D&B Requests
The 1st step when receiving this ticket is to do this...
What is update the ticket to In Progress?
In order to reopen the application, you must first confirm that these details are showing in the record...
What is web profile, log in & password?
These 3 things are done as part of completing this ticket...
What is add the service line, check the client contact and determine if a D&B should be requested?
When sending the CAC through Adobe Sign, the "Company Name" should be copied from here...
What is Adapt?
In order to avoid creating a duplicate account, we do this before completing the short form application...
What is search by email & search by name?
When deciding who this request will be sent to, you should use the Collections Team member aligned with this...
What is the Project Office?
When Linking the Web Profile, you select the action from the clapper and then you must enter this detail...
What is the login or username?
When the client contact is aligned with a different company than the project, we notify the Client Operations partner by doing this...
What is transferring/reassigning the ticket?
This person should be cc'd in Adobe sign when the CAC is sent for signatures.
What is the Client Ops partner?
When creating a 'Consultant' candidate record, this extra step is taken on the 'Talent Sourcing' tab...
What is marking the 'Primary' field to yes?
There are 2 tasks in this ticket, a 3rd one is added if this is true...
What is the company is is a potential new client?
There are only 3 status options for this ticket In Progress, On Hold, and Closed. You would never update this ticket to this...
What is Pending?
If you need to request a D&B, these 2 steps should be done right away to give visibility to everyone...
What is add a note to the legal agreement tab and flip the D&B requested flag to yes?
The D&B Report must be ___ in order to be valid for use in the CAC...
What is within 1 year?
When using a placeholder for the email address you should make sure to do this after the record is created in Adapt...
What is delete it?
When the D&B Report is returned, we notify the Client Operations partner of any invoicing or payment term requirements by doing this...
What is forwarding an email from the ticket including the details?
If you test the log in information and you receive an error message, you will need to do this...
What is submit an IT Ticket for assistance?
You can verify the project # by doing this...
What is clicking on the Talent Request Title link in the ticket?
When uploading these into Adapt, the naming convention contains this date...
What is the date of the last signature?
If the record is an Executive Search candidate these 2 things should be shown 2x in the record...
What is phone number and email?
These 4 things must be added to the canned response before sending the request to collections...
What is address, phone #, website, and DUNS #?
You can confirm that the application has been reopened by checking the ____ on the HR tab...
What is the application date?
If 'Payment Terms' is blank when updating the 'D&B Requested' box to Yes, you should select this...
What is Due Upon Receipt?
When completing the Shared Operations portion of the CAC, this is entered in 4 places if the company is not publicly traded...
What is 'Not Available'?
If the ticket indicates 'Charlotte' as the office location, you should select this in the application...
What is Carolinas?