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Exact Synergy Enterprise   
 

Viewing company account cards

Menu path

Modules ? Customers ? Reports ? Accounts ? Search

Introduction

This page allows you to view the details of the accounts.

Roles and rights

  • To view inactive customer accounts, function right 289 — View inactive customer accounts is required. By default, users with the Customer manager role have this function right.
  • To edit account types except for reseller and customer accounts, function right 291 — Allows to edit account type, except reseller and customer is required. By default, users with the Customer manager role have this function right.
  • To edit the status of customer accounts, function right 292 — Allows to edit status of customer account is required. By default, users with the Customer manager role have this function right.
  • To edit the status of accounts except for customer and reseller accounts, function right 294 — Allows to edit status of account, except customer and reseller is required. By default, users with the Customer manager role have this function right.
  • To view inactive reseller accounts, function right 290 — View inactive reseller accounts is required. By default, users with the Reseller manager role have this function right.
  • To edit the status of reseller accounts, function right 293 — Allows to edit status of reseller account is required. By default, users with the Reseller manager role have this function right.
  • To change the account type from customer to reseller, function right 406 – Allows to change account type from customer to reseller is required. By default, users with the Reseller manager role have this function right.
  • To display the account type, function right 430 — Maintain CRM account type field visibility is required. By default, users with the Administrator role have this function right.
  • To customize the page of the account card (edit mode), function right 498 — Allows to update the company wide account card customization is required. By default, users with the Administrator role have this function right.

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 263 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view an account card?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the required account under the Account name column.

How do I edit accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the required account under the Account name column.
  4. Click Edit. For more information on editing accounts, see Creating and modifying accounts.

How do I change the code of the accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the account to be recoded under the Account name column.
  4. Click Actions. For more information, see Selecting the action to be performed on accounts.

How do I merge accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the account to be merged under the Account name column.
  4. Click Actions. For more information, see Selecting the action to be performed on accounts.

How do I create a mail merge?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the required account under the Account name column.
  4. Click Mail merge. For more information on mail merge, see Creating mail merge for multiple recipients.

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.

How do I create letters?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the required account under the Account name column.
  4. Click Create letter.
  5. Select a template.
  6. Define the relevant criteria and click Create letter. For more information, see Creating letters with Word Merge on single processes.

Keep in mind:

  • For more information on sending letters on bulk processes, see Creating letters with Word Merge on bulk processes.
  • The Create letter 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, the Create letter button will be displayed.

How do I create e-mails?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the required account under the Account name column.
  4. Click Create email.
  5. Select a template.
  6. Define the relevant criteria and click Create email. For more information, see Creating e-mails with Word Merge on single processes.

Keep in mind:

  • For more information on sending e-mails on bulk processes, see Creating e-mails with Word Merge on bulk processes.
  • The Create email 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, the Create email button will be displayed.

How do I view customer rates?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select the required account under the Account name column.
  4. Click Customer rates. For more information on customer rates, see Overview of customer rates.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.452.487
 Assortment: Exact Synergy Enterprise  Date: 03-06-2019
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH263-Viewing company account cards02.docx 41.1 KB View Download