Company Record View

From ROL Help System

The Company record view also incorporates the Contact view, as Contact's do not have separate records; they are located within Company records.

Various screens and tools found in a Company record:

Company Screens

• Company: Main
• Company: Contacts
  • Includes 'Add, Edit, Edit Postal, Delete'
• Company: Notes
  • Includes 'Site Notes'
• Company: Jobs
• Company: Temps
  • Includes 'Temps Current', 'Temps Open', 'Temps Filled', 'Temps Completed', 'Temps All'.
• Company: Documents
• Company: Charges
• Company: Search Notes
• Company: Do Not Send
• Company: Projects

Company Tools

• Company: Add Company Note
• Company: Add Temp Note
• Company: Add Recruiter Note
• Company: Add Booking
• Company: Add Job
• Company: Add Charge
• Company: Add Contact
  • Includes 'Add a Contact from Placement'
• Company: Link Task
• Company: Related Companies
• Company: Edit Client
• Company: Edit Keywords
• Company: Edit Postal
• Company: Client Attributes

Contact Tools

The Company tools are also present when in a Contact record, however there are also some additional tools for Contacts. Once a Contact is clicked on in a Company Record, the right-hand-side tools menu changes & additional functions appear, such as:

• Contact: Client View
• Contact: Email Contact
• Contact: SMS Contact
• Contact: Add Contact Note
• Contact: Add Sales List
• Contact: Add Invoice
• Contact: Link Task
• Contact: Edit Keywords
• Contact: Edit Logon
• Contact: Contact Attributes

To go back to the Company view from any Contact record, click the 'Client View' button to exit out of the Contact view.