The Clients section includes two tabs: Clients and Companies.
While the Clients tab is used to manage individual clients, the Companies tab helps you organize clients under a company and keep related information in one place.
You can read more about the Clients section here.
In this article, we'll take a closer look at the Companies tab and the available options.
Creating a Company
To create a company:
Click Create Company on the right
Enter a company name (required). Each company must have a unique name within the workspace.
Optionally add:
Website
Main email address
Phone number
Address
Next to the company name and email fields, you'll see the company avatar.
Click the Edit (pen) button to customize it.
Available options include:
Changing the initials
Changing the avatar color
Uploading an image from your computer
Adding an image from a URL
Pasting an image directly from your clipboard using Ctrl + V
4. When you're ready, just click Save and your new company will appear in the list below
Companies List
Companies are displayed in a list view. To sort the list, click any column header at the top of the table.
You can sort by any visible column, including custom fields.
If a field is not currently visible, click Toggle Columns in the header row to show or hide columns.
When a column is selected for sorting, an arrow appears next to its name:
Up arrow – ascending order
Down arrow – descending order
Click the same column header again to switch between ascending and descending order.
By default, companies are sorted alphabetically by Name.
Adjusting Column Width
You can also resize individual columns.
Hover between two column headers until the resize cursor appears, then click and drag to adjust the width.
At the bottom of the list, you'll see:
the number of currently displayed companies from the total number of companies
the number of available pages and navigation arrows
The page numbers and navigation arrows are clickable, allowing you to easily move between pages.
Searching and Filtering Companies
At the top of the page, you can quickly find companies using the available search and filtering tools.
Search
Use the search field to find a company by name.
Start typing the company name
Press Enter to perform the search
Click the X icon to clear the search field
Date Created Filter
You can also filter companies by their creation date.
Available options include:
Last 7 days
Last 4 weeks
Last 3 months
Last 12 months
Custom date range
When selecting Custom, a calendar will open, allowing you to choose a start and end date. You can use the Reset button to clear the selected range.
Company Details
Clicking a company opens its dedicated company page where you can view additional details.
At the top of the page, you'll see the company avatar, which can be customized using the same options available during company creation.
Below, you'll see an Add Clients button.
Clicking it allows you to add existing clients to the company by searching for their name or email address.
Important
Added clients will gain access to all resources shared with this company.
You can also view and edit the company's information, including:
Company name
Website
Main email
Phone number
Address
In the Clients section, you can:
View all connected clients
Open a client's profile
Remove clients from the company
If a company is no longer needed, you can delete it from the Delete Company button.
Custom Fields
Custom fields allow you to store additional information for each company, helping you tailor Kitchen to your specific workflow.
To create a custom field:
Open a company profile.
Scroll to the Custom Fields section.
Click Create Custom Field.
Enter a field name.
Select the field type.
Save the field.
Once created, click Edit next to the field to enter or update its value.
Managing Custom Fields
You can manage existing custom fields at any time.
Click Edit next to a custom field to:
Update its value
Rename the field
Reset its value
Delete the field
Custom fields are available across all companies in your workspace.
Tip: Custom fields can also be displayed as columns in the Companies list. Use Toggle Columns in the header row to show or hide custom field columns.
Need additional assistance? Contact support.