The Accounts view is the most powerful tool within CompleteEmpire. It enables you to quickly and, in one place, review your business's current, past, and future activities and relationships with your clients and associates. It is essential that you capture and add all key details as soon as possible after a new account is created.
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.
When making changes it is a requirement that you click [Save] before editing within a new window panel. The [Save] buttons can be found at the bottom and at the top right (floppy disc icon) of every panel.
Account Edit View
- Click [Summary] to proceed to the Summary view.
- The work area displays all the account details. Use the bookmarks to bring the relevant panel into focus or use the scroll bar to move through the account information panels.
Accounts - Edit view Header and Menu
Accounts Edit view - header and menus are found on the left side of your work area.
- Work Area Summary Header - summarises the account name, ID#, type, status and activities.
- Work Area Menus - bookmarks/shortcuts to the relevant area of interest within the work area.
Accounts Edit bookmark menu
| Bookmarks | Brief Description |
|---|---|
| Activities | The accounts area of activity or interest of and about your business activity. |
| Details | The primary account details. |
| Contact | Full contact information for the account and email preferences and honorifics. |
| Current Address | Current address of the account. |
| Postal Address | Current postal address of the account if different to the above |
| Address History | Record of changes to the accounts addresses. |
| Owned Properties | List of current and past properties owned by the account. |
| Linked Entities | Create and add and any person or entity that has a controlling influence or access to the account. |
| Relations | Related accounts to this account can include a variety of relationship types as required for your activity. |
| Documents | Specific documents related to the account. |
- Activities - click to move focus to Activities in the Work Area.
- Activities panel.
- Drop down list - use to select appropriate activity area for the account, note that multiple activities can be selected. Refer to Activities in CompleteEmpire. Available options in the list will depend on your log in credentials and active work modules.
Return to Accounts Bookmark Menu
- Details - click to move focus to Details in the Work Area.
- Details panel - complete or edit as appropriate.
Return to Accounts Bookmark Menu
- Contacts - click to focus on Contacts in the Work Area.
- Contact panel - complete or edit as appropriate.
Return to Accounts Bookmark Menu or for further details Editing an Account - Contacts
When entering phone numbers please do not leave spaces. Enter as +6144556677 or 044556677.
The text entry field {Dear} is of importance as this is the term of address used for the account when sending emails and campaigns.
If you do want your client to receive general emails, tick the box ”Has consent been provided to contact by email"
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.
Return to Accounts Bookmark Menu or for further details Editing Account Addresses - Current
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.
Return to Accounts Bookmark Menu or for further details Editing Account Addresses - Postal
- 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.
Return to Accounts Bookmark Menu or for further details Editing Account Addresses - History
- Owned Properties - click to move focus to Owned Properties in the Work Area.
- Owned Properties - complete or edit as appropriate.
Return to Accounts Bookmark Menu or for further details Editing a Owned Property
- Linked Entities - click to move focus to Linked Entities in the Work Area.
- Details panel - complete or edit as appropriate.
Return to Accounts Bookmark Menu or for further details Editing an Account - Linked Entities
- Relations - click to move focus to Relations in the Work Area.
- Details panel - complete or edit as appropriate.
Return to Accounts Bookmark Menu or for further details refer to How to add and edit Relationships
- Documents - click to move focus to Documents in the Work Area.
- Upload - to add a file to the account you can drag and drop to the panel.
- Search the DMS then select to attach - search the system DMS for available documents to upload to the account.
- Select files - search for and click to select files from your device using Windows File Explorer or Mac Finder to upload to the account.
- Search files within the account - searches attached account files, which will be displayed in the panel view.
- Filter attached documents by tags - search displayed files by tag.
- Search - use to apply the search criteria set to the left.
- Clear - clear the search criteria to the left.
- Documents panel - lists the attached documents to the account, matching your search criteria if set.
Return to Accounts Bookmark Menu for further information on document handling within CompleteEmpire refer to DMS - Document Management System
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