COMPANIES - APPOINTMENTS - SCREENSHOT

COMPANIES - APPOINTMENT - CURRENT

Shows all upcoming events scheduled from today onward.

COMPANIES - APPOINTMENTS - HISTORY

Show all events taking place in the past - YESTERDAY included

COMPANIES - APPOINTMENTS - SELECT ALL case

Check 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

COMPANIES - USAGES - SCREENSHOT

COMPANIES - USAGES - SELECT ALL case

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

COMPANIES - DOCUMENTS - SCREENSHOT

COMPANIES - DOCUMENTS - UPLOAD

You can upload up to 100 documents per Company:

  1. Name document
  2. Browse for it or drag&drop selected document ( please see allowed file format)
  3. Click on UPLOAD

COMPANIES - SOCIAL MEDIA - SCREENSHOT

COMPANIES - SOCIAL MEDIA - NEW

Optionally - you can add a link to Company Social Media account.

Here is how to proceed:

  1. Click on NEW button
  2. Select Social Network (list can be modified upon request)
  3. Paste SM account name or URL
  4. Click on UPDATE
  5. SAVE or SAVE&CLOSE

COMPANIES - CONTACTS - SCREENSHOT

COMPANIES - CONTACTS - NEW

Create new Contact person for this company.

The Contact profile will be then automatically visible in CONTACT tab in main menu as well.

COMPANIES - CONTACTS - ADD FROM THE LIST

Click on the button to assign an already existing CONTACT to this client profile.

COMPANIES - BILLING - SCREENSHOT

COMPANIES - BILLING - UPDATE EVENTS ADDRESS

If billing address changed, update it in Client profile --> SAVE --> then click the button UPDATE EVENTS ADDRESS to amend it in already created Events.

COMPANIES - BILLING - BILLING NOTES

Financial/Payment terms

Reminder will pop-up in EVENT window --> INVOICE tab

COMPANIES - BILLING - CREDIT STATUS

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

COMPANIES - BILLING - AGENCY COMMISSION %

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.

COMPANIES - BILLING - CONTACT

Usually: Accountant name

COMPANIES - BILLING - PAYE FEE / USAGE

/Rarely used/ Region-specific option : "PAYE AS YOU EARN" (taxes)

COMPANIES - BILLING - PO REQUIRED

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

COMPANIES- GENERAL - SCREENSHOT

COMPANIES- BILLING - OTHER ADDRESSES

Usually used to save client's subsidiaries addresses

COMPANIES - GENERAL - ADDRESS

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.

COMPANIES - GENERAL - PRIVATE

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.

COMPANIES - GENERAL - ADD CATEGORY

Multiple choice - one company may be assigned to many categories

Categories list can be customized upon request

COMPANIES - GENERAL - GO&SEE

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.

COMPANIES - GENERAL - HIDE

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.

COMPANIES - GENERAL - AGENCY

AGENCY

Checkbox to be ticked if client profile is considered as an AGENCY.

It activates a quick filter in COMPANIES tab.