The Consulting module of CompleteEmpire facilitates the recording of opportunities, contact logs, documents and billing for any work undertaken for a client. Example could be a management consulting practice that wishes to keeping a full record of all activity related to their client, maintain a document system, manage invoices and track opportunities.
- From the Main Menu click {Consulting}>{Works} - to open the Consulting Works view.
- Search for the consulting work using the search panel. Search panels opens automatically when opening the Works view. At least one filter or search criteria needs to be entered for a result. Use the Open/Close panel arrow icon.
- Consults Quick action button group.
- Works grid view - lists of consulting work that can be sorted by column header.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
- A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
- Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
Consulting work view Quick Action button group.
- [View Summary] - open to the Summary view. Refer to Explore the Consulting Summary view
- [Create New] - create new finance work. Refer to Create New Consulting Work
- [Edit] - opens to the Edit view. Refer to Explore the Consulting Edit view
- [Refresh] - refresh the grid view after changes.
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