What is an account?
In ForceManager, a company is any entity with which a professional relationship is established. Therefore, in this menu, you will find prospects, clients, former clients, partners, freelancers, etc.
How are they displayed, and how can they be filtered?
When you access the Companies menu, by default, you start in the list view, where accounts are sorted by proximity to your location. Without needing to enter a company’s details, you can see relevant information about each one, such as its name, address, rating, etc.
Search options
If you want to look for a specific company, there are two quick ways to do so:
Search bar: You can type part of the company’s name, and ForceManager will display accounts that match the search text.
Filters: Click on the funnel icon, right next to the search bar, and combine as many filters as you need. For example, you can filter by an A rating and sort them alphabetically. Click "Done" to apply the filters.
Map view
Additionally, by clicking on the map icon, you can also view companies distributed on the map. They are represented in different colours, whose meanings can be found by expanding the menu at the bottom of the screen. You can apply various filters by company type, status, and rating. If you do not select a specific value, you will see all companies in the filter. If you select one, only those that match the chosen filter will be displayed.
The further in or out you zoom, the more clustered or dispersed the companies will appear. If you want to know which company each icon represents, you can click on one from the map to view its general information.
How to create an account?
To create an account in ForceManager, go to the Companies menu and click the “Add” button. When you start creating a company, a pop-up message appears, allowing you to geolocate it. You have three options:
Automatic geolocation: ForceManager uses the coordinates where the device is located and automatically fills in the address details.
Add address manually: You can add the company’s address by searching or by positioning it on the map. If you use the search bar, you will see a history of previously searched addresses. When you enter the new one and click search, other suggestions will appear. If you prefer the map, you can swipe to locate the new address and select it.
Geolocate later: If you prefer not to enter a location at that time, you can geolocate the company later.
Completing the creation form
Once you have selected the address, complete the creation form by filling in the mandatory fields, marked with an asterisk, and any other necessary fields. Here are the main ones:
• Company image: You can add an image to make it easier to identify. • Company name: Mandatory. • Company type and status: Classified according to its relevance to the organisation. • Rating: A ratings are the most important, and D ratings are the least relevant. Each rating is assigned a visit cycle according to its potential. For example, A-rated companies should be visited every 15 days, while D-rated ones every three months. These visit cycles are customisable. • Managers: By default, the person creating the company is listed as the manager, but up to four additional managers can be added. • Contact information and comments: Add general information and any relevant comments.
Once you have filled in all the required fields, click "Done," and the company will be created.
Accounts management
In the accounts module, you can manage all entities with which you have a professional relationship. Classify and organise all your companies using your own criteria. You can view this menu in two ways:
• Map view: Companies are distributed based on their geolocation. • List view: You will see a list of all your companies and their relevant information.
Remember that you can sort the start page and add columns in the Companies table. This configuration is personal to each ForceManager user and will be saved even if you log out.
Easily add new companies whenever you need by clicking “Add” and filling in the form with the necessary information. Set filters to find the company you’re looking for easily, or enter the company’s name directly in the search bar.
Creating an account from the web application
To create a company from the ForceManager web application, go to the Companies menu and click the “Add” button to open the creation form. Fill in the fields for your new company and make sure to enter the required data in the mandatory fields (company name, environment, company type, and manager). Although the rest of the fields are not mandatory, we recommend completing as many as possible to build a comprehensive database.
If you know the company’s address, you can geolocate it on the map. Select the point on the map or manually enter the address.
And that's it! Now you know how to effectively manage and create companies in ForceManager.