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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. The Marketing navigation screens are laid out like a Rolodex with alphabetic tabs representing the first letter in the name of the marketing item. An All tab contains all of the marketing items.
Key Concepts
| • | Double-click on a firm inside the grid to bring up the "Firm Detail" pop-up. Data can be viewed or changed, depending on the user’s permissions. |
| • | Within the "Firm Detail" there are multiple tabs that show specific data about the firm, such as firm name or main phone. |
| • | Only clients and prospects can be added from this form. By default, the system assumes prospect. |
Toolbar
The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options
Field Descriptions
Active Status
| • | Active Status - Filters your Firms by their status (Active, Inactive or Both). |
Marketing Lists
| • | Marketing Lists - A marketing list is a list of Contacts, Firms, or Opportunities that are created in Marketing>Marketing Lists. A Marketing List is used to filter the grid on the right. When a Marketing list is selected, the grid will display only the Firms that were imported into the Marketing list. More on Marketing Lists |
Views
| • | Views - Views allow you to filter your grid even further. Views allow you to save the current Filter settings (Funnel icons at the top of each column) of the marketing screen. What that means is that you can use the different column filters to display your data just right in the grid, and save it as a View. |
Note - Views are available only available in Contacts, Firms, and Opportunities.
Quick Filter
| • | Quick Filter - A real time filter that reduces the list of Firms as you type into the cell. |
| • | Clear - Clears out the contents of the Quick Filter |
Buttons (top-right of grid)
| • | Columns (paper icon) - Displays a "Column Selector" pop-up that allows the user to select only those columns they wish to view. In the pop-up, there is a check box labeled "Set As Global Default" (granted by a Permission) that allows that user to set a default view for all users that use this Marketing List. |
| • | Email (envelope icon) - Displays an email pop-up that allow you to create an email to send to everyone within the Marketing List. More on Marketing Emails |
| • | Export (arrow icon) - Allows the user to export the list to a file. |
| • | Refresh - Refreshes the data in the grid. |
Firms Grid
| • | The grid displays all of the recorded information for each firm as a single row. |
| • | The Column Selector allows users to select only those columns that they wish to view. |
| • | The header of each column gives the name of the data field. |
| • | A Funnel icon at the top of each column represents a filter. By clicking on the filter, the user is able to filter down the grid to only the information that they would like to view. |
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