Adding a Company [iqx]

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====== Adding a Company ======
**Refers to:**\\
Companies form (top menu)\\
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To add a new company:
  * Click on the Companies icon.
  * Click on the New button.
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A screen similar to the following one is displayed.
   * Click on the **+** button to expand a section and enter the company’s details.
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^ Keystroke	            ^ Use^
|Tab or Return	      |Moves you through the questions, expanding each level.|
|Up and down arrows	|Moves you through the questions without expanding levels.|
|Left and right arrows	|Collapses or expands a level, unless it is a text field.|
|Space bar	            |Ticks or clears a box|
|Ctrl + character	      |In a long list, this takes you to the next word that starts with that character.|


The information that you are asked for depends on what has been requested by your company, but should include some or all of the following:
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|Name|The name of the company|
|Keyname|This is generated from the names that you enter.  You can edit this to reflect the way that the company works, e.g. put in spaces.|
|Address|This is generated from the entries you make in the expanded fields.|
|Address|First line of candidate’s address.|
|Town|Name of town|
|County|Name of county|
|Country|Name of country.|
|Postcode|Postcode. This must be entered.|
|Telephone|The company’s phone number.|
|Fax|The company’s fax number.|
|Web site|The company’s web site address.|
|State|Select an item from the drop down list. You must enter this information.  Initially this should be Prospect. Once an Account Number has been issued you can change it to Client.|
|Source|Select an item from the drop down list.|

  * When you have entered all the information, click on the Next button. The Contact creation screen is displayed.
  * Click on the + button to expand a section and enter the required details for your primary contact at this company.
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The information that you are asked for depends on what has been requested by your company, but should include some or all of the following:

|Contact|This is generated from the names that you enter in the Surname and Forenames fields.|
|Surname|The contact’s surname.|
|Forenames|The candidate’s forenames.|
|Name|This is generated from the names that you enter.|
|Salutation|This is generated from the names that you enter. It is used for letters and e-mails, i.e. Dear <Salutation>, not the candidate’s title.|
|Keyname|This is generated from the names that you enter. You can edit this to reflect the way that the company works, e.g. put in spaces.|
|Primary Contact|Tick this box if this person is your main contact at the company.|
|Direct Line|The contact’s direct dial phone number.|
|Mobile|The contact’s mobile phone number.|
|E-mail|The contact’s e-mail address.|
|Fax|The contact’s fax number.|
|Employed|Not applicable – for contacts placed by agency|
|Start Date|Not applicable – for contacts placed by agency|
|Leave Date|Not applicable, Note: When you enter a leave date the contact becomes historic from that date.|
|Temp|Not applicable – for contacts placed by agency|
|Position|The contact’s position in the company, e.g. Personnel Manager.|
|Department|The department that the contact works in, e.g. Personnel.|

  * When you have entered all the information, click on the Finish button.  This then displays the details form for that Company.
At the top of this screen there are some buttons that you use as follows:

^ Keystroke	            ^ Use^
|Reports	  |Run any of the company selector reports but only for the current contact.|
|Delete	  |Delete a record if there are no links such as Contact Events or Progress. To effectively remove a record but retain them for history,you should change their state to Deleted.|
|Help	        |Open the help page with guidance on the fields on this screen.|
You can view different information by clicking on an option on the left side of the screen.
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\\ See also
\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=ug2-03|Adding further company details]]
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\\ Back to [[1_online_user_guide]]
\\ back to [[UG2-00]]