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Company Card

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This article describes functionality featured in version 17.1 and newer of the Avionté Web Platform. For information about related functionality in version 16.2, see Company Card - 16.2.

 

Company Cards provide a quick, simplified view of information related to a company. The Company Card features dynamic links that display additional details about a company.

 

This page provides an overview of a company card in the Recruiter module. All parts of a company card are defined here, but some content is linked to pages providing more in-depth information.

 

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Company Card Header

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Element Description
Company Name The name of the company.
Company Department A department in the company (e.g. corporate, warehouse, etc.)
Status  The current status of the company - active, inactive, etc.

 

 

 

Company Card QuickLinks

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Element Description
04.png The company's phone number. A star indicates it is the company's preferred method of contact.
05.png The company's email address.
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The company's Detail QuickLink provides in-depth information about the company including comprehensive contact methods, associated documents, and building addresses.

Once the Details icon has been selected, it changes to a 07.png icon enabling the user to return to the previous view. 

 

For in-depth information about Contact Card QuickLinks, visit the Company Card QuickLinks help article. 

 

 

Company Card Summary

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Element Description Additional Information
Summary A free-form text field in which the user may insert information about the company. Click on the text to generate a pop-up editing window. This summary is only used in Avionté Web Platform and not in the Core application. 500 character limit

 

 

 

Edit a Company Summary

The company card summary gives a basic overview of a company. It is a free-form text field and can be edited or updated as information relating to the company changes.   

 

  1. Select a card.
     
  2. Click on the summary section. A text editing window containing the existing summary will appear.


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  3. Make any edits to the summary.
    Note: This field has a 500 character limit.

  4. Select Done to record changes, or Cancel to close without applying changes.

 

 

 

Company Card QuickView Links

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Element Description
General Info The General Info QuickView displays basic information about the company such as the company's status, their supplier, and the account manager handling the account.
Contacts

The Contacts QuickView generates a display of information about contacts associated with the company.

Note: Contacts that are added from the core app do not display in the Company Card, but they will be accessible from the Order section when assigning a contact to an order.

Orders

The Orders QuickView provides a view of any open orders associated to the company.

Note: There is a filter that displays all orders (both filled and unfilled) and only filled orders. 

Messages

The Messages QuickView provides a list of all messages associated with the selected Company card.  Messages logged in either the Core Application or Recruiter Module are displayed in the Messages QuickView.

 

For in-depth information about Company Card QuickViews, visit the Company Card QuickViews help article.


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