Viewing Businesses/Departments
To view the company details of a business/department and/or perform actions, click on the magnifying glass on the right side. Here, you will find all the filled-in information regarding the business/department.
Here, the following actions are described:
Contact log
To view the contact log, you need to open the business/department and click on the 'Contact log' button. Refer to the image below.
In this log, all actions that have taken place with the business/department are displayed, including the date, time, action type, and the name of the user who performed the action.
Adding a file
To add a file, you need to open the business/department, scroll down, and click on 'Add File'. Refer to the image below.
Here, you can add documents such as meeting notes or other documentation.
Vacancies
To view an overview, open the business/department. Then, scroll down until you see the vacancy overview. Refer to the image below.
Here, you'll find a list of vacancies from the respective business/department. You can see when a vacancy was published and when it went offline.
Adding a task
To add a task, open the business/department. Then, scroll down until you reach the point where you can add a task. Refer to the image below.
Here, you can create tasks that apply to this department or business. These tasks serve as reminders for actions that need to be performed on specific dates. You input this date yourself. An example could be a task to call back this business/department. You can also assign a task to another user who needs to complete it. You can set up a notification for this (refer to the 'Users' module), where the person assigned the task will automatically receive an email reminder to complete it.
Adding a memo
To add a memo, open the business/department. Then, scroll down until you see the option to add a memo. Refer to the image below.
A memo serves as a reminder. It displays the date the memo was added. Additionally, you can see which user wrote the memo, which can be used as a reference. You also have the option to categorize memos, such as: called, video call, spoken in person (refer to 'Database' > 'Memo Categories' module).
Adding a contact person
To add a contact person, open the business/department. Then, scroll down until you see the option to add a contact person. Refer to the image below.
Email communication
To view an overview, open the business/department. Then, scroll down until you see the email communication section. Refer to the image below.
Here, you'll find an overview of all email communication that has taken place with the respective business/department.
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