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Exact Synergy Enterprise   
 

Searching for accounts

Menu path

Modules ? Customers ? Reports ? Accounts ? Search

Introduction

You can search for existing accounts by using the available filter criteria, and perform various actions, such as exporting accounts to Microsoft Excel and creating opportunities for the accounts.

Roles and rights

All users can search for the created accounts.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I search for accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.

How do I view the accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Select an account in the Account name column. For more information on company accounts and person accounts, see Viewing company account cards and Viewing person account cards.

How do I reset the search criteria?

  1. On the Accounts: Search page, click Reset.

How do I search for account contacts?

  1. On the Accounts: Search page, click Contact.
  2. Define the search criteria.
  3. Click Show.

How do I view the total number of accounts created?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Count. The number of records created for the search criteria that you have defined will be displayed. You can click Result to view the list of accounts, Search to go back to the previous screen, or Update accounts to update the information of the selected accounts.

How do I set the search criteria to the default criteria page?

  1. On the Accounts: Search page, click Default.

How do I create a request for the accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Request. For more information, see Creating multiple requests for accounts.

Keep in mind: Requests can only be sent to a maximum of 5,000 accounts. You can send and modify the request only if you have the Administrator role at the Corporate level.

How do I update accounts in batches?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Update accounts. For more information, see Updating account details in batches.

How do I create opportunity cards in batches for accounts?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Opportunity. For more information, see Creating batch opportunity cards for accounts.

Keep in mind: Opportunity cards can only be created for a maximum of 5,000 accounts. You can create and modify the opportunity card only if you have the Administrator role at the Corporate level.

How do I export the accounts to Microsoft Excel?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Export. For more information, see Exporting accounts.

How do I create e-mails?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Create email. For more information, see Creating e-mails with Word Merge on bulk processes.

Keep in mind:

  • For more information on sending e-mails on single processes, see Creating e-mails with Word Merge on single processes.
  • The Create email button is available only if the New Word Merge check box under the Word Merge section on the Document: Settings page is selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250. From product update 250 onwards, by default, the Create email button will be displayed.

How do I create letters?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Create letter. For more information, see Creating letters with Word Merge on bulk processes.

Keep in mind:

  • For more information on creating letters on single processes, see Creating letters with Word Merge on single processes.
  • The Create letter button is available only if the New Word Merge check box under the Word Merge section on the Document: Settings page is selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250. From product update 250 onwards, by default, the Create letter button will be displayed.

How do I send multiple emails to multiple accounts using the same template?

  1. On the Accounts: Search page, define the search criteria.
  2. Click Show.
  3. Click Mail merge. For more information, see Creating mail merge for multiple recipients.

Keep in mind: The Mail merge button is available only if the New Word Merge check box under the Word Merge section on the Documents: Settings page is not selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.403.115
 Assortment:  Date: 16-06-2017
 Release: 250  Attachment:
 Disclaimer

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ESE-OH259-Searchingforaccounts-final.docx 43.0 KB View Download