Updated Articles

  1.  Enterprise - How to Move a Contact to a Different Customer or Department

    When to move a contact: The contact was created at the wrong department.  For example, let's say you added a new contact and listed them as the Hiring Manager for the Customer Service Department, when they should have been added as the Hiri...
  2. Enterprise - How to Copy a Contact to an Employee Record

    There may be times when you will need to create an employee record from a contact because the contact is looking for a new job or would like to move industries. This document will walk users through successfully copying a contact and creating an e...
  3. Enterprise - How to Merge Contact Records

    When to merge contacts:  A duplicate contact record has been found. If the same contact exists twice in your database, merge the two together to effectively combine two sets of data.  When not to merge contacts:   A contact was created at t...
  4. Enterprise - How to Deactivate a Contact

    For data integrity purposes, Enterprise does not allow contact records to be deleted. Instead, they can be: Deactivated Updated to a new status Connected to a different customer record Deactivate the Contact: Navigate to the visifile o...
  5.  Enterprise - Contact Statuses

    Contact statuses are used to indicate how involved and relevant a particular contact is to the overall sales and/or staffing process; they are particularly useful for filtering which contacts are buying influences, versus those who are not involve...
  6. Enterprise - Contact Avatar Area and Actions Menu

    The avatar area area of a contact record displays a quick rundown of helpful information such as the customer they are tied to, their job title within that company, department information, address, and their unique contact ID number.   I...
  7. Enterprise - Commonly Asked Questions- Contact

    This article will answer some commonly asked questions regarding contacts in Enterprise. The contact no longer works for a customer. How do I remove them? The contact is not displaying on the customer visifile. How do I fix this? How do...
  8. Enterprise - Commonly Asked Questions - Orders & Assignments

    Q: What is the difference between an order and an assignment? A: An order is the request for candidates from the customer, i.e.: Please send 4 data entry operators. An assignment is the actual fulfillment of that order (4 employees have been pl...
  9. Enterprise - How to Set Up Sales Tax on a Customer

    Sales Tax in Enterprise can be applied to customers, departments and worksites.   *Note*  Typically, sales tax is location specific, meaning it should be applied based on where the employee works.  *Note*   Not all states require sale...
  10. Enterprise - Commonly Asked Questions - Customer Record

    Q: A Customer has requested that an Employee does not return. Where do I track this? A:  Expand the details section of the Customer record and select assignment restrictions. Click the + icon and select the Employee from the drop down menu. Crea...