Contractors

This subsection of ELMA contains the information on the company's contractors, i.e. companies/individuals the company works with. There are two types of contractors in ELMA:

individual;

company.

Note

When working with contractors in ELMA, keep in mind the following:

An individual cannot have additional contacts (for the system, an individual is a contact).
A company is supposed to have a certain number of employees and an organizational structure. For example, companies of the LLC, LTD, etc. types should be added to the system as companies.

Attention! Self-employed entrepreneurs should also be added as companies, since working with such legal entities is similar.

You can create filters in the filter tree to display particular contractors.

You can configure contractor categories, which define contractors visible for different users depending on their access permissions.

Fig. 1 shows an example of the Contractors page.

Fig. 1. Contractors page

Fig. 1 illustrates:

1. The left menu with the filter tree.

2. The toolbar, with buttons for managing the list of contractors.

3. The contractors search form, which allows for quick and advanced search of contractors.

4. The contractors table.

Toolbar buttons

The set of toolbar buttons depends on the access permissions of the current user.

	When you click Add or , a drop-down menu opens, which allows creating: an individual; a company.
	When you click Selected or , a drop-down menu opens, which allows you to: add calls; add meetings; add mail; add a marketing activity; delete; start process.
	Import contractors from an Excel file.

Contractors search form

The contractors quick search form is shown in fig. 1.

	Search – click this button to quick search contractors by the specified parameters. Below the search box, filters are displayed for quick search of contractors:
	Only mine – if you select this option, the search results will include only the contractors you are responsible for. In Attachments - select to include attachments to the search. This filter is only available when indexing is enabled and configured. The active filter is highlighted dark-yellow.
	Advanced search – open the form for advanced search of contractors (fig. 2).
	Object type * – select a contractor type from the drop-down list. This field is required. Contractor - the search will include all contractors; Individual - the search will include only the Individual type contractors; Company - the search will include only the Company type contractors.

Fig. 2. Contractors advanced search form

To learn more about the advanced search, see the respective Help section.

Full-text search of contractors

ELMA 3.9.0 and above feature full-text search of contractors.

To use the full-text search, open the Contractors section and in the search form enter a word or a phrase that may be in the contractor name, contents of the File type documents on the Attachments tab of the contractor page. Click Search or press Enter.

To search in attachments, click In Attachments below the search string (fig. 3). This button is available only if the indexing is enabled.

Fig. 3. Contractors section. Search form, In Attachments button

Contractors table

The contractors table is shown in fig. 1. This table contains the list of individuals and companies. When you click on a contractor's name, its page opens.

You can select several contractors at a time (fig. 3) by checking the boxes next to them.

Fig. 3. Selecting several contractors

To select all the contractors on the current page, check

in the table header. This box also has a drop-down menu, where you can select all the contractors.

To learn more about the data table and its settings, see the respective Help section.

Actions with contractors

Creating a contractor

To learn more about creating a contractor, see the respective Help section.

Editing a contractor

Only the users with access permissions can edit contractors.

To edit a contractor, open the contractor page and click Actions - Edit in the toolbar. The page for editing the contractor will open, where you can change the required fields and click Save.

Deleting a contractor

Only the users with access permissions can delete contractors.

There are several ways to delete a contractor:

check the boxes of the required contractors on the Contractors page (fig. 3) and click Selected – Delete Selected Contractors;
open the page of the required contractor and click Actions – Delete in the toolbar.