Introduction

All information added to a Company record is stored and can be viewed at any time in the Information Storage Panel at the bottom of the Company Profile Page

Below you will find information on what is stored in each tab within the Information Storage Panel!

Accessing the Information Storage Panel

Navigate to the Company Record

At the bottom of the page, you will find the Information Storage Panel.

Below you will find information on everything stored in each tab of the Information Storage Panel!

Activities

• A newsfeed outlining the actions performed against the record as well as the User, Date & Time creation details. 

Additional Info

• Additional info – View & edit custom fields set up via admin dashboard
• Checklist - View & edit Company checklists

Attachments

• Documents – View, edit & delete documents
• Forms – Add, view & complete custom forms set up via quest micro-service

Applications

• Applications - View any Applications made against this Company Record

Astute Payroll

• If you use Astute Integration and this Company has an Astute ID linked the information will be stored here

Communication

• Notes – View, edit & delete notes added via the taskbar
• Emails – View sent emails added via the taskbar
• Reminders – View, edit & delete scheduled reminders displayed on the user's dashboard added via the taskbar
• Letters- View, edit & delete letters added via the taskbar
• SMS – View, edit & delete SMS added via the taskbar

Contacts

• Contacts - View & edit contact persons details
• Locations - View, edit and delete company location/work sites

Events

• View, edit & delete events displayed on the user's dashboard that have been created for the company

Placements

• View & edit placements linked to the company record. Apply the status filter to search for Placements by Applied, Withdrawn, Current etc.

Reverse Marketing

• Add, view, edit & delete reverse marketing outcomes

Vacancies

• View a list of Vacancies at all company locations. Apply the status filter to search for Vacancies by Approved, Filled, Open, Pending etc.
• Click the Job Title hyperlink to view the Vacancy Profile Page

2Cloud9 Payroll

• If you use 2Cloud9 Integration and this Company has a 2cloud9 ID linked the information will be stored here