Getting Started with Companies

The Companies feature in Enrollio helps you manage relationships with partner organizations, vendors, and other businesses you work with. Instead of tracking everything contact-by-contact, you can organize information at the company level — perfect when you're working with multiple people at the same organization.

This is especially useful for childcare centers that partner with employers for corporate childcare programs, work with local businesses for sponsorships, or manage relationships with suppliers and service providers.

What You Can Do with Companies

Create and Save Company Details

Add new companies to your database and keep all their essential information in one place:

  • Company Name
  • Phone Number
  • Email Address
  • Website
  • Address (including City, State, Postal Code, and Country)
  • Description

Your entire team can access this information whenever they need it.

[SCREENSHOT: Companies list view showing multiple company records with standard fields visible]

Create Custom Fields

Track information specific to your childcare business by creating custom fields. You might want to track:

  • Number of employees (for corporate childcare partnerships)
  • Contract renewal dates
  • Partnership type (sponsor, vendor, employer partner)
  • Annual commitment amount

Custom fields are easy to create and update, so you can capture exactly what matters to your business.

[SCREENSHOT: Custom fields setup screen for Companies showing how to add a new custom field]

Customize Your List View

See only what matters to you. Click Manage Fields to choose which columns appear in your companies list.

For example, if you're managing vendor relationships, you might display Address and Phone Number. If you're tracking corporate partnerships, you might show Number of Employees and Contract Renewal Date.

[SCREENSHOT: Manage Fields dialog showing which columns can be shown or hidden in the list view]

Filter Your Companies

Use Advanced Filters to find exactly what you need. Filter by standard fields like City or Email, or use your custom fields to narrow things down.

Need to find all corporate partners in a specific city? Or all vendors with contracts expiring this quarter? Filters make it simple.

[SCREENSHOT: Advanced Filters panel showing multiple filter criteria applied to Companies]

Sort Your Records

Click any column header to sort your companies. Sort by Company Name, City, State, or any other field to organize your data the way you need it.

Search Across All Fields

The search bar lets you find companies by any standard or custom field. Search by company name, phone number, or even specific custom field values.

As your database grows, you'll always be able to find what you need quickly.

[SCREENSHOT: Search bar with example search showing results]

How Childcare Centers Use Companies

Corporate Partnerships: Track employer partners who refer families to your center or provide childcare benefits to their employees.

Vendor Management: Keep updated contact information for food service providers, maintenance companies, and supply vendors.

Community Relationships: Manage relationships with local businesses, sponsors, and community organizations that support your center.

Next Steps

Ready to add your first company? Click the + New Company button in your Companies list and start building your business relationship database.

Once you have companies set up, you can link families to their employer, track interactions with vendors, and keep all your business relationships organized in one place.