- Where can I view all the Accounts data?
- Can I import my customers/vendors/etc. (accounts) in to CommitCRM?
- Can I batch delete all Account records I imported by mistake?
- What is the 'Pop-up' field in the Account window?
- Can I define Custom Pricing for Accounts?
- Can I update a data field for multiple Accounts at once?
- Can I automatically copy a Primary Account address to it's Secondary Contacts?
- How can I hide inactive Accounts?
Where can I view all the Accounts data?
To view all information related to an Account, simply open the Accounts window, locate the account you are seeking, and browse through its data by clicking on the tabs you want to see.
Can I import my customers/vendors/etc. (accounts) in to CommitCRM?
Accounts can be imported from various data sources including Excel files, CSV files, the MS-Outlook® contact folder, QuickBooks and others. To import Accounts, open the Accounts window and select 'Import Accounts' from the Tools menu.
To import Accounts from QuickBooks use the QuickBooks menu in the Accounts window > Import new records/ Update Linked Records from QuickBooks.
Can I batch delete all Account records I imported by mistake?
Yes. In the Accounts window go to the Accounts menu > Import & Export > Delete Imported Records. From the list of imported batches, select the imported batch you want to delete and click on the ‘Delete Imported Records’ button. All the records with the selected batch will be deleted, except records that have been linked to similar records, like: tickets, appointments, documents, etc.
What is the 'Pop-up' field in the Account window?
The 'Pop-up' field is used to display pop-up messages related to an Account. For example, if you want everyone to receive an important message about a customer, write a short message in the pop-up field and select the check box. Each time a user views this record in the Accounts main window, a pop-up message will display with your message.
Can I define Custom Pricing for Accounts?
Custom Pricing lets you set unique prices for different Accounts or Contracts. Once you define custom prices for an Account or Contract, these prices will be used automatically for every charge logged for Accounts or Contracts.
By default, the standard employee hourly rates and item prices will be used automatically. You should use custom pricing only when you want to use a different set of prices or rates for a specific Account or Contract. For example, custom pricing may be used to set a global 10% discount for a customer, or to set unique hourly rates for employees for a specific Account. To do so, set a Custom Price for the Account or Contract and define the adjustments. Once set, the system will automatically use the custom prices or rates instead of the standard ones when Charges are logged under this Account or Contract. When defining Custom Pricing, you can choose between a global custom price level or a per-item price.
You can read more about custom pricing in the Custom Pricing section.
Can I update a data field for multiple Accounts at once?
Yes. The Accounts' Batch Update option lets you update a group of Accounts at once.
This option updates all the Accounts displayed in the Accounts list at that time.
For best results, make sure to follow these steps:
- Back up your CommitCRM database.
- Filter the Accounts list to show only the ones you want to update.
- Go to the Accounts menu > Tools > Batch Update…
In the window which opens you can choose which fields to update and set the new value for these fields.
Note: Only fields which have the batch-update option enabled can be used with this option.
Can I automatically copy a Primary Account's address to it's Secondary Contacts?
Yes. When using secondary contacts you can either set them with their own unique address and phone numbers in the contact record (only needed if they are located in a different location). In case they are in the same location you can leave it empty, and the system will use the main account's address. This is usually printed out in reports and is used when copying the account address to appointments & tickets.
How can I hide inactive Accounts?
From version 7 of CommitCRM you will find in the Accounts window on the "Find" bar there is a simple checkbox to "Hide Inactive Accounts".
For previous versions just click the Filter button then in the Configure Filter popup, select Status in the Field box, then select Equals and in the last box click the magnifying glass and choose the statuses which you want to see, you can add additional filters here too if you need. You can save this Filter for easy access in future by clicking the disk icon in the top right corner of the popup. Now to activate the filter, you just have to check the box next to the Filter button.