Company Profile

Company ID#

Company

Company Name

Web Site

NAICS Code

Addt'l Notes

Primary Contact Information

Name

Phone

Phone Ext

Fax

Physical Address

Line 1

Line 2

City

State/Province

Zip

Country

Additional Information

Security Passport Email Reminders (2X Daily): 2 or more emails: use semi-colon (;)

Business Status

Active Company

Business Affiliations

Credit Card

Type

Credit Card is not on file

Number

Credit Card is not on file

Exp Date

Credit Card is not on file

Credit Card Notes:

Payment Types

Give Access To Payment Types that are available only to specific companies. Notice: For the feature to work, The "selective" payment system has to be enabled.

Invoicing and Tax Information

Credit App Notes

Please include: "Invoice Approved" + Date

Invoiced

TaxID Federal

TaxID State

Invoicing Sort

Invoicing Notes

When registering students

PO #

Job #

ACCOUNT

Required

HOLD

Accounting Hold Notes

Filters for Training this company has registered

Filter by Class Dates only:

and

Filter by Class Dates and Course:

Filter by Class Dates and Student:

Enable Filters on Training Grid:

Grid Options

Show Security/Online Activity

Show Contact Types

Show Address Information

Show All Fields

Only show contacts with at least 1 contact type

Filter:

		Document

Company Types

Primary Type

Additional Company Types

Filters

Order Date between

and

No Orders

Class Info

Line Items

Full Access to all courses*:
*NOTE1: All courses that are web delivered, non-proctored courses will show on their menus as available. Proctored courses and non-web courses will not show up as available under OPEN ENROLLMENT. When a company has one or more curriculums all web courses will show on the menu but the non-web-delivered, proctored courses will show up with out hyperlinks to execute the course. When this option is select YES, it will override all options related to a courses except PROCTORING.

N/A default - will hide the courses and is just that

NO: will show courses available

YES: will not show any courses, because all courses are approved

Courses this company has special security access for

Filters:

Notice: Web Training Price, Pre-Scheduled Training Price, and Pre-Scheduled Member Price - when a value of $0 or higher exist in these fields, the cost of this training will be overwritten to this price for the appropriate training, ignoring the course and class prices.

Filters

Quote Date between

and

Quotes

No Quotes

Line Items

Trainee

Unique Employee ID Name

Online Customer Training Reports

View Web Based Standard Reports this Companies' Internet Accounts have created or Where this company has direct access to them.

Security

Student Lookup Security for iLEVEL website: impacts which students can be found when this company types in a students credentials on the website

Marketing Notes

Date last updated

Who last updated

Data Integrity

Company ID
Company Name
Membership Status
Membership Type
Expiration Date
Discounts
Last Purchased
Inception Date