Exact Synergy Enterprise

Creating multiple accounts

Menu path

Modules ? Customers ? Entry ? Entry ? Accounts batch entry

Introduction

Instead of having to create accounts one by one, this batch entry feature allows you to create up to 10 accounts on a single screen. This helps improve efficiency and makes it more convenient when creating many accounts.

Roles and rights

All users can search for the created accounts.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create accounts using the batch entry feature?

On the page under the Name column, type the name of the account.
In the corresponding row, fill in other details, such as the postcode and city of the account, and information of the contact person linked to the account.
Repeat the same in the other rows, depending on the number of accounts to be created.
Click Save.

Buttons

Icons

Fields

Default field section

The following fields allow you to specify a common data for the new accounts that will be created. Typically, this is useful for certain information such as Classification, Sector, and Subsector when you are recording accounts that are from the same area.

Project

Type or select a project to be linked to the accounts.

Note: Only the project owner or creator and users with the Controller, F&A Staff, or Marketing Manager roles can link accounts to a project.

Manager

Type or select a manager for the accounts. This is mandatory if the account type is Prospect.

Division

Type or select a division to be linked to the accounts. This is mandatory.

Classification

Type or select a classification for the accounts.

Reseller

Type or select a reseller to be linked to the accounts. This is mandatory if the account type is Prospect.

Sector

Type or select a sector for the accounts.

Size

Type or select a company size for the accounts.

Rating

Type or select a rating for the accounts.

Subsector

Type or select a subsector for the accounts.

Remarks

Type a note for the accounts. Click Timestamp to include the name of the user, date, and time in the note. Click Full screen to view the Remarks field in a new window.

Entry grid section

This section allows you to fill the details of the accounts. Up to 10 rows are displayed. You can change the columns by clicking Customise at the title bar. Up to 15 non-mandatory columns are supported. The values entered here will take precedence over those entered in the Default field section. All mandatory fields in the entry grid must be filled. Mandatory fields that are not shown in the entry grid will be updated when the individual accounts are edited later.

You can remove entries by clicking Delete. Mandatory fields are denoted by .

For Prospect type accounts, there will be system-defined mandatory fields. These include Request: Description, Request: Item, and Request: Amount. This is relevant only if the Forecast: Process option is enabled under the Prospect section at Modules ? Customers ? Setup ? Other ? Settings. Apart from that, you can also specify other mandatory fields by going to Modules ? Customers ? Entry ? Entry ? Account. Click Prospect, and then click Customise. Next, select the relevant fields under the Request section. This will ensure that all required fields are filled when a prospect account is created since a request will be created along with the account.

Templates section

You can save the criteria defined in the Default field section as a template. For more information, see Creating and modifying search templates.