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. It is an essential business requirement that the time is taken as soon as possible after a new account is added that additional details are captured and added.
Ordinarily when a new account is created you will be 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.
The account address can be edited from the Work view or the Main menu {CRM} > {Accounts} > {Account} > {Edit View}. In both case proceed to the Edit View of the account.
Current Address - click to move focus to Current Address in the Work Area.
- Address fields - auto populated from the above search or complete or edit as appropriate. Remember that fields outlined in red are compulsory.
- Address Search - uses Google search to find the property address.
- Start Date - add a start date, if known for tracking purposes.
- Click [Add As New] - click when this is a new address which automatically will save the previous address as a record in the Address History window.
- Click [Save Changes] - to save any changes to the address. This action will open a new window that will allow you to update the family group/entity addresses at the same time
Select each record with the action type to amend the Family Group addresses as required.
- Click [Add New] to add a New Address and copying to the list of previous addresses.
- Click [Update] to correct or update an existing address without adding it to the list of previous addresses.
- Click [No Action] to clear selected actions and to make no changes to the existing records.
Using this feature will allows you to quickly update the address details of accounts and entities of the family group. Remember [Update] is a correction, [Add New] adds new current address and saves the previous current address to Address History
When the new address is updated the previous address is added to the Address History automatically.
Postal Address - click to move focus to Postal Address in the Work Area.
- Address fields - auto populated from the above search or complete or edit as appropriate. Remember that fields outlined in red are compulsory.
- Address Search - uses Google search to find the property address.
- Click [Save As Above] - click when the address is to be copied from Current Address.
- Click [Save Changes] - to save any changes to the address.
- To manually add a (new) previous address use the [Create New] button.
- To edit the past recorded addresses use the [Edit] button - or double click the highlighted address in the grid.
- Select the Type of address you are adding or editing - previous or registered address.
- Use the [Address Search] to find the address or enter details in the respective fields manually.
- Click [Save]
- Click [Delete] to delete the entry.
0 Comments
Add your comment