Modified on : May 24, 2024
Estimated Reading Time: 1 minute
Accounts module can hold the multple type of documents related to particular account.To do this action you need to have add permission enabled for your role from the Settings->Role security
Please follow the below steps to add a document specific to your 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 add a document
- Click on three dots icon on the top header and click on Documents tab in it
- Click on Add document button and select any of the option from the source list
- Attach and upload the documents and fill the details and click on Upload button
- All your documents has uploaded and tagged to specific account
Modified on : May 30, 2024
Estimated Reading Time: 1 minute
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
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
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
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
User can create a lead from account page which will be tagged to that particular account.
To do this action you need to have add lead permission enabled for your role from the Settings->Role security
Please follow the below steps to create a lead 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 lead
- Click on Leads tab on the top header which shows all the leads tagged to that account
- Click on Add Lead button on the top right corner
- Fill all the mandatory information and click on Save button
- Thats it! Your Lead has been created and tagged to the particular account
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
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
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
User can create a Job requirement from account page which will be tagged to that particular account.
To do this action you need to have add Job permission enabled for your role from the Settings->Role security
Please follow the below steps to create a Job 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 job
- Click on Jobs tab on the top header which shows all the jobs tagged to that account
- Click on Add Job button on the top right corner
- Fill all the mandatory information and click on Save button
- Thats it! Your new job has been created and tagged to the particular account
Modified on : May 31, 2024
Estimated Reading Time: 2 minutes
User can create a note in multiple ways for an account. Here is the simple way to create a note
Create a note from the accounts list page:
- Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
- Select any account name whom you wanted to create a note
- Click on “N(Notes) symbol” for the account you wanted to create note
- It opens a popup with the existing notes listed
- Click on any type(call,note,meeting) of the note
- Enter all the required fields like name, description, etc
- Click on Save button below
- Thats it! Your Note has been created and tagged to the particular account
Create a note from the accounts view page:
- Open any account name whom you wanted to create a note
- Check for “Notes symbol” on the right panel for the account you wanted to create note
- Click on that icon and it opens a popup with the existing notes listed
- Click on any note type(call,note,meeting) that you wanted create
- Enter all the required fields like name,description,etc
- Click on Save button below
- Thats it! Your Note has been created and tagged to the particular account
Modified on : May 31, 2024
Estimated Reading Time: 1 minute
Users can rely on tasks for assigning work to specific modules, tracking progress, and ensuring notification to each team member.
Here is how you can create a task for an account and get it tracked
- 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 want to Create a task
- Search for Tasks icon on the right panel and click on it
- It opens a popup with all the tasks that all your team created
- Click on Add task button on the top right corner
- Enter all the required fields like title, description, due date, reminder, assigned to, etc
- User can also tag this task to a contact available on this account
- Now click on save on the bottom and thats it, your task has created and notified to the assigned user
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
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
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
Creating an Account record in Oorwin is as simple as below:
- Log in to your Oorwin Account and navigate to Accounts module from the left menu under General Section
- Click on “Add Account” button on the top right corner.
- Fill all the required information like Account Name,type,Phone number, etc.
- Then click on “Save” button on the bottom
- And that’s it! Your account has created
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
If you want to add an Opportunity tagged to a particular account, then yoou can do it from the account view page which will tag it to the same account.
To do this action you need to have add opportunity permission enabled for your role from the Settings->Role security
Please follow the below steps to create an opportunity 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 opportunity
- Click on Opportunities tab on the top header which shows all the opportunities tagged to that account
- Click on Add Opportunity button on the top right corner
- Fill all the mandatory information and click on Save button
- Thats it! Your opportunity has been created and tagged to the particular account
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
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
Modified on : May 31, 2024
Estimated Reading Time: 1 minute
You can check all the actions that everyone has done on the account as an activity log at any point of time.
Below are the steps to verify the activity log for an 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 want to verify the activity log
- Search for Activities icon on the top or click on activities button on the right panel
- It opens a popup with all the activities that all your team did on it
- User can also search/filter the activities based on the action or user from the filter drop down
- You can also verify the other module activity log linked to that particular account
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
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
Modified on : May 24, 2024
Estimated Reading Time: 1 minute
You can send an email to the account contact through Oorwin portal by following below steps
- 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 want to send an email to the contact
- Click on Compose Email button on the top right corner
- You can select the pre defined email templates or enter your own content in the email body
- Enter any additional recipients in the CC field and add Subject on your own
- You can add attachments also from the select attachements section
- User can also use the mail merge option to replace with the name of the receiver in the mail body
- Once you are done with all the content then click on Send button to send the email to your receivers
