Overview
Firms are organizations the user has done or would like to have business with. They can be vendors, clients, or prospects. Any entry in Firms is also accessible from the Client and Vendor applets. To learn more about this applet, check out the video tutorial on our website (www.clearviewsoftware.net)
The Firm navigation screen is laid out like a Rolodex with alphabetic tabs representing the first letter of the firm name. An All tab contains all firms.
Active Status - Filters your Contacts by their status.
Marketing Lists - A marketing list is a named list of either Contacts, Firms, or Opportunities. Additionally, we’ve added the ability to customize the columns for Contacts and Opportunities in addition to Firms. To learn more about the changes click here.
Views - “Marketing” Views allow you to save the current Filter settings of the marketing screen that you are on. You can filter to your data quickly and see the information in a way that is most useful to the user. They are available only in Contacts, Firms, and Opportunities. To use Marketing Views, go to one of the three applets and you will see a "Views" drop-down.
Quick Filter - This will filter your Contacts by the entered characters.
About Firms
| • | Customize Firms - On each tab, one or more columns will show specific data about the firm, such as firm name or main phone. These columns are customizable by the user. |
| • | View / Edit Contact Information - Clicking on a firm inside a tab will bring up a detail form for that firm. Data can be viewed or changed, depending on the user’s permissions. |
| • | Create New Firm - The New Firm button on the toolbar allows the user to enter a new firm. |
Note: Only clients and prospects can be added from this form. By default, the system assumes prospect.
Buttons:
- The Columns Button allows a user to select only those columns you wish to view. A checkbox labeled "Set As Global Default" (Permission) allows that user to set a default view for all users that use this Marketing List.
- The Email button Brings up an email window that allow you to create an email to send to everyone in the Marketing List.
- The Export Button allows the user to export the list to a file.
