Add/Edit Company Form

Use the Add Company form to add a new company record for a client, subconsultant, government agency, or competitor. Use the Edit Company form to make changes or additions to information for existing companies. The two forms contain the same sets of fields.

When you add a new company in iAccess, it is always added as a new record in the Client Info Center in Ajera CRM. If you want to add a new vendor company, you must do that in Ajera CRM. However, with the necessary role security, you can edit or delete companies in iAccess that are set up as clients or as vendors in Ajera CRM.

When you add a new company using the Add Company form, you are automatically added as a team member on the Team tab for that company. However, you will need to go to the Team tab to describe your relationship to the company. (If you run an import process that adds new companies, you are not automatically added as a team member for those companies.)

Location: Add Company Form

To display the Add Company form, complete the following steps:

1. Click to go to the Companies area.
2. Click + Add Company next to the company search field.

   This option is only available if you have the access rights that are required to add companies.

Location: Edit Company Form

To display the Edit Company form, complete the following steps:

1. Click to go to the Companies area.
2. Use the search field immediately above the company name to select the company that you want to edit.
3. Click on the Companies toolbar.

Contents

Field	Description
Recommend	If the company is recommended, click to change it to . Recommend is located next to the Add Company form title.
	Click this icon on the toolbar to save your entries and close the form.
	Click this icon on the toolbar to discard your unsaved entries and close the form.
Sync to Ajera	If the company is set up as a client in Ajera CRM and you want this company to be passed to Ajera when you synchronize Ajera CRM with Ajera, select this check box. (If the company is not set up as a client in Ajera CRM, this check box is not available.) If on the Contacts tab you mark one or more contacts for synchronization with Ajera, this check box is automatically selected to mark the company for synchronization also.
Delete Company	To delete a previously saved company, display it on the Edit Company form and click Delete Company in the upper-right corner of the form. This option is only available on the Edit Company form. If you are adding a new company and want to discard all of your entries for the company without saving them, click on the Add Company toolbar.

Details

Field	Description
COMPANY ID	When you add a company, If automatic numbering is enabled for clients in Ajera CRM (Configuration > General > System Settings) and you leave this field blank, iAccess automatically assigns the company ID in this field when you save. If Ajera CRM is configured to allow you to override the automatic numbering for companies, you can enter an ID rather than having iAccess assign one. If automatic numbering is not enabled for clients in Ajera CRM, enter an ID for the company. If you edit a company that is set up as a client in Ajera CRM and automatic numbering override is allowed, you can change the ID. If you are editing a company that is only set up as a vendor in Ajera CRM, this field displays the ID but you cannot change it.
NAME	Enter the name of the company. When you move the focus from this field, iAccess compares the name to existing company names and aliases. If it detects possible matches, it displays a list of those companies so you can determine if you are adding a duplicate record. If you are still not sure, you can click a company name in the list to display the full company record on a separate browser tab.
MARKET	Select the primary general market in which the company participates (for example, Commercial, Health Care, Federal Government). Type one or more characters from the market to select from a list of markets that contain those characters. Click to select from the full list of markets.
DESCRIPTION	Enter a description of the company. Click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent, alignment, and direction Formatting styles Paragraph formats Font types and sizes Text color and background color Paste as plain text This field is not available if the company is set up as a vendor in Ajera CRM.
TYPE	Select the check box for each type of role that applies to the company: Client, Subconsultant, Government Agency, Competitor). If a client company is associated with an opportunity or other records as a client, you cannot clear the Client check box.
ALIASES	If you commonly refer to a company by an abbreviated version of the legal name or an acronym for the name, or if there are alternate spellings of the name, enter those in this field. For example, Brownstone Technology Systems may also be known as Brownstone Tech or BTS. When you search for the company in a search field, iAccess automatically includes both company names and company aliases in the search. After you enter each alias, press ENTER so that each alias is on a separate line.
EMPLOYEES	Enter the number of employees in the company.
ANNUAL REVENUE	Enter the company's annual revenue amount in U.S. dollars.
STATUS	Click and select the company status: Active, Inactive, or Dormant.
RELATIONSHIP	Click and select the company's relationship with your firm. For example, for a client company, the field might contain Existing or Former. This field is not available if the company is set up as a vendor in Ajera CRM.
SPECIALTY	Select the type of service or product in which the company specializes. Type one or more characters from the specialty to select from a list of specialties that contain those characters. Click to select from the full list of specialties.
SPECIALTY NOTES	If the company has multiple specialties or if you want to include additional details about the company's specialty, enter that information in this field. Click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent, alignment, and direction Formatting styles Paragraph formats Font types and sizes Text color and background color Paste as plain text
SOCIOECONOMIC STATUS	If the company is eligible for any of the business development programs for small and minority-owned businesses listed under SOCIOECONOMIC STATUS, select all check boxes that apply.
PRIOR WORK	Click and select Yes in this field if the company has been involved in prior work that your firm has done.
WEBSITE	Enter the URL for the company's Web site. The URL then displays as a link to the Web site on the left side of the Companies area. Note: If you do not enter the protocol (http:// or https://) as part of the URL, iAccess automatically adds http:// to the URL.
PRIMARY ADDRESS	Enter the street address or other address information for the company's primary location. Click + Add Address Line below the field if you need an additional address field.
CITY	Enter the city for the company's primary location.
STATE/PROVINCE	Select the state or province for the company's primary location. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.
ZIP	Enter the ZIP code or other postal code for the company's primary location.
COUNTRY	Select the country for the company's primary location. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
PHONE	Enter the phone number for the company's primary location.
FAX	Enter the FAX number for the company's primary location.
DISPLAY NAME	By default, the address is identified in iAccess as <city>, <state/province>. If you want to use a different name for the address (for example, Corp. Headquarters), enter that name.

Other Locations

Use the sets of location fields under Other Locations to enter the addresses, phone numbers, and FAX numbers for other company locations.

If you need to enter more than two other locations, click + Add Address to display another set of location fields. You can add as many locations as you need.

If you later need to remove an address, hover over the address to display X to the right of the first address line, and click X. To delete the primary address, either manually replace the old primary address information with the new primary address information, or select Make primary for another address to make it the primary address, save that change, and then delete the old primary address, as described in the previous sentence.

Field	Description
Address	Enter the street address or other address information for the location. Click + Add Address Line below the field if you need an additional address field.
Make primary	Select this check box if you want this address to be the primary address for the company. This check box is only available on the Edit Company form; it is not displayed when you add a new company. When you save, the address displays as the primary address, and the previous primary address displays as an "other" company location.
CITY	Enter the city for the location.
STATE/PROVINCE	Select the state or province for the location. Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces. If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.
ZIP	Enter the ZIP code or other postal code for the location.
COUNTRY	Select the country for the location. Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.
PHONE	Enter the phone number for the location.
FAX	Enter the FAX number for the location.
DISPLAY NAME	By default, the address is identified in iAccess as <city>, <state/province>. If you want to use a different name for the address (for example, South Region Office), enter that name.

More Information

If your firm adds custom grids or fields (grids or fields that are not in the standard version of iAccess) to the Overview tab in the Companies area, those grids and fields display under More Information. As with standard grids and fields, you must make entries in any required columns or fields.