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To substitute a co-worker - when one Representative (Employee) is away on vacation, another Rep may need to take on the first one's customers. The action will add this Employee as a second Bank Relationship to the customer (Contact).
To run a sales campaigns campaign - look for a specific group of prospects then run a mail merge campaign or make cold calls directly. You can save the search criteria and the actual group of contacts by creating a Search Category.
To visit neighboring clients - find existing customers that live in the same area. Schedule in-person meetings and visit several clients in nearby locations.
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In the main Contact Manager window click the Add Relationship button. 
Select the SINGLE Search - by SSN, Name, etc. option and click OK.  Note. If you are in the Clients/Prospects tab, the Contact Search dialog will appear. If you are in the Companies tab, the Company Monitor dialog will appear.
Fill out the search criteria in the Contact Search window and click FILTER. 
The system will show the list of matching Contacts. Click on the necessary entry and click SELECT in the top-right corner. 
This creates a Bank Relationship with the type Prospect and status Cold. You can open the Contact Details to change the type and status as appropriate.  |
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In the main Contact Manager window click the Add Relationship button.
Select the GROUP Search - by sales characteristics option and click OK.  Note. If you are in the Clients/Prospects tab, the Client Cross Seller dialog will appear. If you are in the Companies tab, the Companies Search Criteria dialog will appear.
Fill out the search criteria in the Client Cross Seller window. Select the checkboxes to define which criteria will be used in the search.
Select Deselect the Process this request in the background job queue, and notify me upon completion option to see the results immediately. Or select this option to get the search list as a separate report. Deselect this option to see the results immediately.
Click SEARCH in the top-right corner.
The system will show the selections that you made in the search window. Close this dialog.  
Once the search is finished, click on the Message icon with the Red Arrow. Then select the Search finished message. 
jCore will show a list of Contacts that match the search criteria. Specify a new Category Name and Description 
Select which Contacts you would like to add assign to the current Rep and click SAVE. Note. Rep’s name is shown in triangular brackets: “Assign Contacts to <Last name, Name> using Category Name:”.
Specify a new Category Name and Description and click ADD CONACT. Alternatively, to save the search results for future reference, click SAVE. In the Save Options select one of two choices:
This will add the current Rep as a Bank Relationship with the type Prospect and status Cold to all the selected Contacts.
In the future, you can use the Category filter in the Contact Manager to find this specific group of customers.  |
Adding a Search Category Manually
As described in the previous section, you can find a group of Contacts and save the criteria as a search category using the advanced search functionality. Alternatively, you can create a new empty Search Category and then add specific contacts to it one by one.
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Example. You may wish to categorize your contacts by their hobbies, interests or other relevant conversational topics. |
To create a Search Category:
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