View Changelog

Date	Change
June 2024	Initial version

Overview

In the Companies tab select your client from the search results and click DETAIL to view or modify the Company Details. Or click ADD to create a new entry.

The system opens the Company Detail window’s Main tab.

The top section of the window (A) shows basic information about the client:

Name - The name of the entity
Tax ID, which can be:
- Employer Identification Number for a business entity
- Trust Identification Number for a trust entity
- Tax Identification Number, a generic tax ID of any type, including international IDs
Custodian ID - ID of a specific custodian assigned to this client
Category - Assigned search categories (read here how to manage Search Categories)

Code - The shorthand code used for this Company.
Type / Status - Client (statuses A-D) or Prospect (statuses Cold, Warm, Hot)

Audience: Sales Representatives, Sales Managers, Financial Professionals

Functionality: Contact Details are used to create a new Contact entry or to view and change all information about your clients. You can also run a mail merge or plan events for a specific Contact from this window.

Buttons

The Contact Details window has nine buttons.

To run an e-mail campaign for a Contact, click the MERGE (A) button.
To send an e-mail to the selected Contact, click the CREATE MAIL (B) button.
To attach a document to this Contact, click the ADD DOCUMENT (C) button. The document will be visible on the Documents tab and in the Document Monitor.
To find a group of nearby Contacts, click the NEIGHBORS (D) button.
To plan Events, such as a Sales rep meeting with this Contact, click the ADD SCHEDULE (E) button.
To view all client’s transactions in the Transaction Monitor, click the TRANSACTION (F) button.
To view the Event History, click the HISTORY (G) button. The system will open the Event History window.
To view the Audit History, click the AUDIT HISTORY (H) button. The system will open the Audit Monitor window.
To save changes you’ve made to the Contact’s information, click the SAVE (I) button. The Contact Details window will close.

Contact Details Tabs

The Contact Details window tabs show all information about this customer or prospect.

Note: Your company site may be configured to hide unused tabs or show additional ones specific to your company. Company-specific tabs are not described here.

Tasks in the Contact Details Window

There are several tasks that you can perform in the Contact Details window, such as:

adding new members to the household
attaching a document to the Contact entry
sending an e-mail to the client
viewing the event’s history.

Adding Household Members to Contacts

Household members are listed in the Household section of the Contact Details Relationships tab.

There are three ways to add household members to a Contact:

Right-click and select Suggest (A) to find potential relationships automatically.
Right-click and select Add (B) to create a new Contact entry that is part of this person’s household.
Click SEARCH (C) on the right side of the section to find a specific Contact that is part of this household.

Selecting Suggested Household Members

To find suggested household members:

Creating a New Record for a Household Member

To create a new Contact entry for a household member:

Adding an Existing Contact as a Household Member

To search and add a specific Contact as a household member:

Note: You may need to search if the household member has a different last name and address than the Head of Household.

Adding Other Relationships to Contacts

Any additional relationships are listed in the Contact Details Relationships Tab’s Other Relationships (B) section.

To add a new Contact entry as a relationship:

Adding a New Relationship Type

To create a new relationship type, follow these steps:

Viewing Account Holdings for a Contact

You can view the Contact’s account holdings, including their current price, in the Summary tab of the Contact Details:

Viewing Event History

The Event History window displays all events (appointments, calls, tasks, etc.) for each Contact based on the selected filter settings.

To open this window:

Sending an E-Mail to a Contact

To send an e-mail message to a single contact:

Uploading a Document File for a Contact

When your home office receives customer documents (filled-out and signed account forms, change requests, scanned IDs, and others), you can keep them in jCore indexed to the specific Contact entry. You can view all Documents uploaded to the system in the Document Monitor.

To add a new Document: