The company profile page in AviontéBOLD serves as a collaborative hub for managing company-related information and tasks. It houses crucial details for current and potential clients, aiding sales teams in effective client management. The document covers various tabs like Invoices, Contacts, Documents, Organization, Activities, Jobs, Overview, Tags, POs, Sales, Opportunities, Timesheets, and Restrictions. Additionally, it explains the use of icons, widgets on the right side of the profile, and features such as company profile customization, company information storage, operational details, industry insights, and a comprehensive company dashboard. This centralized platform facilitates streamlined management and coordination.
Key Takeaways
- Centralized Hub for Effective Management: AviontéBOLD's company profile page serves as a centralized hub where sales teams can access and manage essential information about both current and potential clients. This platform facilitates streamlined collaboration and task management for improved client interactions.
- Comprehensive Tabs and Widgets: The profile page includes various tabs such as Invoices, Contacts, Documents, and more, providing an all-encompassing view of a company's interactions and details. Widgets on the right side of the profile offer customizable views, enabling users to efficiently access pertinent information.
- Detailed Company Insights: AviontéBOLD empowers users with detailed insights into company information, including organizational structure, financial data, industry specifics, and more. This holistic approach to information management enhances understanding and communication with clients, contributing to effective sales efforts.
CHAPTERS
Icons used
| Icon image | Description/Action |
| Move / rearrange | |
| Edit | |
| Audit Information | |
| Cancel | |
| Save |
Widgets
The Company Widgets are found on the right side of the profile and house pertinent information on the company for easy viewing purposes. These widgets can be moved around so that each user has a customized view to their liking. Hover over the widget to get the editing icons to appear. The arrows widget can be used to move the widgets around, while the pencil and paper icon is used to edit the information house in the widget. The circle with the i is the audit log that allows for easy tracking of who edited what in the profile.
Company Profile Widget
This widget houses the profile picture, company name, and social media links.
Company Profile
The profile picture can be shown as generic letter logo or a picture can be uploaded.
From this widget, profiles can also be made private. This means users without the Sales Manager access level cannot view the profile. Company Profiles can also be deleted from here.
Note: When updating a profile picture, please follow these recommendations:
- Keep the photo dimension, size, and file type at or below the following:
- Max Dimensions: 600 x 600
- Aspect Ratio: 4:3
- Max Size (KB): 300 KB
- Accepted file types: .png / .jpg
Special Characters in Office/Branch Names: While hyphens (-) and parentheses () are acceptable in office/branch names, other special characters such as +, /, @, #, and ^ should be avoided. Using these symbols has the potential to cause issues with third-party integrations if those systems don't properly strip or handle special characters. To ensure maximum compatibility across all integrated platforms, stick to alphanumeric characters, spaces, hyphens, and parentheses when naming offices or branches.
Company Information Widget
Store company contact information here. This contact information can be used for the address, phone number, and company website.
Company Information
While individual office numbers and addresses can be housed under the offices in the Contacts. Email Rules can also be stored here. These rules can then be applied for new contacts so that the guessing is eliminated when trying to figure out how to get an email through.
The Company Type (Parent or Standard) is located in this widget. You cannot change a Standard company record to a Parent company after it's been created through the front end — this is a current Phase 1 limitation. If a record needs to be changed to a Parent type after creation, contact Aviontė Support to have the change made on the back end. However, if you have the Company Types user permission, you can change which Parent company is linked to a Standard company at any time.
The Company Types permission controls who can create Parent company records and manage Parent company associations. This permission must be assigned by an admin in Account & Settings > User > Edit Access > Admin > Company Types. Users without this permission can still view Company Type and Linked Parent Company fields, but cannot designate a company as a Parent during creation or update the Linked Parent Company field on an existing record. If a user needs to create Parent companies or reassign parent associations and does not see those options, an admin should verify the Company Types permission is enabled for that user.
To enable parent company functionality, contact your Account Manager or Aviontė Support to enable it in your system.
Note: A company can only be linked to one Parent company at a time. This feature is particularly useful for property management clients, hospitality groups, and other multi-location organizations where individual locations need to be associated with a corporate parent account.
The Parent Company field on transactions is for reporting visibility only — updating the Linked Parent Company on a company record does not change the bill-to on existing transactions. If you see the previous parent company reflected on a transaction after updating, this is expected behavior.
Operation Information Widget
Easily edit the Company Representatives, or which users are working with the company, the status, Markups, Comp Codes and Billing terms in one location.
Operational Information
Using Quickbooks online? You can also quickly sync the profile with Quickbooks using the Quickbook Sync option.
Industry Information Widget
Track the industry, revenue, employee number, and get real time stock prices! This widget allows users to easily see industry information regarding the current or prospective client.
Industry Information
Company Dashboard Widget
Company Dashboard
Tabs
Linked Companies
The Linked Companies tab displays on Parent Company records and shows all Standard Companies associated with that parent. Use this tab to view, search, link, edit, and unlink Standard Company records.
Linked Companies
The Linked Companies tab displays a list of Standard Companies linked to the Parent Company you are viewing. The list includes the following columns: Company Name, Company ID, Company Status, Home Office, Company Rep, City, and State/Province.
Above the list, a summary message shows the total number of linked Standard Company records (e.g., "5 total linked Standard Company records."). A search bar lets you filter the list by Company Name, Company ID, Company Rep, or Branch.
[SCREENSHOT: Linked Companies tab on a Parent Company record showing the list of linked Standard Companies with column headers and summary count]
Permissions and Available Actions
If you have the Company Types user permission enabled, you will see a + Add button above the list, and each row will include Edit and Unlink actions. Without this permission, the + Add button and row-level actions are not available.
Office Access Restrictions
If Restrict access to Companies by Office is enabled for your account, the list only displays linked Standard Companies whose Home Office is in your Office Access list. If some linked companies are hidden due to access restrictions, the summary message will indicate both the total count and how many are hidden from your view. For example: "5 total linked Standard Company records. 2 linked Standard Companies are hidden from view due to your current access. To update, please consult your administrator."
If all linked companies are within your access list, or if the office restriction is disabled, only the total count displays.
Linking Standard Companies
Click the + Add button to open the Link a Standard Company modal. The modal displays a type-to-search field where you can search for Standard Company records by Company Name or Company ID. Search results are filtered to companies whose Home Office is in your Office Access list.
Each result displays as the Company Name followed by the Company ID in parentheses. You can select multiple companies from the results and remove selections before confirming.
- Click + Add on the Linked Companies tab.
- Type into the search field to find Standard Companies by name or ID.
- Select one or more companies from the results.
- Click Add to confirm, or Cancel to close without changes.
After linking, a toast notification confirms the action. When linking a single company, the message reads: "Standard Company Successfully Linked — You have successfully linked [Company Name] to [Parent Company Name]." When linking multiple companies, the message reads: "Standard Companies Successfully Linked — You have successfully linked [count] Standard Companies to [Parent Company Name]."
[SCREENSHOT: Link a Standard Company modal with search field, selected companies, and Add/Cancel buttons]
Editing a Linked Standard Company
Click the Edit action on any row to open the edit modal. The modal header reads "Edit Standard Company: [Company Name]" and allows you to update the following fields:
| Field | Type | Details |
| Company Name | Editable free text | Update the company's display name |
| Company ID | Read-only | Displays the unique company identifier |
| Status | Dropdown | Populated from Table Editor > Company Statuses |
| Home Office | Type-to-search, single-select | Displays offices you have access to in (EmployerName-RegionName) OfficeName format |
| Country | Type-to-search | Standard list of countries (only visible in the Edit modal, not on the main list view) |
| City | Editable free text | City name for the company record |
| State/Province | Dropdown | List updates based on the selected Country |
| Company Rep | Type-to-search, multi-select | Search from all HCM Users in the system |
Click Save to apply your changes, or Cancel (or the X in the top right) to close without saving.
[SCREENSHOT: Edit Standard Company modal showing fields for Company Name, Status, Home Office, Country, City, State/Province, and Company Rep]
Unlinking a Standard Company
Click the Unlink action on any row to open a confirmation modal. The modal asks: "Are you sure you want to unlink this standard company?"
- Click Unlink on the row you want to remove.
- Click Confirm to unlink, or Cancel to close without changes.
After unlinking, a toast notification confirms: "Standard Company Successfully Unlinked — You have successfully unlinked [Company Name] from [Parent Company Name]." The company is removed from the Linked Companies list.
Empty State
If a Parent Company has no linked Standard Companies, the tab still appears on the record. The summary message reads "0 total linked Standard Company records." and the list displays: "Nothing here yet. This record has no Linked Companies available. If you believe this is an error, contact your Administrator."
If you have the Company Types user permission, the + Add button is available so you can begin linking companies.
Invoices
View Open, Outstanding, and Invoice Summaries.
Invoices
Contacts
Easily view all offices and contacts from the Contacts Tab.
Contacts
By utilizing the Quick Sort, pictured below, your team can easily view contacts that have recently been contacted, need to be contacted, or have never contacted. Using our Flags feature to label your points of contact allows you to easily sort by key decision makers.
Clicking on a number allows you to view your contacts that fall under the selected category.
This tab also allows your team to create and organize new offices and contacts. Create a new office by clicking on the blue "Add New Office" and then add new contacts to each office by selecting the blue "Add New Contact" button located next to each office.
If you are editing Billing Preferences, please refer to BOLD Front Office - Billing Preferences.
Outreach Frequency Color Coordination
Once a contact is created, you can easily see how long it has been since the contact was last contacted. At the top of the Contacts page is a key showing which color means which. The contacts name will be displayed in this color below.
Documents
You can house all company-specific documents under the documents tab.
Documents
Here, your sales team can house contracts, SOWs, MSAs, and other important forms. You can upload documents in a Company with the associated doctypes.
Adobe Sign documents can be utilized from this tab.
Organization
Create a chart of who is who and top players at an organization.
Organization
Our Organization Chart makes it easy for your team to clearly see the structure of the organization. Add Contacts and who they report to using the drop-down menus and then drag and drop to move contacts around so that you never lose track of key players in the company. Users can also export the chart to a CSV file to share with their team. The export to excel option makes it easy to download and export the entire org chart for Enterprise level clients.
Activities
Track all correspondence with your company contacts under the Activities Tab.
Activities
Filter by the user, activity type, branches, and date to see what kind of correspondence your Avionté users have had with the contacts at the company.
Jobs
Easily keep track of all Jobs whether present or pass through the Jobs Tab. The numbers at the top of the page give users a quick look at the number of jobs within each status and clicking on that number will filter the list to those specific jobs.
Jobs
The blue button "Show Only Open Jobs" allows your team to quickly view only jobs with open statuses.
Overview
Keep track of important notes in the Overview Tab. Whether it is the story of the company or notes that your sales team will need on the company, they can be added and edited within this tab.
Overview
Tags
Tags allow Avionté users to easily search for certain criteria. The more tags, the more narrow searches Avionté users can perform within the CRM.
Tags
Company Categories/Details
This parent/child tag can be added by using the drop down menu. First select the parent Category tag and then add the sub Detail Tag.
Company Tags
These tags can be added quickly and in the moment. Company users can enter tags that they want to search off of later.
Conversion and Refund Schedules
Keep track of your conversion and refund schedules here.
POs
If using purchase orders, they can be added and tracked here. Use the green "Add New PO" button to add your Purchase Order and the blue "Edit" button to update them as needed.
POs
Sales*
Easily see your sales efforts across various lines of business. Simply select the date range and click "Run Report" to see your numbers!
Sales
Opportunities
Opportunities are where your team can track each outreach effort for prospective client and record potential future jobs for existing clients.
Opportunities
Timesheets
This tool allows easy tracking of your contractors and which one still need to submit their time, which timesheets need to be approved, those have been approved and which ones have been rejected.
Timesheets
Restrictions
Restrictions
History
This provides centralized access to all employee pay and work hours data for the company. View comprehensive work history including hours worked, pay rates, billing details, and profit margins for all employees across different offices and job positions. Easily track total hours, overtime, and regular time with filtering options by office, job, and date range. Export data to CSV and expand employee details for deeper insights into your workforce analytics.
History
OTHER RESOURCES
Comments
0 commentsPlease sign in to leave a comment.