Account Profiles

 

Default values for MoversSuite orders can be automatically set using Account Profiles. The Account Profiles system is comprised the following:

 

Component

Description

Account Profile Fields

Users can assign a profile to leads and new account orders within the Sales Lead Information screen and within the Select an Account Profile screen. 

Account Profile

This tab allows a user to assign or reset the profile of an order.  Additionally, users can view account contacts and manage services assigned to the order.

 

The Account Profile tab allows user to set or update the profile assigned to the order as well other functions.

 

Figure 1: Account Profile tab

 

Features of Account Profiles include the following:

    Set account information and other default data, such as assigned coordinators and salesperson, that will automatically populate a new sales lead or order

    Manage a list of account services that will display on each assigned order

    Account Profile tab grants non-managers access to account information and the ability to send emails to contacts, override defined services, and establish a primary contact for the order

    Automatic email notification will be submitted to account contacts when the load or delivery date has changed on orders to which they are assigned

    Managers can administer profiles directly within MoversSuite

    A copy feature allows managers to duplicate existing profiles when creating new profiles

    Documents pertaining to the account are available to users