User Accounts - Companies Database

Modified on Fri, 16 Feb, 2024 at 12:21 PM

OVERVIEW

This article covers all the contents and features in USER ACCOUNTS -> Companies.

This database stores all records of Companies that are involved in a Kawaconn service.

The database can be customised and filtered to help find your desired Companies easier.

DATABASE & SORTING
SEARCH & FILTERS
INSERT/REMOVE/REARRANGE DATABASE COLUMNS

DATABASE & SORTING

When first opened, the database loads all active Companies and is sorted by their Creation Date as default.

Columns obtained from Company fields are used to distinguish between profiles.

The database is sortable with selected columns.

Column Name	Sortable?	Notes
Company (Name)	Yes	Represents the name to appear on service invoices Click on the Company’s name to access their profile
Action Required	No	Ad-hoc Notes Staff need to notify and/or action
PMS/CMS	No	PMS - Practice Management Software CMS - Clinical/Customer Management Software
Sales Type	No
Business Account Manager	Yes	Represents a Staff member assigned to manage business relationships with the Company and their Case Managers
Address	No
State	No
Office Phone	No
Website	No
Business Type	No
Account Status	No	Inactive accounts can't be added to a case
Created At	Yes (default)	Date of when the User Account was created
Created By	No	Staff user that created the Company
Main Contact	Yes	The best Case Manager (of the Company) to address updates and communications

SEARCH & FILTERS

Search Bar

Enter text in the Search Bar and click Search (magnifying glass) to only show results where the entered text can be found in the following columns:

Company (Name)
Address

Filters

Open and use the following Filters to narrow your database results.

Filters	Purpose
Company	To directly find your desired Company
Account Status	To find Companies that are Active or Inactive
Business Type	To find Companies based on their medicolegal service requirements
Action PIC	To find a Staff’s list of Action Notes to complete
Business Account Manager	To identify a Staff user’s list of Companies that they monitor for business trends and activities
Action Due Dates	To find Companies that have impending Action Notes to action/complete Usually paired with the Action PIC filter
Receive Promotions	To find Companies that allow you to send promotional material/emails to their Case Managers
Country & State	To find Companies by location

Clear/Reset Filters

Use the Red “X” button to remove all filters used and revert back to the default database.

INSERT/REMOVE/REARRANGE DATABASE COLUMNS

To organise table columns in User Accounts, select the three dots at the top-left of the table.

Tick an item to add the column to the table
Untick an item to remove the column from the table
Drag and drop an item to rearrange the ordering of the table columns (top of the list = left-most column)
Select Default Columns to revert back to Kawaconn’s default columns and order