Add Company

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Add a Company

  • Click on 'Tools' on the Menu Bar across the top of the screen
  • Click on 'Add Company'

Add Candidate 1.png

  • Complete the information required on screen
  • Click on the 'Save Changes' button at the bottom

Add Company 2.png


Once submitted, the screen will go directly to the record created where the user can enter additional information here from the left-hand Navigation Panel options.

Add Company 3.png


If you need to make an amendment or add extra information about the company, click on 'Tools > Edit Company' in the left-hand Navigation Panel and make any necessary adjustments.

Add Company 4.png


Add a Company Contact

  • Click on 'Contacts > Add New Contact' in the left-hand Navigation Panel
  • Click on 'Add New Contact'

Add Company Contact 1.png


  • Complete the information required on screen
  • Click on the 'Add Contact' button at the bottom

Add Company Contact 2.png

Once submitted, the screen will go directly to the record created. If you want to edit any of the information or delete the contact, click on the contacts first or last name and it will hyperlink to their record where you can make changes.

Add Company Contact 3.png


Once a contact has been created, new options become available from the 'Contacts' menu in the left-hand navigation.