Getting Started in aiFind

Learn how to navigate aiFind and become familiar with the structure and concept of the CRM. We will guide you step by step through aiFind.

Start your first training now: Basics I

The Hierarchy

Before moving on to the next training, we will briefly explain the data structure of aiFind. On the customer side, we follow a specific structure:

• Company → Manager → Job

• Each job is assigned to a manager, who in turn is assigned to a company.

When you want to create a job (search assignment, project, etc.), it is always assigned to a manager (contact person), who is employed by a company.

If aiFind already knows the data, these fields will be filled automatically. Whenever you find lookups in the system (usually for addresses or managers), you can search specifically for data that belongs directly to the hierarchy context.

• Example

• If you create a job and select a company, you can use the manager lookup to search for all managers assigned to that company.

What Records Look Like

Now let’s look at how records appear in aiFind. First of all, the structure is very similar across different records. This helps you find information in the same places.

Depending on the context, there may be more or fewer tabs or detailed information. While a company record includes a manager tab, candidate records, for example, have significantly more attributes than managers.

Now start the second part of the training: Basics II