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

• At the top of the Companies Dashboard, you have access to run a Company search, run any Saved Searches, or review Recent Searches (10 most recently run)

• 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