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Company Record
From here you can view all your Company/Client details and make any amendments to the record.
Contacts
Contact Events
In here you will find all associated contact event for the Company. You can also create new contact events, appointments or reminders from this view.
AWR + AWR Closures
Vacancies
In here you will find all the vacancies for this particular Company/Client. From this view you can view both current and historic vacancies, add shifts, add a new vacancy, perform a count of all vacancies and process vacancies.
Placements
Similar to the above, this is where you can view all the Placements that a re associated with this Company/Client. In this tab you can expand the placement and make any amendments, open the Persons Record, view all placements for all company contacts and not just the contact that has been selected. Perform a count of all placements and process Temps.
Questionnaire
This is where you will find and maintain information relating to criteria such as Industry, Location, number of employees, the last date terms & conditions were sent etc. Click here for more info on setting up Questionnaires
Contact Questionnaire
As above, only this information is relating to the Contact.
Notes
In this tab you can insert text or free type any information that is relevant to the Company or Company Contacts. This will be seen by all that have access to Company records.