |
| Account Number | The account number. | Editable |
| Payment URL | A link to pay this account online. | Editable |
| Account User Name | The login username for this account's portal. | Editable |
| Payment Frequency | How often payments are due. | Editable |
| Payment Due Day | The day of the month payment is due. | Editable |
| Annual Payment Month | The month an annual payment is due, if applicable. | Editable |
| Credit Limit | The credit limit on this account. | Editable |
| Type* | The kind of insurance. | Required |
| Policy Number* | The policy's identifying number. | Required |
| Insurance Company | The company that issued the policy. | Editable |
| Start Date / Expiration Date | The policy's coverage period. | Editable |
| Coverage Amount | The amount of coverage provided. | Editable |
| Notes | Notes about the policy. | Editable |
| Type | The category of file being uploaded. | Editable |
| Description / Notes | What the file is and any context about it. | Editable |
| Files | The actual file(s) uploaded, up to 20 at once (20MB each). | Editable |
Worth knowing: once uploaded, a file's metadata can't be edited from this tab — only downloaded or deleted.
| Project Name, Origin Date, Status, City, State, Active | A read-only summary of each project tied to this company. | Read-only |
| Type* | What kind of date this is, from a site-level lookup. | Required |
| Date* | The date itself. | Required |
| Notes | Free-text context for this date. | Editable |