| Field | Description |
|---|
| Company search
|
Use the field immediately above the
company name to search for and select the
company that you want to review or edit.
In addition to
companies created in the
iAccess workspace, the list includes clients and vendors created in
Ajera CRM. Note, however, that If a vendor record is linked to a client record in
Ajera CRM, the assumption is that they are the same
company, and only the client displays in the list.
On the drop-down list at the left end of the search field, select a standard or custom search:
- Click
ACTIVE to select from a list of active
companies only.
- Click
ALL to select from a list of all
companies (both active and inactive).
- Click
MINE to select from a list of
companies for which you are a member of the team. (You are on
a company's team if you are listed on the Team tab for that
company.)
- Click a previously saved custom search to display the
companies returned by that search. (To see the search criteria for the currently selected custom search in a tooltip, hover over the search name if the search is saved, or over
Custom if it is not saved. Tablet users can display the search in the Custom
Company Search dialog box to see the search criteria.)
- Click
Custom at the bottom of the list to create and save or apply a new custom search.
To further restrict the list of
companies, do either of the following in the search field:
- To search for and display a list of
companies with names, aliases, or IDs that begin with a specific character, type the character in the field and pause.
- To search for and display a list of
companies with names, aliases, or IDs that contain a specific sequence of two or more characters, type the characters in the field and pause.
Tip: If you enter characters in the search field and then want to remove them, click the
 icon at the end of the field to clear the field.
Tip: The number of
companies in the current search results displays at the right end of the search field.
|
| + Add
Company
|
Click
to add a new
company.
This link is only available if have the access rights that are required to add records.
|
| Name
|
The name of the
company displays above the tabs.
If the name is too long to display completely, position the mouse pointer over it to display a tooltip containing the full name.
To edit the name, hover over the name, click
 , and edit the name in the field that displays.
|
| Market
|
The general market in which the
company participates (for example,
Commercial,
Health Care, or
Federal Government) displays just below the
company name.
To change the market, click
on the
Companies toolbar.
|
| Last modified
|
These fields, located below the
company name, display the date the
company information was last changed and the name of the person who made the changes.
|
| Company types
|
The types of roles the
company plays (Client,
,
Government Agency,
Competitor) display below the
company image.
To edit the
company type, click
on the
Companies toolbar.
|
| ID
|
This field displays the
company ID.
|
| Status
|
This field displays the
company status:
Active,
Inactive, or
Dormant.
To change the status, click it and select the new value.
|
| Relationship
|
This field displays the
company's relationship with your firm. For example, for a client
company, the field could contain
Existing or
Former.
To change the relationship, click it and select the new value.
This field is not available if the
company is set up only as a vendor in
Ajera CRM.
|
| Employees
|
This field displays the number of employees in the
company.
To change that number, hover over the field, click
, and enter the number in the Edit Employees dialog box.
|
| Annual Revenue
|
This field displays the
company's annual revenue.
To change that amount, hover over the field, click
, and enter the amount in the Edit Annual Revenue dialog box.
|
| Company Information
|
These fields display the
company's primary address, phone number, and fax number.
To change that information, hover over the fields, click
next to
, and make the changes in the Edit Location dialog box. To select a different location as the
company's primary location, click
on the
Companies toolbar, and make that change on the Edit
Company form.
|
| Web site
|
This field displays the
company's Web site URL.
To change the URL, hover over the field, click
, and enter the URL in the Edit Website dialog box.
|
| Recommend
|
If the
company is recommended,
 displays. If it has not been recommended,
 displays.
To change from one to the other, click the field.
|