{"id":12418,"date":"2024-02-16T21:54:18","date_gmt":"2024-02-16T21:54:18","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/site\/?post_type=docs&p=12418"},"modified":"2024-02-16T21:54:19","modified_gmt":"2024-02-16T21:54:19","password":"","slug":"mobile-app-companies","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/mobile\/mobile-app-companies\/","title":{"rendered":"Mobile App: Companies"},"content":{"rendered":"\n

Adding Company Records<\/span><\/h2>\n\n\n\n
    \n
  1. Select the menu icon from the top right corner, this will open your side navigation panel. Select Company followed by the option to Add.<\/span><\/li>\n\n\n\n
  2. Enter your company information <\/span><\/li>\n\n\n\n
  3. Once information is entered select the save icon at the bottom of the screen.<\/span><\/li>\n\n\n\n
  4. This information can be edited at any time from the company record by selecting the edit icon from the bottom toolbar.<\/span><\/li>\n<\/ol>\n\n\n\n

    Navigating Company Records<\/span><\/h2>\n\n\n\n
      \n
    1. To search for a company record select the menu icon from the top right corner, this will open your side navigation panel. Select Company followed by the option to Search.<\/span><\/li>\n\n\n\n
    2. From this screen you can search by Company Name or keywords, which will include  notes, summaries, keywords and profiles<\/span><\/li>\n\n\n\n
    3. Select the desired Company from the results list<\/span><\/li>\n\n\n\n
    4. Look to the bottom toolbar to access the activities and notes for the selected company.<\/span><\/li>\n\n\n\n
    5. Activities will be auto-written by using the text, call and email functions from within the app<\/span><\/li>\n\n\n\n
    6. When viewing the notes screen you can select the \u201c+\u201d icon to add additional notes to the record.<\/span><\/li>\n\n\n\n
    7. Use the \u201cText\u201d and \u201cCall\u201d options in the phone number field to contact this company.<\/span><\/li>\n\n\n\n
    8. Select the Names option at the bottom of the window to view all contacts within that company and add new contacts.<\/span><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      Adding Company Records Navigating Company Records<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[95],"doc_tag":[],"knowledge_base":[72],"class_list":["post-12418","docs","type-docs","status-publish","hentry","doc_category-mobile","knowledge_base-additional","entry"],"year_month":"2026-04","word_count":211,"total_views":"1137","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"PCR Mobile App","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/additional\/mobile\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Additional Tools","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/additional\/","term_slug":"additional"}],"knowledge_base_slug":["additional"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/12418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=12418"}],"version-history":[{"count":1,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/12418\/revisions"}],"predecessor-version":[{"id":12419,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/12418\/revisions\/12419"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=12418"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=12418"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=12418"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=12418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}