Contacts List - View Settings - Company Columns
Updated
Suggested Prior Reading
Contacts – Accessing the list of Contacts
Company Columns in the Company Row
The following are the available Columns to display for Company rows on the Contacts List.
Company Rows display in the hierarchy of the Trades by Company view and in the Companies View.
The Company columns that display can be set specific to each view. See Contacts List - Related Settings.
The following are standard columns that are applicable for Views with the Company Rows. It also outlines the type of information and contains a link to where more detail on that column can be found.
Types of information are:
- Calculated - the information is calculated automatically or generated
- Company Level Information - this information is entered at the Company level and specific to a Company.
- Contact Level Information - this information is entered for each individual Contact in the Company.
Column
Type of Information & Link to more information
Info
This shows a yellow checkmark if there is a prequalification for this Company.
Company Level Information - See Company Details
Company
The name of the Company.
Company Level Information - See Company Details
Primary Contact
The name of the Primary Contact.
Contact Level Information - See Contact Details.
Note* Even if there is a filter or search criteria entered and the Contact does not match it, because its the primary contact they still display on the Company row.
Primary User Type
The Type of the Primary Contact. Types are defined by System Administrators.
Contact Level Information - See Contact Details.
Primary Address 1
The Primary Contact Address.
Contact Level Information - See Contact Details.
Primary Address 2
The Second line for the Primary Contact Address.
Contact Level Information - See Contact Details.
Primary City
The Primary Contacts City.
Contact Level Information - See Contact Details.
Primary State
The Primary Contacts State.
Contact Level Information - See Contact Details.
Primary Zip
The Primary Contacts Zip
Contact Level Information - See Contact Details.
Primary Country
The Primary Contacts Country.
Contact Level Information - See Contact Details.
Primary Phone
The Primary Contacts Work Phone.
Contact Level Information - See Contact Details.
Primary Cell
The Primary Contacts Cell Phone.
Contact Level Information - See Contact Details.
Primary Fax
The Primary Contacts Fax.
Contact Level Information - See Contact Details.
Primary Email
The Primary Contacts Email.
Contact Level Information - See Contact Details.
Company ID
The Company ID is automatically generated by the system when a Company is added. It is a unique ID to identify the company. It can't be changed.
Union Status
The Company's Union Status.
Company Level Information - See Company Details
Labor Sector
The Company's Labor Sector.
Company Level Information - See Company Details
Certification
The Company's Certifications.
Company Level Information - See Company Details
Trades
This columns shows all the trades for all Company Contacts, if no Trade filter is set.
If a Trade filter is set, it shows only those Trades that match the filter.
Note* if the View is set to Companies (see Contacts List - View) and a Trade Filter is set (see Trades Filter) and the Company Row is expanded out, it will show all Contacts regardless of the Trade assigned. This is for informational purposes, to enable users to see all Contacts and not just the Contacts with that Trade. This is specific to the Companies View only. Any other Views only display the contacts that match the Trades filter.
The Trades are automatically set at the Company level - See Company Details however the information comes from what Trades are entered and maintained for each Contact. (Contact Level Information - See View/Add/Edit Contacts (and Companies) - Trades).
Grade
The averaged Grade for the Company for all projects and bidding processes that the Company has been added to and have been rated.
Bidding Process Specific but averaged at the Company level.
See Bidding Messaging List - Company Grades for more information.
Primary Activity
This is an advanced ranking feature that is not used in all organizations. It displays the average ranking of the Primary Contact for this Company in regards to Bids and can be viewed to assist in the Bid management process.
Bidding Process Specific. Automatically calculated by the system.
See Settings - Projects - Project Message Status for more information.
Company Activity
This is an advanced ranking feature that is not used in all organizations. It displays the average ranking of all the Contacts for the Company in regards to Bids and can be viewed to assist in the Bid management process.
Bidding Process Specific. Automatically calculated by the system.
See Settings - Projects - Project Message Status for more information.
Contacts
The number of Contacts for this Company that matches the Trade Filter or Search criteria entered.
Prequal Percent
This shows an estimate of the percentage of completion that the company has completed for their prequal form. This is an estimate only.
Custom Company Fields
Any Custom Fields that have been setup for Companies.
Company Level Information - See Additional Company Details for more information.
Custom Contact Fields
Any Custom Fields that have been setup for Contacts. This would be the information entered for the Primary Contact.
Contact Level Information - See Additional Contact Details for more information.
