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:
- How to View the Companies List
- How to View a Company's Details
- How to Create a New Company
- How to Associate a Contact to a Company
- How to Edit a Company Record
- How to Copy a Company Record
1. How to View the Companies List
To view the companies list:
- Navigate to Home then System and then Companies. You will be taken to the Companies page as per the image below:
- 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:
- Navigate to Home then, System and then Companies.
- Click the Create button and you will be taken to the create company screen as per the image below:
- The first section of the company's details screen contains their key details such as:
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- Name
- Website
- Telephone
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Each mandatory field is shown with a * next to the field title. Complete the mandatory details fields.
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Optionally, provide additional information in the remaining fields
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.Ensure that the Active check box is ticked. If the company is made inactive, it will not be available for selection in the system.
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Select Save to confirm the creation of your new contact
4. How to Associate a Contact to a Company
- To associate a contact with a company you will need to go to the Contacts section in the company's detail page.
- This section will be as per the image below:
- Click the Select button and the select contact modal will appear similar to the image below:
- Use the Select contact modal (standard list screen filters apply) to find the required group(s)
- Once located, check the box in the far left of the suitable row(s)
- 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:
- Navigate to Home then System and then Companies
- 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.
- You will be taken to the edit company page as per the image below:
- To confirm any changes you have made, click Save.
6. How to Copy a Company Records
To copy an existing company record:
- Navigate to Home then System and then Companies
- Click the Options button and click Copy on the right hand side of the page on the relevant row.
- You will be taken to the copy company page as per the image below:
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The new company record should include key details from the copied company record:
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- Business unit
- Job Title
- Telephone
- Companies
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- To confirm any changes you have made, click Save.
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