Add Company Rep allows you to enter basic information about the representatives at companies with which you do business.

For more information on company rep, click here.

Using the Company Rep Add Wizard

The Company Rep Add Wizard takes you step-by-step through the information necessary to add a company rep to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new company rep.

• Finish: Only available on the final screen (Congratulations!) of the Add Wizard, this closes the Add Wizard and ADDS the new company rep to your database.

The Company Rep Add Wizard Fields

The Company Rep Add Wizard contains the following fields (click the field name for detailed information):

1. On the Company Representative Add window:

2. First Name

   Type the first name of the company rep.

   This field is REQUIRED.

3. Last Name

   Type the last name of the company rep.

   This field is REQUIRED.

4. Nickname

   Enter a nickname for the company rep (this is the name that displays on all lookup lists).

   The system will default this field to the company rep's first name, but can be edited.

   This field is REQUIRED.

5. Title

   Type the company rep's job title at the company.

   This field is optional.

2. The system searches the database based on the criteria you provided on the Company Representative Add screen. If the computer finds any company rep that matches the information entered, you will be presented with a Possible Duplicates Found window. You have two choices:

3. If the person you are adding is not a duplicate company rep, click the Add as New Rep radio button.

4. If the person is a duplicate of one of names listed, select the name on the grid and click the Exit Add Wizard, Review Selected Rep button. This closes the Add Wizard and displays the Company Rep Basic window for the selected rep.

3. The Home Component window is actually a search window. It searches your database based on the information entered on the window. This allows you to easily match the rep to a company. On the Home Component window:

4. Parent

   If you know the name of the Parent company of the company component for which company rep works, you can enter the name in this field. This will allow the search program to find all company components with that parent.

   You can also enter part of the name followed by an asterisk (*). The asterisk acts as a wildcard and will find any parent company that starts with the letters entered. Thus, "ac*" would find Acme, Acworth, etc.

   If you are not looking for a specific parent level company, you can leave this field blank.

5. Component

   If you know the name of the company for which company rep works, you can enter the name in this field.

   You can also enter part of the name followed by an asterisk (*). The asterisk acts as a wildcard and will find any company that starts with the letters entered. Thus, "ac*" would find Acme, Acworth, etc.

   If you are not looking for a specific company, you can leave this field blank.

6. Level

   Use to search on all components at a certain level (parent, division, location, or department).

   If you do not want to search for a specific level, select <all>.

7. Branch Servicing

   Use to search on all companies being serviced by a specific staffing service branch.

   If you do not want to search for a specific staffing service branch, select <all>.

8. Company Number

   If you know the ID number of the company for which company rep works, you can enter the number in this field.

   You can also enter part of the name followed by an asterisk (*). The asterisk acts as a wildcard and will find any company ID that starts with the numbers entered. Thus, "11*" would find 1123, 11784, etc.

   If you are not looking for a specific company ID, you can leave this field blank.

4. The Companies Found window displays showing you a list of all companies found based on the criteria you entered on the Home Component window. Select the company component to which you want to add this rep (by clicking on its row in the grid) and click Next.

5. The information on the Address Information window defaults from the Company component selected on the Companies Found window. You may edit any of the fields on this window. On the Address Information window:

5. Suite/Building

   Enter the Apartment or Suite number.

   This field is optional.

6. Street

   Enter the Street Address.

   This field is REQUIRED.

7. City

   Enter the City name.

   This field is REQUIRED.

8. State

   Use to select the 2-letter abbreviation of the state.

   This field is REQUIRED.

9. Zip Code

   Enter the Zip Code for the company rep.

   This field is REQUIRED.

10. Email

    Enter the company reps e-mail address.

    This is an optional field, but if you do enter this information, make sure that it is a properly formatted e-mail address (e.g., jpublic@acme.com).

11. Copy Contact Information to Outlook

    If you want the company rep's information copied to your Exchange calendar (and your system has been set up to do this), place a check in the checkbox. The information will be copied once the Add Wizard is complete.

    Clicking on the checkbox toggles it between checked and unchecked.

6. The information on the Enter Phone Information window defaults from the Company component selected on the Companies Found window. You can edit any of the fields on this window. On the Enter Phone Information window:

7. Office

   Enter the Main Office Number for the company rep.

   Note: You do not have to add parenthesis or dashes.

   This field is optional.

8. Fax

   Enter the Fax Number for the company rep.

   Note: You do not have to add parenthesis or dashes.

   This field is optional.

9. Pager

   Enter the Pager Number for the company rep.

   Note: You do not have to add parenthesis or dashes.

   This field is optional.

10. Cellular

    Enter the Cellular Number for the company rep.

    Note: You do not have to add parenthesis or dashes.

    This field is optional.

7. On the Roles window, you see a grid with a number of roles that the company rep might fill for the company. Click in the Choice box if the rep fills that role. You can select as many roles as are appropriate, but you must select at least 1 role. These roles determine when the company rep's name appears on drop-lists. For example, only reps with a "Report To" role will appear on Report To drop-lists. Clicking on a box toggles it between checked and unchecked.

8. On the Responsibilities window, you see a grid with a number of responsibilities the company rep might have for the company. Click in the Choice box if the rep has that responsibility. You may select as many responsibility as necessary, but you do not have to select any. The choices in the grid are user-defined and can be changed by using StaffSuite's Edit List functionality.

9. On the Influence window:

10. Type

    Use to choose the type of influence that this rep has in his/her company.

    This information is designed to help you determine whether this company rep can make a final decision about a matter.

    The choices in the list are user-defined and can be changed by using StaffSuite's Edit List functionality.

11. Level

    Use to choose the level of the company rep's influence.

    This information is designed to help you determine whether this company rep can make a final decision about a matter.

    The choices in the list are user-defined and can be changed by using StaffSuite's Edit List functionality.

12. Importance Factors

    Type any other details you want to add about this rep's influence (e.g. "All orders and assignments must come from or go through her").

10. On the Choices window, you can select whether you want to add marketing or personal information about this company rep. Neither is required, but does provide more information about the company rep. If you want to add the information, place a check in the box. Clicking on a box toggles it between checked and unchecked.

11. If you selected Marketing on the Choices window, the Marketing window displays. Click the New button. In the Marketing Item field, use to select a marketing item that is available to send to a rep. The Description field displays a brief description of the marketing item if one was entered when the marketing item was added (the options in the marketing item list are user-defined and can be changed by using StaffSuite's Edit List functionality. If you want to add more marketing items, click Apply to save the current one and leave the window open. Once you are finished adding marketing items, click OK.

12. If you selected Personal Information on the Choices window, the Personal Interests window displays. Click the New button. In the Interest field, type the item/event/hobby in which the rep is interested. In the Description field, enter a brief description of the item of interest. If you want to add more personal interest items, click Apply to save the current one and leave the window open. Once you are finished adding personal interest items, click OK.

13. On the Congratulations! window, verify the information displayed. If it is incorrect, click the Back button to correct it. If you are satisfied with the information entered, click Finish.

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