TM Database Manual

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Navigation:

Home:

-Contains information about the number of call notes you’ve made on each day and any recent notifications

Search:

-Main search page which allows you to perform main searches

-1 & 3 Allow you to select which fields you’re interested in searching within

-2 & 4 Allow you to enter criteria based on the fields selected (1&3)

  • By default searches are contains searches
  • If both 2 and 4 are filled in the search will return records that have both criteria matched

-5 (Saved Search) allows you to search for existing saved searches that have been setup, these are more complex searches and require creation prior to use

-6 (Registration / Source Tags) if you are searching for a source tag or a registration tag typing the shortened show name / source name will bring up the available options

-7 Changes the default AND search to an OR search

-8 (Remove Called) ticking this box removes any records with calls against them

-9 (Search Across Shows) ticking this box shows data across all events – this is only available to admin users

-10 (Show inactive) ticking this box shows inactive – this is only available to admin users

Helpful search operators:

-Letter splits can be produced easily using the $ operator in two ways

  • If the user is looking for a range of letters they can use $a-h and this will give them all results for the chosen field (except phone number and postcode) that start with a,b,c,d,e,f
  • If the user is looking for an inconsistent set of letters they can use $a,g,t,u and this will give them all results for the chose field that start with a,g,t or u

-Postcode/ phone searches:

  • If you are using postcodes / dialling codes to search specific areas you can use the dollar operator to perform a starts with search (this only works on the postcode / phone field). For example $b94 will return all postcodes that start with b94

Results:

In the results pane you will first see a quick set of information showing what criteria you chose and then the results themselves. Each of the column headers can be clicked once to sort and again to sort in the opposite direction.

Keeping your place in a search when you log off / close the window:

After performing a search or moving to the next page the URL will change and add the criteria to it.

Copying or bookmarking the page you are on will save it so that you do not have to find it at a later date from scratch.

An example is shown below (for the results search):

“

Navigating to records

To go directly to a record click the Open link, this will open the record in a new page enabling you to keep your search open

Selecting the highlighted company name will perform a company search across the database and return any other organisation which contain the same company name, postcode or phone.

Using Contact Record Pages

When you open a record you will be presented with the standard information that you need to contact the individual.

  1. All fields that have a small cross next to them or have text stating “Start Typing” are autocomplete fields. To add data to these fields you have to start typing a value and select it from the drop down list.
  2. For fields such as Job Title and Company if the value doesn’t exist you have the option to create a new value by selecting “Create New”
  3. This area on the form gives you information about the marketing the record has received via email and is live
  4. ID Status is a useful drop down that allows users to define the stage the current contact is in
  5. All changes must be saved using the save option

Calls and schedules can easily be noted using the Create New options

ScheduleCall

Record Operations

On each of the contact record pages you will see record operations in the navigation bar

The options within here are:

-Add New Record (takes you to a blank record page)

-Company lookup (performs same search that you can perform by clicking on the company name on the search page)

-Duplicate Main Fields (takes the main fields on the record eg company, address, phone number and duplicates them to make it easier to add colleagues of existing contacts)

-Email (opens up outlook email with the email address populated and salutation entered)

-Remove Record (this removes the record from normal views

My Schedules

-Contains a date sorted list of scheduled tasks

From you schedules you can visit the record (shown above as test test) visit the company (shown as test) or Mark Complete (note this only takes effect on refreshing the page)

My Calls:

-Contains a date sorted list of past calls

Very similar to the schedules pane except it gives you information about calls that you have completed