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AccountManager User Profile
An AccountManager User Profile contains information and settings for an individual AccountManager user. While User Profiles are typically created by Empowering Systems’ support department, users are able to modify most information on their own user profile. The “System” tab of a User Profile may only be modified by the AccountManager administrator.
User Profile Field Descriptions
[User Profile Screenshot 1]
Action Buttons:
|
Button Name |
Usage |
|
Close |
Closes the user profile. |
|
Edit / Save (toggles between) |
Edit – Enables the ability to edit the user profile. No changes can be made until the Edit button is clicked. Save – Saves the user profile. |
|
Copy |
As New User – Allows copying of some information from one user profile to the next (when creating multiple users). |
|
Open My Email Folder/Directory |
Opens the folder that contains the user’s email file. This makes it easier for a user to back up or move their local email file. this is useful when using the 45 day limiting feature. |
Header Section:
|
Field Name |
Description |
|
First Name |
User’s first name. This will be used in correspondence and print previews, etc. |
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Middle Initial |
User’s middle initial (optional). |
|
Last Name |
User’s last name, will be used in correspondence and print previews, etc. |
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Company |
User’s company name. This will be used in correspondence and print previews, etc. |
|
Location |
User’s location if required. |
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Title |
User’s job title |
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Phone |
User’s phone number. This will display on some correspondence, so care should be taken in deciding whether this is a main number for the company, or a direct dial number. |
|
Fax |
User’s fax number. |
|
Address |
User’s postal address. Two fields are provided to accommodate Address1 (i.e. street address) and Address2 (i.e. building or suite #). This will display on some correspondence, so care should be taken in deciding whether this is a main address for the company or the actual physical address of a remote user. |
|
City |
User’s city. |
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State/Province |
User’s state or province. |
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Zip/Postal Code |
User’s ZIP code or postal code. |
|
Country |
User’s country. |
|
|
User’s email address |
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Website |
Company’s website. |
“Main” Detail Tab:
|
Field Name |
Description |
|
Username |
User’s System Username, typically “First Last/ORG”. Can be typed in, or chosen by clicking on the small square to the right of the field. |
|
Default Territory |
User’s default territory, if required. Used when creating new accounts. |
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Default Branch/Region |
User’s default Branch/Region, if using Branch security. |
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Biz Doc Prefix |
Prefix used on quote/sample/opportunity numbers. Typically First and Last initial. |
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Logo |
User’s Logo if different than standard logo specified in Configuration Profile |
|
Default Followup (Days) |
Number of days in the future the Follow Up Date is set by default when creating a new business document. |
|
Licenses |
User’s License(s) required to use certain modules of the software. |
|
User Type |
User’s role in the organization. |
|
Sales Support |
The User’s administrative support person (optional). |
|
Local Address Book |
This setting allows the user to select which, if any, database should be used as an additional address book. AcctMgr is the default if it is a local replica. For larger AccountManager systems it might be beneficial to use the AMNames instead, if it is setup on the client. |
|
Default View in Linked Documents “Options” |
No Docs (fastest)- do not display documents on open in linked docs pane in Accounts and Opportunity. All Docs (slower)-display all documents on open in linked docs pane in Accounts and Opportunity. |
|
Email me Daily Follow Up Reminders |
User will be sent daily email(s) with links to documents that are due for follow up. |
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Email me when something is “Scheduled For” me |
User will be immediately notified when anything is scheduled for them to follow up on, including activity, email, business documents, etc. |
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Email me when my Accounts/Contacts are modified |
User will be immediately notified when any Account or Contact is modified for which they are the Account Manager. |
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Email me when Activities for my Accounts/Contacts are modified |
User will be immediately notified when any Account’s or Contact’s Activities (Action Items, Email, etc) are modified for which they are the Account Manager. |
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Email me when Activities “Scheduled For” or “Scheduled By” me are modified |
User will be immediately notified when any Activities (Action Items, Email, etc) are modified for which they are the Scheduled By or Scheduled For. |
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Email me when Biz Docs for my Accounts/Contacts are modified |
User will be immediately notified when any Account’s or Contact’s Business Documents (Opportunities, Samples, Quotes, etc) are modified for which they are the Account Manager. |
|
Email me when a Biz Doc that I own (I am Owner) are modified |
User will be immediately notified when any Account’s or Contact’s Business Documents (Opportunities, Samples, Quotes, etc) are modified for which they are the Owner, if Owner is used. |
|
Warn me if Action Item Due Date is prior to Follow Up Date |
User will be notified if they set the and Action Item to be due before it is Followed Up on. The two fields are used to be compatible with PDA’s. |
“Email” Detail Tab:
|
Field Name |
Description |
|
Email Signature |
User’s Email Signature, appended to the bottom of emails created within the AccountManager. To set your signature in your Email database (Inbox), user Preferences setting in Email database. |
|
Save Sent Email in my Sent View |
Will save emails created and sent within AccountManager in the sent folder of your email database. |
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Run Spell Check before Sending Email |
Will run spell check on send on email created in AccountManager. To set this setting in your Email database (Inbox), user Preferences setting in Email database. |
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Attach Vcard to bottom of my Email |
Will attach a Vcard file to the bottom of outgoing email created and sent in AccountManager. |
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Default Status when copied to AccountManager |
Set’s the default status of emails copied into AccountManager (Open, Closed, On Hold). |
“Personal” Detail Tab:
|
Field Name |
Description |
|
Default Dialer |
Launches the user’s dialer application (if configured to use) when clicking the “Phone” button on contacts or accounts. Windows – will use operating system dialer. Skype – launches Skype and dials the number. (www.skype.com for more info on Skype). |
|
Spouse |
Spouse’s name. |
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Family Members |
Family members’ names. |
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Home |
Home phone number. |
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Mobile |
Mobile phone number. |
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Misc |
Miscellaneous information. |
|
Pager |
User’s Pager number. |
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Other |
User’s Other phone number. |
“Address Book Sync” Detail Tab:
|
Field Name |
Description |
|
Agent |
Name of Agent that performs synchronization. |
|
Status |
Green-On, Red-Off, Yellow-Off but should be enabled. |
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Last Ran |
The date and time this agent last successfully completed. |
|
Two Way Sync |
Use with Caution! This enables bidirectional synchronization of contacts with the local address book. Be sure to remove ACL delete rights for this user as PDA synchronization software can reset or corrupt contact data. See your AccountManager administrator with any questions. |
|
Use Formula Query |
Allows User to enter a formula to select the contact to synchronize. |
|
Account Type Settings |
Use radio buttons to select the types of accounts to synchronize. All – all you have access to. My – all accounts on which you are the Account Manager. None – none of that account type. |
|
Sync Phone Extension |
Check to synchronize the phone extension field. |
|
Prefix |
The prefix to insert before the phone extension. Different Mobile devices have different requirements. (use a semicolon “;” for iPhone and Android, use an “x” for Blackberry. |
“AM View Index” Detail Tab:
|
Field Name |
Description |
|
Agent |
Name of Agent that performs indexing. |
|
Status |
Green-On, Red-Off, Yellow-Off but should be enabled. |
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Last Ran |
The date and time this agent last successfully completed. |
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Do Not Run between the hours of |
The time range the agent should NOT run. Typically, your normal work hours. To allow the agent to run after-hours, leave your computer on with Lotus Notes running. |
“SA View Index” Detail Tab:
|
Field Name |
Description |
|
Agent |
Name of Agent that performs indexing. |
|
Status |
Green-On, Red-Off, Yellow-Off but should be enabled. |
|
Last Ran |
The date and time this agent last successfully completed. |
|
Do Not Run between the hours of |
The time range the agent should NOT run. Typically, your normal work hours. To allow the agent to run after-hours, leave your computer on with Lotus Notes running. |
“System” Detail Tab:
|
Field Name |
Description |
|
Allow Mark for Delete |
Allows User to mark documents pending for deletion. The document can then be removed or restored by the administrator. |
|
Allow Mark for Archive |
Allows User to mark documents pending for archive. The document can then be archived or restored by the administrator. |
|
Allow Account/Location Profile Creation |
Allows User to create Accounts and Locations. |
|
Allow Company Name/Account Manager – Account Profile changes |
Allows User to change name, division, location, account manager account type and splits on accounts and locations. This may affect SalesAnalysis if installed. Without this, the user can only modify other more informational fields (ie Background, etc.) |
|
Allow Address Fields, Category, Territory, Key Acct – Account Profile changes |
Allows User to change address, category, territory, Key Account fields on account and locations. This may affect SalesAnalysis if installed. Without this, the user can only modify other more informational fields (ie Background, etc.) |
|
Allow Principal Account Profile Changes |
Allows User change Principal Accounts. |
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Allow Representative Account Profile Changes |
Allows User change Representative Accounts. |
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Allow Mark for Delete in SA |
Allows User to mark documents pending for deletion in SalesAnalysis. The document can then be removed or restored by the administrator. |
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Allow Mark for Archive in SA |
Allows User to mark documents pending for archive in SalesAnalysis. The document can then be archived or restored by the administrator. |
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Allow Design Win Modification when used in SA Splits| |
Allows User to modify Design Win if checked “Use as Default Internal Split in SalesAnalysis”. |
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Allow Access to Maintenance/Commission Rates View |
Allows User to view Maintenance/Commission Rates View. |
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Allow Access to Default Account Manager Commission Rates in Account Numbers/User Profiles |
Allows User to view and update Account Manager Commission Rates. |
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Dashboard SA Web Override |
Forces Dashboard to open SalesAnalysis Web even though the user has a local SalesAnalysis database. |
|
Sales Person ID |
Used when integrating with ERP/3rd Party Sales Managed software. |
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Default Outline |
Used to specify a User specific Outline. Requires a custom Outline. |
|
Default View |
Used to specify a User specific view that the database will open when first launched. |