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Rw ui steps macro
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In the main Contact Manager window click the Add Relationship button.

CMr_AddRel1.png
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Select the GROUP Search - by sales characteristics option and click OK.

CMr_AddRel2.png

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.

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Fill out the search criteria in the Client Cross Seller window. Select the checkboxes to define which criteria will be used in the search.

Tip

Tip: Learn how to use the field controls for entering search criteria in the Navigating jCore > Entering Field Values section of the guide.

CM_Details_Neighbors_Client_Cross_Seller_by_zip.png
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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.

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Click SEARCH in the top-right corner.

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jCore will show a list of Contacts that match the search criteria.

CMr_AdvancedSearch_zip1.png
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Select which Contacts you would like to assign to the current Rep.

Note. Rep’s name is shown in triangular brackets: “Assign Contacts to <Last name, Name> using Category Name:”.

Tip

Tip. Click in the first column to turn the selection on (Yes) or off (No). Alternatively, use Select All/Deselect All buttons for the entire group of contacts.

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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:

  • Save Search Criteria Only - you will be able to open the list later, but the Contacts will not be assigned to the Rep.

  • Save Category, Add Selected Contacts to Manager Contact and Save Search Criteria - all selected Contacts will be assigned the new Rep as the Bank Relationship, and they will be marked with the new Search Category.

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This will add the current Rep as a Bank Relationship with the type Prospect and status Cold to all the selected Contacts.

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In the future, you can use the Category filter in the Contact Manager to find this specific group of customers.

CMr_AdvancedSearch_zip3.png

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Managing Search

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Categories

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.

Tip

Example. You may wish to categorize your contacts by their hobbies, interests or other relevant conversational topics.

Category Setup

Using the Category Setup you can reassign contacts between existing categories.

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CMr_CatSetup1.pngImage Added

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CMr_CatSetup2.pngImage Added

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Click SAVE when done.

Adding a Search Category Manually

To create a Search Category:

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CMr_CatSetup2.pngImage Added

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Deleting a Search Category

To delete a Search Category:

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CMr_CatSetup_del.pngImage Added

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CMr_CatSetup_del_warning.pngImage Added

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Click SAVE when done.