Adding a Company

Refers to:
Companies form (top menu)

To add a new company:

  • Click on the Companies icon.
  • Click on the New button.


A screen similar to the following one is displayed.

  • Click on the + button to expand a section and enter the company’s details.


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:

NameThe name of the company
KeynameThis 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.
AddressThis is generated from the entries you make in the expanded fields.
AddressFirst line of candidate’s address.
TownName of town
CountyName of county
CountryName of country.
PostcodePostcode. This must be entered.
TelephoneThe company’s phone number.
FaxThe company’s fax number.
Web siteThe company’s web site address.
StateSelect 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.
SourceSelect 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.


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:

ContactThis is generated from the names that you enter in the Surname and Forenames fields.
SurnameThe contact’s surname.
ForenamesThe candidate’s forenames.
NameThis is generated from the names that you enter.
SalutationThis 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.
KeynameThis 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 ContactTick this box if this person is your main contact at the company.
Direct LineThe contact’s direct dial phone number.
MobileThe contact’s mobile phone number.
E-mailThe contact’s e-mail address.
FaxThe contact’s fax number.
EmployedNot applicable – for contacts placed by agency
Start DateNot applicable – for contacts placed by agency
Leave DateNot applicable, Note: When you enter a leave date the contact becomes historic from that date.
TempNot applicable – for contacts placed by agency
PositionThe contact’s position in the company, e.g. Personnel Manager.
DepartmentThe 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.

See also
Adding further company details

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  • ug2-02.txt
  • Last modified: 2018/01/26 11:16
  • by ivan