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Accounts Menu

Account List
Users are only able to see accounts assigned to them. The initial screen will not load any accounts until a letter has been selected. Accounts will load ...
Tue, 27 Feb, 2018 at 11:35 AM
Account List by Name or Suburb
The default option selected is by Name. This always sorts the results in alphabetical order by Account Name after a beginning letter has been selected. ...
Tue, 27 Feb, 2018 at 12:02 PM
Account Type Filter
This filter is the top filter in the filter hierarchy. All other account filter results will be based on the account type filter. You can access this fil...
Tue, 27 Feb, 2018 at 11:58 AM
Account Filters
You can access the Account filters menu from the top left section of the Account List. There can be many filterable options to set, although thi...
Fri, 22 Jun, 2018 at 4:28 PM
Account Search
Simply tap on the search field to bring up the onscreen keyboard then enter in one or two keywords.  The default search is always set to Account Name. I...
Tue, 27 Feb, 2018 at 12:20 PM
Account Sidebar
Tap on any account in the list to draw out the actions sidebar. The actions from the sidebar are described below. Notice there are two buttons for each ac...
Fri, 26 Oct, 2018 at 3:01 PM
Account Details
There are three methods to open the Account Details screen of an account. Account Sidebar > Account Details (i) icon on the right most c...
Fri, 26 Oct, 2018 at 3:04 PM
Coverage
Coverage is a set of targets that defines an ideal frequency for a group of accounts to be called upon by the user. It allows you to easily identify account...
Fri, 26 Oct, 2018 at 3:05 PM
Add a New Account
Press the plus (+) symbol located on the top the right corner to bring up the New Account form. Type in the Account name. This will be used as its...
Tue, 27 Feb, 2018 at 1:58 PM
Add Calls Using the Accounts Screen
Summary The Account Screen provides one way to create calls. The Account Screen allows you to create calls quickly once it’s been found. Steps ...
Tue, 27 Feb, 2018 at 2:25 PM