The Companies Module

The Companies Module provides a centralized location for accessing and managing all company-related information. This guide explains how to navigate the module and use its key features.

Finding a Company
1. Use the search bar at the top of the Companies Module to locate your desired company record.
2. Click on the company name in the search results to expand the full company record

Main Features
Profile Tab: The Profile tab contains comprehensive company and contact information
Associated Contacts Tab: View and filter through All, Current or Previous employees and board members
Associated Companies Tab: View any pertinent relationship information, including:
• Associated Companies
• Also Known As Names
• Potential Similar Companies
Engagement Tab: Track all collaboration history in one consolidated view:
• Current and historical search activities
• Business development initiatives
Invoices and Documents Tab: Track any invoice or document for company across any search or BD project

User Interface Features
Activity Log
• Located on the right side of the screen
• Shows all activities related to the company and affiliated organizations
• Can be collapsed using the arrow button to maximize screen space

Company Logo
• Automatically populated based on the company's URL

Benefits
• Centralized information management
• Streamlined access to company relationships and history
• Automated logo handling
• Comprehensive activity tracking
• Flexible interface with collapsible panels

Tips
• Use the collapsible activity panel when you need more screen space
• Check the associated contacts section for a complete view of current and previous relationships
• Monitor the Engagement tab for a comprehensive view of all interactions with the company