The Accounts view is the most powerful tool within CompleteEmpire enabling you to quickly and in one place, review your businesses current, past and future activities and relationship with your clients and associates.
Account View
An individual account view has two main components;
- Account Menu bar on the left hand side
- Summary view or an Edit view panel.
Account Menu bar
The Account Menu bar is split into two sections;
- The top of the Account menu bar provides a summary of the account. It shows the account name, account reference number, account type, active or not. The small icons indicate how many linked entities, contacts, events, referrals, sales and investments the account is involved in etc.
- The tabs in the Account menu bar link to the top of the relevant tab in the Summary or Edit view. You can also scroll up and down the account view panel tabs using the scroll bar on the right-hand side.
Summary/Edit selection button
The Summary/Edit buttons toggle between the two views;
- In the Summary Account View - you are presented with the [Edit] button - click to open the Edit Account View.
- In the Edit Account View - you are presented with the [Summary] button - click to open the Summary Account View.
Summary View - example
- The tabs in the Account menu bar link to the top of the relevant tab in the Summary or Edit view.
The Account Summary details in various windows or tabs all related information concerning the account. Initial presentation will be the Detail tab and the History tab. This view will demonstrate the power of CompleteEmpire and form the core of your interaction and activity with the account holder.
Edit View - example
- The tabs in the Account menu bar link to the top of the relevant tab in the Summary or Edit view.
The Account Edit view will empower you to record as much information about the account holder and allow you to use the full power and capability of CompleteEmpire in your work activity. Keeping the information for the account holder up to date should form a core part of your daily activity.
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