Using AccuTask for Customer Relationship Management

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AccuTask has a Customer Relationship Management (CRM) module that you can use for storing information about your customers and contacts.

Your corporate and other organizational customers may be saved as Companies in the CRM module. Contact persons for these customers are saved as Contacts first, then linked to a Company, if applicable. Individual clients may also be saved as Contacts.

Linking a company with a contact and vice-versa can be performed from either the Companies or the Contacts pages.

Contacts, whether linked to companies or not, may be given access to their specific Project pages within AccuTask.

Managing Companies

AccuTask saves your customers into Companies and other organizations that are your customers are saved as companies

To Add a Company Record

  1. On the Main Menu, click CRM, then Companies.

    Image showing the CRM menu
    The CRM>Companies Menu
  2. On the Companies page, click Add Company.

    Image showing the Companies Page
    Click the Add Company button on the Companies Page
  3. On the Add Company window, enter the required company name and contact email address. By default, the company type is set to None. You may change this to the relevant company type.

    Image showing the Add Company window
    Required fields on the Add Company window are marked with *
  4. All the other fields, including those in the Address Information and Billing Information sections, are optional. If you have these information on hand, it is recommended to enter them. Otherwise, you may leave the fields blank.
  5. Click Save.

To Edit a Company Record

  1. On the Main Menu, click CRM, then Companies.

    Image showing the CRM menu
    The CRM>Companies Menu
  2. On the Companies page, click the company to be edited from the list.

    Image showing the company record to be edited
    Click to display the company record to be edited
  3. When the company’s detailed record pops up from the right, make your changes to the record, then click Save.

To Search for a Company

If there are many companies in your CRM module, looking for a specific company might be difficult, unless you use the Search bar to look for the company.

  1. On the Main Menu, click CRM, then Companies.
  2. On the Companies window, enter the name of the company you’re looking for on the Search bar on the top left.
  3. The name of the company appears on the list at the bottom. Click it open the company’s detailed record.

To Delete a Company Record

  1. On the Main Menu, click CRM, then Companies.

    Image showing the CRM menu
    The CRM>Companies Menu
  2. On the Companies page, click the Gear icon to the right of the company record to be deleted, then click Delete Company.

    Image showing the Delete Company button
    Click the Delete Company button
  3. Click Yes to confirm deletion of the record.

Managing Contacts

To Add a Contact

  1. On the Main Menu, click CRM, then Contacts.

    Image showing the Companies>Contacts menu
    The Companies>Contacts menu
  2. On the Contacts page, click Add Contacts.

    Image showing the Contacts window
    Click the Add Contact button on the Contacts page
  3. On the Add Contact window, enter the name, gender and email address of the contact. By default, the contact type is set to None. You may change this to the relevant contact type.

    Image showing the Add Contact window
    Required fields on the Add Contact window are marked with *
  4. The fields in the Address Information and Billing Information sections, are optional. If you have these information on hand, it is recommended to enter them. Otherwise, you may leave the fields blank.
  5. In the Permissions section, check the Allow to login box to give the contact user access to your AccuTask workspace. To give the contact admin privileges to your workspace, proceed to Step 6.Otherwise, skip to Step 7.

    Image showing the Permissions section of the Contacts window
    The Allow to login box
  6. Check the Admin Permission box, which appears after you check the Allow to login box.

    Image showing the Permissions section of the Contacts window
    Checking the Admin Permissions box gives the contact admin privileges to your workspace
  7. Click Save.
Contacts you gave user and/or admin permissions receive emails with login links to your workspace. They can only access your workspace from those links.

To Edit a Contact’s Details

  1. On the Main Menu, click CRM, then Contacts.

    Image showing the Companies>Contacts menu
    The Companies>Contacts menu
  2. On the Contacts page, click the contact to be edited from the list.
  3. When the contact’s record pops up from the right, make your changes to the record, then click Save.

To Search for a Contact

If there are many contacts in your CRM module, looking for a specific contact might be difficult, unless you use the Search bar to look for the contact.

  1. On the Main Menu, click CRM, then Contacts.
  2. On the Contacts window, enter the name of the contact you’re looking for on the Search bar on the top left.
  3. The name of the contact then appears on the list at the bottom. Click it to open the contact record.

To Delete a Contact

  1. On the Main Menu, click CRM, then Contacts.
  2. On the Contacts page, click the Gear icon to the right of the contact to be deleted, then click Delete Contact.
  3. Click Yes to confirm deletion of the record.

Linking Companies and Contacts

Companies and contacts you have added to the CRM module can be linked with each other through either the Companies or Contacts pages.

Linked companies and contacts can be assigned to a project via the Projects page. The company gets assigned first, after which all contact or selected contacts linked to the company can be assigned to the project. Contacts that are NOT linked to a company can also be assigned to a project.

For more information on project assignments, see Assigning Companies and Contacts to Projects.

To Link a Company to a Contact

  1. On the Main menu, click CRM, then Companies.
  2. On the Companies page, click the company that you want to link to a contact from the list at the bottom.
  3. On the detailed Company page, click the Contacts tab.
  4. Select the name of the contact from the Contacts list.
  5. Select the contact’s relationship with the company from the list.
  6. Click Save.

To Link a Contact to a Company

  1. On the Main menu, click CRM, then Contacts.
  2. On the Contacts page, click the contact that you want to link to a company from the list at the bottom.
  3. On the detailed Contact page, click the Companies tab.
  4. Select the name of the company from the Companies list.
  5. Select the company’s relationship with the contact from the list.
  6. Click Save.
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