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Working with ZiveFirmy Module

Automatic Data Fetching

The module works automatically on the Lead entity.

  1. Create or edit a Lead record.
  2. Fill in the Company ID (SIC Code / IČO).
    • You can use the autocomplete in the "Company Name" field (if the ARES module is active in the system), which fills the ID automatically.
  3. Once the ID is filled, the system contacts ZivéFirmy.cz in the background.
  4. Historical data is loaded into the Employee Count and Turnover fields.

Displayed Data

  • Employee Count: History of employee count over time.
  • Turnover: History of the company's annual turnover.

Data is read-only and serves for quick evaluation of the creditworthiness and size of a potential customer.