Customer actions
Customer actions are executed using links in the toolbox. Each action performed is recorded in the infobox, providing a detailed overview of the activities carried out with the Customers and informing about upcoming ones. Access to actions depends on the permissions assigned to the User.
The toolbox is structured in 2 levels. The first one allows a quick access to most frequently used actions. The second one displays all available actions. Actions listed in the quick access can be defined through the edit shortcuts link. They can be ordered, removed or added to the quick access using icons.
If an action is performed within a customer overview, the customer will be selected automatically. If performing the action from the customer list, the customer can be selected first on the left of its name or selected afterwards in the dialog.
Add new company & contact
Opens a form to add a company or a contact to the database. Learn more about adding company or contacts.
Import contacts
Multiple contacts can be imported at once.
To do so, the user has to first download the relevant template, complete it, and then upload it again using the same column structure.
Activate/Deactivate
Activates and deactivates contacts. Active contacts are displayed with a green dot, inactive contacts with a red one.
Delete
Permanently deletes a company or contact.
Info
The Info link is used to add a note to the customer. It can be added through the toolbox or through the corresponding link on the infobox section in the company or contact overview. Participants can be added on top, they will be notified by email about this action and the comments added to it later on. The editor is used to add a note which can be formatted. Selecting the Calendar entry option will send a calendar invitation to the user performing this action. The customer in which the note will be added can be selected in the Contacts field.
Status
The Status link is used to change the status of a contact. Participants can be added, they will be notified by email about this action and the comments added to it later on. The new status needs to be selected. A description can be added for further details. One or several sontacts can be selected to which the status will be applied.
Submit profile
The Submit profile link is used to send a profile to a customer for the need, or just to inform that it has been sent. The date and time on which the profile was sent can be defined. Participants can be added, they will be notified by email about this action and the comments added to it later on. Several profiles and available uploads to be sent can be selected. Export templates can also be used in this step. The profiles can then be selected.
An email template can then be selected and edited to be sent to the customer.
Attribute
The Attribute link is used to attribute companies and contacts to a user. The user to which the company and contact should be attributed is specified in the To field. Participants can be added then, they will be notified by email about this action and the comments added to it later on. The Description field allows leaving information regarding the attribution. The companies or contacts to be attributed can be selected in the corresponding field.
Attribute (Comp.)
The Attribute (Comp.) link is used to attribute a contact to a another company. The company to which the contact should be reattributed is specified in the Company field. Participants can be added then, they will be notified by email about this action and the comments added to it later on. The Description field allows leaving information regarding the attribution. The contact to be attributed can be selected in the Contacts field.
GDPR status
The GDPR status link is used to update the status of a contact regarding its consent to store its data. The GDPR feature can be enabled in the settings. Once a status is selected, email templates are suggested to inform the contact.
Following statuses can be set:
- Waiting for consent - The contact has to confirm its consent within a defined amount of days, its data will be emptied otherwise. An email to request the consent has to be sent.
- Consent given - The contact gave its consent for a defined amount of days, it will have to be renewed before expiry to avoid emptying its data. A confirmation email has to be sent to the profile.
- Consent refused - The contact refused to give its consent, its data will be emptied immediately. No email has to be sent.
Custom actions
Custom actions can be added through the settings to cover recurring company processes, as qualification meetings. The links will appear in the toolbox if accessible to the user.
