Helpdesk

To add a company, select ‘Create a Company’ from the side menu on the left on the Companies page. Fields with a * are mandatory and the record cannot be cre...

For accountability purposes, upon creation all companies require a Lead Consultant to be assigned.    This may be whoever has created the company, or the ...

Billing information on a company record is comprised of the following fields: Standard % fee – enter the number you have agreed with the client.     Pa...

Once you have created a company you are encouraged to code them using the categories and codes you have defined in Settings. Coding companies allows informa...

Once in a company record, select ‘Invoice History’ from the side menu on the left to view a list of placement invoices associated to that company.     ...

Once in a company record, select ‘Overview’ from the side menu on the left, to view a chronological timeline of all activity logged against the company. Eac...

Once in a company record, select ‘Add Employees’ from the side menu on the left, to link existing people in the database to the company.     A People Se...

Once in a company record, select ‘Add Files’ from the side menu on the left, to upload files to the company.     Uploading files to a person's reco...

There are multiple ways to create a job, one of them is from a company record. Once in a company profile, select ‘Create Job’ from the side menu on the left...

You can send the company record to the trash where it can be fully deleted from the system and will no longer appear in searches. To do this, once on a comp...