DemandFlow Support Centre

COM: Company

A generic company record for prospects, market research, and organisations not yet formalised as clients.

Default definition. This article describes the default COM definition shipped with DemandFlow. Administrators can add, remove, rename, or re-type fields, change which ones are required, and alter the layout from the Definitions screen in Settings. Your tenant's current schema may differ from what is shown here. To read the current definition at any time, GET the DEFINITION object whose id matches COM.

Entity properties

Property	Value
Entity code	`COM`
Display name	Company
Plural	Companies
Level	11000
Extended by	`VEN`, `CLIENT`, `PROVIDER`, `ACCOUNT`. See Entity Extension.

Use cases

COM represents the broader universe of companies the business tracks, including prospects, research targets, and companies sourced from external databases. It shares many structural similarities with CLIENT (address, contacts via PPL, industry, ownership, SIC, credit fields, and billing admin) but serves a different purpose in the data model. COM records may never become clients; they exist to support prospecting, market intelligence, and AI-powered company search. The bulkActions definition includes a Hubspot integration for pushing company data to CRM campaigns.

Fields

General: Basics

Field	Type	Required	Notes
`name`	text	Yes	Name.
`source`	text		Source.
`description`	text (multi-line)		Description.
`isParent`	boolean		Is this a Parent account for other companies?
`parentCompany`	reference → `COM`		Parent company.
`knownAs`	text		Company known as.
`industry`	reference → `IND`		Industry.
`industryName`	text		Industry name.

General: Primary address

Field	Type	Notes
`pri_add_type`	enum	Type. Valid ids: `1` (Bill to), `2` (Ship to), `3` (Primary), `4` (Other).
`address1`	text	Street 1.
`address2`	text	Street 2.
`address3`	text	Street 3.
`addressCity`	text	City.
`addressState`	text	County.
`addressPostcode`	text	Postcode.
`addressState`	text	State.
`addressCountry`	text	Country.

General: Contact details

Field	Type	Notes
`contact_main_phone`	text	Main phone number. Placeholder: Provide a telephone number.
`contact_fax`	text	Fax number.
`website`	text (URL)	Website.
`linkedin`	text (URL)	LinkedIn.

General: Notes

Field	Type	Notes
`notes`	text (multi-line)
`roe`	reference → `ROE`	Rules of engagement.
`credit_hold`	boolean	Credit hold.
`email_structure`	text	Eg. firstname.lastname@domain.com
`sic`	reference → `SIC`	SIC.

General: Last contact

Field	Type	Notes
`lc_lastcontact`	text	Read-only. Last contacted.
`lc_lastcontactby`	text	Read-only. Last contacted by.
`lc_lastcall`	text	Read-only. Last called.
`lc_lastcallby`	text	Read-only. Last called by.
`lc_lastemail`	text	Read-only. Last emailed.
`lc_lastemailby`	text	Read-only. Last emailed by.

Company information

Field	Type	Notes
`ind`	reference → `IND`	Industry.
`own`	reference → `COMPOWN`	Company ownership.
`revenue`	number	Annual revenue.
`companyNumber`	text	Company registration.
`ticker`	text	Company ticker.
`empcount`	number	Number of employees.
`origLead`	reference → `PPL`	Originating lead.

Company information: Description

Field	Type	Required	Notes
`description`	text (multi-line)

Administration: Billing information

Field	Type	Notes
`creditHold`	boolean	Credit hold.
`checkedBy`	reference → user	Checked by.
`accountsContact`	reference → `PPL`	Accounts contact.
`creditLimit`	number	Credit limit.
`creditDate`	date	Credit check date.
`currency`	reference → `CURRENCY`	Currency.
`crate`	reference → `CRATE`	Credit rating.
`accountref`	text	Finance account ref.
`lentity`	reference → `ENT`	Legal entity.
`timesheets`	boolean	Create timesheets.
`taxcode`	reference → `TAXCODE`	Tax code.
`taxcode`	reference → `INVINSTR`	Invoice instructions.

Administration: Internal information

Field	Type	Notes
`regnumber`	text	Reg. number.
`vatnumber`	text	VAT number.
`clienttype`	reference → `CLIENTTYPE`	Client type.
`countryreg`	reference → `COUNTRY`	Registration country.
`countrytrade`	reference → `COUNTRY`	Trading country.
`selfbill`	boolean	Self bill.

Administration: Additional information

Field	Type	Notes
`add1`	text (multi-line)	Additional information 1.
`add2`	text (multi-line)	Additional information 2.
`add3`	text (multi-line)	Additional information 3.

Administration: Email restrictions

Field	Type	Required	Notes
`emaillimit`	reference → `EMAILLIMIT`		Email limit definition.

Administration: Dimensions

Field	Type	Required	Notes
`repbu`	reference → `REPBU`		Reporting BU.
`clientpj`	reference → `CLIENTPJ`		Client project.

Administration: Off limits

Field	Type	Notes
`offlimits`	reference → `OFFLIMIT`	Off limits reason.
`offdate`	date	Off limits expiry date.
`offdesc`	text (multi-line)	Off limits description.

Relationships

Lookups: parentCompany points at a COM record; industry points at a IND record; roe points at a ROE record; sic points at a SIC record; ind points at a IND record; own points at a COMPOWN record; origLead points at a PPL record; accountsContact points at a PPL record; currency points at a CURRENCY record; crate points at a CRATE record; lentity points at a ENT record; taxcode points at a TAXCODE record; taxcode points at a INVINSTR record; clienttype points at a CLIENTTYPE record; countryreg points at a COUNTRY record; countrytrade points at a COUNTRY record; emaillimit points at a EMAILLIMIT record; repbu points at a REPBU record; clientpj points at a CLIENTPJ record; offlimits points at a OFFLIMIT record.
Extended by: VEN, CLIENT, PROVIDER, ACCOUNT. See Entity Extension.
Related lists: PPL (format SUB|COM|PPL).
Activity: activity timeline panel attached.

Creating a Company via the API

POST /v1/objects
Authorization: Bearer <your-pat>
Content-Type: application/json

{
  "entity":   "COM",
  "level":    11000,
  "comboKey": "SUB:<your-sub-id>|ENT:",
  "name": "Name",
  "description": "Description",
  "source": "Source",
  "knownAs": "Company known as"
}

Listing Companies records

GET /v1/entities/COM/SUB

DemandFlow Support Centre

COM: Company

COM: Company

Entity properties

Use cases

Fields

Relationships

Creating a Company via the API

Listing Companies records

See also

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