Fields and Options

These help topics provide descriptions of individual fields and options on the tabs, forms, and dialog boxes in the Companies area.

Related topics:

  • Companies Summary
    Key information and options for the company always remains visible at the top and along the left side of the Companies area as you move from one tab to another.
  • Companies Toolbar
    Use the toolbar in the Companies area to edit company information or add a touchpoint for the company.
  • 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.
  • Companies Overview Tab
    The Overview tab of the Companies area provides a snapshot of the selected company: description, specialty, whether the company participated in prior work, most recent opportunity and touchpoint, and locations other than the primary location.
  • Companies Touchpoints Tab
    Use the Touchpoints tab in the Companies area to create and maintain lists of touchpoints for an organization.
  • Companies Associations Tab
    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.
  • Companies Contacts Tab
    Use the Contacts tab in the Companies area to view and update contact information for a company.
  • Companies Team Tab
    Use the Team tab in the Companies area to create and maintain a list of your employees who are associated with an organization and to describe their relationships to that company.
  • Add Touchpoint Dialog Box
    Use the Add Touchpoint dialog box to add a new touchpoint. After you save the touchpoint, you can view it and make changes to it on the Activities tab in the Opportunities area or on the Touchpoints tabs in the Companies and Contacts areas. (You can also add new touchpoints on those tabs.)
  • Create Kona Task Dialog Box
    If a touchpoint is associated with an opportunity for which a space exists in Kona Business, and you are a member of that space, you can use the Create Kona Task dialog box to create a task in Kona for the touchpoint.
  • Custom Company Search Dialog Box
    If the default searches (Active, All, and Mine) for locating and selecting companies in the Companies area or for the Companies report are not satisfactory, use the Custom Company Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Other Dialog Boxes
    The Companies area includes some small dialog boxes, most of which support the field-by-field editing of the summary information and of the information displayed on the Overview tab.
Parent Topic: Companies