Company

Company Overview

Creating a Company

  Walkthrough
  General
  Company Area
  Adding a Location
  Adding a Contact
  Viewing a Contact
  iResearch Tabs
  Linking a Contact
  Transferring a Contact
  Organisational Chart
  Company Financials
  Company Temp Rates
  Reviews
  Company Action / Information Area
   

Add events

  Walkthrough
  General
  Follow Up
  Log Options
   

Comms Centre

  General
  To Send an Email (s)
  Sending Letters (postal templates)
  Sending SMS text messages
   

Submit CV

  Summary or CV Submit
  CV Submit (re job)
  CV Submit (spec)
   

Call backs

  Walkthrough
  Managing Call Backs
  General
  Call Back Information
  Adding a Call Back
  Mark a Call Back as completed
  Deleting a Call Back
  Viewing Completed and outstanding Call Backs
   

Company financial's

  Purchase Order Numbers
  To add a new PO to a company record
  To edit a PO against a company record
  To delete a PO from a company record
  Assigning a PO to a job
  What happens when a PO runs out / expires?
  Project codes
  Terms of Business
  Invoice addresses
  Back office sectors
  Divisions and departments
  On Stop
 

 

 

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