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AccountManager Utilities
AccountManager has a variety of utilities that administrators or users with the proper access can use to easily update or change data. Some utilities can be used to move or reassign documents, while others can be used to affect a change to multiple documents simultaneously. Your AccountManager administrator may have restricted the availability and usage of certain utilities. See your administrator with any questions.
Using Utilities
1. Select the document(s) you wish to change or update.
2. Click “Actions > Utilities” in the menu.
[Utilities Screenshot 1]
3. The following screen will display. Choose the appropriate utility and click OK.
(Note: The content of your Utilities list may vary depending on your security and access settings. See your AccountManager administrator with questions).
[Utilities Screenshot 2]
4. Follow the prompts to complete the action.
5. Most updates to Account profiles (i.e. Territory, Status, Category, etc) will not filter through to the Contact profiles until after System Maintenance has successfully run. (The Update Utility in System Maintenance will update contacts with the new values changed earlier on the accounts).
6. Note: Many of the utilities below require the SysAdmin role.
Utility Descriptions:
| Utility | Description |
| Change Account |
Changes the Account on selected BizDocs. Note: This will remove all of the contacts associates with the old account on the bizdoc. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Account Category |
Changes the “Category” field on selected Accounts. Note: This will replace the previous values with the one(s) selected with the utility. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Account Industry |
Changes the “Industry” field on the selected Accounts. Note: This will replace the previous values with the one(s) selected with the utility. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Account Manager |
Changes the Account Manager(s) on selected Accounts/Locations. Note: This will replace the previous values with the one(s) selected with the utility. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Account Status |
Changes the “Status” field on the selected Accounts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Account Territory |
Changes the “Territory” of the selected Accounts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Account Type |
Changes the “Account Type” of the selected Accounts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Branch |
Changes the “Branch” on selected accounts and locations potentially changing who can see and modify that data. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Contact Account Type to Personal |
Changes the “Account Type” of the selected contacts to Personal. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Contact Category |
Changes the “Category” field on the selected Contacts. Note: This will replace the previous values with the one(s) selected with the utility. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Contact Product Interest |
Changes the “Product Interest” field on the selected Contacts. Note: This will replace the previous values with the one(s) selected with the utility. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Contact Status |
Changes the “Contact Status” field on the selected Contacts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Contact Type |
Change the “Contact Type” field on the selected Contacts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Email Domain |
Search and Replace the domain of email addresses on selected contacts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Inside Salesperson |
Changes Inside Salesperson on selected Accounts. (Requires “SysAdmin” role in AccountManager ACL) |
| Change Owner |
Changes the “Owner” on the selected documents. (Requires “SysAdmin” role in AccountManager ACL) |
| Change PartnerAccess Sharing |
Changes the ParterAccess Sharing settings on the selected business documents if ParterAccess is enabled for this type of business document. |
| Change Status to Closed |
Changes te “Status” on the business documents from Open or On Hold to Closed. (Requires “SysAdmin” role in AccountManager ACL) |
| Disable Key Account Status |
Unchecks the “Key Account” checkbox on the selected Accounts |
| Disable Key Contact |
Unchecks the “Key Contact” checkbox on the selected Contacts. |
| Disable Selected Accounts in SalesAnalysis |
Disables the selected Accounts for use in SalesAnalysis. (Requires “Allow SalesAnalysis Changes” in user profile) |
| Enable Key Account Status |
Checks the “Key Account” checkbox on the selected Accounts. |
| Enable Key Contact |
Checks the “Key Contact” checkbox on the selected Contacts. |
| Enable Selected Accounts in SalesAnalysis |
Enables the selected Accounts for use in SalesAnalysis. (Requires “Allow SalesAnalysis Changes” in user profile) |
| Mark for Archive |
Marks the selected documents for Archive. (Requires “Allow Mark for Archive” in user profile) |
| Merge Account |
Merges the selected Account with another Account. (Requires “SysAdmin” role in AccountManager ACL) |
| Move Account to Location |
Moves the selected Account to become a Location of another Account. (Requires “SysAdmin” role in AccountManager ACL) |
| Move Activities to Another Contact |
Moves the selected Activities from one Contact to another Contact. (Requires “SysAdmin” role in AccountManager ACL) |
| Move Activities to Another Account |
Moves the selected Activities from one Account to another Account. (Requires “SysAdmin” role in AccountManager ACL) |
| Move Contact to Account/Location |
Moves the selected Contact to another Account or Location. (Requires “SysAdmin” role in AccountManager ACL) |
| Move Location to Account |
Moves the selected Location to become a Location of another Account. (Requires “SysAdmin” role in AccountManager ACL) |
| Promote Location to Account |
Promotes the selected Location to become an Account. (Requires “SysAdmin” role in AccountManager ACL) |
| Roll Forecasts |
Rolls forecast by setting the last forecast period equal to the prior forecast period’s value, if the last forecast period is blank. The Forecast Date managed on the Forecast Date Profile determines the last period. This utility is intended to be used just after advancing the Forecast Date, you can then set the last forecast period equal to the prior period and adjust as necessary. |