View and search Companies

 

Go to the Companies section of adviser cloud by clicking the Companies tab shown below.

 

Searching for a Company

 

To search through all Companies leave the Search Companies box blank and then click the submit button.

A List of all companies previously added to the system will be displayed.

 

To Search for a specific company enter the name in the Search Companies box and then click Submit button  as shown below.

 

Just the company you typed in the search will be shown.

 

Viewing a company

To view a chosen company click the blue View button next to the company name.

The Following screen will be displayed. Showing 4 tabs ( View Company, Contact Log, People (Members) and Documents)

 companies_-_view_new.PNG

 

 

Under the Contact Log tab you will be shown any contact logged for this company.

You can also add a new contact log entry here using the green Add button.

Under the People (Members) tab you will see a list of people who are a part of the company. You can also add new people here using the green Add button.

 

companies_-_members_list.PNG

 

Under the Documents tab you can view all documents that have been uploaded for this company - as shown below. You can also upload new files here or arrange into new folders.

 

Under the Company Plans tab you can view company plans - see below.

companies_-_company_plans_tab.PNG

 

Using the blue Cog shown below you can Configure the Menu as required. (Show, Hide or Reorder the list) Also you can access help on the tabs.

companies_menu_-_cog.PNG

 companies_-_configure_menu.PNG

 

 

 

 

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