Contacts, prospects and customers

The Organisations & Contacts menu is used to search through all existing contacts, prospects and customers.

In the search field, fill in the first letters of the desired name. The contacts, prospects and customers that match the search are directly displayed in the drop-down list. Select the desired contact, prospect or customer to open the relevant record sheet.

The Organisations & Contacts menu is used to search for contacts, prospects and customers, and to open the relevant record sheets directly from the search results.

To open a record sheet, you can also:

• Click on the prospect's or customer's name in the opportunity pipeline or the signature schedule from the Opportunities menu.
• Click on the contact's name in the Contacts tab of an opportunity, a customer or a prospect record sheet.

In a contact, prospect or customer record sheet, the related information is displayed in the left column. Modify the necessary values then click Save in the bottom banner.

If the SIRENE API is configured, the SIRET/SIREN number can be modified with the API in Actions > Updating by SIRENE API.

Adding actions

Actions can be added to a contact, prospect or customer:

• From the Actions tab of an opportunity record sheet, using the first frame in the left column to add actions.
• From an opportunity record sheet by clicking on on the screen's right.

Adding documents

Documents can be added from a contact, prospect or customer record sheet:

• By clicking on on the screen's right.
• From the Documents tab by clicking on the Upload document frame.
• By dragging and dropping the document in the Add document frame.

The documents added are displayed in the Documents tab of the contact, prospect or customer record sheet.

To open a document, click on it to download it.

To remove a document, click on then Delete.

A business link is used to link a customer or prospect to another customer or prospect. There are 2 business links that affect Akuiteo functionally:

• The ordering customer / customer to bill business link. It is used to select a customer to bill different from the main customer on sales objects.

• The ordering customer / delivery site business link. It is used to select a delivery site at a customer different from the customer on the quotation.

Creating an ordering customer / customer to bill business link

Prerequisite: The link types with the codes DONORDRE and CL_A_FACT must be created.

1

From CRM > Organisations & Contacts, open the customer or prospect record sheet and click on on the right of the screen.

2

In the Customer or Prospect section, select the Link type corresponding to the customer or prospect.

3

In the Linked third-party section, specify the information:

Field	Description
Customer and Prospect	Check Customer or Prospect depending on the type of third-party to be linked. Then specify this third-party in the relevant field. The help list is displayed after typing at least 3 characters.
Link type	Specify the link type desired for the linked third-party. The drop-down list displays link types set up on the company used for connection and the ***** company.
Default	Check this option if you want the third-party to bill to be specified by default on sales objects of the ordering party. Note There can only be one business link by default on a customer/prospect record sheet.

4

Click on Validate.

The business link is created.

To modify the business link, click on .

To delete the business link, click on and confirm the action.

Creating an ordering customer / delivery site business link

Prerequisite: The link types with the codes DONORDRE and SITE_LIV must be created.

1

From CRM > Organisations & Contacts, open the customer or prospect record sheet and click on on the right of the screen.

2

In the Customer or Prospect section, select the Link type corresponding to the customer or prospect.

3

In the Linked third-party section, specify the information:

Field	Description
Customer and Prospect.	Check Customer or Prospect depending on the type of third-party to be linked. Then specify this third-party in the relevant field. The help list is displayed after typing at least 3 characters.
Link type	Specify the link type desired for the linked third-party. The drop-down list displays the business link types set up on the company used for connection and the ***** company.
Default	This option does not have any effect in the context of an ordering customer / delivery site business link. Note There can only be one business link by default on a customer/prospect record sheet.

4

Click on Validate.

The business link is created.

To modify the business link, click on .

To delete the business link, click on and confirm the action.

Prerequisite: The affiliation link types must be created.

An affiliation link is used to link two third-parties (prospects, customers, suppliers, other third-parties) to each other when they are part of the same organization (ex: parent company/subsidiary or headquarters/agency). Depending on the setup, link types can contain a direction (bottom-up, top-down, or transversal) in order to indicate the hierarchy between the linked third-parties. Affiliation links are created for informational purposes depending on the needs and do no affect Akuiteo functionally. However, they can be used as search criteria for analytical purposes, for example on the sales dashboard or the analytical progress report in the Desktop Application.

1

From CRM > Organisations & Contacts, open the customer or prospect record sheet and click on on the right of the screen.

2

In the Customer or Prospect section, select the Link type corresponding to the customer or prospect.

3

In the Linked third-party section, specify the information:

To modify the affiliation link, click on .

To delete the affiliation link, click on and confirm the action.

Prerequisite: At least one Customer/Prospect record report template must be set up.

From the contact, prospect or customer record sheet, click on Actions in the header, then click Delete and confirm the deletion.