Use the Associations tab in the
Companies area to create and maintain lists of the opportunities and other
companies that are associated with
a company.
Contents
Note: If custom grids or fields are defined for this tab in
Ajera CRM (), those grids and fields display below the
Companies grid. As with standard grids and fields, you must make entries in any required columns and fields.
| Field | Description |
|---|
| Opportunities grid
|
This grid displays the opportunities with which the
company is associated. You can establish the association of an opportunity to the
company by selecting the opportunity in this grid or by selecting the
company in the
Companies grid on the Team tab for the opportunity in the Opportunities area. If you add, edit, or delete information in this grid, that change is also reflected in the
Companies grid for the opportunity. To add another opportunity association, click
+ Add Opportunity below the grid.
If the list of opportunities in this grid is long and you want to locate a particular one, type one or more characters from the opportunity name in the field next to
Opportunities. That filters the grid so that it only displays a list of opportunities whose names contain those characters. To restore the full list, click
X at the end of the field.
|
| Opportunities: NAME
|
This column displays the name of the opportunity.
Click the name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click
More in the tooltip to display the full opportunity record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To specify an opportunity for a new association, type one or more characters from the opportunity name to select from a list of opportunities whose names contain those characters. Click
 to select from the full list of opportunities. If the opportunity has not yet been added in
iAccess, you can click
+ New Opportunity at the bottom of the selection list to display the Add Opportunity form and add the opportunity.
|
| Opportunities: OPEN DATE
|
This column displays the date the opportunity was opened (the date on which you identified the opportunity and began pursuing the job).
|
| Opportunities: ROLE
|
This column displays the
company's role in relation to the opportunity (Owner, Electrical Engineering, Acoustics).
To select a different role, click
in this field.
|
| Opportunities: ROLE DESCRIPTION
|
This column displays a more detailed description of the
company's role.
Click
 in
ROLE DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.
|
| + Add Opportunity
|
To associate another opportunity with the
company, click this link and select the opportunity in
NAME.
Click
to select the opportunity from the full list, or type one or more characters from the opportunity name in the
NAME field to select it from a filtered list. (Opportunities that are already associated with the
company are automatically excluded from the drop-down list.)
|
____________________
| Field | Description |
|---|
| Companies grid
|
This grid displays a list of other
companies that are in some way associated with the
company. To associate another
company, click
below the grid.
Note: If the selected
company is set up as a vendor in
Ajera CRM, the
Companies grid is hidden because only client-to-client associations are supported in
Ajera CRM.
When you associate
an organization with the currently selected
company,
iAccess also adds the reciprocal association. You do not have to manually create an association for both sides of the relationship. For example, if
Company A is the currently selected
company and you add an association with
Company B in the grid and select
Competitor in
RELATIONSHIP, a reciprocal association is automatically added for
Company B also. If you then select
Company B and go to the Associations tab to view that
company's associations, the grid contains a row for
Company A with
Competitor in
RELATIONSHIP. The entry in
RELATIONSHIP DESCRIPTION is also automatically duplicated in the reciprocal association.
If the list of associated
companies in the grid is long and you want to locate a particular
company, type one or more characters from the
company name in the field next to
. That filters the grid so that it only displays a list of
companies whose names contain those characters. To restore the full list, click
X at the end of the field.
|
| Companies: NAME
|
This column displays the name of the associated
company.
Click the name to display a tooltip containing
company information: market, primary location, phone number, and
company status. Click
More in the tooltip to display the full
company record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To specify
a company for a new association, type one or more characters from the
company name to select from a list of
companies whose names contain those characters. Click
to select from the full list of
companies. If the
company has not yet been added in
iAccess, you can click
at the bottom of the selection list to display the Add
Company form and add the
company.
The selection list does not include
companies that are set up as vendors in
Ajera CRM because only client-to-client associations are supported in
Ajera CRM.
|
| Companies: RELATIONSHIP
|
This column displays the relationship of the
company in
NAME to the currently selected
company.
To select a relationship, click
in the field and select it from the list.
With one exception,
iAccess uses the same relationship when it adds the reciprocal association. The exception is if you associate the two
companies using the Parent and Subsidiary relationships. If you add an association for
Company A with
Company B in
NAME and
Parent in
RELATIONSHIP to indicate that
Company B is the parent
company of
Company A,
iAccess adds an association for
Company B with
Company A in
NAME and
Subsidiary in
RELATIONSHIP.
|
| Companies: RELATIONSHIP DESCRIPTION
|
This column displays a more detailed description of the
company relationship.
iAccess uses the same relationship description when it adds the reciprocal association.
Click
in
RELATIONSHIP DESCRIPTION if you want to apply special formatting (bold, color, and so on) to the description or if you want to display the complete text of a longer description.
|
|
|
To associate another
company with the
company, click this link and select the
company in
NAME.
|