Modules ? Customers ? Reports ? Accounts ? Search
You can search for existing accounts by using the available filter criteria, and perform various actions, such as exporting accounts to Microsoft Excel and creating opportunities for the accounts.
All users can search for the created accounts.
Note:
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.
Keep in mind: Requests can only be sent to a maximum of 5,000 accounts. You can send and modify the request only if you have the Administrator role at the Corporate level.
Keep in mind: Opportunity cards can only be created for a maximum of 5,000 accounts. You can create and modify the opportunity card only if you have the Administrator role at the Corporate level.
Keep in mind:
Keep in mind: The Mail merge button is available only if the New Word Merge check box under the Word Merge section on the Documents: Settings page is not selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250.
Click this to exit.
Click this to display the results of the search criteria.
Click this to clear the search criteria.
Click Contact to search for the contact person.
Click Account to search for the accounts.
Note: You will see the Account button after the Contact button is clicked, and you will see the Contact button after the Account button is clicked.
Click this to display the total number of accounts.
Click this to clear all the customized search criteria.
Note: This button is available only if you are searching for accounts.
Click this to search for other accounts.
Click this to create a request for the account(s). If 10 accounts are listed in the overview, the request will be sent to all 10 accounts. For more information on how to create multiple requests, see Creating multiple requests for accounts.
Click this to batch update the accounts. You can update the account and contact details for the accounts. However, accounts can be batch updated only if you have function right 275 – Allows batch updates of accounts and the Marketing manager role. For more information on the fields, see Creating and modifying accounts.
Click this to create batch opportunity cards for the accounts. For more information, see Creating batch opportunity cards for accounts.
Click this to export the accounts to Microsoft Excel. However, the accounts can be exported only if you have function right 200 – Allows to export account data from search results and the Marketing manager role. For more information on how to export accounts, see Exporting accounts.
Note: A message “You (or your) request is sent for processing” will be displayed once the file is exported. You will only receive the Microsoft Excel file after an .exe file has been executed in the background, which is on a scheduled basis.
Click this to create a letter for the selected accounts. For more information, see Creating letters with Word Merge on bulk processes.
Note: This button is available only if the New Word Merge check box under the Word Merge section on the Document: Settings page is selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250. From product update 250 onwards, by default, this button will be displayed.
Click this to create an e-mail for the selected accounts. For more information, see Creating e-mails with Word Merge on bulk processes.
Click this to send multiple e-mails to multiple accounts using the same template. For more information, see Creating mail merge for multiple recipients.
Note: This button is available only if you are searching for accounts and only if the New Word Merge check box under the Word Merge section on the Documents: Settings page is not selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250.
Click Customise at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following fields/sections/columns:
You can add or remove columns based on the information you want to view. The order of the columns can be arranged by clicking the Up or Down buttons. There are various columns that can be selected such as Account: Code, Contact: Full name, and many more.
You can search for accounts based on the marketing details, such as sector, classification, size, source, D&B number, and others.
You can search for accounts based on the contract details, such as contract number, item description, assortment, and others.
You can search for accounts based on the financial details, such as debtor code, creditor code, invoicing, VAT number, and others.
You can search for accounts based on the request category, status, type, and description.
You can search for accounts based on the item, assortment, product line, revenue report, and others.
Select the Search via operators check box to perform an advanced search by defining an SQL statement and operators here. For more information, see Defining advanced search criteria.
Select the type of account to be displayed. You can select more than one account type.
Note: For more information on company account and person account types, see Creating and modifying company accounts and Creating and modifying person accounts.
Select the status of the accounts to be displayed. You can select more than one status.
Select the account type of the accounts to be displayed. You can select more than one account type.
Type the name of the account to be displayed. Click the icon to search for the account that starts with, contains, or equals to a certain letter or word.
Type the code of the account. This is the code of the account when the account was created.
Type or select the postcode of the account. Click the icon to search for the postcode that starts with, contains, or equals to a certain letter or word.
Type the city of the account. Click the icon to search for the city that starts with, contains, or equals to a certain letter or word.
Type the phone number of the account. Click the icon to search for the phone number that starts with, contains, or equals to a certain number.
Type the contact person’s last name of the account to be displayed. Click the icon to search for the account with the contact person's last name that starts with, contains, or equals to a certain letter or word.
Type the contact person's first name of the account to be displayed. Click the icon to search for the account with the contact person's first name that starts with, contains, or equals to a certain letter or word.
Type the contact person's phone number of the account to be displayed. Click the icon to search for the account with the contact person's phone number that starts with, contains, or equals to a certain letter or word.
Select Yes to display only the main contact, or No to display all the contacts. By default, Yes is selected.
Select this check box to display all the contacts for the account.
Select the address type of the account to be displayed. By default, the address types available are Visit, Postal, Delivery, Warehouse, and Invoice. For example, if Postal is selected, the postal address of the account will be displayed. For more information on address types, see Overview of address types.
You can save your search criteria as a template. For more information, see Creating and modifying templates.