You can define your organization’s settings for Marketing Preferences, Preferred opportunity contact, and Sales Dashboard functionality in this area. The settings you configure for each option affect all users. The Selection column in the list indicates the current selection for each setting.
From any other area of the program, do one of the following:
Organizations that use Applied CSR24 can use this option to allow users to view, edit, and/or create contact Self-Service Portal accounts without leaving Applied Epic. This setting enables the Create Client Portal Account or Edit Client Portal Account button on the Contact Detail page, depending on whether the contact already has an Applied CSR24 Self-Service Portal account. Enabling this setting also indicates on the contact list whether each contact has an Applied CSR24 Client Portal account. You must configure a Single Sign On link to Applied CSR24 before you can complete the setup to Enable Client Portal Account Creation from Epic.
If you have already configured an SSO link and created a digital certificate for Applied CSR24, you must select that link to Enable Client Portal Account Creation from Epic. Use the following information to configure the Create Client Portal Account and/or Edit Client Portal Account button, which displays on the Contact Detail screen.
If your organization does not use Applied CSR24, you must disable the Client Portal Account Creation option. In this case, you must also hide the Create Client Portal Account button, which displays by default, using the Visibility Profile Configuration.
This setting enables the Marketing Preferences Reviewed button on the Contact Info tab when a user creates or edits a contact on a client account. This button allows users to update the Last updated timestamp manually when they review a contact’s marketing preferences without making changes to them. If your organization performs regular reviews of contacts’ marketing preferences, this timestamp can be helpful for auditing purposes.
The Person Search option, which is inactivated by default, enables brokerages in the United Kingdom to maintain regulatory compliance and is not applicable for North American organizations. Do not enable this setting.
You can set up a Preferred contact to default on newly created opportunities so users can quickly identify and keep in touch with the appropriate person. If you choose to set a default, you can designate the associated account’s primary contact or main business contact as the preferred opportunity contact. You can select different settings for Business and Individual accounts. Regardless of the settings you choose, users can designate a contact other than the default as the Preferred opportunity contact if necessary.
This setting determines the fiscal period that displays on the Year-to-Date dashboards. If your organization operates on a non-calendar fiscal year, you can set it to match the configured Fiscal period for an agency in your organization, providing a more accurate picture of your organization’s progress toward your yearly sales target. If your organization contains multiple agencies, this setting applies to all of them. The default setting is <None>, with a Fiscal Period of January – December. Leave the <None> setting selected if you want the dashboards to display the calendar year.