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titleView Changelog

Date

Change

June 2024

Initial Version

Overview

Open_Company_Monitor.png

The Company Monitor tool allows Sales Representatives to view and manage Companies assigned to them or created by them. Companies can be either entities that are your direct clients or employers of individuals who are your customers.

To open it, click Sales (1) > Company Monitor (2).

Searching and Filtering Companies

The Company Monitor initially opens a search window to find specific Company entries in the system. You can also create new Companies from here.

Buttons

  •  Enter the criteria in any search field (A) and click FILTER (B). The list of corresponding entries appears in the results table.
  •  To see the Company Details, select a company from the list (C) and click DETAIL (D).
  •  To add a new Company entry, click ADD (E).
  •  To delete an existing Company, select it and click DELETE (F).
  •  To manage attribute values, go to the Setup tab (G).
Company_Monitor_Companies_tab_buttons.png

Audience: Sales Representatives, Sales Managers, Financial Professionals

Info

Functionality: Company Monitor is used to view and edit client data and create new Company entries.

Filter by label (Content by label)
maxCheckboxfalse
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cqllabel in ( "contacts" , "accounts" , "company" , "employer" ) and space = currentSpace ( )

Rw ui tabs macro

Rw tab
titleCompanies

You can use the Companies tab to filter the list of Companies.

Company_Monitor_Companies_tab_simple.png

This tab displays the most common search fields:

  • Name Type - select name type (Short or Official) to search by

  • Name - The name of the entity

  • Tax ID

  • Type - Entity type, e.g., Clearing Broker, Commercial Corporation, Insurance Provider, Trust

  • Code - Shorthand code of the entity

  • Product Type - Product type provided by the Company, e.g., Life Insurance, Medical Insurance, Money Market, Municipal Bond

  • Attributes

  • Status Flags

  • Loc. State

  • Licensed in State(s)

Rw tab
titleSetup

Use this tab to manage values that appear in the Attributes tab for all Companies.

The Setup tab contains a separate entry for each Attribute.Open the tab to see the currently defined field values.

Company_Monitor_Setup_tab.png

The left side of the screen lists existing values:

  1. To define a new value, click the ADD button. To edit an existing value, select it from the list.

  2. Settings for a value appear on the right side of the tab. Specify the settings and click SAVE.