Company records - Relaticle  

 [Records](https://relaticle.com/help/records)

 Company records 
=================

What lives on a company, from owner and domains to the auto-fetched logo and the tabs for people, tasks, and notes.

 Updated November 8, 2026

A company record gathers one company in one place: who owns the relationship, its web domains, and every person, task, and note attached to it. Only the name is required. Everything else can arrive later.

[](#the-fields "Permalink")The fields
-------------------------------------

- **Name**: required, and the only built-in column.
- **Account Owner**: the teammate responsible; pick anyone in the workspace.
- **ICP**: a toggle for "matches our ideal customer profile", handy as a board and list filter.
- **Domains**: one or more web domains. Domains are unique across companies, which is what lets the CSV import match rows to existing companies.
- **LinkedIn**: the company's profile URL.
- Plus every custom field your workspace has added for companies.

**The logo takes care of itself.** When a company has a domain and no logo yet, Relaticle fetches the site's icon in the background and keeps it.

![A company record page with its details on the left and the Overview tab open, showing highlight cards, recent activity, and notes](/help-assets/records/company-records-1.png)

[](#the-record-page "Permalink")The record page
-----------------------------------------------

Open a company to see its details on the left (logo, name, owner, creator, every visible field) plus these tabs:

| Tab | What you can do |
|---|---|
| Overview | The page opens here. See key fields, the next due task and the latest activity, notes, and open tasks at a glance |
| Activity | A read-only history of who changed what |
| People | Add a new person directly into this company |
| Tasks | Create a task pre-linked here, or **Attach** an existing one |
| Notes | Same: create new or attach existing |

Each section on **Overview** lists up to three items. **View all** opens the matching tab, and **+** creates a note or task linked here.

With email and calendar sync on, **Emails** and **Meetings** tabs appear here too.

The header has **Edit**, and a menu with **Copy page URL**, **Copy record ID** (useful for [ID-based imports](/help/import/update-existing-records)), and **Delete record**.

[](#the-list "Permalink")The list
---------------------------------

**Companies** in the sidebar lists every company with sortable columns for owner, creator, and dates, plus a column for each custom field marked visible in lists. Filter by **Creation Source** (the app, an import, the API, or Rela, whichever created the record) or show **Deleted records** to [restore one](/help/records/restore-deleted-records). Header buttons cover **New company** and **Import / Export**.

You can also look at a company without leaving the list. Hover its row and click the preview button beside the name, or pick **Open preview** from the row menu. The company opens in a side panel with the same tabs. The arrows step to the previous or next company, and the expand button opens the full page.

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