Companies
The Companies area of iAccess provides quick access to key information for clients, vendors, subconsultants, government agencies, and competitors.
Basic information, such as company name, types of roles (client, subconsultant, and so on), relationship to your firm, and primary address, is always visible. Other information displays on the Overview, Touchpoints, Associations, Contacts, and Team tabs. (Your system administrator may also add custom tabs to supplement these standard tabs.)
Company Summary Information
The name and general market for the currently selected company display in the upper-left corner of the Companies area and key data (company types of roles, status, relationship to your firm, number of employees, and so on) display down the left edge.
Company Search and Add Company Option
Use the company search field above the company name to display an existing company. Use the + Add Company option next to the list to add a new company.
Use the company search field above the company name to display an existing company. The search list includes both companies created in iAccess and clients and vendors created in Ajera CRM. Use the + Add Company option next to the list to add a new company.
Toolbar
Use the toolbar in the upper-right corner of the area to edit company information or add a touchpoint for the company.
Tabs
- Overview: Use the Overview tab to review and edit key data, such as the company description, specialties, and so on.
- Touchpoints: Use the Touchpoints tab to review touchpoints and other activities that have occurred or are scheduled for the company and to add new touchpoints.
- Associations: Use the Associations tab to create and maintain lists of the opportunities and other companies that are associated with a company .
- Contacts: Use the Contacts tab to view and update contact information for the company.
- Team: Use the Team tab to create and maintain a list of your employees who are associated with the company and to describe their relationships to that company.