Form - Prebuild - Company

Contents

1 Overview

The company form is for storing organisational details.

2 Fields

Type	Name	Notes
Text Box	Company Name
Inline Tabs	Inline Tabs
Section Group	Contact Details
Text Box	Main Phone
WebBox	Website
Text Box	Company Reference
Section Group	Classification
List - Menu	Industry	This list came from international lists of classifications called SIC codes. Standard Industrial Classification (SIC) Code List
List - Menu	Number of Employees
Staff Active Only	Owner	The primary user of the system responsible for this company
List - Menu	Geographic Region	Used in dashboards
GoogleMap	Google Map Position	Latitude
GoogleMap	Google Map Position	Longitude
True - False	Active	The primary mechanism for including or excluding companies from reports
Section Group	Contacts
Child Form Mgt	Contacts	This links to the Contacts form detailed below
Section Group	Address
Address Block USA	Address	This is not an American address just a handy block of 6 text fields
Address Block USA	Address
Address Block USA	Address
Address Block USA	Address
Address Block USA	Address
Address Block USA	Address
Text Box	Domain Name	The domain name is used in helping to identify many email addresses for a company. e.g. if the box contained bxpsoftware.com all clients with @bxpsoftware.com in their email address could be matched to the company.
Section Group	Opportunities
Child Form Mgt	Opportunity Listing	This links to the Opportunities form detailed below

3 Notes

This form is managed as per all normal forms.

4 Dashboard

The company dashboard is made of

Type	Name	Notes
Statistic	New Companies This Month	Based on new records added to the form this month	64		Dashboard
Pie Chart	Prebuild - Company - Pie by Owner	Of all the records, the owner field dictates the segments of the pie	65		Dashboard
Pie Chart	Prebuild - Company - Pie by Geographic Region	Of all the records, the Geographic region dictates the pie	66		Dashboard
Pie Chart	Prebuild - Company - Pie by Industry	Of all the records, the Industry type dictates the pie	67		Dashboard
Button	Instant Visualisation	Prebuilt report which looks at closed questions	24		Data Profiling > Instant - Visualisations > Visualisation - Current Status
Button	Data Analysis	The Data Analytics engine of bxp. Use search to group records and then export or visualise them	25		Data Profiling > Instant - Data > Data - Instant Data Analytics
Button	Outcome Statistics	Prebuild statistics report for outcomes for all agents for this month	26		Data Profiling > Instant - Statistics > Statistics - User - Report by Period
Button	Form - Edit	Manage the form using the Form console	70		Form Management > Form - Primary Management > Form - Edit Form
Button	Prebuild Management	Go to the Prebuild Manager for this collection of forms	71		Form Management > Form - Primary Management > Form - Prebuild Manager
Button	Lookup Company	Allows a lookup of records in the form	72		Worklist
Button	My Companies	Goes to a worklist where the current user is the owner of the records	68		Worklist
Dashboard List	Company - List - Most Recent	A list using last date time of records added to the form	69		Dashboard
Google Map	Google Map	Using the Google Lat and Long coordinates draws a pin on the map where the companies are.	73		Dashboard