Companies Touchpoints Tab

Use the Touchpoints tab in the Companies area to create and maintain lists of touchpoints for an organization.

This tab also displays all other types of activities created for the company in Ajera CRM.

Contents

If custom grids or fields are defined for this tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the touchpoints grid. As with standard grids and fields, you must make entries in any required columns and fields.

Field	Description
Touchpoints grid	This grid displays the touchpoints that are associated with the company. Along with touchpoints created in the Companies area, the grid may also list touchpoints created in the Opportunities area or Contacts area that are linked to contacts for the company. In addition, this grid displays activities of any type that have been created for the company in Ajera CRM. You can edit any of the activities in this grid, regardless of its origin or type. To add another touchpoint, do either of the following: Click + Add Touchpoint below the touchpoints grid, and enter the touchpoint information in the empty row that displays. Click on the Companies toolbar and enter the touchpoint information in the Add Touchpoint dialog box. A touchpoint that you add for an organization is also associated with the contact and with the opportunity, if you specify one or both of those, and it displays on the Touchpoints tabs in the Contacts area and the Activities tab in the Opportunities area.
DATE	This column displays the touchpoint date. To display additional information about the touchpoint, click the date. The tooltip displays the date that the touchpoint was created, and the name, title, phone numbers, and email address of the employee who created it. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the date.) To specify the date for a new touchpoint or change the date for an existing one, either enter the date, or click and select it on the calendar.
CONTACT	This column displays the name of the contact for the touchpoint. Click the name to display a tooltip containing contact information: job title, location, phone numbers, and email address. Click More in the tooltip to display the full contact record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify the contact for a new touchpoint or change the contact for an existing one, click to select the contact from the full list of contacts for the company, or type one or more characters from the contact name (first, preferred, middle, or last) to select from a list of contact names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination.) If the contact has not yet been added in iAccess, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
OPPORTUNITY	This column displays the name of the opportunity with which the touchpoint is associated. Click the opportunity name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click More in the tooltip to display the full opportunity record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.) To specify an opportunity for a new touchpoint or change the opportunity for an existing one, type one or more characters from the opportunity name to select from a list of opportunities whose names contain those characters, or click to select from the full list of opportunities. If the opportunity has not yet been added in iAccess, you can click + New Opportunity at the bottom of the selection list to display the Add Opportunity form and add the opportunity.
NOTES	This column displays any additional information that has been entered for the touchpoint. To add or change a note for a touchpoint, click anywhere in the field and enter the text. Click in NOTE if you want to apply special formatting (bold, color, and so on) to the note or if you want to display the complete text of a longer note.
TYPE	This column displays the activity type. Activities that you add in this grid all have Touchpoint in TYPE. Activities created in Ajera CRM can have any type that is set up there. This field is not editable. If you need to change the type for an activity, you must do that in Ajera CRM.
	If the touchpoint is associated with an opportunity for which a Kona space has been created, and you are a member of that space, and you want to create a task in Kona related to the touchpoint, hover over the touchpoint's row and click near the end of the row to open the Create Kona Task dialog box. In that dialog box, enter the task name, the person to whom the task is assigned, and the due date. If a Kona task has been created for the touchpoint, click to display the task name, who it is assigned to, and the due date. You can also click the task name in the tooltip to open Kona and go to the task.
	To delete a touchpoint, hover over the touchpoint row and click .