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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, who are not customers, you must have an Admin Role and use the Contact Maintenance tool. |
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The Contact Manager window has eight buttons.
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- To generate a list of existing Contacts, enter search terms or select values from dropdowns to narrow your results and click the
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- FILTER (A) button.
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- To delete all values from the search fields, click the
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- CLEAR (B) button.
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- To view the details about a specific Contact, select it and click the
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- DETAIL (C) button. The system opens the Contact Detailwindow.
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Tip: Alternatively, double-click on a Contact entry in the results list to view its details. |
- To re-assign Contacts to a different Rep, click the
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- ADD RELATIONSHIP (D) button. You’ll be able to search for a group of Contacts or an individual Contact entry.
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- To run e-mail campaigns for groups of Contacts, click the
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- MAIL MERGE (E) button.
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- To add event-specific notes or general notes to a Contact, select it and click the
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- ADD NOTES (F) button.
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- To create a new Contact entry manually, click the
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- ADD CONTACT (G) button.
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- To remove a Contact, select it and click the
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- DELETE CONTACT (H) button.
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Note: Use the Delete function to remove erroneous Contact entries. Warning: You may remove a Contact only if it is not connected to any account. If you try to delete a client 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) If you manage Contacts for several Sales Representatives, select one of them 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 FILTER (C). The list of corresponding entries appears in the results table (D). To add a new individual entry, click ADD CONTACT (E).  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) If you manage Contacts for several Sales Representatives, select one of them from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the Employer (B) and click Filter FILTER (C). The list of corresponding entries appears in the results table (D). To add a new Agent/Rep entry, click ADD (E). 
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) If you manage Contacts for several Sales Representatives, select one of them from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the Employer (B) and click Filter (C). The list of corresponding entries appears in the results table (D). To add a new Bank Contact entry, click ADD (E).
In the Companies tab you can find entities that are customers of your company or as well as entities that employ your customers. To add a new Company entry, click ADD (E)clients and prospects. If you manage Contacts for several Sales Representatives, select one of them 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 FILTER (C). The list of corresponding entries appears in the results table (D). To add a new Company entry, click ADD (E).  This tab displays the most common search fields (B):
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Adding a Bank Relationship
Using the advanced search functionality, you You can assign a group of Contacts or an individual Contact to another employee. This will create a Bank Relationship with the type Prospect and status Cold.
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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 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 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.
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.
Click SEARCH in the top-right corner.
jCore displays a list of Contacts that match your query. 
Select which Contacts you would like to assign to the current Rep. Note. Rep’s name is shown in angle brackets: “Assign Contacts to <Last name, Name> using Category Name:”.
Specify a new Category Name and Description and click ADD CONTACT. Alternatively, to save the search results for future reference, click SAVE. In the Save Options window, 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.  |
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