Contact Management > Accounts
PinPoint now allows you to keep track of your contacts, whether that’s vendors, clients, prospects, etc., through our built-in Contact Management. The Accounts section is where you’d create a record for each of your contacts.
To create a new Account, click Add Account at the top of the screen. Enter in all the required information (which can be customized by the administrator) and any additional information you’d like to include. Click Save. Accounts are not specific contact people; you will include that information in a different section.
You can also search for accounts on this screen using the search fields at the top. The fields will filter your accounts and produce all relevant data.
Next to each account in the results grid, you’ll notice a series of icons. These icons represent different actions you can take regarding that specific account. From left to right, these actions are: labels, time, security, opportunity, task, appointment, mail, view notes, note summary, and delete. Below are brief descriptions of each action.
Labels: Customize the information you want associated with that account.
Time: The timer will allow you to enter start and end times for a meeting/phone call/appointment. This may be particularly helpful for those needing to submit to insurance companies for payment. This can also be helpful for your own information to keep track of contact made to each account.
Opportunity: Create a series of steps to follow for that account
Task: Add a task as a reminder to complete an action for that account
Appointment: Schedule an appointment for yourself with that account
Email: Send an email to your contact person associated with that account.
View Notes: View all comments entered by users associated with that account
Note Summary: Search all notes related to an account
Delete: Delete that account