Contacts - Revision history

Editor at 15:52, 15 April 2021

2021-04-15T15:52:11Z

Editor at 17:11, 13 April 2021

2021-04-13T17:11:44Z

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Bbaigorri: /* How to create a Contact */

2021-01-18T19:00:51Z

How to create a Contact

Bbaigorri: /* What is a contact? */

2021-01-18T18:59:55Z

What is a contact?

Bbaigorri: /* Contact Protection */

2021-01-14T11:55:00Z

Contact Protection

Bbaigorri: /* Leads and Contacts */

2020-10-16T02:00:12Z

Leads and Contacts

Bbaigorri: /* Leads and Contacts */

2020-10-16T01:58:15Z

Leads and Contacts

Bbaigorri: /* Leads and Contacts */

2020-10-16T01:57:34Z

Leads and Contacts

Bbaigorri: /* Leads and Contacts */

2020-10-16T01:09:05Z

Leads and Contacts

Bbaigorri: /* Leads and Contacts */

2020-10-16T01:07:07Z

Leads and Contacts

@@ Line 13: / Line 13: @@
 * Automatically created by the System: Once an opportunity is created for a Lead and closed as won, the system automatically converts the Lead into an Account and saves the Contact in the database for future re-use.
-"Note: When creating a new contact from the Account Module, the system will auto-populate all previously recorded information related to that specific account."
+''Note: When creating a new contact from the Account Module, the system will auto-populate all previously recorded information related to that specific account.''
 =New Contact Form=
@@ Line 218: / Line 218: @@
 [[File:604.jpg|1000px|center|thumb]]
-Once the filtering is done, the system will show the results in a list. The user can search among the results using the "Search" field (magnifying glass); the system will refine the results to display matches with any field of the shown results.
+Once the filtering is done, the system will show the results in a list. The user can search among the results using the ''Search'' field (magnifying glass); the system will refine the results to display matches with any field of the shown results.
 On the above bar at the top right, there is a button that works as a shortcut:
-"+Contact": quick Contact creation form access
+''+Contact'': quick Contact creation form access
 The results can be extracted and downloaded to the local disk in different formats such as CSV, Excel, PDF, or directly printed or copied to the clipboard.
@@ Line 321: / Line 321: @@
 ==Contact Protection==
-Even though explained earlier, it is important to re-iterate that "what is protected is not the site, but the human.'"
+Even though explained earlier, it is important to re-iterate that '''what is protected is not the site, but the human.'''
 For example: Consider a company like Kimco having hundreds of employees and thousands of properties they manage. It would be considerably challenging for one account manager to cover all Kimco's properties while developing a relationship with all their employees.

@@ Line 11: / Line 11: @@
 =How to create a Contact=
-As you may have realized, there are many ways in which most of the process can be done within the system. Well creating a new contact is not an exception, but for now and to keep it simple let's just say there are two ways to create a new contact.
+As you may realize, our system often has multiple steps to the same end and creating a Contact is no exception.  For now, let’s keep it simple and discuss the two most common.
 So, every time an Opportunity is generated from a Lead, and this is closed as won, the system will automatically convert that Lead into an account. Therefore the contact will be created (if it does not already exist) and recorded in the database. From this moment then, the contact will be available to be selected again in the future as the contact of a new RPH, Lead or Opportunity.

@@ Line 1: / Line 1: @@
 =What is a contact?=
-Let’s go back to one of the first concepts we touched in this manual.
+Let’s revisit a concept we touched on earlier in this manual, the idea that we have a 3-dimensional dataset.  You will find this concept throughout the system.
 We also explain the 3 tips of this triangle: the specific site, the human and the property management.

← Older revision		Revision as of 11:55, 14 January 2021
Line 408:		Line 408:
	* [[Accounts#Account_protection\|Account protection]]		* [[Accounts#Account_protection\|Account protection]]
	* [[Accounts#Account_and_contacts\|Account and contacts]]		* [[Accounts#Account_and_contacts\|Account and contacts]]
		+
		+	=Quick Access=
		+
		+	*[[RPH]]
		+	*[[Lead]]
		+	*[[Accounts]]
		+	*[[Opportunity]]
		+	*[[Dispatch]]
		+	*[[Invoices and Payroll]]
		+	*[[External Portals]]
		+	*[[Mobile_applications\|Mobile applications]]
		+	*[[Back-end Processes]]

@@ Line 378: / Line 378: @@
 To do it only need to proceed to the Child Accounts tab, click on Edit Mode, sort all the sites in order to see first those without a contact assigned and then click on Change Main Contact. This action will show a dropdown menu allowing to select the desired contact.
-ADD IMAGE
+[[File:Assign new contact.png|1000px|thumb|center]]
-All contacts are special in this sense
+All contacts are special in this sense. Accounts are their own records and relate to humans, parents and children. Leads are their own records too, and they also can relate to humans, parents and children. But Contacts can not really exist and add some value in isolation...Why would we keep a contact standing free?
-Accounts are their own records and relate to humans, parents and children. Leads are their own records too, and they also can relate to humans, parents and children.
+'''Remember the structure of the system and the three tips of the triangle'''
 ==Contact Protection==

@@ Line 372: / Line 372: @@
 #We could relate an existing contact to the account, in which case the process would be easier.
-[[File:3|1000px|thumb|center]]
+[[File:3.png|1000px|thumb|center]]
 Now that we have related/ created the contact, the following step is to assign the properties to it.

← Older revision		Revision as of 01:57, 16 October 2020
Line 356:		Line 356:

	This action automatically removes all accounts relationships with the contact, while keeping all previous records. We want to keep that past information so we can understand its evolution and move forward correctly.		This action automatically removes all accounts relationships with the contact, while keeping all previous records. We want to keep that past information so we can understand its evolution and move forward correctly.
		+
		+
		+	Now, you might be wondering...What happens to all those properties now that the contact is gone? And how do we assign those properties to a new human?
		+
		+
		+	Well what we have to do, now that the contact is gone, is very simple. We need to relate a new contact to those properties, let’s see the steps to do it.
		+
		+	Let’s pretend Debbie Keating is gone and no longer works for Kimco Realty Corp. Let’s also assume we have unrelated her contact from Kimco as well.
		+
		+	So first we need to access the account that is linked to that contact, for this case this would be Kimco and then go to the contact tab.
		+
		+	Here we have two options:
		+
		+	#We can create a new contact when there are no records for the new person taking over all Debbie’s properties, or
		+	#We could relate an existing contact to the account, in which case the process would be easier.
		+
		+	[[File:3\|1000px\|thumb\|center]]
		+
		+	Now that we have related/ created the contact, the following step is to assign the properties to it.
		+
		+	To do it only need to proceed to the Child Accounts tab, click on Edit Mode, sort all the sites in order to see first those without a contact assigned and then click on Change Main Contact. This action will show a dropdown menu allowing to select the desired contact.
		+
		+	ADD IMAGE
		+
		+	All contacts are special in this sense
		+
		+	Accounts are their own records and relate to humans, parents and children. Leads are their own records too, and they also can relate to humans, parents and children.
		+
		+	But Contacts can not really exist and add some value in isolation...Why would we keep a contact standing free?
		+
		+	Remember the structure of the system and the three tips of the triangle

	==Contact Protection==		==Contact Protection==

← Older revision		Revision as of 01:09, 16 October 2020
Line 355:		Line 355:


−	This action automatically removes all accounts relationships with the contact, ~~and at the same time the record history will be retained though~~. We want to keep that past information so we can understand its evolution and move forward correctly.	+	This action automatically removes all accounts relationships with the contact, while keeping all previous records. We want to keep that past information so we can understand its evolution and move forward correctly.

	==Contact Protection==		==Contact Protection==

@@ Line 344: / Line 344: @@
 Under this situation, we need to change the relationship between the human and the sites.
 When a contact leaves a company, we can break that relationship by ticking the check-box of this button in the Contact Module
 [[File:2.png|300px|left]]