Company Rep Basic

Operations > Company > Information > Basic Information

Basic Information allows you to garner information about your company reps. In addition, you can edit various information on this window.

For more information on Company Rep, click here.

Editing a Company Rep

Make sure the Company Rep you want to edit is displayed.
Select the field you want to edit.
Make your changes.
Click the Save button on the toolbar.

For more details about the Basic Information window and the editable fields, click here.

Navigation Options

Click Marketing to access information about marketing items.

Click Interests to add or edit information about the company rep's interests.

Click Additional Info.1 and Additional Info.2 to see any user-defined fields for Company.

Click Send to TempBuddy to export the record to the TempBuddy application. A message indicates whether or not the export was successful. If not successful, the message displays one of the reasons the export was unsuccessful. If successful, the Send to TempBuddy disappears and a new icon () appears to the right of the Name field.