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Searching and Filtering Contacts
The Contact Manager is initially opens as a search window for filtering and finding specific Contact entries in the system. You can also create new Contact entries from here as well as run sale campaigns.
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Important: As a user, you can only see those Contacts that are assigned to you. If you manage Contacts for several Sales Representatives, select one, several, or all of them from the Contact Manager for Employee dropdown at the top of the window. |
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Tip: Filtered results show only Contacts that are prospects or current customers. To see all contacts, including non-customer contact persons, and to use administrative functions, you must have an Admin Role and use the Contact Maintenance tool. |
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To re-assign Contacts to a different Rep, click the Add Relationship (D) button. You’ll be able to search for a group of Contacts or an individual Contact entry.
To run e-mail campaigns for groups of Contacts, click the Mail Merge (E) button.
To add event-specific notes or public general notes to a Contact, select it and click the Add Notes (F) button.
To create a new Contact entry manually, click the Add Contact (G) button.
To remove a Contact, select it and click the Delete Contact (H) button.
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Note: Use the Delete function to remove erroneous Contact entries. You may remove a Contact only if it is not connected to any account. If you try to delete a client that has with open accounts, the system will display an error message. Check for accounts in the Brokerage, Annuity,Insurance, and Trust tabs of the Contact Detailwindow. |
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In the Clients/Prospects tab you can find contact entries for individuals who are customers of your company. To add a new individual entry, click ADD CONTACT (E). When filtering the list of entries, note that if you manage Contacts for several Sales Representatives, select the corresponding Rep or Reps from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the search criteria in any of the search fields (B) and click Filter (C). The list of corresponding entries appears in the results table (D).  This tab shows those search fields (B) that are used most often:
In the Agent/Rep tab you can find potential agents or representatives to expand your network. This is an address book of people who may become employees of your company in the future. To add a new Agent/Rep entry, click ADD (E). Enter the Employer (B) and click Filter (C). The list of corresponding entries appears in the results table (D). 
In the System tab you can find Bank Contact entries defined in the system. This is an address book of persons or businesses that do not have accounts with your company, but whom you need to contact. To add a new Bank Contact entry, click ADD (E). Enter the Employer (B) and click Filter (C). The list of corresponding entries appears in the results table (D).
In the Companies tab you can find entities that are customers of your company or that employ your customers. To add a new Company entry, click ADD (E). When filtering the list of entries, note that if you manage Contacts for several Sales Representatives, select the corresponding Rep or Reps from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the search criteria in any of the search fields (B) and click Filter (C). The list of corresponding entries appears in the results table (D).  This tab shows search fields (B) that are used most often:
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