Introduction to Accounts
In Community Connect, an Account is a company or institution with which the United Way has a relationship. Information included in the Accounts entity includes all associated contact information and company information.
To access Accounts entity, go to CRM: RD -> Accounts, CRM: Service -> Accounts, CRM: Marketing -> Accounts, or CRM: Sales -> Accounts.
Finding an Account
To find an Account, click the magnifying glass in the top-right corner and type in the Account Name or Andar number. Refer to the Introduction and Getting Started document for more information about searching.
Managing an Account’s Picture
It can be useful to include an Account’s picture in the Account record. This picture can be anything – the Account’s logo or a picture of their building, for example.
Adding an Account’s picture
To add an Account’s photograph first locate the photograph you want to use (it must be in digital format), go to the Account record and click the to the left of the Account’s name. The Edit Image dialog (screenshot below) will appear.
Click “Browse” to select the digital photograph and click “OK” to add it to the Account’s record, or click “Cancel” to abort the operation.
Removing an Account’s Picture
If you wish to remove an Account’s picture, go to the Account record and click the Account’s picture. The Edit Image dialog (screenshot above) will appear. Select “Use default image” and click OK to remove the Account’s picture from the Account record.
Navigating within an Account
Viewing all of the data associated with an Account is accomplished by using Forms. Forms may be accessed via the drop-down as indicated in the screenshot below. To view Forms associated with this entity, click the down-arrow as highlighted in the screenshot below. Click the name of the Form you wish to load.
Each Form has sub-sections associated with it. To display a list of the sub-sections associated with a Form, click the icon to the right of the Account name (as indicated in the screenshot below) on the form to display sub-sections of the Account form. Click one of the sections to jump to that area within the form (or, if you don’t want to use the drop-down, you can scroll down to reach the desired section).
Refer to the screenshot below which illustrates that you could click the icon to the right of the Account name to display the drop-down list, then click “Summary” in the drop-down to jump to the Summary section (“Summary” is in blue on the left side of the screenshot). Click any sub-section name in the drop-down menu to jump to that section of the form.
Records related to the selected Record
Community Connect groups items that are related to the currently-displayed record in the nav bar under the drop-down menu to the right of the currently-displayed record name. For example, to view all Contacts associated with an Account record, first select an Account record. Use the drop-down menu to the right of the Account name in the nav bar to display the related items.
Example: Employees (Contacts) Related to the Account
To view employees associated with the Account, click the down-arrow to the right of the Account name in the nav bar (as indicated in the screenshot below). Click Common: Contacts. This will display a list of Contacts associated with the Account and their email, phone number(s), and address(es). Refer to Contacts document for complete information about Contacts.
Goals, Projections, and Status (GPS) records
On the right side of the main Account screen is a listing of each GPS record associated with the Account. Click the name of the GPS record to display all associated data for the campaign year. Refer to the Goals, Projections, and Status document for complete information about GPS.
A list of all Activities or Tasks performed by United Way staff members and associated with the Account is visible on the Account form.
Any subsidiary Accounts appear in this area.
A list of Visits by United Way staff members associated with employees (Contacts) on the Account. This includes completed, scheduled, declined, and pending visits. Refer to UW Visits document for complete information about UW Visits.
All affinity group members associated with the Account. Refer to Memberships document for complete information about Memberships.
The Volunteering entity contains Contacts with a volunteer record for a United Way Committee and Contacts with an ECC or Secondary ECC Volunteer record.
Organization Transaction Summary
To access the Organization Transaction Summary, click the down-arrow to the right of the Account’s name in the nav bar. Click the Organization Transaction Summary icon. The Organization Transaction Summary List View shows the transaction type, pledge total, payment total, RUM amount, outside designations, restricted RUM, adjustments, remaining balance, and percent paid.
Click any Organization Transaction Summary to open a detailed view.
To view the status of Grants associated with the Account, click the down-arrow to the right of the Account name in the nav bar and click Grants. Click the name of a Grant in the list to view details such as Ask, Status, and Program. Refer to the Grants document for complete information about Grants.