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List and Form Views

To Switch from List View to Form View or Vice Versa

To Switch from List View to Form View or Vice Versa
  • Click the List/Form icon in the top right hand corner
  • List/Form view will be displayed

Companies - List View

Companies - List View

Companies - List View contains Companies by Unique ID, Company Name, Distance (from searched postcode), Switchboard phone number, Identifier, Main Contact, Industry, Nature of Business, and Exclusion from Mail Merges.

Sorting Lists

You can sort the list by any field displayed in List View.

To sort a list:

  • Click on the field heading at the top of the column

Note:  At the bottom of the screen it contains how many records in the list

Companies - Form View

Companies - Form View

Form view always contains the company name, industry type, primary contact, telephone and address information for the company at the top.

Form View consists of different tabs of information.  The tabs are displayed halfway down the company’s record

The Details Tab

This tab contains contact details, company information and address information.

The Contacts Tab

This tab contains contacts for the company and the primary contact

The Information Tab

This tab contains company profile, invoice details and any other additional information.

The Docs Tab

This tab contains any documents stored against the company’s record

The Skills Tab

This tab contains the skills logged against the company

The Comms Tab

This tab contains all emails, letters, phone calls, notes, faxes or SMS text messages that have been created for the company from within the database.  It also shows the date when the company was last contacted

The Appointments Tab

This tab contains a log of appointments created for any contact of the company

The Jobs Tab

This tab contains a list of jobs linked to the company

The Job Activities Tab

This tab contains all job activities linked to the company

The Timesheets Tab

This tab contains all timesheets created which are linked to the company

The Groups Tab

This tab lists the group(s) that the company belongs to, showing companies that also belong to the same group(s) and their respective associated contacts

The To Dos Tab

This tab contains To Dos linked to the company

The History Tab

This tab contains people who have been placed at the company

The Research Tab

This tab contains details of any contacts who may become clients

The Pay Grades Tab

This tab contains the pay grades and salary information

The Sales Ledger Tab

This tab contains details of invoices and a summary of credits and debits

 

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