Page Comparison

In the Clients/Prospects tab, you can find contact entries for individuals who are customers of your company.

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 (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. Once they become employees, their contact information will appear in the Employee Manager.

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 potential 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.

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 as well as entities that employ your 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 (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):

• Type / Status - Client (statuses A-D) or Prospect (statuses Cold, Warm, Hot)

• Category - List of pre-defined search categories. To create a new category, click the plus + icon. Alternatively, click the Add Relationship button to run a group search and save it as a new category.

• Name - The name of the entity.

In the main Contact Manager window, click the Add Relationship button.

Select the SINGLE Search - by SSN, Name, etc. option and click OK.

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.

In the main Contact Manager window, click the Add Relationship button.

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

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.

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:

• 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 - The new Rep will be assigned as the Bank Relationship for all the selected Contacts, and the Contacts will be marked with the new Search Category.

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.