Managing the Header view of a customer or prospect

DMF

010102 PROSPECTING PROSPECTS MODIFY

020102 SALES CUSTOMER MODIFY

Click on Header from the Views to display header information and the panel that is used to manage various information about the customer or prospect (quick accesses, linked documents, etc.).

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

Section Description
Address Customer or prospect address.
Customer contact details

Customer or prospect contact details.

For the Phone number, Phone number 2 and Fax fields, the country code selected is the one corresponding to the country of the connected company. Click on the flag to open the drop-down list and select another country code. At the top of the drop-down list, a search field allows you to filter for the desired country. The selected country code will be automatically specified when the number is being entered. The country code can also be entered manually at the beginning of the number.
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 a prospect, The My quick accesses section allows you to add quick-access fields related to the customer or prospect general information and custom data for faster access. From that section, a window can be opened to access all general information and custom data of the customer or prospect.

Fields in quick acces

Click on at the right of the My quick accesses 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 displays fields and custom data available to be added in quick access.
  • On the right, the list displays fields and custom data 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.

Separators can be added in order to split quick accesses in separate sections. To add a separator, drag and drop the Title / Separator field from the left list to the desired location in the list on the right. A label can be specified in order to define a title for the separator. If the label is not specified, the separator will be displayed without a title.

Click on Apply to take into account the modifications.

Custom data

Click on at the right of My quick accesses section from the pane to display custom data of the object in a specific window. Depending on custom data setup, the window contains one or more tabs/sections/fields.

Reference

For more information about custom data setup, refer to Custom data.

Modify the desired data then click on Validate.

General information

Click on at the right of My quick accesses section from the pane to display all general information of the object in a specific window.

Make necessary modifications and click on Validate.

The following information can be modified:

Section Field Description
Identity Customer group

Specify the group to which the customer or prospect belongs to.

This field allows you to identify all customers and prospects belonging to the same person.
Code

Customer or prospect code

This field cannot be modified.
SIRET

Customer or prospect's SIRET number.

If the SIRENE API is configured, click on to automatically specified the following fields from the SIREN or SIRET number:

  • SIREN,
  • Legal structure;
  • APE code;
  • Address (Customer contact details section).

Important

Only empty fields can be specified by the SIRENE API. Fields already specified will not be modified.

Reference

For more information about the SIRENE API setup, see Configuring the SIRENE API.
SIREN

Customer or prospect's SIREN number.

If the SIRENE API is configured, click on to automatically specified the following fields from the SIREN or SIRET number:

  • Legal structure;
  • APE code;
  • Address (Customer contact details section).

Important

Only empty fields can be specified by the SIRENE API. Fields already specified will not be modified.

Reference

For more information about the SIRENE API setup, see Configuring the SIRENE API.

This field cannot be modified.
Call name Customer or prospect's call name.
Legal name Customer or prospect's full name.
Legal name 2 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.
Accounting period

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

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.