Documentation Index

Fetch the complete documentation index at: https://docs.coffeerms.com/llms.txt

Use this file to discover all available pages before exploring further.

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Target Company Master Workflow

This workflow describes how admins manage prospective or strategic companies inside the RMS.

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Add Target Company

• Click Add Company
• Fill required fields:
  • Company Name
  • Industry
  • Category
  • Company Size
  • Priority (High / Medium / Low)
  • Contact person, email, phone
  • Location
  • Status (Active / Inactive)
• Add optional details:
  • Key contacts
  • Target positions
  • Website
  • Notes
• Click Save — The new company appears in the list immediately.

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Edit Target Company

• Click Edit on any company row
• Update:
  • Industry
  • Priority
  • Status
  • Contacts
  • Location
  • Business details
  • Key contacts
  • Target positions
• Save changes — updated data instantly reflects in the Target Company table.

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View Target Company

• Click View (eye icon)
• View complete details:
  • Company information
  • Contact details
  • Key contacts
  • Target positions
  • Website, notes, description
  • Last updated date

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Delete Target Company

• Click Delete
• Confirm deletion
• Company is removed if not linked to any active dependency

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Search & Filter

You can filter companies by:

• Priority (High / Medium / Low)
• Status (Active / Inactive)
• Industry (IT, Oil & Gas, Healthcare, etc.)
• Category

Search supports:

• Company name
• Location
• Industry
• Category

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How It Fits With Other Modules

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Category Management

• Sub-Sub Categories use this module to populate the Select a Company dropdown.
• Ensures every specialization links to the right company targets.

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Summary

Target Company Master centralizes all strategic companies your BD & recruitment teams engage with.
It manages industry, contacts, priority, and target roles—supporting long-term business growth.