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Expand
titleOpening the Companies Screen - Click here to expand...
  • From the Tools menu, select Companies.
  • From the sidebar, select Tools then Companies.
  • Press Ctrl + N.


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Expand
titleSelect/Search Group - Click here to expand...

Use the Entity Role field to narrow the search.

Use the Search field to search for a name when the Companies list is large. TFS will highlight the most relevant match either as you type or when the field is exited.

Use the Context field to search for Companies attached to a particular context.

Expand
titleFilter Group - Click here to expand...
  • Include Clients/Prospects: Toggle Yes/No. Select Yes to include clients and prospects in the Companies list.
  • Include Inactive?: Toggle Yes/No. Select Yes to include inactive companies in the Companies list.
  • Context: Use the drop-down list to select the context in which to filter the Companies list.
  • Last Contact From / Last Contact To: Filter the Companies based on the Last Contact From / Last Contact To Dates specified on the Entity Marketing Tab.
  • Next Contact From / Next Contact To: Filter the Companies based on the Next  Contact From / Last Contact To Dates specified on the Entity Marketing Tab.

Note

You can access the Entity Marketing tab by double clicking on the Entity and clicking on the Marketing Tab

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You can also click on the Comments/Follow-Up tab and enter a Comment or Follow-up.


  • Rank: Filter the Companies based on the Rank specified on the Entity Marketing tab.
  • Owner: Filter the Companies  based on the Owner specified on the Entity Marketing tab.
  • Contact Owner: Filter the Clients based on the Owner specified on the Entity Contact Marketing Tab.

IMPORTANT CONCEPTS

  • The Contacts tab at the bottom of the screen displays the clients that are linked to a selected entity.
  • The Linked Clients tab at the bottom of the screen displays the clients linked to a selected company.