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AccountManager Contact Views
AccountManager includes several different views that display contact information. The default “Contacts” view displays all the AccountManager contacts you have access to, sorted by last name. The additional views underneath provide even more ways to browse and locate contacts. Your AccountManager administrator may have set certain restrictions into place that govern which contacts certain users have access to.
Most views sort the data in order by the first column. For example, in the default “Contacts” view, the first column is “Last Name” so the contacts are arranged in alphabetical order by last name. Some columns may have sort indicators, meaning you could click on that column header to override the default sort and view the data in a different order (such as by “First Name” or “Company” in the examples below). When you sort by a particular column, the sort indicator turns into a solid black triangle. To unsort that column click the column header again, or sort a different column instead.
[Contact Views Screenshot 1]
[Contact Views Screenshot 2]
Finding Contacts by Last Name
1. Click on the “Contacts” view, and ensure none of columns other than “Last Name” are currently sorted.
2. Begin typing the last name of the contact you wish to find. As soon as you type the first letter, the “Starts with…” dialog box appears. You may type as much or as little of the name as you want, to narrow the search.
[Contact Views Screenshot 3]
3. Click on “Search” or hit your “Enter” key. You will be taken to the first contact whose last name meets the criteria you entered.
[Contact Views Screenshot 4]
Contact Views Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with any questions
|
Button Name |
Usage |
|
New Contact |
Opens a new Contact Profile form. |
|
Action Item |
Opens a new Action Item for the selected contact. |
|
Meeting |
Opens a new Meeting document for the selected contact. |
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Email – Opens a new email pre-populated with the selected contact’s primary email address, salutation and first name (or nickname). The user’s signature from the User Profile is also pre-populated. Emails sent in this manner become “linked documents” to the contact, and are visible to other AccountManager users. See Activities/Email Help for additional information on this document type. Form Email – Prompts user to choose a template from the Correspondence > Form Email Templates view. Then, opens a new email based on that template, and pre-populated with the selected contact’s primary email address, salutation and first name (or nickname). The user’s signature from the User Profile is also pre-populated. Emails sent in this manner become “linked documents” to the contact, and are visible to other AccountManager users. See Activities/Email and Correspondence Help for additional information on this document type. Broadcast Email – Opens a new email pre-populated with the selected contact’s primary email address in the “Bcc:” field. The user’s signature from the User Profile is also pre-populated. Emails sent in this manner do not become “linked documents” to the contact, and are not saved anywhere in the AccountManager database. |
|
Letter |
Letter – Opens a new letter pre-populated with the selected contact’s name and address information, and the user’s closing/signature area. Designed to be printed on letterhead paper, letters generated in this manner become “linked documents” to the contact, and are visible to other AccountManager users. See Activities/Letters Help for additional information on this document type. Form Letter – Prompts user to choose a template from the Correspondence > Form Letter Templates view. Then, opens a new letter based on that template, pre-populated with the selected contact’s name and address information, and the user’s closing/signature area. Designed to be printed on letterhead paper, letters generated in this manner become “linked documents” to the contact, and are visible to other AccountManager users. See Activities/Letters and Correspondence Help for additional information on this document type. Fax Letter – Opens a Fax cover page per-populated with the selected contact’s name, company and fax number information. Can be printed and used traditionally, or sent electronically if your company has electronic fax capabilities. See your administrator with questions. Faxes generated in this manner become “linked documents” to the contact, and are visible to other AccountManager users. See Activities/Letters Help for additional information on this document type. |
|
Note |
Opens a new Note for this contact. (“Notes” are not reportable, or linkable to any other documents. They are best utilized as a place to store information such as contract information, shipping account numbers, driving directions or other similar information). |
|
Web |
Web Site – Launches your web browser application and opens the Website entered on the account profile associated with the selected contact. Road Map – Launches your web browser application, performs an on-line map search based on the Address entered on the account profile associated with the selected contact, and displays the results. News Search – Launches your web browser application, performs an on-line finance news search based on the selected contact’s account name, and displays the results. Stock Search – Launches your web browser application, performs an on-line finance stock search based on the Stock Symbol entered on the account profile associated with the selected contact, and displays the results. |
|
Dial |
Dials the phone of the contact selected if you have Windows dialer, or Skype Out configured on your computer. See your administrator with questions. |
Contact View Descriptions:
(Note: The views available to you may vary in name and/or order depending upon your company’s configuration. See your AccountManager administrator with any questions)
|
View Name |
Description |
|
Contacts |
Displays all contacts sorted by last name |
|
A/Es |
Displays contacts with an account type of A/E sorted by last name. |
|
CEMs |
Displays contacts with an account type of CEM sorted by last name. |
|
Contractors |
Displays contacts with an account type of Contractor sorted by last name. |
|
Distributors |
Displays contacts with an account type of Distributor sorted by last name. |
|
End Customer |
Displays contacts with an account type of End Customer sorted by last name. |
|
Suppliers |
Displays contacts with an account type of Supplier sorted by last name. |
|
Personals |
Displays contacts with an account type of Personal sorted by last name. |
|
Principals |
Displays contacts with an account type of Principal sorted by last name. |
|
Representatives |
Displays contacts with an account type of Representative sorted by last name. |
|
(Additional) |
|
|
By Account Type |
Displays all contacts categorized by account type. |
|
By Industry |
Displays all contacts categorized by industry. |
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By Status |
Displays all contacts categorized by contact status. |
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By State |
Displays all contacts categorized by state. |
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By Type |
Displays all contacts categorized by contact type. |
|
By Account Manager |
Displays all contacts categorized by account manager. |
|
By Category |
Displays all contacts categorized by category. |
|
By Product Interest |
Displays all contacts categorized by product interest. |
|
By Territory |
Displays all contacts sorted by territory. |