How cool would it be if, instantly, you could have a quick overview on any of the companies within your database?
My friends, we've built that in, as well. You can thank us later.
And you can access it all though our newest friend, the Side Pull.
You can find it on practically any page in ITBOOST. Just look for those three lines in the upper-right hand corner.
Close up, it looks like this:
When you click it, something cool comes up:
Here are all your companies in a quick, convenient list. If you're working on something on ITBOOST and one of your clients calls, you can just click the side pull and pull them right up -- either by scrolling down and clicking on their name, or by using the Search Companies function. It's at the top of the Side Pull - the magnifying glass next to the plus sign.
Clicking Search Companies allows you to immediately find the company you need just by typing a portion of their company name.
See - here we wanted to find "Frolic Fox Studios", so we just typed "frolic" and there it is.
This way, you can pull up any company you need to any time you need to!
But now that we're here, let's take a look at how to get a Company Preview.
All you really have to do is click on the company name you've searched for, and there it is!
Here, you'll have an immediate breakdown of what the company looks like. Such as their favorite configurations, their Asset statistics, and a breakdown of their hardware set-up. You can even click the Dashboard link to be taken right to it. Very handy to have at your fingertips when the client calls!
Speaking of the Dashboard button, you can even quickly add items here by clicking the plus sign to the right of the Dashboard link. Here, you can drop in such new items as Configurations, Contacts, even a new Location!
Want to go a bit deeper? No problem! You can even click on each individual category under Asset Statistics (e.g., Computers, Phones, Network, Printers, etc.) to get a more detailed look at what the client has so you can better help them.
All in all, we think it's pretty awesome.
Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.