Company/Manufacturer/Client Mgmt

Within the System Admin > Company/Manufacturer/Client Mgmt  area, certain select Superusers have the ability to add new companies.

The table displays a row for each company the columns are:

• Name - Company Name
• Abbreviation - The Company abbreviation used for this company 
• Address - The Address for this Company
• Phone - The contact Phone Number for this Company
• Email - The default contact Email Address for this Company
• URL - The web address for this Company
• Active Users - Shows the number of Active users on BIMXtra within this Company
• Inactive Users - Show the number of Inactive users on BIMXtra within this Company
• Updated Date - Records the date of the last change to this Company record
• Updated by - Names the user who last made a change to this Company record
• Active - Shows if this Company is currently Active on BIMXtra
• Edit - Allows access to the Company Record to update any of the above fields

Add New Company

To add a new company, click on the '+ Add New Company' button.

This will open the 'Company Edit' window

The fields to be populated are self-explanatory

• Name - Company Name
• Address - The Address details for the Company - there are only three lines for this, so it may be necessary to use a comma to put multiple details on one line
• Town - The Postal Town for the Company
• County - The County the Company is based in
• Postcode - The Postcode for the Company - this must be valid, as it is used for geo-location
• 'Lookup' button - This should be pressed after entering the 'Postcode', as it will provide the geo-location co-ordinates
  • You will recieve a message if the 'Postcode' value entered previously was incorrect
  • 
• Telephone - The contact Phone Number for the Company
• URL - The web address for the company (i.e. http://www.clearboxbim.com)
• Email - The default contact Email Address for the Company
• Abbreviation - The Company abbreviation used for the Company (this may be any combination of letters)
• Active - This toggle allows the Company to be made Active/Inactive on BIMXtra

Once all the fields you have information for have been populated, the 'Update' button should be pressed to save the Company details

The 'Cancel' button will cancel and prevent the addition of the company information entered. 

Export

The 'Export' button will produce an Excel spreadsheet of the Company Information

Map

The 'Map' button changes the view to a map which can be zoomed in/out of, showing a pin where each business is based. 

Any pin can be clicked on/hovered over to show the business

To exit the 'Map View' you will need to use the 'back' button on your browser

Searching the Company list

The Company list can be searched by name using the search function for any of the fields for the Company

It is advisable to do this before adding a company, as the companies are across the BIMXtra.com or Kier.BIMXtra system and may be operating in areas or on Projects other than your own.

There is a toggle for only showing 'Active' Companies

A search can be cleared using the 'Clear' button