The
Companies report provides a list of
companies and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.
The columns available for the report include both standard fields and user-defined fields that are used in the
Companies area.
Fields that exist in both the Vendor Info Center and the Client Info Center only appear once in the column selection list. That is true for both standard fields and identical user-defined fields. User-defined fields are considered identical if they are the same type of field and have exactly the same field name. Fields that exist in one of those Info Centers but not the other are also available for selection. Be aware, however, that those columns on the report will always be blank for
companies from the Info Center in which the field does not exist.
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 on the report and in report filter lists. Vendor records that have no associated client record do appear on the report.
If you select the Mine search for the report, the report only displays
companies with which you are associated as a team member. In that case, the report includes only clients because you cannot associate employees with vendors in either
Ajera CRM or
iAccess.
When you apply a custom search to the report, you have the option to select one or more
company types that you want to include. If you select
Client,
Competitor, or
Government Agency, the report includes clients for which the corresponding check box is selected on the Add/Edit
Company form. If you select
Vendor, the report includes both clients for which that check box is selected and vendors that have no associated client record.
The access to clients and vendors defined for your security role in
Ajera CRM determines if you can display this report and, if you can display it, which clients and vendors you can view. In addition, if your security role is denied access to specific fields in
Ajera CRM, you cannot view those fields on this report.
Default Columns
The first time you display the
Companies report, it contains these columns in this order by default. If you select other columns or change the order of columns,
iAccess saves that modified report as your new default format.
| Field | Description |
|---|
| NAME (Market)
|
This column displays the name of the
company, along with the general market in which the
company participates.
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.
|
| STATUS
|
This column displays the
company status:
Active,
Inactive, or
Dormant.
|
| MOST RECENT OPPORTUNITY
|
This column displays the name of the most recent opportunity with which this
company is associated. The most recent opportunity is the opportunity with the most recent open date for the period up to and including the current date. Opportunities with open dates in the future are not considered.
Click the opportunity 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.
|
| OPPORTUNITY ROLE
|
This column displays the
company's role for its most recent opportunity.
|
| LAST TOUCHPOINT
|
This column displays any notes entered for the last touchpoint with which this
company is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
|
| TOUCHPOINT DATE
|
This column displays the date of the last touchpoint with which this
company is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
|
Other Columns
These additional standard columns are available for the report, along with columns for any user-defined fields that are used in the
Companies area. Click
above the upper-right corner of the report to add or remove columns.
| Field | Description |
|---|
| 8(a)
|
This column displays a check if the
company is eligible for the 8 (a) business development program for small and minority-owned businesses.
|
| ALASKA NATIVE
|
This column displays a check if the
company is eligible for the Alaska Native business development program for small and minority-owned businesses.
|
| ANNUAL REVENUE
|
This column displays the
company's annual revenue.
|
| CLIENT
|
This column displays a check if
Client is one of the
company types selected for the
company,
|
| COMPANY ID
|
This column displays the
company ID.
|
| COMPETITOR
|
This column displays a check if
Competitor is one of the
company types selected for the
company,
|
| CREATED BY
|
This column displays the user name of the person who created the
company record.
|
| CREATED ON
|
This column displays the date the
company record was created.
|
| DESCRIPTION
|
This column displays a description of the
company,
|
| DISADVANTAGED BUSINESS
|
This column displays a check if the
company is eligible for the Disadvantaged Business business development program for small and minority-owned businesses.
|
| EMPLOYEES
|
This column displays the number of employees in the
company.
|
| GOVERNMENT AGENCY
|
This column displays a check if
Government Agency is one of the
company types selected for the
company,
|
| HBCU OR MINORITY INSTITUTION
|
This column displays a check if the
company is eligible for the HBCU or Minority Institution business development program for small and minority-owned businesses.
|
| HUB ZONE
|
This column displays a check if the
company is eligible for the HUB Zone business development program for small and minority-owned businesses.
|
| LAST UPDATED
|
This column displays the user name of the person who made the last changes to the
company information.
|
| LAST UPDATED ON
|
This column displays the date the
company information was last changed.
|
| LINKED VENDOR
|
If the
company is a client in
Ajera CRM and is linked to a vendor in
Ajera CRM, this column displays that vendor ID.
|
| MARKET
|
This column displays the general market in which the
company participates (for example,
Commercial,
Health Care, or
Federal Government).
|
| MINORITY OWNED
|
This column displays a check if the
company is eligible for the Minority Owned business development program for small and minority-owned businesses.
|
| NAME
|
This column displays the name of the
company.
|
| PRIOR WORK
|
This column displays a check if the
company has been involved in prior work that your firm has done.
|
| RECOMMEND
|
This column displays a check if the
company is recommended.
|
| RELATIONSHIP
|
This column displays the
company's relationship with your firm. For example, for a client
company, the field could contain
Existing or
Former.
|
| SERVICE DISABLED VETERAN OWNER
|
This column displays a check if the
company is eligible for the Service Disabled Veteran Owner business development program for small and minority-owned businesses.
|
| SMALL BUSINESS
|
This column displays a check if the
company is eligible for the Small Business business development program for small and minority-owned businesses.
|
| SPECIALTY
|
This column displays the type of service or product in which the
company specializes.
|
| SPECIALTY NOTES
|
This column displays any notes related to the type of service or product in which the
company specializes.
|
| SUBCONSULTANT
|
This column displays a check if
Subconsultant is one of the
company types selected for the
company,
This column is also checked if the
company is set up as a vendor in
Ajera CRM and has no associated client record.
|
| VETERAN OWNED
|
This column displays a check if the
company is eligible for the Veteran Owned business development program for small and minority-owned businesses.
|
| WEBSITE
|
This column displays the
company's Web site URL.
|
| WOMAN OWNED
|
This column displays a check if the
company is eligible for the Woman Owned business development program for small and minority-owned businesses.
|