Shows all upcoming events scheduled from today onward.
Show all events taking place in the past - YESTERDAY included
A checkbox appears when there are any appointment to display.
Tick this case to select all row on all pages and export them (if your account has been granted the adequate access right)
Note: APPOINTMENT list is updated automatically as an EVENT for this Company is created in CALENDAR tab
Check this case to select all row on all pages and export them (if your account has been granted the adequate access right)
Note: USAGE list is updated automatically as Usage for this Company is created in CALENDAR tab
You can upload up to 100 documents per Company:
Optionally - you can add a link to Company Social Media account.
Here is how to proceed:
Click on NEW button
Create new Contact person for this company.
The Contact profile will be then automatically visible in CONTACT tab in main menu as well.
Click on the button to assign an already existing CONTACT to this client profile.
If billing address changed, update it in Client profile --> SAVE --> then click the button UPDATE EVENTS ADDRESS to amend it in already created Events.
Reminder will pop-up in EVENT window --> INVOICE tab
Company Financial Position - confidential note to alert users when planning an event with the client
A reminder will pop up in EVENT window --> GENERAL tab in red bold letters
To be filled in if default Agency Commission % is not setup in your CDS ONLINE or if Agency Commission % for this client should be different than the default one.
Usually: Accountant name
/Rarely used/ Region-specific option : "PAYE AS YOU EARN" (taxes)
Purchase Order required
A reminder will pop up in EVENT window --> INVOICE tab when you want to assign an Invoice number for the job with this client
Usually used to save client's subsidiaries addresses
Client's headquarters's address.
Value entered in that field can:
- be filled in as Event location.
- become Google Maps hyperlink when sent to Talent in Event notification
- be copied into BILLING tab as Invoicing Address.
When case PRIVATE is checked, the company profile cannot be seen by other users.
However, you can appoint specific users that you want grant access to this client profile by clicking on ADD USER button in PRIVATE USER table underneath.
You can categorize clients in your database.
Multiple choice is possible- one company may be assigned to many categories
Categories list can be customized if necessary in SETTINGS tab
A mark to specify a client that you may have a history of hiring Talent, so that when they have a job come up they get in touch.
Check the box if you want to remove this client profile from ACTIVE companies list.
Company data will be still available after selecting the filter "SHOW HIDDEN" in COMPANIES tab.
It is also used by users without DELETING right.
Checkbox to be ticked if client profile is considered as an AGENCY.
It activates a quick filter in COMPANIES tab.