• How to Use Advanced Find to Search in THEi CRM
• How to Setup Contact for an Account in THEi CRM
• WIL Provider View in THEi CRM

How to Use Advanced Find to Search in THEi CRM

Using LCDI as an example

• Click the “Advanced Find” button

• Click “New”

• Keep “Look for Contacts”

• Choose “Remarks” at “Select” and input the keyword in “Enter Text” field e.g.”LCDI” as shown above
• Click “Results”

• You will see a list of Contacts with LCDI in “Remarks” field

How to Setup Contact for an Account in THEi CRM

• In contact, fill in the information of Job Details. E.g. choose company (i.e. Account in CRM term) that the contact work for.
• After successfully save the record. It will also show in corresponding Account’s Employee information box.

• User could also add contacts in the Account’s Employees information.
• It will have similar effect as Pt 1.

• To show a contact as the Primary Contact of a Company (i.e. Account), please choose a contact in the “Primary Contact” information box.

Use the WIL Provider – Input and export

• User can add new WIL Provider in the following form, after they build this relation, excel will contain the provider’s name, company, email mobile, office phone, address in the view.

• Select in THEi CRM for WIL Provider and select the WIL Provider Export View

• User can further filter/short on the list and click Export to excel to output a excel listing of this view for further process