Company Card QuickViews

Overview

Updated 08/02/2021

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The QuickView links on a company card allow a recruiter to view and manage details about the company.

General Info QuickView

The General Info QuickView displays basic information about the company such as the specific department being displayed, the branch being shown, and the industry to which the company belongs.

Element	Description
Company	The name of the parent company.
Department	Company results are separated according to branches which belong to departments. The Department row indicates the department to which this branch belongs.
Supplier	The company's main labor supplier.
Branch	The specific branch of the company shown.
Industry code	A genre categorization of the company's product. Though Industry Codes are editable in the Suite application, Industry Codes in the Avionté Web Platform are based on the NAICS (North American Industry Classification System) and cannot be modified by the user.
Lead source	The origination of the sales lead.
Sales level	The estimated "buying" level of the branch or company.
Main address	The street address of the branch.
Main phone	The general phone number of the branch.

Contacts QuickView

The Contacts QuickView generates a display of contact information about the company officers added through the Recruiter module that are associated with the customer. Contact information may vary depending on availability of multiple phone numbers, email addresses, etc. Contacts that are added through Avionté Web Platform will display in the Customer Contacts Quickview, however contact roles do not display here. Navigate to Order > Contacts QuickView to see contact roles.

Orders QuickView

The Orders QuickView displays open Direct Hire job orders placed by the company. Temporary orders will be displayed here when the Temp Order functionality is added to the Recruiter Module in upcoming releases.

Orders are not editable here, but can be edited in the Orders area. Visit the Order Card QuickLinks help article for details. Orders that have already been considered to be "Filled," but have changed status due to the cancellation of a placement will still show in the Filled Orders section.

Element

Description

Orders Filter Options

The header above the Orders pane features a filter icon providing a filter menu.

The menu can be used to narrow order results according to the order's status.

Show all	The default setting for order results. Click Show all to display all available orders regardless of status.
*Show filled only*	Displays only orders that have been filled.
*Show open only*	Displays only orders that are currently open.

Help Link

This help link will navigate the user to contextual help for this QuickView.
Note: This will open in a new internet browser tab.

Order Header

The order heading contains:

Order ID - A unique ID assigned to an order. Click the ID to open a detailed view of the order in the Orders section.
Position Title - The role being filled by the order.
Status - The current status of the order - Filled, Unfilled, etc.

Created

The date on which the order was created.

Filled

The date on which the order was filled. If the order has never been filled, the space will be blank.

Account Manager

The recruiting agency's account manager assigned to the company.

Priority

The priority assigned to the order.

Salary range

The salary range of the position.

Messages QuickView

The Messages QuickView provides a list of all messages associated with the selected Company card. Messages logged in either the Core Application or Recruiter Module are displayed in the Messages QuickView.

Clicking on Messages in the current card will display all messages associated with the current record in the Messages QuickView.

Each message displays the name of the message creator and is stamped with the date it was created. Messages in the QuickView are sorted in reverse chronological order according to the message creation date.

Message Categories

When working with a message in the Message sections of the Core Application, one of three categories (“Messages”, “Appointments”, and “Tasks”) can be assigned to that message via the Make This drop-down menu. When viewing a message in the Recruiter Module, the message's category is displayed in the message header, alongside the activity type, when viewed in the Recruiter Module.

All messages created in the Recruiter Module are logged as the “Message” message category.

Message Links in Recruiter Module

Messages created in the Core Application can be linked to other records in the system, but this functionality is limited in the Recruiter Module. New messages logged in the Recruiter Module are created with the following record links:

Section Name	Default Record Link(s) in New Message
Talent Card	Employee Record
Order Card	Order Record, Customer Record
Candidate Card	Order Record, Employee Record
Company Card	Customer Record
Contact Card	Contact Record

It is not possible to link a message to any other records via the Recruiter Module.

View Linked Records

Links to records that the Recruiter Module can access are displayed as hyperlinks in the message links field, sorted by section. Messages that are linked to a record that the Recruiter Module can’t display are shown as normal text.

Links to records accessible by the Recruiter Module are presented in two ways, depending on the number of linked records per category:

View a Linked Record in a Message that Contains Single Linked Record

A message that links to a single record in a section displays the record name as a hyperlink.

Select the desired hyperlink to open the linked record in a new browser tab.

View a Linked Record in a Message that Contains Multiple Linked Records

A message that links to multiple records in a section will display a link labeled as “Show all XX”, where XX is the number of linked records in the category.

Select the desired “Show all XX” hyperlink to expand the links field and view all linked records in that section.
Select the link in the expanded field to open the linked record in a new browser tab.

View a Message

Select the body text of a message in the QuickView.
The View message window is displayed. This is a read-only view of the message.
Click Close to close the window.

Add a New Message

Select Messages from the current card.
Select . The Add message window is displayed.
From the Message type drop-down menu, select the appropriate message type.
Note: The items that appear in this menu can be customized. See the Add an Action Type help article for more information about how to configure the options available in this menu.
In the Subject field, enter a short subject line for the message.
In the Message field, enter the message content.
When finished, select the Done button to save the message.

Edit an Existing Message

The ability to edit a message depends on the permissions that have been configured for the current user in the Core Application. For more information about the user permissions required to edit messages created by other users, see Config Option - AllowEditMessage.

Select Messages from the current card
Tap the message’s title or hover the mouse cursor over the title bar of the message to be edited. The Edit icon will appear if the message can be edited.
Select the Edit icon . This will open the Edit message window.
Edit the message type and message content as desired.
Select Done to save the edited message.

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