Quick Links to each section:
Contacts Tab
Email Tab
Timeline Tab
Consent Tab
Contacts Tab
In MagManager, 'Contacts' let you add additional contacts to a client record.
All contacts for the company are listed on the Contacts Tab. By default, the contact details you enter when you set up a new client will be the their 'Primary Contact'. The Primary Contact appears in the list with a green tick under the Primary header.
To edit an existing contact
Click on the contact's name to open the manage contact box > Update the record > Click Save
For the primary contact > Select the details tab and update their details there.
To add a new contact
Click on the green New Contact button, and you will see the Manage Contact dialogue box.
Fill in the fields for the new contact, and select the relevant boxes if you want this contact to be set as any of the following:
- Primary Contact - used for everything unless you have other contacts set up
- Accounts Contact - this is the contact that will be used by default for invoices
- Artwork Contact - this contact will be used by default for artwork
- Bookings Contact- the default contact for bookings.
By Clicking 'Add Alternative Address', the area expands to add address details.
To delete a contact
Click on the contact's name to open the manage contact box > Click Delete > Select Yes to Confirm.
Email Tab
In MagManager, the 'Email' tab displays a list of pre-prepared emails ready to send directly to clients. You can also create a new email by clicking the 'Create Email' button top right of the screen.
To send an email
Click on the name of the email, listed under the Title heading > This opens the Preview Email screen - edit the email message if required > Click Send and you'll be returned to the Email tab.
If you do not wish to send the email at this time Click 'Close' to return to the Email tab.
To create a new email message
Click the 'Create Email' button top right of the screen > A new email document template will appear ready to be filled in and saved.
Title - Is the name of the document that appear in the title field of the email tab and is for your records
Description - Is also for your records and appears in the document templates listing
To / Cc / Bcc - These fileds are populated using the Contact tokens on the left. Example Click in the To field > Hover over Primary Contact > Click Email - Primary Contact will appear below the To field.
Attachments - Choose an existing one from the dropdown or click 'New Attachment' to add a new one.
Subject - This is the field the client will see when they receive the email.
Content - Is made of the upper tool box to format the text and the main white text box where you add the email text.
Preview - Displays a preview of the email message as the client would see it.
Sidebar Tokens - the tokens or placeholders can be used to fill the email with client data when the documents are send . Using the primary contact as an example. Every email will be pre-filled with the primary contacts email address.
Click here for more details on document templates.
Timeline Tab
In MagManager, the 'Timeline' tab displays a list of interactions and communications with the client.
Recorded in the timeline you will find:
~ Updates to client details
~ Details of bookings created, updated or deleted
~ Details of invoices created and amended
~ Details of emails sent from MagManager to the client
~ Details of replies from the client
~ Details of any actions
The list of events can be filtered by using the search box - example to search only for Bookings.
To see action only - turn of the 'Show Actions Only' toggle switch
To change the view - click 'View as Visualisation' and to turn it back click 'View as List'.
Clicking on any event in the timeline will expand it to display more details.
Click here for more details on using the client timeline.
Consent Tab
In MagManager the 'Consent' tab summarises the consent set for each client. Consent automatically gets updated here when a client enters their preferences via the customer portal. You can also update consent for a client by clicking on 'Add Consent' button.
To add a new consent record
Click the 'Add Consent' button > Update as required by turning the toggle switches on or off, add a comment if required and Click Save.
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