How to Use Companies

  Who is this article for?  

  System Managers, System Administrators

The companies screen in the System Module of Q-Pulse Cloud is where you will find a list of all of the company records that have been created on your system. Sometimes, you will create new companies when required from within other Q-Pulse records such as Issues or Audits. Within the companies section you are also able to create new companies, as well as export a full or filtered list.

This article is split into the following sections:

1. How to View the Companies List
2. How to View a Company's Details
3. How to Create a New Company
4. How to Associate a Contact to a Company 
5. How to Edit a Company Record
6. How to Copy a Company Record

1. How to View the Companies List

To view the companies list:

1. Navigate to Home then System and then Companies.  You will be taken to the Companies page as per the image below:

2. Select any company from the list to view the company details.

2. How to View a Company's Details

To view a company's details you can either:

• Click the Title field from the companies list page.

or

• Select  Options button from the right hand side of the Companies page and click View. 

You will be taken to the Company Details page as per the image below:

3. How to Create a New Company

To create a new record:

1. Navigate to Home then, System and then Companies.
2. Click the  Create button and you will be taken to the create company screen as per the image below:

3. The first section of the company's details screen contains their key details such as:

• • • Name
    • Email
    • Website
    • Telephone

4. Each mandatory field is shown with a * next to the field title. Complete the mandatory details fields.

5. Optionally, provide additional information in the remaining fields

6. .Ensure that the Active check box is ticked. If the company is made inactive, it will not be available for selection in the system.

7. Select Save to confirm the creation of your new contact

4. How to Associate a Contact to a Company 

1. To associate a contact with a company you will need to go to the Contacts section in the company's detail page.
2. This section will be as per the image below:

3. Click the  Select button and the select contact modal will appear similar to the image below:

4. Use the Select contact modal (standard list screen filters apply) to find the required group(s)
5. Once located, check the box in the far left of the suitable row(s)
6. Select Confirm to associate the contact(s) to the selected company / companies

If you need to create a new contact, please use the instructions in the article here.

5. How to Edit a Company Records

To edit an existing company record:

1. Navigate to Home then System and then Companies
2. Either:

• Select a company record from the list to view the record details. Then select the edit icon to edit the company record.
• Click the  Options  button and click Edit on the right hand side of the page on the relevant row.

3. You will be taken to the edit company page as per the image below:

4. To confirm any changes you have made, click Save.

6. How to Copy a Company Records

To copy an existing company record:

1. Navigate to Home then System and then Companies
2. Click the  Options  button and click Copy on the right hand side of the page on the relevant row.

3. You will be taken to the copy company page as per the image below:

4. The new company record should include key details from the copied company record:

• • • Business unit
    • Job Title
    • Telephone
    • Companies

5. To confirm any changes you have made, click Save.