Viewing Contacts |
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You can access the Contacts page by clicking the Contacts sub-tab on the Account Details page, as shown in Figure 1.
Figure 1 Accessing the Contacts Page The Contacts page, as shown in Figure 2, displays all the contacts related to this account. By default, it will display 10 contacts per page. You can add a contact by clicking Add a Contact. When you click
These options are similar to those found in the main Contacts tab, except that the options in this menu are directly related to a contact associated with an account. For more details on logging and scheduling activities, refer to Recording and Planning Activities. For more information on downloading vCard, refer to Downloading a vCard.
Figure 2 The Contacts Page One important concept that is unique to an account contact is the portal function. Portals can be viewed by selecting a contact and examining the contacts sub-tabs located at the right. Accessing Messages A chronological record of every communication sent to the contact, whether through a campaign in communications, or by an email sent from another part of ConcourseSuite, can be viewed through the Accounts tab. To access message details for a contact associated with an account:
The Search Accounts page is displayed, as shown in Figure 4.
Figure 3 Accessing the Accounts Module
Figure 4 The Search Accounts Page
The search results are displayed, as shown in Figure 5.
Figure 5 The Search Results Page
The contact details are displayed, as shown in Figure 6.
Figure 6 The Contact Details Page
You can view the message details related to this contact, as shown in Figure 7.
Figure 7 Viewing the List of Messages Sending Messages This section guides you through the steps of sending a new message to a contact.
Figure 8The Messages Page
The New Message page is displayed, as shown in Figure 9. You can attach files to the message.
Figure 9 The New Message Page For more details, refer to Sending Messages. Adding and Accessing Documents Documents stored through the Contacts module, against a contact associated with an account, can be viewed through the Contacts page of the Accounts module. You can also add documents in this module. To access the Documents page from the Contact Details page:
The Contacts Details page is displayed, as shown in Figure 10.
Figure 10 The Contact Details Page
The Documents page is displayed, as shown in Figure 11.
Figure 11 The Documents Page For more details, refer to Adding and Accessing Documents. Viewing Portals The Portals feature provides customers access to their account information. For example, consider a contact related to an account. This contact can view details pertaining to the account. If the user is not a portal user, a page displaying the access status is displayed, as shown in Figure 12.
Figure 12 Account Contacts’ Portal Access You can perform the following actions on portals, as shown in Figure 13:
The portal users are informed of their new portal account, after it has been created, by an email.
Figure 13 Granting Portal Access When users log in to the portal, they can view the accounts they have access to. A page showing details of the user’s account and tabs representing contacts, contracts, assets, and tickets is displayed, as shown in Figure 14.
Figure 14 Portal Access Details The data is read only, except for Tickets, where the users are allowed to enter a trouble ticket with a reduced set of data. This data will be displayed in the Help Desk module and will also be associated with the account. The Portal feature provides added service to an existing customer. This feature acts as a gateway that enables you and your customers to work together to keep information updated. |