Customers
Advertiser / Agency Inquiry
In the Ad module, navigate to Customers -> Advertiser / Agency Inquiry
This will take you to a search screen to find an existing customer account. Search by Name at the top, or on the advanced search tab you can search by Name and many other fields. Can also search by a credit card (last 4-digits and card type) on the Search by Card Transaction tab. See also Customers (A/R) for more search tips.
Once search results are displayed click on the customer name or ID to open the Account Summary screen. Use the "History" tab to quickly select a recently accessed account (last 50 accounts displayed)
Customer Account (Sales CRM tab)
The customer account record will be displayed and will default to the "Sales CRM" tab.
User can click the different tabs at the top - AR, Production or Exhibition tabs to view and act regarding the account displayed on the screen. See Also Accounts Receivable -> Customers. User can also change customer accounts by entering a different account name or ID in the Account Quick Search field. Click the magnifying glass icon to do a more advanced search or the hierarchy icon to see the hierarchy of the account (parent/child/brands/contacts)
Overview
The top section includes three sections:
Account overview details
Map / Address / My Contacts for quick access to my contact people (additional contacts may be shown further down the page as well
Revenue and Insights - There are 4 tabs with various sales summaries over time. Sales by year, sales by product, sales by format and sales by brand. Insights shows how this customer compares to other accounts in your database who have the same industry. It is meant to give sales reps ideas of other products to pitch based on where similar advertisers are advertising. We also offer an integration with MediaRadar, but this Insights section is just looking at your own data.
Function Buttons
The light blue bar at the bottom of this section has several function buttons
Edit this Account - click to view and edit Name and Address Information, including Tax ID and Registered Company Number, Social media inks, Sources and Aliases. Depending on permissions, you may or may not also be able to access the full Advertiser/Agency Maintenance screen from within this window. Also depending on permissions, you may or may not be able to Edit the Name and address information in this window.
Add to Favorites / Add to My Customers - This adds this account to your "My Customers" list and/or marks them with a * to pin them to the top of the list. It does not mean that you are getting commission credit for this account - that is handled in Brand Maintenance.
Link a contact - This will allow you to link a contact from one account to a different account. For example, if you are working with the BMW account, you might actually be dealing with an Agency representative rather than the actual client. You would create the contact under their employer (the agency) but link it to the BMW account, so when you are looking at the client, you know who to talk to related to that client.
New Contact - Create a new contact person for the account, including address, phone, email, social media links and contact preferences
New Note - Create a new note for the account. This can be linked to a contact person, a product or exhibition, or a marketing campaign. There is an HTML text editor in the note, so that you can bold, highlight, copy images, etc. into your notes.
New To-Do - Creates a new task or meeting record. This task may or may not sync to your Gmail/Outlook calendar depending on if you are using our Nylas email Integration.
Interests/Activity/Quick Links
The next section shows Interests, Recent Activities/Attachments and Quick Links
Interests is a section where a rep can tag a client as being interested in Categories, Products or Exhibitions. These tags can then be use in "My Lists" to pull out lists of clients for marketing purposes.
Recent Activity is looking at the last 30 days of account activity and showing what has been going on. This includes things like new Opportunities, new proposals / orders, new Tasks, Invoices generated, payments received, customer activity in the Portal
Quick Links has some hard coded links as well as custom links that you can setup. The ones displayed below are the hard coded links. Scroll down to see any that you have set up. Setup for Custom Links is in CRM -> CRM System Settings -> CRM Global Parameters. There are several Inventory Checking links in this window. See Inventory Checking for more information
The remainder of the screen features various sections that have shutter controls in the top right. Click the shutter to open/close the section. Click and drag the dark blue section header to reorder the sections to put these objects in your own desired order.
The system will remember how you last viewed these sections and display them in that order the next time you open an account.
Orders Pane
The orders pane provides a listing as well as hyperlinks to the upcoming Opportunities, proposals, & orders for this advertiser.
These are for all types of orders, being print, digital, exhibitions, sponsorships and proposals. The hyperlinks enable you to drill down into each order in details.
Associated and Linked Advertisers (Agency Only)
The pane provides a list of advertisers who may be connected to this agency in the system.
Note that this tab will appear for agencies only and only when this agency’s contact is connected to the advertiser’s account.
Associated Advertisers Tab:
The associated advertisers are those advertisers linked to the agency through Brand Maintenance.
Agency’s Linked Advertisers tab:
Click the Advertiser’s ID hyperlink and note in Contacts that the agency contact above is linked to this advertiser:
Contacts Pane
This pane provides a list of contacts (employees) for this advertiser, as well as other contacts linked to this advertiser, such as brand contacts, or agency contacts.
The pane allows you to click the hyperlinks to drill into the contact details, or email My Contacts, remove them from your list for this advertiser, move them to the top of the list so they appear first and finally it allows you to add a contact from another account to link to this advertiser.
This section also shows any contacts in Europe who have asked to not be contacted according to the GDPR regulation. These contacts are highlighted in pink.
Brands / Rep Assignments Pane
The brands tab provides a list of brands for this advertiser.
The rep assignments tab displays the rep(s) assigned to each of the brands and the effective date for the assignment.
User Defined Fields Pane
This pane provides a listing of all UDFs created for this advertiser and their values. You can also change the UDF values from this screen and view whether they are mandatory.
System Generated Email History Pane
This pane provides a list of all CRM emails sent to the advertiser by the system (see the email icon in the "My Contacts" section above).
You can also view the content of each email by clicking on the “View” button.
To-Do’s/ Actions Pane
This pane lists all the tasks to be done for the advertiser, by default.
You can also change the view to the completed or cancelled To-do’s from the drop-down option provided to do so. You can also Add a New To-Do Action, Force Calendar Sync on your Gmail or Outlook (If the Nylas Integration is enabled for your environment) and expand the details of the action item using the expansion arrow to view the itemized details involved.
Notes and Credit Control Notes
This pane displays the internal notes entered by reps on this advertiser as well as the credit notes related to this account.
You can archive the notes and view them later for organizational purposes, add a New Note, and drill into the invoices hyperlinks provided.
Nylas Email Integration (Add-on)
If your system is licensed to use email integration, the Email Integration section will be displayed. These are emails send and received through Microsoft/Gmail and sync'd to the system.
Messages from the Portal
If you are licensed to use the Advertiser Portal, any messages from this client that came in from the portal will be displayed here. Note along the left column there is an expansion arrow to open the details and see the message from the client. User can click reply to respond here if desired.
Ad Production Tab
This tab provides information regarding the advertiser’s production such as the orders and the materials.
The top section shows upcoming orders and the user can see if material has been assigned to that order.
The next section contains material thumbnail previews. Filters are available at the top to search.
You can view the materials. Hyperlinks to quick info and materials are available for further drill downs.
Accounting Tab
See Accounts Receivable -> Customers
Client Budget Setup
See also Client Budget Report in A/R Module documentation
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