View/Add/Edit Contacts - Company Details
Updated
QUESTIONS IN RED
Suggested Prior Reading
Contacts – Accessing the list of Contacts
View or Edit an Existing Contact
View/Add/Edit Contact - Form Layout
Company Details
The top section of the View/Add/Edit Contacts (and Companies) form contains all the details pertaining to the Company (to which the contact belongs). This section is where the company information is added initially but also where it can be edited and/or viewed.
Company details are entered once, then any contact(s) associated with that company can be entered.
For quick data entry, enter just the Company Name.
Any field marked with an asterick is a required field.
Each Company can have a star rating: one to five stars. This is just for information only and shows only on this form.
A company can be active or not as well. If it is set to non active, it will appear in Contacts Lists with a strike thru font. This is just a visual indicator to indicate the company has been set to non active. It can still be selected.
For an existing Company, there is a History button in the upper right corner of the form. Click on this to see Bid and Edit History for this Company.
Standard Fields
Name | Description |
Active | A company can be active or not active. If it is set to non active, it will appear in Contacts Lists with a strike thru font. This is just a visual indicator to indicate the company has been set to non active. It can still be selected. See Company - Setting to Active or In-Active for more information. |
Star Rating | Each Company can have a star rating: one to five stars. This is just for information only and shows only on this form. QUESTION - How do you update the star rating? |
Company Name | The name of the Company. This is a required field. |
Trades | QUESTION - How does this get populated? |
Labor Status | QUESTION - How does this get populated? |
Sector | QUESTION - How does this get populated? |
Notes | Notes for the Company. |
Attachments | Any kind of attachments can be uploaded for this Company. Click on the Attachments Bar to expand or collapse it. The files can be dragged and dropped to Attachments area or the section clicked on to upload files. See Company - Attachments for details on uploaded and removing attachments. |
Pre-Qualification Form | For existing Companies, a pre-qualification process can be applied and pre-qualification information recorded and managed. Click on the Pre-Qualification Form to expand or collapse it. When it is expanded, the Pre-Qualification information appears. The Pre-Qualification information can be manually entered, or the Primary Company Contact and be sent a request to update the form. The form can also be exported. QUESTION - Are all these fields preset in the system or can the user change? |
Save the Company/Contact Details
The Save and Cancel buttons are located at the bottom of the form.
Click on the Save button to save the information this includes updates to Company and Contacts.
OR
Click on the Cancel button to cancel the add or edit of the Company and Contact details.
