Account Details Screen

The "Account Details" screen is divided into the following sections:

Sources

This section indicates one or more sources which generated the account. To add a source, select the appropriate type (for example "Cold call" or "Self Generated") from the drop down menu and click the [Add] button.

Marketing Campaigns

This section will list any marketing campaigns applied to the account with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking the [Add] button.

Pending Activities

The "Pending Activities" section lists activities that have been created but have not yet been completed. The list can be sorted alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Due Date".

Clicking [New Event] will link you to the Create Event Screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the Create Task Screen of the Activities section.

Payment and Shipping Accounts

This section lists any payment options you have created for this account, including EFT (Electronic Funds Transfer), gift cards, and credit cards. There are three buttons in this section:

• [Create New EFT Account] - This will take you to the Create New EFT Account Screen to add an electronic funds transfer payment option for the account.
• [Create New Gift Card] - This will take you to the Create New Gift Card Screen to create a gift card for the account.
• [Create New Credit Card] - This will take you to the Create New Credit Card Screen to add a credit card to the account's payment options.

Open Orders

This section lists the active orders for the account, including the Order Date, Order Name and ID, PO #, Customer, Status, Ship Before Date, and Amount. There are two buttons in the "Open Orders" section:

• [Orders] - Clicking this button will take you to the Find Orders Screen, with the account's internal ID specified by default. You can then search for orders which are not active.
• [Quotes] - Clicking this button will take you to the Find Quotes Screen, with the account's internal ID specified by default. You can then search for quotes which are not active.

Opportunities

This section lists any open opportunities for the account, including the Opportunity Name, Stage Opportunity Amount, Estimated Close Date, and Opportunity For. Clicking the [Create New] button will take you to the Create Opportunity Screen. Clicking on an opportunity name will take you to the View Opportunity Screen.

Activities History

The "Activities History" section lists previous activities that have already been completed. Like the "Pending Activities" section, you can sort the list alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Completion Date".

Clicking either the [Log Call] button or [Log Email] button will link you to the Log Task Screen of the Activities section of opentaps CRM, with the appropriate data fields to store the call or email information.

Catalog Requests

This section tracks information relating to previous catalog requests including date the request was taken, address the catalog was sent to, who the request was taken by, and whether the request has been fulfilled or not.

Bookmarks and Files

This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the account. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.

Notes

In this section you can make notes about a account. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information box. Click the [Create Note] button to save the note and return to the "View Account Screen".

Team Members Assigned To This Account

This section will list all users assigned to the team and their role. Assigning a role to a team member will determine his or her permissions. The following buttons are available to the team leader (team members can only view the other members and their assigned roles):

• [Update] - You can edit the team member's role from the "View Team" screen by selecting the role (for example: "Team Leader" or "View Only Team Member") from the drop down menu and clicking the [Update] button.
• [Remove] - Clicking this button will remove a member from the team, and remove all team affiliations for that user.
• [Add] - To add a new team member, manually enter the team member's internal ID or search for it using the lookup widget. Then select the appropriate role for the new team member from the drop down menu. Clicking the [Add] button will add the user to the team and to the team members list.