Archives: Helpdesk

If you want to add a contact tagged to a particular account, then yoou can do it from the account view page which will tag to the same account.

To do this action you need to have add contact permission enabled for your role from the Settings->Role security

Please follow the below steps to create a contact from account view page

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to create a new conatct
• Click on contacts tab on the top header which shows all the contacts available to that account
• Click on Add Contact button on the top right corner
• Fill all the mandatory information and click on Save button
• Thats it! Your conatct has been created and tagged to the particular account

If you are any business related issues with a particular account then you can blacklist that account which would not showcase that account in all over the application.

To do this action you need to have edit permission enabled for your role from the Settings->Role security

Please follow the below steps to blacklist the account

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on any account name to whom you wanted to blacklist, which opens the account view page.
• Click on Blacklist icon on the top right corner
• Click on Yes on the confirmation popup
• By this action your account will be blacklisted and it shows in red colour (blacklisted) in your listing page

 

• You can unblock the account from the same option where you can perform all your regular operations on it

To import accounts through an excel sheet first you need download the accounts template fromat through below steps

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “More(three dots)” icon on the top right corner
• Click on Downaload Template option from the drop down list
• An excel template will be downloaded with all the account field coluns which you need to fill all the accounts data in it

 

• Once you have filled all the account details in the excel sheet you need to upload it through Upload Excel option
• Now system will ask you to check all the details mapped exactly with the excel fields
• Then click on Save button on the bottom to export all the data to Accounts module
• Once it is exported, a success notification will be displayed in the Notifications section on the top

If you find two accounts are similar in Oorwin, you can merge those two accounts as one with all the information in one account. You can merge maximum three accounts as one at a time.

To merge the acocunts just follow the below steps:

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “Merge Accounts” button on the top right corner.
• Enter the account name in the select the account field and select the two accounts from the drop down  you wish to merge
• Once you select the accounts click on Next at the bottom
• Select the Master account and the field values to which you want to merge all the data to one
• Click on Merge button on the bottom and then click Conform on the confirmation box to update all the data to master record
• The second account will automatically removed from the system once the merging is done

 

If you are no longer needed a particular account then you can archive that account which will land in the archivals module. You can restore the same record from there if you needed it again.

To do this action you need to have delete access permission enabled for your role from the Settings->Role security

Please follow the below steps to archive the account

• Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the account you wish to archive.
• Click on Archive link from the list (You need to have account delete access permission)
• Click on Yes on the confirmation popup
• By this action your account will be archived and will be landed in the Archivals module

This action will not delete your account permanently from the system and you can restore the same record again when ever you needed

Please note that you cannot delete an account which has associated with any of the modules like jobs, submissions, assignments, candidates, etc

Follow the below steps to edit and update the account record

•  Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
• Click on “Actions(three dots)” icon for the account you wish to update.
• Click on Edit link from the list (You need to have account edit access to have this link)
• Enter all the details you wish to update
• Then click on “Update” button on the bottom
• And that’s it! Your account has been updated with the new details