[{"question":{"category_id":1079189,"account_id":31056,"created_at":"2025-10-08T22:22:07.816Z","tag_names":["business information","configuring"],"answer_sample":"Decide what your firm records against each point on the map — a client, a status,","long_answer_sample":"Decide what your firm records against each point on the map — a client, a status, a link to the project folder — before anyone starts adding them. Figure 1. The Company Data tab of the Account page. For account administrators In this guide What company data is Who can set it up Plan your fields Set the fields up Loading the jobs you already have Get","language_id":2,"id":3535139,"last_published_date":"September 24th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/GS?bg=6a8d88\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/32507a6a05c02387947a90c2e833fb38.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"GRIP  Support","indexable_body":"decide firm records point map — client, status, link project folder anyone starts adding them. figure 1. company data tab account page. administrators guide can set plan fields loading jobs getting quick answers 1   what firm’s layer job, site asset, label ten choosing. people see it. map, everything done near looking click away, every field searchable search box. 2. labelled job number. 2   who administrator, everyone add edit points. missing menu, administrator ask whoever manages grip account. 3   plan label, shows usually else want able read search. fields, name choosing surveyor, phone, link. holds web address, clickable map. use folder, document system client portal. include https//. active appear point. keep short. three four fills beat nobody does. note  renaming change typed it, re-ordered without moving contents. need restructure, email support@grip.co.nz will copy data. 4   set open menu top left tab. want, type name, tick hold active. apply. 3. names (1), (2), (3), apply (4). available straight tools › 5   loading firms years spreadsheet, cad file system. load csv, shapefile, dxf spatial formats fine. send full whenever ask. 6   getting everything. value seeing past one working on. agree convention number first searching stays predictable. colour symbol status type, reads glance. job’s documents live rather typing detail fields. pin current box - creating, adding, . 7   quick menu. can. make change, one. showing ticked active, clicked. clickable. field, https// typed. no. visible editing finding points next →","name":"Company Data - Setup \u0026 Configuration","votes":0,"is_published":true,"slug":"company-data-setup-configuration","first_category":"Company Data","categories_display_for_views":"Company Data","parent_categories":[1079189],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/company-data/company-data-setup-configuration?from_search=243037957","host":"https://help.grip.co.nz","body_txt":"decide firm records point map — client, status, link project folder anyone starts adding them. figure 1. company data tab account page. administrators guide can set plan fields loading jobs getting quick answers 1   what firm’s layer job, site asset, label ten choosing. people see it. map, everything done near looking click away, every field searchable search box. 2. labelled job number. 2   who administrator, everyone add edit points. missing menu, administrator ask whoever manages grip account. 3   plan label, shows usually else want able read search. fields, name choosing surveyor, phone, link. holds web address, clickable map. use folder, document system client portal. include https//. active appear point. keep short. three four fills beat nobody does. note  renaming change typed it, re-ordered without moving contents. need restructure, email support@grip.co.nz will copy data. 4   set open menu top left tab. want, type name, tick hold active. apply. 3. names (1), (2), (3), apply (4). available straight tools › 5   loading firms years spreadsheet, cad file system. load csv, shapefile, dxf spatial formats fine. send full whenever ask. 6   getting everything. value seeing past one working on. agree convention number first searching stays predictable. colour symbol status type, reads glance. job’s documents live rather typing detail fields. pin current box - creating, adding, . 7   quick menu. can. make change, one. showing ticked active, clicked. clickable. field, https// typed. no. visible editing finding points next →","categories":{"current":{"id":1079189,"name":"Company Data","url":"/company-data"}},"category_param":"company-data"}}]