How to Add an Entity

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.

Address \ Tel Tab

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.

Marketing Tab

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.

1. Select the Owner of the Entity.
2. Contains basic marketing selections.
   
   • Preferred Contact Method: Select the preferred entity marketing contact method:
   • Select the Rank of the entity.
3. Select the types of marketing campaigns the entity will be included in.Client
   • Client
   • Vendor/Supplier
   • Referrer/Introducer
   • Generic Supplier
   • All Entities
4. Select the Marketing Format's the entity will accept. Press the Space Bar to change the field between Yes and No
5. Notifications.The notifications group is currently disabled.
6. Marketing Notes. Enter notes about marketing to the entity.
7. Contact Dates. Enter the dates for when you Last contacted the entity or when you want to Next Contact the entity.
8. Assigned Brokers.Entities can be assigned to specific brokers.
9. Marketing Groups.Entities can be assigned to specific SmartCampaign marketing groups.

   
   

Roles/Account Tab

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

The Roles list displays the roles that an entity is connected to. To add a role;

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: The role will not be the default role.
   • Yes: The role will be the default role.
6. Select the Inactive? status:
   • No: The role is active.
   • Yes: The role is inactive.
7. Click the OK button.

The Accounts list displays a list of bank accounts associated with an entity. To add an account;

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 the OK button.

History Tab

The History tab displays a history of any SmartCampaign (TFS' marketing module) marketing the entity has been included in. A history of mail merge documents sent to the entity is also included.

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

Comments/Follow Up Tab

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

Links Tab

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

is an accountant for will be listed.

Logo Tab

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.

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.

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

Clear Logo: 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.

Address \ Tel Tab

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.

Marketing Tab

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.

1. Select the Owner of the Entity.
2. Contains basic marketing selections.
   
   • Preferred Contact Method: Select the preferred entity marketing contact method:
   • Select the Rank of the entity.
3. Select the types of marketing campaigns the entity will be included in.Client
   • Client
   • Vendor/Supplier
   • Referrer/Introducer
   • Generic Supplier
   • All Entities
4. Select the Marketing Format's the entity will accept. Press the Space Bar to change the field between Yes and No
5. Notifications.The notifications group is currently disabled.
6. Marketing Notes. Enter notes about marketing to the entity.
7. Contact Dates. Enter the dates for when you Last contacted the entity or when you want to Next Contact the entity.
8. Assigned Brokers.Entities can be assigned to specific brokers.
9. Marketing Groups.Entities can be assigned to specific SmartCampaign marketing groups.

   
   

Roles/Account Tab

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

The Roles list displays the roles that an entity is connected to. To add a role;

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: The role will not be the default role.
   • Yes: The role will be the default role.
6. Select the Inactive? status:
   • No: The role is active.
   • Yes: The role is inactive.
7. Click the OK button.

The Accounts list displays a list of bank accounts associated with an entity. To add an account;

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 the OK button.

History Tab

The History tab displays a history of any SmartCampaign (TFS' marketing module) marketing the entity has been included in. A history of mail merge documents sent to the entity is also included.

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

Comments/Follow Up Tab

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

Links Tab

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

is an accountant for will be listed.

Logo Tab

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.

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.

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

Clear Logo: Removes the current logo.