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From the Entity \ Entity menu select the Entity Tole that you are adding to (Example Accountant.) select New. Then select Yes to create a new entity.
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| Note: If the entity already exists under a different role you can select No and then search for the entity |
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Tab
- Enter the General information as required.
- Relationship: Can only be edited if entering a company contact.
- Name: Name of the entity.
- Short Name: Short name of the entity.
- Primary Trading Name: Primary trading name of the entity.
- Established: Year the entity was established.
- Incorporated: Year the entity was incorporated.
- Branches/Employees: The number of branches the entity has.
- Employees: The number of employees the entity has.
| Note: The General Tab will change depending on the selected Entity Type field. |
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2. Mail Merge. The values entered here relate to the mail merge diagnostic document (Mail Merge Diagnostic Document.doc that is located in the \\[tfs folder]\Docs\ folder).
- Name: The value entered into this field will be displayed in the mail merge field <<userMMEName>>.
- Position: The value entered into this field will be displayed in the mail merge field <<userMMEPosition>>.
3. Corporation/ Sole Trader.Contains information related to official Australian Tax Office (ATO) entity details.
- A.B.N.: Australian Business Number.
- A.C.N/A.R.B.N.: Australian Company Number or Australian Registered Body Number.
- Structure: Company structure:
- Individual
- Non Profit Organisation
- Partnership
- Private Company
- Public Company
- Trust
- Trustee
4. Industry .Information about the entity's industry.
- Name: Industry name.
- Primary Activity: The primary activity of the industry.
5. Notes. Allows users to enter any relevant details about the entity.
Address \ Tel Tab
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- Enter Primary address information.
- Enter telephone, email and website information.
- If you have set Postal? to No on the Primary address you will see a new panel on the right where you can enter the postal address information.
Marketing TabThe Marketing tab is designed to manage the SmartCampaign marketing settings for an entity, brokers the entity may be assigned to, and any marketing groups an entity belongs to.
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- Select the Owner of the Entity.
- Contains basic marketing selections.
- Preferred Contact Method: Select the preferred entity marketing contact method:
- Select the Rank of the entity.
- Select the types of marketing campaigns the entity will be included in.Client
- Vendor/Supplier
- Referrer/Introducer
- Generic Supplier
- All Entities
- Select the Marketing Format's the entity will accept.
- Notifications
- Marketing Notes
- Contact Dates
- Assigned Brokers
- Marketing Groups
- Client
- Vendor/Supplier
- Referrer/Introducer
- Generic Supplier
- All Entities
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Roles/Account Tab
History Tab
Comments/Follow Up Tab
Links Tab
Logo Tab