Functions in single-profile view

A client's Detail view is divided into six register cards which can be accessed using the icon bar at the bottom of the screen.

The main icon bar offers the basic functions for creating new client profiles and editing existing ones.

 

The following describes the six views:

 

hmtoggle_arrow1        Basic ("Contact data")

Editing contact data

Click the PEN button. You will be directed to the same window as as during profile creation. see also Client data input.

 
Create new client project

Create a new project for this client.

 

Phone dialling

To use the Call dialling function in TOM efficiently it will be useful to keep the switchboard extension separate from the main phone number as you are keeping separate extensions for each staff member.

You can connect a more sophisticated phone equipment auto-dial through TOM

 
E-Mail

Up to three e-mail addresses can be maintained, with direct e-mail creation.

 

Skype

Offers Skype calls through TOM (see Skype )

 

Letter/Fax

see Chapter Correspondence

 

Client folder

Opens the folder.

hmtoggle_arrow1        Client folder

The Client Folder plays a central role in TOM's Project Folder structure. By default, TOM will place new project folders within the active client folder automatically.

The client folder path is defined in the client input screen.

Options:

Create a new folder. TOM prompts the main work folder (defined in Program Settings) as the root.
Read an existing folder path into the data base

 

In addition to the active client folder you can define five Archive client folders.

hmtoggle_arrow1        Staff List

Use the employees list in each client profile to store any number of contacts within the company. Members of client staff can be phone called or e-mailed directly. Staff information is essential for running client projects.

See also Staff list All Clients

 

hmtoggle_arrow1        Project  and Quote views

View client projects and offers that are listed periodically, including sales totals.

Navigate to specific projects / offers.
View the Project Notes for this client.

hmtoggle_arrow1        Kommunikation

Write letters and faxes to this client hier

hmtoggle_arrow1        Extras: Memos, Open invoices, Agreements

Memos

When making phone calls to your client do not rely on your memory later, but look into the notes you have recorded in TOM.

 
Open Invoices

Outstanding invoices

View all open invoices for this client and create a reminder that can include one or several of the open invoices. This reminder can be printed through an MS Word template only. (To learn about general reminders go here).

The reminder text draws on the corresponding template defined in >Program Settings >Forms.

 

Agreements

see Data Input

 

Documents (file links & comments)

Establish direct links to important Client documents such as contractual agreements, process descriptions etc.