Client Summary

Use these instructions for viewing and modifying the Summary Segment of a Client.

1. Locate Summary in the segments drop-list.

2. The Summary segment is divided into sections, with each section displaying general information such as the Client’s name, Account Managers, and Recruiter.

   

3. The Client’s address, phone numbers, website, job board site, and TempBuddy linkage status. A check flag next to the Link button indicates that the Client is linked to TempBuddy.

   

4. The Client’s service level and employee counts, credit status, company status, and key account flag. If the Key Account option is selected this prospect is considered a high priority account.

   

5. The next section displays information on the Client’s Company Profile, Industry and Skills they use.

   

6. The last two sections display date based information, source, division / branch, record # and role.

   

7. Click on the Edit button to modify the Client’s Summary information.

   

8. Fields with icons are modified via specific workflows and fields marked in red are required to save changes to the segment.

   

9. Click Save to keep changes or Cancel to discard.