Accounts
Users are only able to see accounts assigned to them. By switching between the Name and Suburb options at the top of the screen, it will determine how t...
Mon, Feb 22, 2021 at 5:25 PM
Simply tap on the search filed to bring up the onscreen keyboard then enter in one or two keywords. You are able to search using a number of fields and ...
Mon, Feb 22, 2021 at 5:28 PM
This filter is the top filter in the filter hierarchy. All other account filter results will be base on the account type filter. You can access this filter...
Mon, Feb 22, 2021 at 5:34 PM
Summary There are two filtering options that can be used - Quick filter and Advanced filter - but only one at a time. Quick Filter This optio...
Mon, Feb 22, 2021 at 5:37 PM
Summary Tapping any account in the Account List will draw out the action sidebar. There is a Partial and Full mode for the sidebar. NOTE: The sideb...
Mon, Feb 22, 2021 at 5:43 PM
Opening Account Details There are 2 methods to open the Account Details screen of an account. Expand the Account Details from the Account Sidebar and ...
Mon, Feb 22, 2021 at 7:51 PM
Summary Coverage is a set of targets that defines an ideal frequency for a group of accounts to be called upon by the user. It allows you to easily ide...
Mon, Feb 22, 2021 at 7:52 PM
Steps Press the Add Account button located on the top right corner to bring up the New Account form. Hide the Account sidebar first if necessary. Choose...
Mon, Feb 22, 2021 at 7:52 PM
Steps Open the Accounts screen from the main menu. Use the options available (apply filters or search) to locate the account to add the call for. ...
Mon, Feb 22, 2021 at 7:54 PM