Difference between revisions of "Help:Service/Accounts/en"

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(Created page with "{{Languages|Help:Service/accounts}} {{Image|name=Support256px|width=256px|pad=20px|ilink=File:Support256px.png|float=right}} This help page explains the functions and fields o...")
 
 
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{{Languages|Help:Service/accounts}}
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{{Languages}}
 
{{Image|name=Support256px|width=256px|pad=20px|ilink=File:Support256px.png|float=right}}
 
{{Image|name=Support256px|width=256px|pad=20px|ilink=File:Support256px.png|float=right}}
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This help page explains the functions and fields on the 'Contacts' page in the CRM.
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__TOC__
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[[Category:Help]]
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This help page explains the functions and fields on the 'Accounts' page in the CRM.
  
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==Contacts==
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==Accounts==
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Displayed below are all registered contacts, sorted alphabetically. Choosing a letter will display all contacts with surnames starting with that letter. You can also browse the contacts by clicking the 'Next' button or the page numbers, both at the bottom of the page.
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Displayed below are all registered accounts, sorted alphabetically. Choosing a letter will display all account names starting with that letter. You can also browse the accounts by clicking the 'Next' button or the page numbers, both at the bottom of the page.
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You can find the sorting criteria listed below the tabs. The blue criteria are clickable. The list can be sorted by numerous ways:
  
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==Contact filters==
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=====Name=====
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:Sort Accounts by given name
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=====City=====
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:Sort Accounts by city
  
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The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below:
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----
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The other criteria are not sorting options. This applies to:  
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=====Given name=====
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=====Phone number=====
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:Finds contacts by given name
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:Displays the (first listed) phone number.
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=====Email address=====
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=====Surname=====
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:Displays the (first listed) email address. Click an email address to open your (native) email client. The email address which was clicked on is automatically filled out in the 'To' field.
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:Finds contacts by last name
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=====Edit link=====
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Click on "edit" to edit the Account's details
  
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=====Attached to Member=====
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==Account filters==
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:Finds contacts linked to specific project members (is rarely used)
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The right side of the page allows you to search for accounts by specific features. Explanations for each attribute are displayed below:
  
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=====Account=====
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=====Name=====
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:Finds contacts linked to a particular company of client
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:Displays accounts attached to a specific name
  
 
=====City=====
 
=====City=====
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:Finds contacts by city
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:Displays accounts attached to a specific city
  
 
=====Country=====
 
=====Country=====
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:Finds contacts by country
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:Displays accounts attached to a specific country
  
 
=====Postal Code=====
 
=====Postal Code=====
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:Finds contacts by postal code
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:Displays accounts attached to a specific postal code
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=====Phone number=====
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:Displays accounts attached to a specific phone number
  
 
=====Email address=====
 
=====Email address=====
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:Finds contacts by email address
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:Displays accounts attached to a specific email adress
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=====Phone number=====
 
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:Finds contacts by phone number
 
  
 
=====Opted out=====
 
=====Opted out=====
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:Finds contacts by contacting option:
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:Displays accounts that can be opted out by:
 
:- Phone
 
:- Phone
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:- Mailing address
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:- Mail
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:- Email address
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:- Email
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=====Rating=====
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:Displays accounts by rating:
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:- N/A
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:- Good
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:- Average
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:- Bad
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:- Worst

Latest revision as of 23:32, 9 December 2012

Language: Nederlands  • English

Parent: Help:Service/Accounts

Subpages Service/Accounts/en

No subpagesNo subpages

This help page explains the functions and fields on the 'Accounts' page in the CRM.

Accounts

Displayed below are all registered accounts, sorted alphabetically. Choosing a letter will display all account names starting with that letter. You can also browse the accounts by clicking the 'Next' button or the page numbers, both at the bottom of the page. You can find the sorting criteria listed below the tabs. The blue criteria are clickable. The list can be sorted by numerous ways:

Name
Sort Accounts by given name
City
Sort Accounts by city

The other criteria are not sorting options. This applies to:

Phone number
Displays the (first listed) phone number.
Email address
Displays the (first listed) email address. Click an email address to open your (native) email client. The email address which was clicked on is automatically filled out in the 'To' field.
Edit link

Click on "edit" to edit the Account's details

Account filters

The right side of the page allows you to search for accounts by specific features. Explanations for each attribute are displayed below:

Name
Displays accounts attached to a specific name
City
Displays accounts attached to a specific city
Country
Displays accounts attached to a specific country
Postal Code
Displays accounts attached to a specific postal code
Phone number
Displays accounts attached to a specific phone number
Email address
Displays accounts attached to a specific email adress
Opted out
Displays accounts that can be opted out by:
- Phone
- Mail
- Email
Rating
Displays accounts by rating:
- N/A
- Good
- Average
- Bad
- Worst
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