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.

Contents

Field Description
Company search

Use the field immediately above the company name to search for and select the company that you want to review or edit.

In addition to companies created in the iAccess workspace, the list includes clients and vendors created in Ajera CRM. Note, however, that 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 in the list.

On the drop-down list at the left end of the search field, select a standard or custom search:
  • Click ACTIVE to select from a list of active companies only.
  • Click ALL to select from a list of all companies (both active and inactive).
  • Click MINE to select from a list of companies for which you are a member of the team. (You are on a company's team if you are listed on the Team tab for that company.)
  • Click a previously saved custom search to display the companies returned by that search. (To see the search criteria for the currently selected custom search in a tooltip, hover over the search name if the search is saved, or over Custom if it is not saved. Tablet users can display the search in the Custom Company Search dialog box to see the search criteria.)
  • Click Custom at the bottom of the list to create and save or apply a new custom search.
To further restrict the list of companies, do either of the following in the search field:
  • To search for and display a list of companies with names, aliases, or IDs that begin with a specific character, type the character in the field and pause.
  • To search for and display a list of companies with names, aliases, or IDs that contain a specific sequence of two or more characters, type the characters in the field and pause.

Tip: If you enter characters in the search field and then want to remove them, click the icon at the end of the field to clear the field.

Tip: The number of companies in the current search results displays at the right end of the search field.

+ Add Company

Click + Add Company to add a new company.

This link is only available if have the access rights that are required to add records.

Name

The name of the company displays above the tabs.

If the name is too long to display completely, position the mouse pointer over it to display a tooltip containing the full name.

To edit the name, hover over the name, click , and edit the name in the field that displays.

Market

The general market in which the company participates (for example, Commercial, Health Care, or Federal Government) displays just below the company name.

To change the market, click on the Companies toolbar.

Last modified

These fields, located below the company name, display the date the company information was last changed and the name of the person who made the changes.

Company types

The types of roles the company plays (Client, Subconsultant , Government Agency, Competitor) display below the company image.

To edit the company type, click on the Companies toolbar.

ID This field displays the company ID.
Status

This field displays the company status: Active, Inactive, or Dormant.

To change the status, click it and select the new value.

Relationship

This field displays the company's relationship with your firm. For example, for a client company, the field could contain Existing or Former.

To change the relationship, click it and select the new value.

This field is not available if the company is set up only as a vendor in Ajera CRM.

Employees This field displays the number of employees in the company.

To change that number, hover over the field, click , and enter the number in the Edit Employees dialog box.

Annual Revenue

This field displays the company's annual revenue.

To change that amount, hover over the field, click , and enter the amount in the Edit Annual Revenue dialog box.

Company Information

These fields display the company's primary address, phone number, and fax number.

To change that information, hover over the fields, click next to Company Information, and make the changes in the Edit Location dialog box. To select a different location as the company's primary location, click on the Companies toolbar, and make that change on the Edit Company form.

Web site

This field displays the company's Web site URL.

To change the URL, hover over the field, click , and enter the URL in the Edit Website dialog box.

Recommend

If the company is recommended, displays. If it has not been recommended, displays.

To change from one to the other, click the field.