The company details page contains all of the available information for a company listing:
This section contains the following topics:
You can change the order of category sections to any order that you prefer. The order you select remains in effect until you change it again, including when you log out and log back in again.
To reorder the sections,
At the top of the page are the tools and options for working with the company listing, as described in the following table.
Field | Description |
Export > Export Details to PDF | You can export all of the details of the company listing in PDF format. Tip: Click to see a short video demonstrating how to export a company. Exporting company detailsTo export company details,
Result: A PDF of the company details page opens in a separate window. Hover over the window to display the options for viewing and saving the document. Accessing exporting documentsTo access your exported documents,
|
Actions | The following are actions you can take from the Action option on the company listing:
|
When present, click the arrows to move either to the previous or the next company in the search results. |
The overview section at the top of the page contains basic information about the company, as described in the following table.
Field | Description |
The star indicates the Watch List status for the company:
To change the Watch List status,
For more information, see Working with Your Watch List Companies. | |
Company ID # | The CMD ID number for the company. |
Search tags | Indicates that the company meets the criteria of a tagged search. To set up tags for company searches, see the steps for tagging searches in Working with saved company searches. |
Classification | How the company is classified, such as Architect or Designer. |
Street Address | The physical location for the company. |
Company Phone # | The phone and fax number for the company. |
Company Fax # | |
Company Website | The website and email address for the company. |
Company Email | |
Documents Available | When available, lists the type of documents available for the project, which can include plans, specifications and addenda. The plan holder name and company page link can also be listed. |
Last Updated | The date and details for the last update to the company record. |
View All Updates | When present, click to open the Update History menu for the company. All updates are listed in reverse chronological order. |
The company map at the top of the page displays the location of the company:
To use the map,
The snapshot tile contains the counts and total values for the projects in which the company is playing a role in the planning, bidding, post bid stages where applicable. For more information about project stages, see the Stage section in Working with the project list.
The Planning Stage Projects section lists the projects that the company is playing a role on that are in initiation, which can include negotiated as well as competitively bid projects. Substages include masterplanning, conceptual drawing, and schematics. Values in this section include:
Additional features in this section:
Stage and substages for projects
The following are the available stages and substages for projects:
BIDDING
MISCELLANEOUS
PLANNING
POST BID
The Bidding Stage Projects section lists the projects that the company is playing a role on where there is a fixed bid date for the receipt of general contract or subcontract bids. This includes both negotiated and competitively bid project, as well as projects being re-bid. Values in this section include:
Additional features in this section:
The Bidding Role Projects section lists the projects where the company plays the role of Bidder. Values in this section include:
Additional features in this section:
The Post Bid Stage Projects section lists the projects that the company is playing a role on in the period after bids are received, either competitively bid or on a negotiated basis. Some of the post bid statuses include low bids announced, subbids closed, general contractor award, and bids rejected. Values in this section include:
Additional features in this section:
The Contacts section provides specific information about the individuals associated with the company listing. Included are name,phone, email information. Status indicators show if the contact is an active or inactive.
Note: When present next to a contact's name, you can click on the LinkedIn icon to access the LinkedIn account for the individual:
The Personal Notes section lets you add your own notations to the company listing. You can make notes private and only visible to yourself, or you can have them available to other users in your company. You can also use personal notes as a method of assigning companies to persons in your company.
Note: Due to system indexing, it can take up to 15 minutes for a new personal note to appear on a company listing.
To add a personal note,
To edit a personal note,
Assigning companies using personal notes
You can use the Personal Notes feature as a method of assigning companies to specific persons in your company. Repeat this procedure for each company you want to assign.
Note: You can use the same procedure to assign projects to users in your company. For more information, see the section for Personal Notes on the project details page.
To assign a project using the personal notes feature,
1 | Use the steps above to add a personal note. Make sure to
|
2 | From the search bar tile, select the search option Personal Notes. |
3 | Create a a new search and add the assignee's name to the search criteria. Note this creates a tag in the search name for use in the following steps. |
4 | Run the search. |
5 | From the search results, save the search using the assignee's name as part of the search name. |
6 | From the top of the results page, use the Assign Search feature to assign the search to the assignee. You can also select the frequency of the search, the detail level of the results, and you can add the search to your CRM export list. Result: Each time the search is run, the companies returned are automatically sent to you and to the assignee's email accounts. |
The History section lists the individuals that have viewed the company details page. Included is the date the page was viewed and if the company was added to a user's Watch List.
The Miscellaneous Stage Projects section lists those projects associated with the company that have a status of cancelled, disqualified lead, and duplicate project.
Values in this section include: