Tools Screen - Companies

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TFS User Guide - Table of Contents

Documentation Disclaimer

The Companies screen lists all the entities in the system that are companies or name only entries. It lists all of the companies that are not clients.

The Contacts lists displays all the contacts for a selected company.

Opening the Companies Screen - Click here to expand...

From the Tools menu, select Companies.
From the sidebar, select Tools then Companies.
Press Ctrl + N.

Select/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.

Filter 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.

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

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.

Preferences that effect this screen - Click here to expand...

There are two preferences available for this screen

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.

The Finance Shop KB

Tools Screen - Companies

Analytics

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