In effective business management, it is crucial to quickly identify key contacts responsible for client relationships. Fact streamlines this process by allowing to assign an account manager to each client record.
Prerequisites
Before adding an account manager, ensure the client file has already been created.
voir l'article : Create a client
Add an account manager to a Client
Access the Client file
Go to the Clients menu.
Select an existing client record.
Add an account manager
In the client record, click on the Identity widget.
In the Contact Information section, click the + Add button.
Enter the account manager's name.
Click Select to save the account manager to the client.
Tip: Once created, an account manager can be assigned to other client records as needed.
Export documents by account manager
Access Documents list
Go to the Documents menu.
Select the desired document type (quotes, invoices, etc.).
Filter documents
If necessary, use filters to refine your search (e.g., document status, date range).
Exporting the Document List
Click the Export button.
Select Download invoices List to generate an Excel file containing the requested information.
The Excel file includes a column with the names of the account managers associated with each document :
