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...
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...
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...
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...
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...
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...
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...
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...
What are Hot Lists? Hot lists allow you an opportunity to place employees & customers within given static lists in order to easily access and locate them, without having to run a search. Hot lists may commonly be used to group employees who hav...
The unemployment feature of Enterprise allows the tracking of all stages of the unemployment claim. Included in this process is the documentation of the status, last job, job refusals, claim charges, etc. Using the unemployment feature allows fo...