Manage Companies

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Companies are organizations external to your own. External users must be associated with a company.
Companies can be specified as vendors, manufacturers, and other Company Types created via the Form Designer.
If your service desk interacts exclusively with users inside your organization, you need not set up additional companies.

Users with the “ServicePRO Administrator” privilege can add, update, or de-activate a company as needed.

Navigation

1. Navigate to the left-hand side main menu by clicking on the ServicePRO icon.
2. From the Management tab, click on the Manage Companies option as highlighted below.
   

   Manage Companies Navigation
   
   

Adding New Companies

1. Click on the New Company icon to add a new Company. The New Company window appears.
   

   New Company
   
   
   
2. Enter the Name of the company. This field is required. In addition, enter all the applicable contact information for the company in the fields provided.
3. When selecting the Company Type, leave the checkboxes unselected if they do not apply, such as when the Company is a Client. You can also enable one or more of the following:

Manufacturer: A company that creates a product. By default, this field is selected. When Manufacturer is enabled, the Manufacturer Details tab is also available. The Manufacturer Details tab can contain custom fields to capture additional information about manufacturer. The custom fields can be created using the custom object designer.

Vendor: A company that sells the product. When Vendor is enabled, the Vendor Products and Vendor Details tabs are available. The Vendor Details tab can contain custom fields to capture additional information about vendor. The custom fields can be created using the Form Designer.

Other: This drop-down list is populated with additional Company Types created via the Form Designer.

1. You can select both manufacturer and vendor when a company makes the product/service and also sells it (for example, Bales of Hay Farming Equipment makes and sells its products).
   
   
   

   Additional Company Type-related tabs
   
   
   
2. To place a purchase order with a vendor, classify the company as a vendor company type. When a company is designated as a vendor, a Vendor Products tab appears in the New Company window so you can add their products or services as shown in the figure below.
   
   
   

   Adding Vendor Products
   
   
3. You can continue adding products by clicking on the row after each entry and adding a new line item. If you created your own company types via the Form Designer, you can also select them from the drop-down list.
4. When you have entered all the products that this vendor offers, click the Ok button at the bottom of the window to save the company. The window will then return to the main Companies page.

Managing Existing Companies

Select criteria from the Search and Match drop-down lists and enter a value in the Value field to help you narrow the list presented in the table. For example: Search: “Name” Match: “Starts With” Value: “CRM”

Entering tells the system to search for all companies whose names start with the letters “CRM”. In the figure above, the search would return a table listing companies related to CRM.

Click on a company’s name from the listing, and select "Company Properties" from the ribbon toolbar above to view company properties in a right hand side (RHS) panel window, so the user will not lose the context from the request. The Properties panel can be resized as needed

Company Properties

The Company Properties window presents the following Ribbon Toolbar features:

• Update: Edit company information.
  
• Print: Print the company properties.
  
• Output to Text File: Save company properties to a text file in a specified location.
  
• Company History: View the company’s request history.
• Contact History: This function allows you to view history (in chronological view) of all the contact recently made for a particular company. For example, a user can review a history of all of the recent contact in chronological order even if the contact is spread across several requests.
• Request History: This function allows you to retrieve a history of all requests logged by a selected company. From the company history you can view recent requests, reopen requests or check if a request has been logged for a particular company to avoid logging a duplicate request.

Ribbon Toolbar

The Ribbon Toolbar includes the following options:

1. Refresh: Refresh the page to show new changes made.
   
2. New Company: Create a new company.
   
3. Update: Edit company information.
   
4. De-Activate: De-Activate a Company from the listing.
   
5. Export: Export a document in XLS format.
   
6. Company Properties: View the company’s properties such as name and address, list of user names associated with the company and summary of request count by status.
   
7. Company History: View a history of requests submitted by the selected company during the date range that you specify.
   
8. Contact History: View the chronological history of all the contact recently made for a particular company during the date range that you specify.
   
9. Request History: Retrieve a history of all requests logged by a selected company during the date range that you specify.
   
10. Manage Search
      • Set Current Search Filter as Default: Set the current Company Search results as your default. This setting will be kept for subsequent searches.
      • Restore System Default Search Filter: Return the default Company Search filter to its original state.
      • Customize Search Display Properties: Select and customize properties to be displayed during searches.
      • Restore System Search Display Properties: Restore displayed search properties to their original state.