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From the Entity \ Entity menu select the Entity Role that you are adding to (Example Accountant.) select New. Then select Yes to create a new entity.

Tip

If the entity already exists under a different role you can select No and then search for the entity

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Note

Insula Software recommends adding Brokers and Staff using the Add a New User Wizard.


Expand
titleGeneral Tab - Click here to expand...

The General tab details basic information about an entity.

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titleGeneral Group - Click here to expand...

Details basic personal information about an entity.

Note

The General Tab will change depending on the selected Entity Type field.

  • Entity Type: Allows the selection of the entity type (e.g., Corporation, Name, Person, etc.).
  • 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.


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titleMail Merge - (Staff Only) Group - Click here to expand...
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titleCorporation Sole Trader Group - Click here to expand...
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titleIndustry Group - Click here to expand...
Expand
titleTrust Group - Click here to expand...

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  1. 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.

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The

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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:

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  •  The value entered into this field will be displayed in the mail merge field <<userMMEName>>.
  • Position:

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  •  The value entered into this field will be displayed in the mail merge field <<userMMEPosition>>.

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Expand
titleCorporation Sole Trader Group - Click here to expand...

Contains information related to official Australian Tax Office (ATO) entity details.

  • A.B.N.:

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  •  Australian Business Number.
  • A.C.N/A.R.B.N.:

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  •  Australian Company Number or Australian Registered Body Number.
  • Structure:

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  •  Company structure:
    • Individual
    • Non Profit Organisation
    • Partnership
    • Private Company
    • Public Company
    • Trust
    • Trustee

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titleIndustry Group - Click here to expand...

Information about the entity's industry.

  • Name:

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  •  Industry name.
  • Primary Activity:

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  •  The primary activity of the industry.

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titleNotes Group - Click here to expand...

Allows users to enter any relevant details about the entity.



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titleAddress/Tel Tab - Click here to expand...

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  1. Enter Primary address information.
  2. Enter telephone, email and website information.
  3. 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.

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titleAddress 1 (Primary) Group - Click here to expand...

Information pertaining to the entity's address details.

  • Check Required?: Does the address require confirmation.
  • Description: Type of address:
    • DX Number
    • Locked Bag
    • P.O. Box
    • Property/Farm
    • Reply Paid
    • Street Address - Home
    • Street Address - Office
    • Street Address - Previous
  • Accommodation: Type of accommodation.
  • Postal?: Is the address the postal address for the entity.
  • Custom?: Is the address a custom address. An example of a custom address may be an international address.
  • Line 1/2: Address details.
  • Suburb: Address suburb.
  • State: Australian state. This is automatically entered after selecting the suburb.
  • Postcode: Australian postcode. This is automatically entered after selecting the suburb.
  • Country (default: Australia): Select the country.
  • Map Reference: Enter the map reference.



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titleDuration Group - Click here to expand...

Enter details about the length of time an entity has resided at the address.

  • At Address Since: Enter the year the address was first occupied.
  • Years at Address: Enter the number of years the entity has been at the address. This field is automatically populated if the From and To fields are completed.
  • From: Enter a date the entity first occupied the address.
  • To: Enter the date the entity last occupied the address.


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titleTelephone Group - Click here to expand...

Contact details for an entity.

  • Business Hours: Enter the entity's phone number, if required.
  • Facsimile: Enter the entity's fax number, if required.
  • Mobile: Enter the entity's mobile number, if required.
  • After Hours: Enter the entity's after hours contact number, if required.
  • Email: Enter the entity's email address, if required.
  • Website: Enter the entity's website address, if required.

The radio buttons located next to the above fields allow users to select which telephone number is the primary contact number for the entity.



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titleAddress 2 (Postal) Group - Click here to expand...


Note

This tab is only shown if the Postal? flag is set to No.


Information pertaining to the entity's address details.

  • Check Required?: Does the address require confirmation.
  • Description: Type of address:
    • DX Number
    • Locked Bag
    • P.O. Box
    • Property/Farm
    • Reply Paid
    • Street Address - Home
    • Street Address - Office
    • Street Address - Previous
  • Accommodation: Type of accommodation.
  • Postal?: Is the address the postal address for the entity.
  • Custom?: Is the address a custom address. An example of a custom address may be an international address.
  • Line 1/2: Address details.
  • Suburb: Address suburb.
  • State: Australian state. This is automatically entered after selecting the suburb.
  • Postcode: Australian postcode. This is automatically entered after selecting the suburb.
  • Country (default: Australia): Select the country.
  • Map Reference: Enter the map reference.



Expand
titleThe Marketing Tab - Click here to expand...

The 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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Expand
titleOwnership Group - Click here to expand...

Specify the Owner of the Entity.


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titleGeneral Group - Click here to expand...

Contains basic marketing selections.

  • Preferred Contact Method:

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  •  Select the preferred entity marketing contact method: 
    • Do Not Contact
    • Unknown
    • Email
    • Fax
    • Mail
    • SMS
    • Telephone

  • Rank. Select the Rank

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  • that the client belongs to by clicking on the popup button Image Added.


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titleMarketing Participation Group - Click here to expand...

Select which groups the entity can be marketed to.

  • Client
  • Vendor/Supplier
  • Referrer/Introducer
  • Generic Supplier
  • All Entities

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Tip

Press the Space Bar key to change a field between Yes and No.



Expand
titleMarketing Format Group - Click here to expand...

Select which marketing format can be used with the entity.

  • Email
  • Fax
  • Telephone
  • SMS
  • Mail

Tip

Press the Space Bar key to change

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a field between Yes

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and No.



Expand
titleNotifications Group - Click here to expand...

The notifications group is currently disabled.


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titleMarketing Notes Group - Click here to expand...

Enter notes about marketing to the entity.


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titleContact Dates

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Group - Click here to expand...

Specify the dates the Entity was last marketed to and the date that they should next be marketed to. These dates can be used in the Tools screens, marketing criteria in Smart Campaign  and reports.


Expand
titleAssigned Brokers Group - Click here to expand...

Entities can be assigned to specific brokers.

  1. Highlight the Assigned Brokers list. A shadow will appear around the list to indicate it is selected.
  2. Click the New button. The Entity Broker Assignment dialog will be displayed.
  3. Select a broker to assign to the entity.
  4. Click the OK button.

If not broker is assigned, every broker can view an entity. This is only relevant to reporting.


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titleMarketing Groups - Click here to expand...

Entities can be assigned to specific SmartCampaign marketing groups

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.

  1. Highlight the Marketing Groups list. A shadow will appear around the list to indicate it is selected.
  2. Click the New button. The Entity Market Group Assignment dialog will be displayed.
  3. Select a market group to assign to the entity.
  4. Select a rank to assign to the entity.
  5. Click the OK button.



Expand
titleThe Roles Account Tab - Click here to expand...

Covers the roles an entity fulfils and bank account information that is relevant to the entity.

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The Roles list displays the roles that an entity is connected to.

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  1. Highlight the Roles list. A shadow will appear around the list to indicate it is selected.
  2. Click the New button. The Entity Role dialog will be displayed.
  3. Select the entity role name.
  4. Enter the from and to dates.
  5. Select the Default? status: 
    • No:

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    •  The role will not be the default role.
    • Yes:

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    •  The role will be the default role.
  2. Select the Inactive? status: 
    • No:

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    •  The role is active.
    • Yes:

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    •  The role is inactive.
  2. Click

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  1. the OK button.


The Accounts list displays a list of bank accounts associated with an entity.

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  1. Highlight the Accounts list. A shadow will appear around the list to indicate it is selected.
  2. Click the New button. The Account dialog will be displayed.
  3. Enter the account details.
  4. Click

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  1. the OK button.

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Expand

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title

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The History Tab - Click here to expand...

The History tab displays a history of any SmartCampaign (TFS'

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 marketing module) marketing the entity has been included in. A history of mail merge documents sent to the entity is also included.

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The Marketing History and Document Merge/Export History lists can only be viewed. They cannot be edited.

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title

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The Comments/Follow Up Tab - Click here to expand...

The Comments/Follow Up tab displays a list of comments and follow up items related to the entity.

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Expand

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titleThe Links Tab - Click here to expand...

The Links tab displays connections between the entity and entity roles. For example if this entity is an accountant, when users click on entity role accountant, all clients this entity

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is an accountant for will be listed.

Expand
titleEntity Role List - Click here to expand...

Select an entity role to view any clients that are linked to the entity.

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The Clients list is dynamically updated when an entity role is selected.


Expand
titleClients List - Click here to expand...

Displays a list of clients linked to the current entity for the Entity Role selected.



Expand
titleThe Logo Tab - Click here to expand...

The Logo tab allows users to insert a logo to be used on TFS reports. This is only applicable if the entity is a broker or enterprise.

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Users can import a corporation or personal logo to display on TFS reports. Certain properties must be adhered to including: 

  • BMP file type.
  • Dimensions of 400 x 160 or 600 x 240.

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Insert Logo:

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 Opens the Select Logo dialog. Select the location of the BMP file then click the Open button.

Clear Logo:

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 Removes the current logo.



From the Entity \ Entity menu select the Entity Role that you are adding to (Example Accountant.) select New. Then select Yes to create a new entity.

Tip

If the entity already exists under a different role you can select No and then search for the entity


Note

Insula Software recommends adding Brokers and Staff using the Add a New User Wizard.