Within the Account Edit view a number of data entry panels are available via the shortcut or focus menu on the left hand side. The following explains in more details the options and steps required to add and edit information related to the account.
Ordinarily when a new account is created you are asked if you wish to add more details by proceeding to the edit page and this is a prompt for you to take the opportunity to gather and add that information.
As dealings progress with the account the opportunity should also be taken to add additional details as they become available to you.
Contact
- Click on {Contacts} - moves focus to Contacts in the Work Area.
- Enter or edit as appropriate form of address, contact phone/fax numbers and edit the mandatory primary email address. Additional contact fields include Skype ID, WhatsApp ID, website address and for reference purposes only.
- Enter directly secondary emails for carbon copying (cc) emails if required/requested by the contact. Example may be a partners email address and will be the default for all new Contact Logs.
- Enter additional email address for the account and click [+] to add noting that the original primary email address will be added automatically if it is updated. To delete click the red {x}.
- Click [Save] after you have finished editing the contact details.
- Preferred Method - Select from drop down list preferred method of contact, default is email.
- Preferred Time - Select from drop down menu preferred time of day, default is anytime.
- {Is principle account for this email address?} - ordinarily ticked
- {Was the account referred by another business?} - tick if appropriate.
- {Has the account become inactive?} - tick if appropriate.
- {Has consent been provided to contact by mobile/email?} - tick if you have confirmed that the account has agreed to be contacted. Note that the [Pen] icon is a button that opens a window to allow you to edit the subscription options. See below.
If you do not want your client to receive general emails, tick the box ” Was the account referred by another business?” in the Account Edit area.
A person who gives express permission knows and accepts that they will receive marketing emails or messages from you.
People can give express permission by one of the following:
- filling in a form
- ticking a box on a website
- over the phone
- face to face
Ref Spam Act 2003
Edit Subscription Options
Select which type of communications that the user wishes to receive
- Tick/untick the email subscription group that the account has requested that they not receive communications on.
- Click [Apply Changes] to save the selection.
If the account has expressly advised that they do not wish to receive emails other than of a primary business nature then it is incumbent that you respect that request and take necessary action using Subscriptions Options in the accounts contacts section. Strict legal requirements exist in some jurisdictions and you have a duty of care and responsibility to ensure compliance.
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