Account Management

By selecting the Account Management button, the User will be presented with a table of all Accounts and summary information.

This table will only display Accounts which the User has permissions to View.

The User can view a summary of Accounts via the View Contact screen: Accounts tab - view all Accounts associated with a Contact

Refer View a Contact section.

There are 2 methods to search for an Account. The first is on the Banner Section using the Global Search function. (see Global Search section)

The other method offers more fields and options to refine the search and can be accessed by selecting Account Management from the Menu Bar then selecting Search Accounts from the Left Menu Section.

The User can search for an Account or a list of Accounts by filtering on the following criteria:

Displays:

• Account number
• Account name
• City/Suburb
• Phone number
• Owner
• Status
• External. reference
• Industry

If the User has Create Account privileges, then this option is available in the Left Hand Menu. If access is needed, contact the application Administrator to change the Users privileges.

All required fields are in bold

Notes can be used to store additional or background information. The User can create a Note by selecting the Add Note link in the Left Menu Section.

This operation is only accessible from the View Account screen.

To perform this action:

• Select View Account function to access the tabs (below Account details).
• Select the Notes tab to access the operations View, Edit, and Delete.
• Select Delete.

The User can view a summary of Accounts via the View Account screen: Notes tab - view all Notes associated with an Account

Refer View an Account section.

Attachment can be used to store large amounts of information. The User can create an Attachment by selecting the Add Attachment link in the Left Menu Section.

This operation is only accessible from the View Account screen.

To perform this action:

• Select View Account function to access the tabs (below Account details).
• Select the Attachments tab to access the operations View, Edit, and Delete.
• Select View or the Created Date.

This operation is only accessible from the View Account screen.

To perform this action:

• Select View Account function to access the tabs (below Account details).
• Select the Attachments tab to access the operations View, Edit, and Delete.
• Select Edit.

This operation is only accessible from the View Account screen.

To perform this action:

• Select View Account function to access the tabs (below Account details).
• Select the Attachments tab to access the operations View, Edit, and Delete.
• Select Delete.

By selecting an Account, the User makes this Account current. This means all subsequent operations will be associated with this Account.

There are a number of ways of selecting an Account:

Almost all other Main Menu actions require the User to select an Account to work with. In instances where no Account is current and a Main Menu action has been selected, the User will be presented with an Account list from which to make a selection.

The User can also select the Account Management menu action and select an Account from the list.

Finally, a User can select (click) any Account Name link (where Account Name is underlined).

A User can change the Account they are working with by selecting the Change Account link in the Menu Bar.

The User can also select the Account Management menu action and select an Account from the list.

Finally, a User can select (click) any Account Name link (where Account Name is underlined).

Account details can be displayed by selecting (clicking) Account name link (where Account name is underlined) which is available on most screens or by making a selection from the View All Accounts table (displayed when Account Management action is selected).

Depending on the Users privileges, some Accounts may not be visible. If access is needed, contact the application Administrator to change the Users privileges.

All Account details are displayed along with a number of tabs at the bottom. These tabs provide summary information in relation to the Account. The tabs are:

Campaigns tab - view all Campaigns for an Account

Displays:

• Campaign No.
• Campaign
• Account
• Status
• Start Date
• End Date

Activities tab - view all Activities for an Account

Displays:

• Activity No.
• Activity
• Campaign
• Account
• Status
• Step
• Start Date
• End Date

Customers Lists tab - view all Customers Lists for an Account

Displays:

• List Name
• Description
• List Source
• Customers in List

Telemarkets tab - view all Telemarkets for an Account

Displays:

• Telemarket
• Description
• Status
• Step

Contacts tab - view all Contacts for an Account

Displays:

• Full name
• Job title
• Work phone number
• email address
• Primary contact indicator

Sales tab - view all Sales/Leads for an Account

Displays:

• Sales ID
• Account Name
• Product name
• Sale Amount
• Sale status
• Sale Probability
• Last contact date

Expenses tab - view all Expenses for an Account

Displays:

• Amount
• Invoice number
• Description
• Reimbursed indicator
• Budget centre

Notes tab - view all Notes for an Account

Displays:

• Date Note was created
• Date Note was updated
• Short description
• View/Edit/Delete operations

Attachments tab - view all Attachments for an Account

Displays:

• Date Attachment was created
• Date Attachment was updated
• Filename
• Short description
• View/Edit/Delete operations

This function is accessible from the Left Menu Section. It allows the User to change and update any Account details.

Create a Campaign for this Account.

Refer - Create Campaign section.

Create an Activity for this Account.

Refer - Create Activity section.

Create a Contact for this Account.

Refer - Create Contact section.

Create a Sale/Lead for this Account.

Refer - Create Sale section.

Expenses can be created at Account level but must be assigned to a Sale/Lead. This means there must be at least one Sales/Lead created prior. Refer Create Sale/Lead section.

When creating an Expense, the User is presented with a list of Sales/Leads to choose from

Refer - Create Expense section.

Create a Customer for this Account.

Refer - Create Customer section.

Create a Case for this Account.

Refer - Create Case section.

Create a Telemarket for this Account.

Refer - Create Telemarket section.