Clients: Functions in List View

Client List view offers two display options:

 

hmtoggle_arrow0Switch views

1. Display contact data

Choose clients for data export and for global functions.
Find specific clients and go to Detail view.

 

2. Display annual sales figures

Use this view to know about clients with top sales and those with weak or no annual turnover.

Example of usage:

Start by performing a detail search, finding all clients that have had sales in a certain year: enter  the Year, and in Turnover enter >1; press Perform Search.
Switch to to Turnover view and sort the list by turnover for a better overview
Export the data (e.g. for a mailing campaign)

 

More

Both views also display

clients' web status
their possible assignment to a current Circular distribution list. Click on PLUS / MINUS in the column title to add ALL listed records to the list, or to remove them from the list.
New in TOM 13: Direct editing

 

hmtoggle_arrow1Auswahloptionen

Menü  SELECT ... 

1. Call clients by their initial

2. Perform a detailed search

3. Save found sets:
- Save current selection
- Load current selection
- Delete current selection

 

Selecting clients in list; calling/excluding selected

To select one or more clients click anywhere in the list row. To select several clients use the typical Windows mouse/key combinations:

a single click selects (and highlights) only the clicked record (and deselects any other selected records)
click+Ctrl  adds the clicked record to any existing selection OR de-selects the record if already selected
click+Shift  selects one or more records that are positioned between any already selected record(s) and the record clicked last
To de-select all: click one record, then click again with Ctrl  pressed.

 

TIP   As soon as one or more clients have been selected two buttons appear in the main menu, offering to either display exclusively the selected records or to exclude them from the list.

 

hmtoggle_arrow0Main Icon Bar

Navigate to Staff list: displays all staff members related to the current client list, more info here.

Call only key staff: displays those members of staff that you have marked with priority.

These functions are particularly useful when making selections for an intended data export (mailing campaigns etc.).

Export selected records: read here

Circular (mails): navigates to the Circulars module, usually after a selection has been made for the distribution list

Print: prints the selected clients in a separate layout