Companies and contacts
All Companies (e.g. Clients or Suppliers and Partners) and their contact persons (“Contacts”) can be added under the menu item “Customers”. Companies and Contacts can be assigned to a User who will be responsible for them.
The ability to carry out the commands and actions described here depends on the User Rights of the respective User, which can be edited and changed by Admin in the Backend area.
This function allows creation of a Company with the respective data.
The only mandatory fields for creation of a Contact are Forename, Surname and Company. If the company name does not exist in the database, the Company must first be created.
Multiple Contacts can be imported simultaneously. To carry out this function, the User must first download the corresponding template into the system, fill it in and then upload it again in the same column structure.
Contacts can be manually activated and deactivated.
Companies and Contacts can be manually deleted at any time.
Companies and Contacts can be attributed to a relevant User at any time. By default the creator will be entered as the User responsible. This process will be documented in the Infobox.
Contacts can be assigned to a different Company using this function. This process will be documented in the Infobox.
If, for example, a suitable Profile for a specific Need is to be sent to the client, this action can either be used for real sending of the profile via email or just filed as Info.
In this way, the User can send a suitable Profile to the client in a selected template (Profile Template) or send related documents from the Uploads of that Profile.
Customer Contacts detailed view
The overall details of a Customer Contact are divided into sections in this view. By clicking on the respective section (Key Data, Other, etc.) these details are displayed or rolled back up. Associated documents can be saved in the Upload area. On the right side of these sections, the User can edit data and add data (NB: the ability to edit queries depends on the Permission group of the respective User).
All commercial contact information and relevant data can be saved under Key Data.
Other data and notes can be entered in this section. Additional required fields can be unlocked by Admin in the Back-end area.
Customers detailed view
The overall details about a company are divided into sections in this view. By clicking on the respective section (General Information, Miscellaneous, etc.) these details are displayed or rolled back up. Associated documents can be saved in the Upload area and the logo on the left alongside the list. On the right side of these sections, the User can edit data and add data (NB: the ability to edit queries depends on the Permission group of the respective User).
The Key Data give an overview of the data relating to the Company. The Branch can be selected from a pre-defined selection. This list can be modified individually by Admin in the Backend area.
Other data and notes can be entered in this section. Additional required fields can be unlocked by Admin in the Backend area.
Customers list view
The displayed list of customers can be sorted according to the following criteria:
All: lists all Companies and Contacts in alphabetical order of the Companies.
Companies: lists all Companies in alphabetical order.
Contacts: lists all Contacts in alphabetical order.
Main: lists all Contacts that are not assigned to any Company. Companies that are not assigned to any higher-level Company (Concern) are also listed here.
Clients/page: The User can specify the number of Companies and Contacts per page. This setting will be automatically saved.
The List View gives the User an initial summary with the key data about the Company. Beneath the Company are listed all the Contacts for that Company. The List View consists of three columns:
General information, e.g. Status, Location, number of Contacts and the User responsible for them.
The centre column gives information on general contact data such as telephone number, e-mail address and Homepage.
The right column contains general information relating to this company, listed in chronological order.
Contact List View (Short View)
The List View gives the User an initial summary with the main information. The List View consists of three columns:
General information, e.g. Company, Department, Function, Location, and the User responsible.
The centre column gives details of general Contact data such as telephone number and Email address.
The right-hand column contains all the details of the latest actions (History) listed in chronological order. Here too, the mouseover function provides access to further details within a specific entry.
The Filter area allows searches against various criteria, including the Contact Name, Company Name, Department and current status or classification. The “Scope” field allows searches for clients attributed to a specific User.
In this filter, the User can search for specific process inputs (“Actions”) and their Validities. The word “Action” as used here means the respective process input (e.g. Offer Profile). The User can filter, for example, for Customer Contacts to whom a profile was offered within a specific time period.
This filter area allows searching of Key Data fields (Location, Branch, etc.) and of additional fields that have been added.