User Guide
Contents
1. PowerEntry User Guide Copyright QGate Software Limited All rights reserved 7 intelliSearch for SalesLogix intelliSearch for SalesLogix is a revolutionary new data search engine for SalesLogix providing intelligent fuzzy search capability within your SalesLogix application In addition to the standard Account Contact look ups and Account and Contact Searches intelliSearch provides a powerful and sophisticated alternative to direct name finding Imagine needing to find a Contact at a particular Account but all you can recall is perhaps the name john and the account was something Manufacturing intelliSearch with its sophisticated fuzzy logic will find all occurrences of the name John including Jon Jonathan Jonny etc at Accounts containing Manufacturing somewhere in the name The intelliSearch feature is available inside PowerEntry functionality and from the following access points From the SalesLogix Menu Lookup gt intelliSearch gt Account or Contact ate Software Limited ule Lookup Write Tools Outlook Window Help intelli Search Account Alk 4 Quick Find Ctrl F Alk ir Speedsearch Shift Ctrl F Contact eI ate 01329 222800 ccounks ther Opportunities b fi 329 222001 maT eee Pare rae qgate co uk nda 5ave as Group L ehan ted Bon nye Gas Acct Mor Administrator Hot keys Alt A for a account search Alt2. Hampshire J Pot 6 8XT United Kingdom J Enter the new address details Copyright QGate Software Limited All rights reserved From the PowerEntry for SalesLogix dialog edit the Account Name Address description and address details as required Click on the Add button to enter a new address Select or add a new address title for the address you want to enter Home Business Office etc 30 Appendix A Troubleshooting PowerEntry intellisearch Appendix A Troubleshooting PowerEntry intelliSearch This section provides some assistance in identifying common issues and providing potential resolutions intelliSearch PowerEntry Does Not Finding Any Matches Possible Causes Solution intelliSearch Match Dictionaries Rebuild the intelliSearch Match Dictionaries see the section have not been created or Configuring Initialising intelliSearch of the PowerEntry updated Getting Started Guide Search criteria too vague Extend the matching criteria intelliSearch matching is based upon data likeness not begins with Search criteria too strong If possible remove some of the matching criteria PowerEntry User Guide Copyright QGate Software Limited All rights reserved 34 PowerEntry intellisearch Technical Support For general technical support on installing and configuring your PowerEntry software firstly see the trouble shooting section on page 31 or contact your
3. intelliSearch for SalesLogix 13 Click on the Search button Enter key or Alt S keys Contact Name Anderson Address a m m Account Name City Optional my ae p Postcode va Country T Li th ian ci a If a possible matching contact is found on the database then intelliSearch will list all possible matches Q intelliSearch for SalesLogix Contact Search B intellisearch FOR SALESLOGIX ee 2A gal Search PE Det SalesLogix Contacts 24 Matches 18 Filtered Contact Name Anderson Address Account Name City Optional lt A Postcode Country Anderson Craig Principal Amalfitano B Inc Tuset 5 3 Barcelona 08006 Anderson James Principal Anderson Waste Sales 5423 N 59th Street Costa Mesa 92626 a Anderson G Manager Zefer May Industrial 6100 Neil Rd Tampa 33610 Anderson Sami Network and Teleco Gem Assurance Sparkle Drive Sailsbury Anderson Rob clo Hercules Depot Foods Co 1563 Surrey Drive Fairfield 17320 9792 a Anderson Andy VP Marketing Telenational Link 2498 Iron Springs Road Venice 34293 lt ll Sensitivity Create SalesLogix Group 14 If you know any additional address information that will help filter your search type into the Account Name Address City Postcode and or select the relevant Country then Search _ Identifies number of possible matches Q intelliSearch for SalesLogix Contact Search EE i
4. QGate Powerentry FOR SALESLOGIX Version 6 2 User Guide Documen t Version 2 1 Certified Solution Provider QUALITY MANAGEMENT software SalesLOGIX Business Partner QGate Software Limited D2 Fareham Heights Standard Way Fareham Hampshire UK PO16 8XT Tel 44 0 8700 603255 info QGate co uk www QGate co uk QWare components are products of QGate Software Limited QGate Software Limited All rights reserved Notices This document and all subject matter outlined within this document remain the copyright of QGate Software Limited It may not be reproduced in part or whole or any manner digitised transcribed translated or mass distributed without written permission from QGate Software Limited 2008 Copyright QGate Software Limited PowerEntry is a trademark of QGate Software Limited intelliSearch is a trademark of QGate Software Limited SalesLogix is a registered trademark of Sage Software Microsoft is a registered trademark of Microsoft Corporation All rights reserved Although every effort has been made to ensure the processing performed by this software product will not damage or corrupt your data we strongly recommend you perform the following actions to safeguard against such eventualities In the unlikely event that data becomes lost or corrupted QGate Software Limited cannot be held responsible Recommended Safeguards Perform a complete backup of your SalesL
5. e Complete Activity Add Contact s to Outlook Copy Account Information to Clipboard Schedule Reports Design Copyright QGate Software Limited All rights reserved 18 Insert Key Alt i then the c key or the Insert Key Alt i then the a key or the Ctrl Insert key PowerEntry User Guide Copyright QGate Software Limited All rights reserved Accessing PowerEntry Opens the PowerEntry dialog to add a new Account Contact Opens the PowerEntry dialog to add a new Account Contact Opens the PowerEntry dialog to add a new Contact for Account 19 Accessing PowerEntry SalesLogix is an Enterprise Information Management application controlling information at the heart of your enterprise Designed to track information on organisations and individuals SalesLogix maintains all the underlying relationships between all your customers and their companies SalesLogix has a Contact Account structure where the Accounts are the Companies you deal with and the Contacts are the individuals you deal with directly and are linked to their appropriate Accounts Accounts can be entered without any Contact details Contacts can be entered without entering any Account details SalesLogix will automatically create an Account for this Contact naming the Account with the Contact s name For example if you entered the Contact details for say John Smith SalesLogix would automatically create an Account named Smith J
6. e Ifthe Contact you require is listed select the Contact name then click on the Select Existing Contact button SalesLogix will display the selected Contact detail view If you Cancelled from the Contact matching dialog and select one of the accounts from the account list you will be taken to the PowerEntry dialog which will be populated with the account details ready for you to enter a new contact e Click on the Check Existing button PowerEntry dialog will be displayed ready to enter the new Contact and Account details PowerEntry User Guide Copyright QGate Software Limited All rights reserved 27 Inserting a New Contact for an Existing Account PowerEntry for SalesLogix ez PowerEntry FOR SALESLOGIX Contact Information Contact Work Phone Type Mobile Title E mail Salutation Account etes Vork Type Main Phone 01234 878787 Sub Type Fax 01234 989898 Status Industry Ed Auto Format city Abergavenny a county angesey Post Code Rss opp Demo Lookup Country United Kingdom aad Acct Manager Administrator Q Owner Save amp New Save amp Clear 6 From the Contact box press the F2 key to confirm the position of the name text in the correct entry fields Click OK Enter Name Title First Middle Last S ulti The position of each portion of the name text is critical to the quality of the data in your database If the Last name is entered in the wro
7. Account Contact 1 PowerEntry User Guide From the Menu select Insert gt Contact Account PowerEntry for SalesLogix Duplicate Check Version 6 0 Ze Powerkntry FOR SALESLOGIX Check for Existing Account Contact Enter the name ofthe Account and or Contact you wish to add PowerEntry will check for the possible existence of this Account Contact Contact City Account Do O OS State County 0 ZP Postak 0 Country Search Tips Powered by intelliSearch Check Existing Cancel The PowerEntry duplicate checking dialog will be displayed You can enter as much or as little information as you like into the search criteria boxes in order for PowerEntry to check for any existing records The more information that you enter will restrict the amount of possible returns For example if you are checking to see if QGate exists on your database and you also select the country of United Kingdom then any possible matching results will return only companies in the United Kingdom Click in the Contact box and type the name of the contact Click in the Account box and type the name of the account you wish to enter Enter any additional Address information in order to filter the returns of any possible matching accounts and or contacts Click on the Check Existing button Copyright QGate Software Limited All rights reserved 22 Adding New Accounts and Contacts intelliSearch
8. C for a contact search From the Account Navbar button by clicking the right mouse button and selecting the intelliSearch gt Account option PowerEntry User Guide Copyright QGate Software Limited All rights reserved 8 intelliSearch for SalesLogix L Dee a a ee i ee O 7 gt Limited z intelli Search Account Accounts Lookup Account h Insert Mew Contack account f Groups am Contacts Account Reports re POG ST i United Kingdom a wa From the Contact Navbar button by clicking the right mouse button and selecting the intelliSearch gt Contact option Titlh Clie z intelli 5earch Contact Lookup Contact Lontacts Insert Mew Contactfaccount a Groups E Dht Clpporturitie Contact Reports hire Pa United Fingdorn i ad ar La ki i Wer PowerEntry User Guide Copyright QGate Software Limited All rights reserved 9 intelliSearch for SalesLogix intelliSearch Accounts 1 From the SalesLogix Menu select Lookup gt intelliSearch gt Account Q intelliSearch for SalesLogix Account Search B intellisearch FOR SALESLOGIX Sensitivity Cr Group Select Cancel 2 Click in the Account Name box and type the name of the account 3 Click on the Search button Enter key Account Name fegate Address City P Search Postcode Country r If a possible matching account is found on the database then intelliSearc
9. USA London EC1Y ORR United Kingdom Bracknell RG12 2UP United Kingdom New York 10017 Houston 77042 1 Golden Lane Rubus Court 747 Third Avenue 2101 City West Blvd 4206 North Grand Avenue Suite 1500 15th Floor 385 Industrial Drive Tuset 5 3 2825 SW Marine Drive tka Abi Specialty Group ka Converse ABC a Advanced Billing fa Amalfitano B Inc a Arnett B Systems Markham L3R 9R9 Barcelona 08006 King of Prussia 19406 Sensitivity Create SalesLogix Group If the intelliSearch result list is too long enter further values in any of the address boxes then click on the Search button to refine your search If you locate a possible matching account but need to examine the details further before deciding if this is a matching account click on the account name then the Details button intelliSearch for SalesLogix e intelliSearch for SalesLogix Account Search amp intellisearch FOR SALESLOGIX ences 2A gal Searct Details SalesLogix Accounts 10 Mats C on tne G SalesLogix Gr 5552333171 SS button to create a o temporary group in SalesLogix fta A Systems Inc 78 321 Park Avenue San Jose 95110 USA thy Abi Specialty Group 77 1 Golden Lane London EC1 ORR United Kingda a Converse ABC 77 Rubus Court Bracknell RG12 2UP United Kingdom a ABR Worldwide inc 7 74 Third Avenue New York 10017 USA fa ABC Hardware Corp 7 2101 City West
10. 12807 Lake Drive North Field 44067 US Berkowitz Andrew President John Dartech Corporation 39 W 55th Street Ste 6 Waltham 21545 US a Vittimberga Andy VP Sales Kelly Collectables Company 347 Elizabeth Avenue Irvine 92618 US amp Wood Andrew VP Marketing RF Paths Hathaway Point Road V alnut 91789 US a Andrus Jeff President Sierra Mkgt Management 1 3180 Redhill Ave Montrose 91020 US a Smith Andrew Manager Sletten Corp 78 Farquhar Ave Denver 80202 US lt m gt Select Cancel Sensitivity Create SalesLogix Group Click on the Create SalesLogix Group button to create a temporary group in SalesLogix PowerEntry User Guide Copyright QGate Software Limited All rights reserved 15 intelliSearch for SalesLogix 19 If you find the Contact you are looking for click on the Contact name in the list then the Select button 20 Click on the Create SalesLogix Group button to create a temporary group in SalesLogix PowerEntry User Guide Copyright QGate Software Limited All rights reserved 16 Accessing PowerEntry PowerEntry can be accessed from the same access points as the standard SalesLogix when adding a new account with additional selections to add a new contact for an existing account From the Account Contact Detail or List view there are multiple ways to access the PowerEntry form 1 From the Menu Bar just click on the Insert option Insert Schedule Loo
11. Blvd Houston 77042 USA tka Abbott Ltd 65 4206 North Grand Avenue Chicago 60643 USA tka Abbott WorldvVide 64 Suite 1500 15th Floor Chicago 02134 USA a Advanced Billing 60 385 Industrial Drive Markham L3R 9R9 Canady ky Amalfitano B Inc 60 Tuset 5 3 Barcelona 08006 Sy a Arnett B Systems 60 2825 SW Marine Drive King of Prussia 19406 Sensitivity 60 Create SalesLogix Group Select Cancel Garin af the tm at Speen 9 If you find the account you are looking for click on the account name in the list then the Select button or Enter key 10 Click on the Create SalesLogix Group button to create a temporary group in SalesLogix The group will be displayed on the Account Lookup Results tab If you want to save this group Go to the Account list view and click on the Lookup Results tab From the menu select Lookup Save As Group Name the Group then click OK intelliSearch Contacts 11 From the SalesLogix Menu select Lookup gt intelliSearch gt Contact q intelliSearch for SalesLogix Contact Search 7 y Version 1 1 2 060209 2A ElL Search 8 Details SalesLogix Contacts 0 Matches Contact Name Account Name Optional A j Aa f Contact Name Contact Tile City Postcode lt i2 Sensitivity reste SelesLouix Group cencel 12 Click in the Contact Name box and type the name of the Contact PowerEntry User Guide Copyright QGate Software Limited All rights reserved 13
12. EE 19 Contact Account Overview ccccccecccceeeceneeceuceceueeceeeceucessueeceuseesueecaeessasessueessueessasessueessuseneneess 20 What options should use 2 0 0 eccccccececeeeceeeeee cece ceca cece eeceeeseeeeseesacesaeeseeessueesueesaeesaeeseeeseeeeaaes 21 Insert ING W COC CC OUI dsosseissies ss ccedanacetena EE eae E E ieee a ea alea 21 insert New Contact fOr ACCOUN ssisiississssisipeinaidadai eaaa aa Raa aa aa KEA tlatebisis RAAEN a AE RREN 21 Adding New Accounts and Contacts ccccscceeeeeeeeeneeceneeeeeeeseeseeseaeeeeneseeaeeeeaaseanessaeeenes 22 Inserting a New Contact for an Existing Account ssssssnssnnnsnnnnnnnnnrnnnnnnnnnnnnnnnnnnnnnnnnnnn 26 Editing Existing Account Contact Details eee ceceeeeeeeeeeeeeeeseeeeeaneeseaeeseaneesenneees 30 Appendix A Troubleshooting PowerEntry intelliSearch cccccsseeseeeeeneeeneeeeeees 31 PowerEntry intelliSearch Technical Support cccccceeeceeeneeeeeeeeneeeeeeeeneeseneseenenenees 32 OE E E E E E EEE E T T 32 FaU REPONN ceara E E E at diate E tdantunbacoauini Setlsan daadeasath 32 Upgrades and Service Releases ccccccccssccceeeceeeecceeceaeeceueeceusesaueeceusesuueecseseeseeeeueessaeessueeseass 32 PowerEntry User Guide Copyright QGate Software Limited All rights reserved About this Guide This guide provides an outline to using the features of PowerEntry and intellisearch for SalesLogix The p
13. PowerEntry User Guide Copyright QGate Software Limited All rights reserved 23 Adding New Accounts and Contacts PowerEntry for SalesLogix ee PowerEntry FOR SALESLOGIX Contact Information Contact Smith Work Phone Type Mobile Title E mail Salutation Type Sub Type Status Industry City County Post Code Demo Lookup Country United Kingdom wl Acct Manager Administrator AJ Owner Everyone Q Save amp New Save amp Clear OK Cancel 8 From the Contact field press the F2 key to confirm the position of the name text in the correct entry fields Click OK Enter Mame Title Mr First Pete Cancel Middle i Help Last Smith Guffi The position of each portion of the name text is critical to the quality of the data in your database Ifthe Last name is entered in the wrong field any search on the database will NOT return this entry 9 Enter the Contact Work Phone and Mobile details 10 Enter the Email address 11 Select from the Contact Type and Title boxes by clicking on the ellipsis button or pressing the F2 key to open the list 12 The Salutation will auto populate with the contact name in the format selected from the PowerEntry Default settings The Salutation will auto populate in the format as set by your administrator 13 Enter the Account name 14 Continue entering all remaining details and selecting items from the pick lists P
14. PowerEntry software supplier For additional reference information on PowerEntry including FAQ s How to s and resolutions to known issues see the QGate KnowledgeBase at knowledge QGate co uk Alternatively contact QGate Technical Support If you wish to report a fault or an issue with PowerEntry please contact your PowerEntry software supplier or contact QGate Technical Support Alternately you can register faults at the QGate website at www QGate co uk Revision upgrades and service releases of PowerEntry may be available on request from your PowerEntry software supplier or by contacting QGate Software Warning We strongly recommend you review the release information provided with each release to ensure each upgrade is suitable to apply If you are in any doubt we recommend you contact your PowerEntry software supplier or contact QGate Software directly PowerEntry User Guide Copyright QGate Software Limited All rights reserved 39
15. act john Jones g Work Phone 01234 878755 Type champion o d Mobile 01234 987655 Tie Manager O E mail Salutation John Jones Type Sub Type Status Industry Advertising Marketing ed Auto Format city Abergavenny a county fangesey j Post Code JoRS9 OPP Demo Lookup Country United Kingdom u Acct Manager fAdministrator OJ Owner Save amp New Save amp Clear PowerEntry User Guide Copyright QGate Software Limited All rights reserved 29 Editing Existing Account Contact Details Editing Existing Account Contact Details The account name and address details cannot be edited from the SalesLogix main view as these details are managed by the intelliSearch application Editing the Account name and address are completed using the Edit Account PowerEntry option from the Edit menu To Edit the Account Contact Name and or Address 1 PowerEntry User Guide A PowerEntry FOR SALESLOGIX Account Details Account Name Address Details Addresses 2 Description Address Type Address City County Post Code Country Click OK PowerEntry for SalesLogix Edit Account Details Gate Softwarte Limitec From the Edit menu select Edit Account PowerEntry option Auto Format v Ada Del Mailing Primary Mailing Primary Address D2 Fareham Heights Standard Vay Shipping Address Fareham Ga
16. act to 2 Click the right mouse button on the blank area of the contacts tab and select Insert New Contact for Account or press Ctrl Insert PowerEntry for SalesLogix Duplicate Check Version 6 0 PowerEntry FOR SALESLOGIX Check for Existing Account Contact Enter the name ofthe Account and or Contact you wish to add PowerEntry will check for the possible existence of this Account Contact o A Search Tips Powered by intelliSearch Check Existing Cancel 3 Type the Name of the contact in the Contact box and or optional address information The address information would only be required where additional filters are required to avoid long lists of contacts being returned as possible matches 4 Click on the Check Existing button PowerEntry User Guide Copyright QGate Software Limited All rights reserved 6 Inserting a New Contact for an Existing Account intelliSearch for SalesLogix Duplicate Contact Search Manager QGate Softwarte Limited D2 Fareham Heights Fareham Hampshire P lt gt Sensitivity Add as New Select Existing Contact 5 If there are any possible matching contacts at the selected account intelliSearch will return a list where you have the options to e If the Sensitivity box is flashing you can move the slider to the left to reduce the level of the search sensitivity and reveal further possible matching accounts si Sensitivity
17. e matching account but the Match Score is below the current Sensitivity level it will not be displayed although it would be included in the number of Matches stated on the Status bar Copyright QGate Software Limited All rights reserved 11 Use the Sensitivity Slider to see possible matches Use the Details button to see hide additional Account information PowerEntry User Guide Copyright QGate Software Limited All rights reserved 12 intelliSearch for SalesLogix Displays the number of possible matches Q intelliSearch for SalesLogix Account Search intellisearcn FOR SALESLOGIX 8 Details SalesLogix Accounts 20 Matches 17 Filtered invest Cambridge 21424 USA i United Kingdom Winter Park 32789 USA Address fta Ariston Investors LTD 76 P O Box 70 fta Ibu 76 76 375 Douglas Ave 2005 fy Touch Brokers Sensitivity Select Cancel Create SalesLogix Group If the intelliSearch Account results dialog does not display any Matches but displays X Matches on the Status bar and the Sensitivity box is flashing Green Red this will indicate that X Matches have been found but the Match Score is below the displayed level Slide the Sensitivity slider to the left until a number of matching accounts are displayed Q intelliSearch for SalesLogix Account Search 10 Matches Address fta amp Systems Inc 321 Park Avenue San Jose 95110
18. etails ready to enter another contact at the same account 20 Click Save and Clear to save the current Account Contact information then clear all fields ready to enter a new Contact and Account PowerEntry for SalesLogix PowerEntry FOR SALESLOGIX Contact Information T Auto Format Contact Mr Pete Smith Work Phone 01234 565656 Type Gate Keeper ald Mobile 01234 767676 me assistant E mail pete workcom Salutation mr Pete Smith Account Information Account Peteswork Type Prospect O d Main Phone 01234878787 Sub Type Type amp Fax 01234 888888 Status Active Web Jwww workcom Industry JadvertisingMarketing Address Information ed Auto Format Address B3 South Street Cty Abergavenny ued DO O O County jangiesey ad PO Post Code pR990PP Demo Lookup Country United Kingdom ed Acct Manager Administrator 9 Owner Everyone QJ Save amp New Save amp Clear OK Cancel PowerEntry User Guide Copyright QGate Software Limited All rights reserved 25 Inserting a New Contact for an Existing Account Inserting a New Contact for an Existing Account The New Contact for Account option will enable you to enter a new Contact for the currently selected Account If you wish to enter a new Contact s details but do not want to associate that Contact with any company you must use the Insert New Contact Account option 1 Locate the Account that you wish to add the new Cont
19. f matching Contacts amp Smith Andrew US lt m gt 60 Create SalesLagix Group Select Cancel Sensitivity 17 If the intelliSearch result list is too long enter further values in any of the address boxes then click on the Search button Enter key to refine your search 18 If you locate a possible matching Contact but would need to examine the details further before deciding if this is a matching contact click on the Contact name then the Details button ne intelliSearch for SalesLogix Contact Search intellisearch FOR SALESLOGIX PE Details SalesLogix Contacts 24 Matches Contact Details n Principal Decision Maker Tel 34934143536 Fax 34934143538 01 06 2002 08 00 00 01 02 2001 21 19 05 Address Craig Anderso Status Active Mobile EEO craig AmalfitanoBInc demo SERENE Administrator MEZE Administrator ContactName Contact Ttle City Postcode Anderson Craig Principal Amalfitano B Inc Tuset 5 3 Barcelona 08006 a Anderson James Principal Anderson Waste Sales 5423 N 59th Street Costa Mesa 92626 a Anderson G Manager Zefer May Industrial 6100 Neil Rd Tampa 33610 US Anderson Sami Network and Teleco Gem Assurance Sparkle Drive Sailsbury Anderson Rob clo Hercules Depot Foods Co 1563 Surrey Drive Fairfield 17320 9792 US a Anderson Andy VP Marketing Telenational Link 2498 Iron Springs Road Venice 34293 US Puckett Andy President Global Mediation
20. for SalesLogix Duplicate Account Contact Search Be Z Version 1 2 0 060623 Amanda Wakeley Limited 6th Floor London WK 10R BM X Custom Riders 55 Brancroftt Hitchin Hertfordshire Marconi Data Systems Inc 153 Dixon Green Welham Green Hertfor i Rees Limited Station Road Alton Hampshire GUS Stafford Smith Keeley Wax Lyrical Unit 45 Hayes Middlesex UBS lt l gt Sensitivity 70 Add as New Select Existing Contact Cancel If there are any possible matching accounts the intelliSearch dialog will be displayed If no matching accounts were found the PowerEntry dialog will be displayed ready to enter the new Contact and Account details 6 If you entered a contact account name in the search criteria any possible matching contacts or accounts will be listed first You have the following options e If the Sensitivity box is flashing you can move the slider to the left to reduce the level of the search sensitivity and reveal further possible matching contacts or accounts e Ifthe contact account you require is listed select the contact account name then click on the Select Existing Contact account button PowerEntry will close and SalesLogix will display the selected contact account details e Click on the Cancel button to return to the Check for Existing Account Contact dialog 7 Click on the Add as New if no correct matching contacts or accounts were found
21. h will list all possible matches PowerEntry User Guide Copyright QGate Software Limited All rights reserved 10 Sensitivity PowerEntry User Guide intelliSearch for SalesLogix your Search tiSearch for SalesLogix Account Search intelliSearch FOR SALESLOGIX Postcode Country gt fta Qgate 100 Dr United Kingdom tka Qgate Software Ltd 97 Fareham Heights FAREHAM PO16 8XT United Kingdom Sensttivity 90 Create SalesLogix Group Select Cancel If you know any additional address information that will help filter your search type into the Address City Postcode and or select the relevant Country then Search intelliSearch uses a revolutionary new data search engine for SalesLogix providing intelligent fuzzy search capability throughout your SalesLogix application The fuzzy search capability is determined by the Sensitivity slider at the bottom of the intelliSearch dialog where 60 will enable a very fuzzy search to a 100 setting that will be an exact match of the entered details The intelliSearch engine will apply a score for each of the possible matches it finds in the database If the Match Score is in the high 90 s then there is a very high possibility that the account could be a match based on the information given If the Match Score is in the low 60 s then there is only a slim chance that this is a matching account If intelliSearch locates a possibl
22. isplayed level PowerEntry User Guide Copyright QGate Software Limited All rights reserved 14 are displayed Contact Name amp Anderson Craig amp Anderson James amp Anderson G Anderson Sami amp Anderson Rob Anderson Andy Q Puckett Andy Berkowitz Andrew Vittimberga Andy Wood Andrew Andrus Jeff Q intelliSearch for SalesLogix Contact Search Anderson Principal Principal Manager Network and Teleco clo VP Marketing President President VP Sales VP Marketing President Manager ze intellisearch FOR SALESLOGIX Search 2 SalesLogix Contacts 24 Matches Amalfitano B Inc Anderson Waste Sales Zefer May Industrial Gem Assurance Hercules Depot Foods Co Telenational Link Global Mediation John Dartech Corporation Kelly Collectables Company RF Paths Sierra Mkgt Management Sletten Corp intelliSearch for SalesLogix Version 1 1 2 Tuset 5 3 5423 N 59th Street 6100 Neil Rd Sparkle Drive 1563 Surrey Drive 2496 Iron Springs Road 12807 Lake Drive 39 W 55th Street Ste 6 347 Elizabeth Avenue Hathaway Point Road 3180 Redhill Ave 78 Farquhar Ave arr 08006 Costa Mesa 92626 Tampa 33610 Sailsbury Fairfield 17320 9792 Venice 34293 North Field 44067 Waltham 21545 Irvine 92618 Walnut 91789 Montrose 91020 Denver 80202 US 16 Slide the Sensitivity slider to the left until a number o
23. kup Write Tools Outlook Contactfaccount Ins Contact For Account Ctrl Ins Qppartunity Shift Ins is Ticket Ctrl T Mote File Attachment Se Abbott worldwide S306 North x l U oe Ne P The Insert menu option will allow the user to add a New Account and Contact or Add a New Contact to an existing Account Fo 2 From the Toolbar just click on the Insert Contact Account button to add a new Account Contact Note The button images could vary depending on the version and of SalesLogix you are using 3 From the left hand NavBar click the right mouse button on either the Contacts or Accounts button to display an options menu Lookup Account Insert Mew Conkack 4ccount srOuUps Contacts F S i O a Account Reports 4 Click the right mouse button on the Account Contacts tab to insert a new account and contact PowerEntry User Guide Copyright QGate Software Limited All rights reserved 17 5 PowerEntry User Guide Accessing PowerEntry Work Phone Mobile Phone Title Patra 01491 681061 Managing Director Reading Go to Contact Insert New Contact for Account Insert New Contact Account i Add Note Complete Activity Add Contact s To Outlook Schedule gt Click the right mouse button on the Account or Contact Detail area to add a new account and contact wiew List Recent Records Insert Mew ContactiAccodnt Add Mote
24. ng field then a search on the database will NOT return this entry 7 Continue entering the contact details and selecting items from the pick lists You have no access to change the account information 8 The address details can be changed for the new contact without effecting the account address details 9 An existing address for the new contact can be selected by clicking on the Address label button PowerEntry User Guide Copyright QGate Software Limited All rights reserved 28 Inserting a New Contact for an Existing Account Address Information D2 Fareham Heights Standard yay PowerEntry Address Management Zw PowerEntry FOR SALESLOGIX Select Alternate Address Street Address Location Description 99 Southwest Road Fareham Hampshire PO16 amp XT United Kingdom Mailing at D2 Fareham Heights Standard Way Fareham Hampshire PO16 SXT United Kingdom Mailing A list of all related account and contact addresses will be displayed 10 Click on the required address from the list then the Select button 11 Click Save amp New to save the current contact information and clear the contact details ready to enter another contact at the same account 12 Click Save and Clear to save the current Account Contact information then clear all fields ready to enter a new Contact and Account 13 Click OK PowerEntry for SalesLogix Version 6 0 wz PowerEntry FOR SALESLOGIX Contact Information Pd Auto Format Cont
25. ntellisearch FOR SALESLOGIX ER coo FE SalesLogix Contacts 24 Matches Contact Name anderson Account Name Optional j Anderson Craig Principal Amalfitano B Inc Tuset 5 3 Barcelona 08006 Anderson James Principal Anderson Waste Sales 5423 N 59th Street Costa Mesa 92626 a Anderson G Manager Zefer May Industrial 6100 Neil Rd Tampa 33610 Anderson Sami Network and Teleco Gem Assurance Sparkle Drive Sailsbury a Anderson Rob clo Hercules Depot Foods Co 1563 Surrey Drive Fairfield 17320 9792 VP Marketing Telenational Link 2498 Iron Springs Road Venice 34293 President Global Mediation 12807 Lake Drive North Field 44067 Berkowitz Andrew President John Dartech Corporation 39 W 55th Street Ste 6 Waltham 21545 a Vittimberga Andy VP Sales Kelly Collectables Company 347 Elizabeth Avenue Irvine 92618 amp Wood Andrew VP Marketing RF Paths Hathaway Point Road V alnut 91789 a Andrus Jeff President Sierra Mkgt Management 3180 Redhill Ave Montrose 91020 Smith Andrew Manager Sletten Corp 78 Farquhar Ave Denver 80202 Uh Create SalesLogix Group Bem Use the Sensitivity slider to see possible matches 15 If the intellisearch Contact results dialog does not display any Matches but displays X Matches on the Status bar and the Sensitivity box is flashing Green Red this will indicate that X Matches have been found but the Match Score is below the d
26. ogix database before installing this product Table of Contents UCC S oana EEEE i AEEA AE E EESE 3 COP VFI GI MTOM AO searen aaea EE EEE EEA EE EEEE ESEE EA 3 CT ACIS TIN AGS aae E E 3 SCI AUG lia ceaueaas aoa E EE E E E 3 TADIC OF COMEC IES gacitscs cnnsce sans e a EE S ae EE ENES e aai 4 PAD OCU MIS GUINE ay goncisiieacunienee cage eenensaestanvennceanesandsesuaaiebaneiaasueuncuaucasanedaaveieaiatesdoussncuanvacnsaaaeaal 5 Additional Reference Information cccccccsscccssccceseeceeeccesecceeeceueceseueecaeeeeseeeeueessacecueessusessesensass 5 MATS OW CEE IGG E aurin ninri reri EENE EAE EEEa aE EENEN 6 PowerEntry OvervieW ccccccsccccssceceeeceececeueeccueessaceceueeceueessasecsusessueessueessueecsusesseeesentessessssessseenens 6 Pre emptive Duplicate AVOIGANCE cccccceecceceeseceeceeecaeecuecaeeceeceeesaeecuecaeesaesauecuesagecseesensaeeseeeses 6 Address Management saieet sities neniecepaharexacundecectaasneenondaceuntedaceadensacdsancssnanpanecatustebeminanacedentadentamadadaandtad 6 intelliSearch for SaleSLOGIX ccccccssecesescecceseeceneeceneeeceneeceneesceneesonsesoaneesoasesoensesennesoens 8 UPS WAG AUS SS AN CMs peciactare E I E E EE andes ate sabe E E V E ET 8 ISNT S CARCI ACCOM S diareea EE E AR 10 Se EL S A sa E A A EAE E EE EAE E E ad cated A DOE A T EE TE TA 11 ETS TS SAG CI ContaCiS srercissnsi eana ea aE a ienaa aeaa Eea 13 ACCeSSmMO PONGEN uieii a a a a aE 17 Keypoard SOM GUUS sienn E
27. ohn Option to enter a personal record The account will be set up using the person s name and the owner s name will be followed by the initials of Pr For example the user name of Workgroup 1 will become Workgroup 1 Pr PowerEntry User Guide Copyright QGate Software Limited All rights reserved 20 Accessing PowerEntry Insert New Contact Account Select this option when you wish to create a new account AND contact record Use this option also to create a New Contact record that is not associated with an Account For example you might want to keep a record of your Doctor or Dentists details Dr John Dunhill will appear on the Contact view as Dr John Dunhill An Account would be created under the name Dunhill John Insert New Contact for Account Select this option to add a new Contact to the currently displayed Account If you are in the Contact Detail view then the new Contact will be added to the current Contact s Account When selecting this option the Company name and address will be automatically displayed PowerEntry User Guide Copyright QGate Software Limited All rights reserved 24 Adding New Accounts and Contacts Adding New Accounts and Contacts Account or Contact only details can be entered using PowerEntry It is nota requirement of PowerEntry to have Contact details added when creating a new Account or Account details added when creating a new residential contact To Add a New
28. or editing of Account and or Contact basic details while at the same time ensuring that the highest standard of data entry is maintained PowerEntry is designed as a streamlined data entry point incorporating the new intelliSearch technology from both the internal Insert New Contact Account functionality and as a separate search function which can be accessed independently Duplicate data can be a major problem for companies operating a Data Management System and can have a damaging effect on both users and the company Inaccurate reports inflated or deflated sales figures duplicate Account and Contact information Any inaccurate information can have a dramatic effect on both business and staff creating a lack of trust with the system and de motivating staff at all levels Having entered contact and or account information PowerEntry searches the database for potential duplicate records based on the options you select before committing the new record to the database PowerEntry also provides optional integration with some of the Worlds leading Address Management systems to provide global address lookup and verification PowerEntry is not supplied with any Address Management Software All Address Management Software must be purchased separately however PowerEntry allows easy integration of these systems into your data entry workflow PowerEntry User Guide Copyright QGate Software Limited All rights reserved 6 What is PowerEntry
29. owerEntry User Guide Copyright QGate Software Limited All rights reserved 24 Adding New Accounts and Contacts 15 From the PowerEntry dialog continue entering Address information taking care to enter the relevant information in the appropriate fields For Example the City Name in the City field County name in the County field From the address Picklist fields you can use the F2 key to open the list then type the first character of the name to drill down to the required item The Postal Code field will automatically capitalize all the Postal Code text in accordance with postal standards 16 The Account Manager will default to the current user but can be changed if required 17 The Owner will default to the setting made in the SalesLogix Options The SalesLogix Options are accessed from the menu gt Tools gt Options gt Other tab gt Default Account Owner field 18 Click on the Auto Format check box to enable disable if required The Auto Format check box if selected will Proper Case initial capital the first character of all text in PowerEntry If selected and the first two or more characters of a name require capitalized text then this option will need to be deselected prior to entry For example QGate Software or IBM Common missed case and names with apostrophes will however be corrected e g McDonald O Brien etc 19 Click Save amp New to save the current contact information and clear the contact d
30. urpose of this guide is to assist SalesLogix users in using PowerEntry and intelliSearch in the vanilla and generic form Your implementation of PowerEntry may differ from some of the illustrations outlined in this guide so for further information and guidance on how to use these customisations please contact your PowerEntry software supplier This Guide outlines the following e PowerEntry Overview e intelliSearch Overview e Accessing PowerEntry e Adding new Accounts and Contacts e Inserting new Contact to an Existing Account e Editing existing Account and Contact details For details on getting started with installing and configuring PowerEntry for SalesLogix and intelliSearch see the PowerEntry Getting Started Guide For details on implementing customising and developing solutions with PowerEntry for SalesLogix see the PowerEntry Implementation Guide For details on PowerEntry Address Management see the PowerEntry Address Management Integration Guide For additional reference information on PowerEntry and intellisearch see the QGate Knowledge Base at knowledge QGate co uk For up to date information on PowerEntry intelliSearch and other QGate products please visit the QGate Software web site at www QGate co uk PowerEntry User Guide Copyright QGate Software Limited All rights reserved 5 What is PowerEntry The QGate PowerEntry module has been designed to simplify and speed up the adding
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