Company Information Dialog Box
Use this dialog box to view company information throughout Info Exchange.
External Users
External users see the following version of the Company Information dialog box:
Name
The company name appears at the top of the dialog box.
Web Address
The company's web address. Click the link to launch the company website.
Phone/Fax
Displays the corresponding phone number. Click to initiate a call using a softphone if TAPI is installed and configured on your computer.
Address
Displays the company mailing address. Click the address hyperlink to view the location in Google Maps.
Internal Users
Internal (Project Center) users see a different version of the Company Information dialog box that includes the following information:
Name
The company name appears at the top of the dialog box.
Rating
The company's rating from 1 star (worst) to 5 stars (best).
Web Address
The company's web address. Click the link to launch the company website.
Main Contact
The main contact for the company. Click the link to view the contact's information.
Show in Company Lists
● Yes indicates the company is listed in company dialog boxes and lists throughout Info Exchange.
● No indicates that the company is not listed in company dialog boxes and lists throughout Info Exchange.
Source
The method used to create the company. Options include Manually and Global Address List.
Company Type
The company's type.
Disciplines
The discipline(s) applied to the company.
Spec Section
The specification section(s) applied to the company.
Locations tab
This tab lists all mailing addresses for the company.
The primary mailing address is enclosed in a box.
Location Name
The name of the company location.
Address
The location address appears under the location name. Click the link to view the location on a map.
Comments tab
This tab displays comments and notes about the company.
Date
The date and time the comments were entered.
Author
The author of the comments.
Remarks
The comments entered about the company.
Related to
The project the comments are related to, if any.
Notes tab
This tab displays any additional notes entered about the company.
Custom Fields tab
This tab displays any custom fields created by the administrator for companies.
Project Assignments
This tab displays the projects to which the company is assigned.
Number
The project number.
Name
The project name.
Type
The project type.
Phase
The project phase.
Status
The current project status.
Custom fields created for projects will appear on this tab as well.
Change Log
This tab displays a history of the actions taken for the company, including when it was created, modified, who was involved, and any details.
Field
The field that was changed.
Date
The date the change was made.
By
The user who made the change.
Process
The process used to make the change.
Old Value
The previous value of the field.
New Value
The changed value of the field.
Related To
The project item the change was related to.
To access this dialog box
Click on a company name hyperlink throughout Info Exchange.