Company Detail Record Tabs

This tab lists the category values that exist for the company.

Category values function as grouping names for a client's jobs which have a similar or common theme.

They are used when writing up jobs and are used throughout the system to quickly identify a group of records that belong together.

You can create a category value for the company within this tab by clicking on the new record icon on the right hand side of the layout.

entering the Category value, and clicking OK

Once created, a category value can be selected for a job order for the company.

It is worth noting that category values can be created "on the fly" when a job order for a company is being written up. Any category values created in that way are stored here within the Categories tab.

As the name suggests, this tab lists contacts that have been set up for the Company, together with their email address, and contact numbers.

You can also perform the following functions from this tab:-

Clicking on at the left hand side of a contact will drill down to its detail record.
Clicking on will create a blank email with the recipient set per the address in the Email field.
Clicking on will allow you to create a new contact for the company - see How to Create a New Contact for a description of the how to populate the contact data fields.

The correspondence tab lists details of any scheduled calls /communications between you and the company.

Items that are shown here are also displayed in the main Calls List Layout

Specifically the following fields are shown:-

Field	Instructions
Status Light	An indicator to show whether the scheduled correspondence has been completed or not. If you click this status you can toggle it to Completed (Green), and begin the process of closing the call record.
Scheduled	The date of when the call is due to occur
Actual	The date of when the scheduled call to the company actually occurred. This actual date can be set in one of following ways:- a) Closing the Call by clicking the Finish button the Notes pop up on the main Calls List Layout b) Setting the date in this field c) Clicking on the Status light which will initiate the call close process.
Type	The Type of the Scheduled Call
Contact	The contact at the company whom the scheduled call is with.

Additionally in this field, you can schedule a call with the company.

To do this:-

Click the new record icon to the right of the pane
A new call record is inserted with a Scheduled date of today.
Edit / Populate the fields as needed:-

Set the Scheduled date
Set the call Type
Click the View button, and you can enter some descriptive information into the notes field

The call record is now also available to see / action in the Call List Layout.

The documents tab provides container field functionality that allows you to store any externally created files or images against the company record.

See How to Insert a File into a container field for details of how to insert a file using the container functionality.

Click the view button on the left hand side, to see a preview of the file contents in the right hand pane. You can also extract the file to your local computer.

This tab allows you to insert a note onto the Company record

Click the new record icon
Add a description
Enter the note details into the large text pane

or you can click the view button to see the contents of any existing notes

This tab allows you to enter textual information for :-

Customer General Spec
Customer Fulfilment Spec

essentially some generic instructions to be followed when the customer places a job or fulfilment order.

Any text that is entered into these fields on the Company Customer Spec tab is copied over and exposed on a Job order for the same company in the corresponding fields at the bottom of the for,

This tab allows you to see, and indeed add "Unassigned Art" received from a client.

Art that is received from a client but has not yet associated to a Job order is known as "Unassigned Art"

See Art Work Without A Job Layout for more details