Where a company came from
The Origin field, Hub connectors, and AMS taking back a company it created by mistake.
Every company records where it came from. You see it as Origin in Company details on the account page. It is set automatically and cannot be edited.
The origins
| Origin | Meaning |
|---|---|
| Created here | Created in a Juvaro product: CRM itself, Helpdesk or AMS. |
| Imported | Created by the CSV import. See Importing companies from a CSV file. |
| From a Hub connector | Created by an Integration Hub connector. |
CRM also records which product created the company (CRM, AMS or Helpdesk). That is not shown on screen.
Reference in the source system
A company that came from another system can carry that system's own reference as Reference in the source system. The import uses it as a key (External reference). It cannot be edited in the app.
AMS taking back a company
If AMS created a company by mistake, AMS can take it back, as long as nothing else uses it. The company then disappears from CRM. This happens from AMS, not from CRM.