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.
Contents
| Field | Description |
|---|
| Description
|
This unlabeled field displays a description of the
company.
To edit or format the description, hover over it and click
 next to the field.
Note: This field is not available if the
company is set up only as a vendor in
Ajera CRM.
|
| Aliases
|
This field displays any alternate names for the
company, such as an abbreviated version of the legal name or an acronym for the name, or an alternate spellings of the name. 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.
To edit the aliases, hover over the field and click
. After you enter each alias in the Edit Aliases dialog box, press ENTER so that each alias is on a separate line.
|
| Specialty
|
These fields display the type of service or product in which the
company specializes and any additional notes related to the
company's specialties.
To edit the specialty information, hover over the field, click
, and make your changes in the Edit Specialty dialog box.
|
| Socioeconomic Status
|
This field lists any business development programs for small and minority-owned businesses for which the
company is eligible.
To change the list, hover over the field, click
, and change the selections in the Edit Socioeconomic Status dialog box.
|
| Prior Work
|
This field indicates if the
company has been involved in prior work that your firm has done.
To change this value, click the field and select
Yes or
No.
|
| Most Recent Opportunity
|
This field displays the most recent opportunity with which this
company is associated and the
company's role for that opportunity. 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.
|
| Last Touchpoint
|
These fields display the date of the last touchpoint with which this
company is associated and any notes entered for that touchpoint. 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.
Click the date to display a tooltip containing the date that the touchpoint was created, and the name, title, phone numbers, and email address of the employee who created it.
|
| Field | Description |
|---|
| Other locations
|
If locations other than the
company's primary location have been entered, the tab displays the addresses, phone numbers, and FAX numbers for those locations.
To change an address, hover over it, click
, and make your changes in the Edit Location dialog box.
To add a new address, click
on the
Companies toolbar and add the address on the Edit
Company form.
|
| Field | Description |
|---|
| Additional fields
|
If your firm adds custom grids or fields (grids or fields that are not in the standard version of
iAccess) to this tab, those grids and fields display below the
company's other locations. You can make entries in those grids and fields on this tab or on the Edit
Company form.
|
