Each client must have one or more records. There will be the main record for the head office and optionally other records for various branches. These can be linked together by use of the Group field. For a new company group, just type a new value into the Group box when creating or editing the record. Once a record has a value in the Group field, it will be automatically added to the drop down list when a company record is edited. To join a company to an existing group, simply select the matching value from the list.
Instead of creating several separate records, one for each branch, you can simply have one company record and specify a number of other locations as detailed below. You can use either or both of these methods in conjunction with each other. The locations option is useful where all of the records have the same name; the group option is particularly useful if the names are different (e.g. VAG as the head office, with Volkswagen, Audi and Porsche as individual companies – searching on the Group field would find them all).
Company record types
Companies that will have jobs raised against them must be created as described above. However, there will typically be very many more companies where candidates are employed but you don’t do business with them. In this case, when a candidate’s employer’s name is entered, a basic placeholder record is created instead. If you double click on the person’s employment record this message will be displayed.
If you subsequently start to do business with them, create an ordinary company record as above and edit the employment accordingly.
Creating a new Company
To create a new company record, simply click on the Add icon on the front screen or press F4 to type in the details. Alternatively, if you have a list of companies and their contacts, these can be Imported from an Excel .CSV file.
Displaying Existing Companies
The basics of finding and displaying company records is the same as for People. Please refer to the People page for details.
A new feature in Troy Vision is Opportunities. This allows you to record something that may become a full Job in the future, but isn’t yet. These can be created from the front screen View Options / Opportunities window or from Opportunities on the Company page Item tab.
From either screen, you can right click and flag an opportunity as Won or Lost. If it is Lost, you can provide a reason and subsequently analyse why opportunities are being lost. If it is won, a new job will be created.
Below the company’s name is ‘Locations and Note’. Click on the down pointing arrow and you can add, edit or delete location addresses and show the company’s note (which is also shown on the Notes tab). Once Location addresses have been created, you can right click on a contact, edit their details and specify the location they normally work at.