A complete list of all contacts for corporate accounts is displayed in the All Contacts tab of the CRM Listing window.  Contacts can be filtered using the search boxes and filters above the list of records and other filters on the bottom of the screen.

Once you have filtered the corporate records, they can be selected with the Select All [] button and exported in Excel format using the Create Spreadsheet [ ] button.  Group emails can also be sent to selected contacts using the Send Email [] button.

Double click a Contact record to view its Details.  This allows you to enter basic details, include some of the fields that are Searchable on the All Contacts screen, such as Mailout (a mailing list), Interests, Marketing (part of a targeting marketing campaign) and Date of Birth.

At the bottom of the “Edit a Customer Contact” screen, there is a Web Access field.  If set to Y and given a password, this will enable the Contact to access MovePartner, using his/her email address as the username, and the Password entered here as the password.  A default Branch can also be assigned, as well as Restricted Access.  Setting “Restrictions” to Y will provide read-only access to MovePartner, while setting Restrictions to I will only allow the contact to access the Inventory screen in MovePartner.  The Type(s) field on the bottom-right limits the contact to only being able to view Jobs of a particular Type, such as Fine Art or Asset Management.  These Types correspond to the Cost Centre(s) that are set with matching “Avail Types” in Cost Centres Setup.  For instance, any Cost Centre configured as an Asset Management Cost Centre will be given an Avail Type of ASST in the Cost Centre screen.  If a Contact is then given a Type of Asset Management, they will only be able to view Jobs belonging to a Cost Centre configured as Asset Management type.

---