Managing the Header view of a customer or prospect

The Header view is used to access and modify the following information:

Section	Description
Customer contact details	The Address and Contact details of the customer or prospect can only be modified from the Desktop Application.
Managers	Salesperson and Account manager of the customer or prospect. The help lists display: non-generic employees of the current company; multi-company manager employees from other companies.
Notes	Various notes about the customer or prospect.

From the pane of the Header view of a customer or prospect, the General information section allows you to add quick-access fields related to the customer's general information for faster access. From this section, a window can be opened in order to access all general information of the customer or prospect.

General information in quick access

Click on on the right of the General information section from the pane in order to set up the fields to display in quick access. Fields in quick access are specific to each user. From the setup window:

• On the left, the list contains fields available to be added in quick access.
• On the right, the list contains fields added in quick access. Select a field from the list then drag and drop it to modify the order of the fields.

Drag and drop a field from one list to the other to add it in quick access or remove it from quick access. Click on the or icons to add or remove all fields at once.

Click on Apply to take into account the modifications.

All general information

Click on to display all fields corresponding to the general information of the object in a dedicated window.

Modify the desired information then click on Validate.

List of fields

The following information can be modified in the General information section:

Section	Field	Description
Identity	Code	Customer or prospect code This field cannot be modified.
	SIRET	Customer or prospect's SIRET number.
	SIREN	Customer or prospect's SIREN number. This field cannot be modified.
	Call name	Customer or prospect's call name.
	Legal name	Customer or prospect's full name.
	Name (continuation)	Continuation of the customer or prospect's name.
	Opening	Customer or prospect's opening date.
	Closing	Customer or prospect's closing date. This field cannot be modified.
	Last tracking	Customer or prospect's last tracking date.
	Indicator 1 to Indicator 3	Customer or prospect's color indicators. Those colors give additional information on customers and their meanings are specific to each company (ex: customer's reliability). The color indicators of the customer or prospect are visible in the header of the customer or prospect record sheet. Reference For more information about the setup of color indicators, refer to Color indicators.
Miscellaneous	Status	Customer's status displayed in the sub-title of the customer or prospect record sheet.
Classification	Company	Company in charge of the customer or prospect. This field cannot be modified.
	Entity	Entity in charge of the customer or prospect.
Statistical information	Family	Customer or prospect's family.
	Sub-family	Customer or prospect's sub-family.
	Profession	Customer or prospect's profession (ex: Certified accountant).
	Job category	Customer or prospect's job category (ex: Accounting).
	Sector	Customer or prospect's sector of activity.
	Grouping 1 and Grouping 2	Customer or prospect's groupings.
	Exclusion codes	Codes/keywords allowing you to exclude the customer or prospect from some analyses and reporting systems.
	Keywords	Keywords allowing you to easily search for the customer or prospect from the search screen.
Legal information	Company capital	Customer or prospect's company capital. This information is only for informational purposes.
	Workforce	Customer or prospect's workforce This information is only for informational purposes.
	Revenue	Customer or prospect's revenue. This information is only for informational purposes.
	Unit	Revenue unit (ex: €, $, etc.). This information is only for informational purposes.
	Fiscal year	Customer or prospect's fiscal year This information is only for informational purposes.
	Legal structure	Customer or prospect's legal structure (ex: Limited, Corporation). This information is only for informational purposes.
Additional information	APE code	Customer or prospect's APE code.
	Language	Customer or prospect's language. This field cannot be modified.

DMF	1001** OFFICE AUTOMATION WRITE WRITE 100107 OFFICE AUTOMATION WRITE NEW DOCUMENT (OR DRAG&DROP) or 100108 OFFICE AUTOMATION WRITE NEW DOCUMENT 100109 OFFICE AUTOMATION WRITE MODIFY DOCUMENT 100110 OFFICE AUTOMATION WRITE DELETE DOCUMENT

From the pane of the Header view of a customer or prospect, the Linked documents section contains the documents linked to the customer or prospect, for example a report or a link to a help desk issue. Click on the name of the document to open its preview, or hover over the name of a document to display its details (creation date, last modification date, users who created and last modified the document, etc.).

To add a document:

• Click on the Add document / URL frame then select the document from the file browser.
• Drag and drop the document in the Add document / URL frame. This feature requires the DMF 100107 OFFICE AUTOMATION WRITE NEW DOCUMENT (OR DRAG&DROP).

Quick actions available from the Linked documents

When a document is added to a management object, the following features are available from on the right of the document:

From the Linked documents section, you can realize several actions:

• To download a document, click on then on Download. This action allows you to download the document on the computer. This option is only available if the document is not a hypertext link. The document can also be downloaded directly by clicking on the name of the document if it is not an image, a PDF or a hypertext link.
• To open a link, click on then on Open link. This action allows you to open a hypertext link in a new tab. This option is only available if the document is a hypertext link.
• To unlink a document, click on then on Unlink. This action allows you to remove the document. The document is no longer linked to the management object but the document's record sheet associated is kept in Akuiteo.
• To delete a document, click on then on Delete. The document record sheet associated is also deleted from Akuiteo.

Actions available from the Show details function

When a document is added to a management object, the Show details function is accessible under the list of documents linked to the quotation. The table which opens allows you to obtain more information on the document and the following actions are available in the Actions column:

• To visualize a document, click on . This action allows you to visualize a document before downloading it on the computer. This option is only available if the document is an image, a .txt file or a PDF document.
• To download a document, click on . This action allows you to download the document on the computer. This option is only available if the document is not a hypertext link. The document can also be downloaded directly by clicking on the name of the document if it is not an image, a PDF or a hypertext link.
• To open a link, click on ; This action allows you to open the URL in a new tab in the browser. This option is only available if the document is a hypertext link.
• To delete a document, click on then on Delete document. This action allows you to delete the document. The document record sheet associated is also deleted from Akuiteo.
• To lock or unlock a document, click on then on Lock/Unlock. This action allows you to lock or unlock a document. This option is only available if the document is not a hypertext link. When a document is locked, the icon is displayed on the document record sheet in the Desktop Application.
• To file a document, click on then on Filed under. This action allows you to specify one or several keywords linked to the document. From the documents search screen (Desktop Application > Tools > Documents), a user can specify the keywords in the Filed under field in order to easily find the relevant document.
• To archive or de-archive a document, click on then on Archive/De-archive. This action allows you to archive or de-archive the document.

From the pane of the Header view of a customer or prospect, the Custom data section is used to display custom data added in quick access. From this section, a window can be opened to access all custom data set up for customers.

Custom data in quick access

Click on on the right of the Custom data section from the context panel to set up the data to display in quick access. Custom data in quick access are specific to each user. From the setup window:

• On the left, the list displays custom data available to be added in quick access.
• On the right, the list displays custom data in quick access. Select a data from the list then drag and drop it to modify the order of data.

Drag and drop a data from one list to the other to add it in quick access or remove it from quick access. Click on the or icons to add or remove all data at once.

Click on Apply to take into account the modifications.

All custom data

Click on to display all custom data of issues in a dedicated window. Depending on data setup, the window contains one or more tabs/sections/fields.

Modify the desired data then click on Validate.