Companies Dashboard

The Companies Dashboard gives you the ability to run a search within your database of Company records, but also gives you snippets of additional information in regards to this record type.

To navigate to the Companies Dashboard:

  • Click on Companies in the Main Navigation Bar


  • On the left side of the Companies Dashboard you’ll find a record summary
  • This box gives you a running tally of the total number of Company records within your database, as well as the total number of Company records added that week (Sunday – current day)
    • My Companies section only refers to records that have you assigned as the Record Owner
    • All Companies section refers to all Company records in the database, regardless of owner
  • Clicking any of the numbers in this box will run a corresponding search for that statistic


  • In the middle of the Companies Dashboard you’ll see a list of the 20 most recently added Company records based on your selected User
    • A Record Owner drop-down in the top left corner will allow you to filter the most recently added Companies by User
    • The All Recruiter option will display the most recently added Company records across your firm, regardless of Record Owner
  • You can sort the lists by clicking on the column header of the criteria you wish to sort by

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