Account Details Screen
The "Account Details" screen is divided into the following sections:
Contents
Account
Sources
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.
Contacts
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.
