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1. 2 v Contact City is equal to dallas Revise Remo se Page 29 of 55 EXAMPLE Basic Filter For this example we need to create a filter that pulls all contacts that are in the city of Dallas We are an account manager Here s how we ve set up this filter Return to Filter listing Filter Builder Filter Name Dallas Contacts Save F Show as child tab Fl Show as parent tab Result Panel Contacts With No Contacts Linked Tota Accounts With No Accounts Linked Tota Link To Account To An Account Contacts Links to Contact s to Contact s Accounts Total Selected via This Filter 10 25 35 0 19 19 Total Available in Database 2 220 7 744 9 964 4 415 6 263 10 678 Mode 9 Basic Detail Contact City is equal to Dallas Revise Remove Add Condition Type the Filter Name e g Dallas Contacts N Click Add Condition to add a condition line W Select Contact from Context dropdown Field Name appears Chose which field in the record you want to match which in this case is City S Under Operator select is equal to Nn Since City is a lookup type field Value field shows a list of predefined Cities Select Dallas 6 Click OK to insert the condition into the list of conditions Click Revise to edit it Click Cancel at any time during condition selection to back up one step If you create a
2. Page 1 of 3 View Description Create tab 2009 Office of the Directors Create tab Annual Rep Contact and Account Count Create tab Annual Rep Contacts amp Accounts All Categ Multiple Create tab Annual Rep Contacts All Categ One copy domesti Viewing Filters and Creating Filter Tabs Listing of All Filters Bar Click Listing of all Filters to drop down list of all available filters This opens a filter utility to Limit the list to My Filters or expand to All Shared Filters Create tabs for filters My Filters and All Shared Filters Buttons Click My Filters to list only those filters created in your account and those you ve copied from shared filters Click All Shared Filters to list all filters Note that the function cannot prevent viewing or use of your filters by other users The function does not control which Tabs are displayed Tabs are controlled by the Create Tab command and removed by the X icon within the tab itself A tab may not exist for a filter you see on the list and need Use Create Tab as described below Create tab Click Create Tab to the left of the filter you want to use This will create a tab for the filter The active tab is highlighted and the resulting list is also displayed Page 11 of 55 You may create tabs for multiple filters however for easy navigation you should only add tabs for filters that are commonly used When you exceed four tabs click the ar
3. Find Contact Add Contact etc These are context sensitive buttons which vary from screen to screen Filter Tabs A horizontal row of tabs used to control which records are shown in the list Click the tab ALL RECORDS to display the full list page by page The other buttons represent various filters which can be applied Clicking a filter button will apply the filter and Page 10 of 55 display the resulting filtered records in the listing below The active tab is shown in a solid color To apply a different filter click one of the other tabs Creation of new filter tabs is described in the Listing of All Filters section below Filter Tab Types Fixed Tabs These tabs including the leftmost ALL RECORDS tab are always visible on the Listing Screens They are designed for use by all users in your organization Fixed Tabs can be changed new ones created or deleted from the Administrator s Account Removable Tabs Tabs marked with an X may be removed by clicking the X Removing a tab does not delete the underlying filter however 1t does delete the tab itself To restore a removed tab you must recreate it using the Create Tab command opened from the Listing of All Filters bar Account Listing ALL RECORDS Filter B X CAS Y Listing of all Filters To create a shortcut tab for a view click Create tab link next to the View Description 9 My Filters All shared Filters
4. Click the icon to the right of Author to view a report template This allows you to view the selected template in Word format Click the icon of the preferred format Click next Report Shortcuts Selected report Format Address Listing 2 Select the sub list to populate the report template DOC 12345 Selected sub list Count Filter Description By Date Resut _Master CCCDemoIR aes ee 10K CCCDemolIR 5 003 4 06 00 PM Select 10K TEST Pena o VASS Select the filter to use as the data source Click Next Page 33 of 55 Click the checkboxes in the order you wish the report to be sorted For instance 1f you want to sort a report by last name then first name check the first name checkbox then the last name checkbox Report Shortcuts RAEE Report Wizard Selected report Format Address Listing 2 DOC Check the field s you wish to use to sort Select the fields in Aaa the order in which you d like the list sorted 10K 11 Account fields Contact Title Mm Contact fields aria 24 mcontact Title MW Contact City MContact State fone A MContact ZIP M Contact Country O Contact Phone Contact City Ak mcontact ext m Contact Fax D Contact Email Contact Country ob Click Finish Large reports will be split into multiple files Click the numbers below Result to download each part of the report Report a Shortcuts IAS Report Wizard Address
5. Define e mail header Subject line Email test FROM Test testing com Display As John Smith Reply To Testing testing com Select Recipients Y Send only one copy to duplicate e mail addresses TO Examplelftest com Example2 ftest com Example3 test com m gt Distribute to My lists and or My csv file Distribute to Previous Campaigns previous campaigns First fill out the information under Header and Recipient List s Define E mail Header Type the Subject Line for your e mail FROM is the e mail address that the recipient will see the e mail originating from Display as is the name that is will be displayed as the sender Reply to is the e mail address that a recipient s responses will be sent to Select Recipients Click the check box beside send only one copy to each recipient if you wish to dedupe your list K Send only one copy to duplicate e mail addresses anavarreBunatcohq gov ghermann unatcohq gov jcd unat cehq gov ll My lists and or My csv file Select the list s that you wish to include in this campaign 123 45 List View Description By Select _Master CccDemoIR Select 10K cccDemoIR Select 10K TEST CCCDemoIR Select City equals Oak Brook CCCDemoIR Select Filter A End User 12345 Page 42 of 55 Manually enter e mail addresses by entering them in the text box provided inserting a comma between each entry Click My Lists to use a list that you have in CorpCom Click Select n
6. fax corpcom com To remove your fax number from our distribution list please call 877 422 2867 Option Code 2701 Transmission options Resolution Standard Paper size Letter Submission options Owner Unassigned E mail ffa corpcomcom confirmation to fax corpcom com Save as template D only on immediate scheduled launch t mode This job can be stored as a template for future releases Useful for repetitive recurring campaigns Opt Out Each fax should have an opt out number and pin at the bottom Keep in mind that this opt out line must be added manually Transmission Options There are two resolution options for your faxes standard and fine Standard is sufficient for most faxes but fine resolution may be necessary if there are detailed pictures in your document If you re not sure send yourself a test using standard resolution If it doesn t look clear try another test using fine resolution You may also choose the paper size needed for your fax either Letter or Legal Submission Options Selecting the owner for a job allows you to track who submitted the broadcast When you submit a fax a confirmation email is sent to the address you enter here If you use the same layout for a fax many times it may be useful to save a template Click the checkbox if you wish to create a template for the current job Page 49 of 55 Delivery Schedule Preferences Delivery Schedule Schedule fax
7. find duplicate accounts and consolidate the information When you first access this section you will be shown a list of all the duplicate accounts in your database These accounts are considered duplicates if the names are exactly the same Remove Duplicates Select any two records to view them side by side and determine if you want to consolidate the accounts Compare Records Account of Records page 50 x Page 1 of 48 dl 4 1 m of 48 gt b Company Name Detail Al ABC Detail El ABC Smart Smiths Smart Smiths Select two accounts by checking the checkbox next to the name Click on the Compare Records button and you will see both accounts information listed side by side This is where you can choose to copy information from one account to the other and update the information in one account and remove the other account Last modified by C43CCC on 3 19 2012 12 05 00 PM Account Example Company Move Contacts lt gt Company Name Example Company Pane 1 Pane 2 Update Created on 3 19 2012 12 05 00 PM Update Created on 3 19 2012 12 05 00 PM Last modified by C43CCC on 3 19 2012 12 05 00 PM Account Example Company Add Link s Company Name Example Company Response Response Owner Unassigned X Owner Unassigned Z Source Source Email Email Emai Phone Phone 2148675309 k Ext E Ext Fax Fax AC A
8. 51 Resetting Y o Password aae a e Sus e Va a She a aS 52 Personalization AAA aa eee ee tee ae aoe Eata EEEa Ee 53 o A Wh Bee AE rR een ret oP pei anor Terre ener a Sree User rer hrm reer YP eee 54 Support InN AA a aac ac tc ghana lapel R 54 Page 4 of 55 FOREWARD About This Guide From sending e mail broadcasts to managing your clients and prospects this guide illustrates how to get things done efficiently and quickly There are examples and screenshots to make following along a snap This guide is intended for end users admin only functions are not covered CORPCOM BASICS Parent Child Relationship Accounts and Contacts Corpcom has separate record layouts for Parent and Child records The default names are Accounts a Parent record typically used for company names and Contacts a Child record used for individual names A parent record may be linked to as many child records as necessary but a child may have only one parent record Thus an Account typically a company or organization may have e No contacts linked to it e One contact linked to it e Multiple contacts linked to it Conversely a Contact typically an individual may be or have e Linked to no accounts the contact is an entry for an individual only e A link to one account For example the individual contact works for a given company A single contact may not be linked to more than one account Your administrator may have chosen a different conte
9. Office of the Directors C43CCC eii HUD Ho ALS Copy Revise E Annual Rep Contact and Account Count C43CCC a ge Sa Copy Revise Page 25 of 55 Counts To the left is a column of plus signs Clicking the opens a count grid for the filter It shows counts for both contacts and accounts and has subtotals for contacts linked to an account and contacts with no link to an account It shows counts for totals compiled by the filter as well as counts for the entire database Filter Mgmt and Counts Click Revise right of desired filter to view filter and counts My Filters All shared Filters di 4 1 of 4 b b Counts Name Owner Date ALL RECORDS System 1 1 0001 12 00 00 AM 2009 Office of the Directors C43CCC 5 13 2009 4 14 00 PM Copy Revise Annual Rep Contact and Account Count C43CCC 10 29 2010 3 12 00 PM Copy Revise To delete filters permanently checkmark them and click Remove Selected Filters from the shortcuts popup Grayed out non editable filters were created in older versions of Corpcom These filters cannot be revised or cloned but you can still use them in the screens listed above Filter Builder Screen Reach the Filter Builder Menu from the Filter Mgmt and Counts Screen Create New Filter button Top button row Copy Left of each filter name row Revise Far left of each filter name row The Filter Builder menu uses point and click methods Filters may have one condition line or multipl
10. Tabs Listing of All Filters Bal ceecee 11 Listing of All Filters compared to Filter Management cooconnccnnocononnnonnconnnnnoncnoncnnoncnanccnnnanos 12 Filter Counts Ment Bar as 12 Alphabetic Index Section Selector tai tags padessepesendenagpbanganeneasereganeenracabasets 13 MOP FRC ACIS A E E A 2ateao tag 13 Page Numbers and Record Count Bottom of Screen eeeceeeseceesteeeeseeeeeseeeeeeeeeeneeeeeaeeeees 14 Listing Rows Click Detail to Open Full Edit Screen for a Record eee eeeeseeeereeeneee 14 ii Sate ahi eE R EEEE al A ae E E EE E E 14 Contact Detail Screen Address Hilda ia 15 Account Detail Screen Address Fields eseeeeeeseseeseeeseesessesressessresessrssreseseresresrereresresreseeee 15 Creating DICC Ac 16 Linking an AC A O a aaa 16 A O 17 Associations ji 17 FIND ACCOUNT OR CONTACT QUICK SEARCH AND ADVANCED SEARCH 17 Using Quick Search or Advance EMMA ts 17 Page 2 of 55 A Re a AAA II A A O A Oss 18 Advanced ICA CN Ad AAA ER 19 EXPORT WIZARD nc ia ida 20 IMPORT WIZARD a Ra 23 FILTER MANAGEMEN Pip 25 What isa filter A is ida 25 Filter Management miron a 25 Filter Management and Counts Screen testers did tir 25 COUNTIES EEEE EEE E E iy uae iustualadbagdacesctl oesea ti eeiseuaabaeyeeedous seb 26 PilterButider SOT ilatina ei id 26 Create New Filter Revise or Copy EU A O 26 Detailed Mod nnion aa a e a e titi d ia dos 28 Result Panel aa o E E E 29 Action A
11. able to reset your password automatically You may call us at 888 760 6034 toll free during regular business hours and we ll assist you If it s after hours send an e mail to support corpcom com and we ll contact you with further instructions Page 52 of 55 Personalization Click My Profile gt Personalization My Profile Personalization Please set the default value according to your local time zone All references to date time information throughout the application is based on this value Default Time Zone GMT 06 30 ie Select from the available layouts and themes to show a personalized look and feel throughout the application Default Layout DefaultLogin 9 Default Default Theme Set your default time zone All timestamps in CorpCom are based on your selection You may also change layout and theme Layout determines where the navigation menu is anchored while theme selects a color combination and a graphic across the top Security Question E mail Your temporary reset password or all othe mall below Current e mail ccc corpcom com R New email Fenduser corpcom com Re type e mail enduser corpcom con The last option in My Profile is e mail If your e mail address changes update it in CorpCom immediately Page 53 of 55 Copyright Information in this document is subject to change without notice Companies names and data used in examples herein are fictiti
12. any time thereafter As you enter characters for your new password our system will report its strength level Click My Profile Password Page 51 of 55 My Profile My Profile Personalization Password To change password you need to enter current or temporary reset password that was sent to you See Password best practices for details Enter your current password Enter new password Re type new password Resetting Your Password Click Forgot Password Login Password retrieval Enter the code shd XYVA TX han User Name Password Enter your User Name to reset your password User Name end user Forgot papawordp Yov ll see a unique six character security code to prevent an accidental reset If you can t read it for any reason just refresh the page in your browser Enter the code your username click submit Yov ll be asked to answer the security question that you submitted when you first logged in You ll receive an e mail from support corpcom com with your new password randomly and securely generated by our Security Question E mail Your temporary reset password or all othe mall below system Current e mail ccc corpcom com R Dew ermal enduser corpcom com When you log in with your temporary password you Re type e mail enduser corpcom com will be prompted to change it If you can t remember the answer to your security question you won t be
13. new filter or make any changes to an existing filter remember to click the Save button to store it in the system We ve successfully created the filter The Result Panel shows us that CorpCom searched a total of 9 964 records and found 35 that matched our query Result Panel Contacts With No Contacts Linked Tota Accounts With No Accounts Linked Total Link To Account To An Account Contacts Links to Contact s to Contact s Accounts Total Selected via This Filter 10 25 35 0 19 19 Total Available in Database 2 220 7 744 9 964 4 415 6 263 10 678 EXAMPLE Advanced Filter Now we need to find all of Mr Page s contacts that reside in either the state of Texas of Page 30 of 55 Illinois Make sure you are in Detail mode Follow the first six steps outlined above The next steps are to add two condition lines to specify Texas or Illinois contacts To add a condition line for State TX 7 Click Add Condition to add a condition line Make sure to use an open parenthesis 8 Select Contact from Context Select State from Field Name 9 Pick is equal to from Operator 10 Since State abbreviation is used in this database type TX in Value field Click OK to insert the condition to the list Now we need to add another condition for State IL 11 Click Add Condition Do NOT open with a parenthesis 12 Select Contact from Context Select State from Field Name 13 Pick is equa
14. or Search For an individual person contact or company account Look at the top menu bar of most pages and you will see buttons for Quick Search and Advance Search Quick Search may also be found on the Start Menu Find Contact Find Account Clicking on one of the buttons takes you to the Search functions Quick Search and Advanced Search Page 17 of 55 Quick Search Find Contact Account Last Name or Account Name Advanced Search Enter value s in one or more fields in the edit screen below then click Find All Find All Match Start of field v Quick Search Quick Search provides a single window to enter either a last name or company name The system will find and show a list of any matches The system looks for both partial and full character matches 1 First it looks for the first characters you enter to match a name 2 If you continue typing a full name the system will look for an exact match 3 If neither a full name or first characters typed match is not found the system will look for a character string match within the name and will display any matches Thus you don t need to specify whether you want first few characters full name or contains characters match The system will intelligently look for all three and will display the correct matches in the Search Results widow Click on the word DETAIL next to results person name or company name desired This wil
15. postal address or your own address by choosing the option from the Postal address drop down A Forward to friend link can be added to your e mail so that the recipient can easily share your e mail with others They will be given a Attachment Preferences Subscription management options Opt out link Default Opt out line J Postal address t Default Physical Address line Forward to friend Aa link Update Profile link NFA t CAN SPAM compliance select one if you do not have your ow address included in the message body HTML e mail tracking options Track C Open rate DM Click thru rate Submission options Reference Code E mail faxDcorpcom com Unassigned confirmation to Owner Save as template D only on immediate scheduled launch mode This job can be stored as a template for future releases Use campaigns link that allows them to be added to the distribution list Page 44 of 55 HTML Tracking CorpCom can track which recipients open your e mail and what links within your e mail they follow Enable these options by clicking the Open rate and Click thru rate checkboxes Submission Options The Reference Code is the description used when viewing the list of previous e mail broadcasts When you submit an e mail broadcast a confirmation e mail is sent to the address you enter here Selecting the owner for a job allows you to track who submitted the broadcast If you use the sa
16. recipients of your fax to Click here to Map ColumnG those that have or have not received one of your Click here to Map E ColurnnH previous broadcasts Click here to Map Bl Column Click Previous Campaigns next to Limit scope to Done Choose either received or did not receive from the dropdown box and choose the appropriate campaign s Fax Blast i AAD Shortcuts Header and Recipient List s A BEBER Se Campaign Files Fax Documents Fax body files Drows your compuzer for the ax document ta inc ude Fie name Erowse Fi e forma Zrouce Cne a Upload Click the Fax Documents bar Fax Body Files Click browse to choose the document s you want to fax After choosing a document select the file format from the dropdown list and click upload Repeat this process for each document uploading them in the order you want them to be sent i e the first document you upload will be the first document to come out of the recipients fax machine Once you have finished uploading your document s click the Preferences bar Page 48 of 55 Header and Recipient List s Fax Documents Preferences Opt out The law requires that you have a 24 hour toll free opt out number on your document As part of our fax services we provide the following opt out line with option code exclusively assigned to you For more info please contact support at 388 760 6034 or email
17. relationship Click OK Adding more than one condition causes the engine to potentially return fewer matches The second and any successive lines will require use of the And Or function Filter Builder defaults to Basic mode in which the use of And operator is implied To use Or connector you need to switch to Detail mode Detailed Mode Detail mode allows for advanced complex filtering compounding conditions The parentheses and the And Or operators become available Mode OBasic Detail Account Manager is equal to Bob Page Revise Remove SAnd OOr State is equal to TX Revise Remove OAnd Or i E Be State is equal to Il Revise Remove Add Condition And Or The And Or options do not show until you have two conditions And Or is used to connect condition lines Use And to create a sub list of only those records that fulfill both conditions This is the same as using Basic mode Use Or to retrieve those records that fulfill either of the condition independently The difference between And and Or becomes more pronounced when several lines are created Multiple Ands will produce fewer records and multi line Ors will return more records Parentheses Some filters use open and close parenthesis marks to control the order in which condition within the filter are evaluated Nested multi level parentheses are permitted Page 28 of 55 Operations within
18. s you wish to add to the Action list 2 In the top of screen button row click Add selected records to Action List 3 Use the Action List tab to view the newly added entries to your action list 4 If there is no Action List tab you must create one instructions below 3 To remove a record s from the action list view the list using the Action List tab click the checkbox es next to the record s you wish to remove then click Remove selected records from Action List button in the top of screen row 6 To clear the entire Action List click the top row button Clear my Action List This does not delete any records but does remove their links to the action list Action List Tab The Action List tab works like other tabs To create or re create this tab go to the Contact Detail or Account Detail screen then click the Listing of all Filters bar Navigate through the list of filters to a permanent one named My Action List 1 Create tab Click Create Tab to the left of the line holding My Action List 1 This will create a tab for the action list The action list tab is highlighted and the resulting action list is also displayed The list does not make a copy of a record rather it stores references to the actual records in CorpCom Consequently the reference is removed when you delete the record permanently from CorpCom The Action list holds the references until you decide to remove the selected record or re
19. the innermost set of parentheses are evaluated first Operations within the next level are evaluated next and then those in the outermost set of parentheses Lastly operations outside of the parenthesis are performed Tip The number of open parentheses must match the number of close parentheses Call your assigned account manager at CCC if you need assistance on building multiline filters with parenthesis or other filter questions Result Panel This is a small box with the counts grid in the middle of the Filter Builder screen After you add a query the Result Panel displays six numbers The Result number is how many records matched your filter The Total number is how many records CorpCom filtered It shows results for both Contacts and Accounts including those linked and unlinked During the writing and re writing of filters the grid can help you evaluate the desired results This lets you see the effect of using various operators parenthesis and conditions during a single filter writing session Note that this grid is the same one opened directly from the Filter Mgmt and Counts screen using the sign operators Result Panel Contacts With No Contacts Linked Tota Accounts With No Accounts Linked Tota Link To Account To An Account Contacts Links to Contact s to Contact s Accounts Total Selected via This Filter 10 25 35 0 19 19 Total Available in Database 2 220 7 744 9 964 4 415 6 263 10 678 Mode Basic Detail
20. will be displayed at the header of the fax Select Recipients Click the checkbox beside send only one copy to each recipient if you wish to dedupe your list To manually enter fax numbers enter them in the text box with a comma between each entry Click Managed Lists to use a list that you have in CorpCom Click Select next to each list you wish to use for your fax Page 47 of 55 Y Send only one copy to duplicate fax num You can also upload lists in the csv file format SISTISS5tl 3215469807 z Managed Lists and or csv file upload To use a list in csv format click csv file upload Step la Press Browse button to locate computer then click Upload Click browse and choose a csv file Click open Step ib Map the fields that you wish to uf and upload C First row contains field names Ioue neds Destinator ned Note you must map the fields in your csv file now Click here to Map Record ID If the first row of your csv file contains column names Click here to Map Fax number required click the checkbox at the top of the mapping section Click here to Map F Display As For each destination field choose the correct column Click here to Map 3 Co une from the dropdown list For example to map the fax Click here to Map E ColurnnD number the drop down box next to Fax Number and Click here to Map 3 Column choose the fax number Click here to Map 3 ERNE You can also limit the
21. 010 9 33 18 AM Remove Select 37 All Fields 11 15 2010 9 56 27 AM Remove Sele 38 All Fields zzz 11 15 2010 9 57 26 AM Remove Select 39 All Fields zzz 11 15 2010 9 58 10 AM Remove 46 CoNameBank 9 12 2011 11 45 19 PM Remove nin e ho ha i To define a new set of fields to be stored as a template first select the desired fields as described in the instructions above Then use the Save Field Selections As Template option at the bottom of the screen to save the selection First give the field selection a name and enter it in the box left of the Save As New Template button Click the button to save your field selection and template name Click Select Templates above to refresh and see your new template name in the list The new Stored Template will also be assigned an associated ID number A Stored Template may hold both Account and Page 21 of 55 Contact fields Modifying Existing Stored Templates Select the template you wish to edit use the click boxes to add or delete fields both Accounts and or Contacts then click Save Template Updates to keep the modified template under its old name Alternatively use the Save As New Template button to store it without overwriting the original template In this case give your modified template a new name by entering the new name in the box just to the left then click Save Template This sequence allows you to keep both the old template and the m
22. Annual Rep Contacts All Categ One copy Intl C43CCC Board of Governors Governors donald CFL C43CCC CFL TEST C43CCC Cntct All documents plus Accnt All documents C43CCC di 4 1 x of 4 gt b Exclusion None Cl eee an oes eee ee ew Exclude records found in Do Not Email list Exclude records found in Do Not Fax list Contact and or Account fields that you need to export The top to bottom order of the fields in Selected fields panel reflects the field sequence in export file Both the Account Fields and Contact Fields are available by clicking the appropriate bar Uncheck to remove from Selected fields panel Click Next Export List Export Import Selected filter Count Selected field s Result Export Wizard Check the Account or Contact Fields to include in the export file Select fields in the order desired for columns in the table Your organization may have pre defined field selections Click Select Stored Templates to check New selections may be named as a Stored Template for future use Select Stored Templates Account Fields E ac Address 1 Fax AC Address 2 Federal Reserve Banks FRB L El ac City El Foreign El AC Country E FRB Libraries AC State ElHigh Schools HS Flac z1e O Publication AR El Publication CFL El Publication EP Publication PW EDNV i lt na a Publication CFEU Select export file format and type the file name then c
23. CorpComContact Web based Contact Management with Integrated Multi media Distribution Services CorpComContact User Manual CORPORATE COMMUNICATIONS CENTER INC Page 1 of 55 CorpComContact User Manual Table of Contents POREWARD antro ii e ARA Sten a nada sae 5 About This Gide ipeia cirios annei E EEEE E EAA S EIE E SE e 5 Parent Child Relationship Accounts and Contacts oooooocccconcccnonaccnoncncnnnncconanncnoncncnnnnononnnannoss 5 Typographic Conventions A A A A Swe 6 Sereenshots A o II ys Goes jada E E a LG dad dala nena ty 6 Helper e de is lsc nace sass Seed oa esa ea E em aad daha ea ata tech S S 6 Online HE Pi dea ye ere ae et er oy OAR eee Ar oe eA ree Pant oP aero een ae 6 SCREEN LAT asta geod coe ee N EE aaa kadar Cad 6 Navigation Button Row Top of SCreenh vez 2cessharsnededsaesde detras 6 LEFT HAND VERTICAL MENU BAR isis tin 7 OE 8 OVINA Ue aelatee hn tected 8 Design Mode ernzedesig nice Vas a a E a edema ian p E aaas 8 Click Personalize Start located at the top left orion da 8 A e cae a ah a a a Rie a y 8 States i eraa as eoa T E a NE e A sack T eaa ROE E gene E eE 8 Recent e mail campaigns and fax blasts ini tai 9 Unsubscribe ic ia 9 Quick SECA a ONS eee e a e te oes a a a da e a EES 9 Listing Screen Features A A A A AA 10 Navigation BUttonS iaa 10 A eee tastes cea ots eas eases nea cee mae nea e aa a aE aa Par RA taka tect aes 10 Filter Tab Pa a a beuesaleoest 11 Viewing Filters and Creating Filter
24. Listing TXT Selected sub list Count _Master 138 Sort order Contact City Contact State Ob Result Click on the batch number to download the report Check the field s you wish to use to sort Select the fields in the order in which you d like the list sorted Account fields Contact fields 4 Contact City MContact State Contact Zip O1Contact Country O Contact Phone Previous Finish Start over Report Management You can create edit and delete reports using the Report Management screen When creating a template there are a few simple guidelines to follow Each report template must start with TableStart Record and end with TableEnd Record Page 34 of 55 Between these tags add the fields you want your report to display They should be in the following format Context Field Name Here are some examples Contact First Name Contact Middle Name Contact Last Name Account Company Name You can look at existing report layouts by clicking the icon to the right of the author Report Management B Shortcuts 12 Report name and Output format Report Type Author Address Listing 2 Listing cccdemoir GQ O Address Listing Listing cccdemoir y O Avery 5160 Label cccdemoir Ey O Detail Listing By Group Listing By Group cccdemoir uy O Detail Listing Listing cccdemoir E t2 To upload a report template browse and s
25. NS 32 THEREPORT WEAR since tla ytd eee EE pelea anaes vaca EE ARa 33 Report NINA ds I a A Da Sh A AA Ale 34 CALENDAR ACTIV ITIBS lt td 36 Calendar OVervieW ut tl cds 36 Event Ty es A A A ater el ast 36 RAMIS E E E a E 36 Journal and Communication Los cereal nd lia pc 38 INSPECT DUPLICATE ACCOUNTS aio 39 MANAGING AN E MAIL BROADCAST ceccccccccsceesseesseceeeceseceseecaeceacecseeceaeeeseeseaeesseeeeaees 41 Campaign Management CE Ai 41 Berita Option S ic 41 SENDING E MAIL BROADCASTS iy scsoncasansszsestonnnagotopaeiseccsudedanson tetas is 42 Preparing am E MAIL am paren wena niente 42 Define Esmail Head i ita decae ack 42 S lect RECIPIENS ara UA AS Ta 42 E mail Message Body iii a 43 ATACA A A A a 44 PE PS ACS oi 44 HTML TRACING tin 45 SDI SSTOM Options Aa 45 DEE A o aut las 45 MANAGING A FAR BLAS E Rocas 46 Campaten Ma agement Crec toa beasganuades A aaa e Eai 46 SENDING FAX BROADCASTS ia 47 Prepara Fax Dl act A E ai 47 Denne Fax Hd E S tei aes 47 Select Recipients mansn n tetitas 47 Far Body Ple adidas ll 48 OPUS AA ATA SE 49 Transmission Options asia is li ass 49 S bmission Options AS A see ondaaea tae atoms nem Oa 49 Delivery Schedule ii An 50 Page 3 of 55 ORDER PULFIEEMENT 0 Ai 50 Order Status titi ta 50 Inyentor LISA deis 50 Fulfillment Leds tl ie 50 YOUR PASSWORD cunas 51 Strong Pass words E A E A A A 51 Changing Your Password iaie erriren iesea eenaa Ee AE EREE A Ea EET Ee EEES aaa
26. Result everyone on the list receives event reminders from CorpCom Recurrence Options a M Enable Every Second week R Save C End After lo occurences amp End By 12 21 2007 Shortcuts End after creates that many instances of the event End by copies up to the selected date Click save at any time to save y gt After your event is saved you may edit it at any time Update ALL Occurrences applies the edit to all copies you generated with Recurrence while Update this Event applies the edit only to this instance Delete will remove all occurrences of the event Journal and Communication Log Update ALL Occurrences Update this Event Delete This Event Last Modified by C43CCC on 3 19 2012 3 30 59 AM Journal displays logs of changes to user defined fields Your administrator must enable this feature Communication Log tracks e mail and fax broadcast activity Contact Detail Edit Contact Account AABC Sample Company Contact Bill Aable Created on 3 16 2012 9 04 00 AM Last modified by C43CCC on 3 16 2012 12 05 00 PM Agenda 9 Event Note Journal Communication Log New Entry Date Time Subject Description 4 3 19 2012 2 30 00 PM Unassigned Journal Example 3 16 2012 2 30 00 PM Unassigned Meeting Page 38 of 55 INSPECT DUPLICATE ACCOUNTS To assist with managing your data you can use the Inspect Duplicate Accounts section to
27. Types There are three types of calendar entries Events Scheduled are used to schedule a meeting or phone call notes Events are normally used in a shorter fashion for describe an upcoming activity for the calendar Although the event will have one of the predefined subjects that you click in from the list you may type in a longer description in free form style Notes can be any length and used for any subject Notes are used to type in any desired information in free form style Text or data from various Windows applications such as Word or Excel may be pasted into the note using the clipboard Your formatting will not carry through the data is stored as text Although notes are stored by date they are not meant to be used as a calendar entry for the future Future calendar items are called events Journal entries keep a record of your communications It can track everything sent to a prospect so you are able to inspect the journal of what they have received Journal entries are automatically added when you do a fax or email broadcast Reminders The calendar utility includes a reminder system to notify you via email of an upcoming event The reminder time may be set from a range of a few minutes to a few days of the event The reminder is sent to your default email address or to an email address that you enter into the reminder utility Recurring events may also be scheduled for various intervals and time horizons Use the Event Planne
28. ay upload htm and or txt from your computer Compose new e mail message Compose your e mail message below Press Fi2 to toggle between full and normal window Click Save Message button when you are finished CssClass Normal TimesNewRoman gt 3 12p OW A Gi 9 Sa a daona 0 BIUE230A EEES dry DAKASHEARAD Please join me in welcoming our newest field operative JC Denton Normal AHTML Qrreview lt p gt lt span gt Click the Upload e mail message from my computer radio button to upload an html body After choosing the htm file click upload Click the Compose new e mail message radio button to type in your e mail message directly into the text box Page 43 of 55 Attachments Header and Recipient List s Message Body Attachment Insert files optional Browse your computer for the attachment document to insert File name File format Browse Choose One Click browse and find the document you want to attach After choosing a document select the file format from the dropdown list and click upload Repeat this process for each document Click the Preferences bar when you re done Preferences CorpCom offers a default opt out line that is added to the bottom of the e mail by default If you have your own opt out line in the body of the e mail you can choose Insert my own opt out ink from the drop down You can add Corporate Communications Center s
29. click the Recurring Campaigns radio button View Scheduled Immediate Releases Control copies On Hold Campaigns Recurring Campaigns Status Created Date Time Campaign Description Remove Load Template 10 23 2007 11 43 17 AM test Click Remove to permanently delete the recurring campaign Click Load to start a new fax blast using the selected template Page 46 of 55 SENDING FAX BROADCASTS Preparing a Fax Blast When preparing a fax blast the files and lists that you choose are displayed in the info window Clicking the Recycle Bin icon removes incorrect lists or files First fill out the information under Header and Recipient List s Fax Blast AA AG Shortcuts Header and Recipient List s BNA P t s Campaign Files Define fax header Recipient list s Campaign Name Test Campaign 10K 11 FROM Investor Relations Demo 3 Filter A 8 men 2 Filter B 8 Select Recipients M Send only one copy to duplicate fax numbers TO 5151155511 3215469807 a Include list s from Managed Lists and or csv file upload Select the list s that you wish to include in the campaign distribution 12345 List View Description By _Master CccDemoIR 10K ccCcDemoIR 10K TEST CCCDemoIR City equals Oak Brook ccCDemolIR Filter 4 End User P2355 Limit scope to Previous Campaigns Define Fax Header Campaign Name will be used as the description displayed when viewing the listing of previous faxes FROM
30. creen shows counts of contacts the Account Listing screen shows count of accounts The counts are presented in a grid The first line shows counts of records selected by the filter The second line shows the total records in the data base Page 12 of 55 Three columns are presented for both rows For contacts the columns are Column 1 Contacts With No Link To an Account Column 2 Contacts Linked To An Account Column 3 Total Contacts Includes both contacts linked to an account and individual contacts with no link to an account The counts are non duplicated a name is counted only once A similar grid is used for accounts on the Account Listing screen The Filter Management menu described in a later section provides both the Contact and Account numbers in a single six column grid Alphabetic Index Section Selector The alphabetic row lets you click on a letter to restrict the list Depending on whether you are in the Contact Listing screen or Account Listing screen you will see the bolded word Contact or Account followed directly a letter or the word All If a letter that will be the only section of the alphabet displayed in the list The All signifies that you can page through the entire list Column Headings The default column headings are Company Name First Name Last Name Title and Department Your Administrator may define a different set of columns Alternate headings might be Phone Number Address City Stat
31. ddress 1 AC Address 1 4030 Example Street AC Address 2 AC Address 2 AC City AC City Dallas AC State AC State Texas AC ZIP AC ZIP AC Country AC Country Remarks Remarks Display In Pane 2 Company Name AC City Phone Fax Email Example Company Total Records 1 To transfer contacts from one account to the other you can use the Arrow Move Contacts Page 39 of 55 Buttons located between the two panes This will allow you to safely move the contacts over into the correct account before deleting the duplicate Finish by clicking update to save all changes Note If you choose to delete an account any contacts linked to that account will also be deleted Page 40 of 55 MANAGING AN E MAIL BROADCAST Campaign Management Screen The frame in the center of the screen displays the Job Number Status Release Date Time and Campaign Description Each e mail campaign has a unique Job Number which will expand to show the results of an e mail i e the number of successful opened and blocked e mails Click Summary next to the job number to get a detailed breakdown of the campaign results Scheduled Immediate Releases displays all submitted e mail jobs Click the Test Run Drafts to display all submitted test e mails Any job that has been placed on hold will be displayed when On Hold Campaigns is selected Click Cancel to delete the campaign or Resume to continue the campaign View Cam
32. ddress is specified in the Address for Mailings buttons Further note that the buttons for Address for mailings and Address Type dropdown work independently This allows you to change address data in either the Account Address or the Individual Address without changing the specification for which address to export for mailings Update Button Be sure to click the Update button if you want to save any changes to the Address Type status or to any changes to Address City State Zip etc Contact Detail Screen Edit Individual Address or Account Address Note Address Type displayed will be the one used in Exports and Listing Screens Address Type Individual Address Address 1 Select one a Account Address iddress Type Address 2 EC hal City Dallas State TX ZIP 00000 Country Owner Office of President Zs Response Source Account Detail Screen Address Fields Accounts typically companies are limited to a single address Account address field Page 15 of 55 names are preceded with the letters AC for Account This helps you distinguish between account address data and contact data fields 1f you export the list to Excel 1 Individual address such as home address and 2 Account Address such as the company address Creating a Record After clicking Add new account or Add new contact from the top row button menu you will be presented with a blank edit screen in which t
33. e ZIP Email Address etc A small window is displayed above the alphabet row This allows you to choose which column the alphabetic selector feature operates on Choose the column you want as the index from the dropdown list then click an index letter A Z or All CorpCom displays records beginning with the index letter If All is selected it starts at the beginning of the list For example 1f you want to list all records whose city starts with B choose City as the index and B as the index letter ontact sting RSIUVWXYZ A4ll oy Sumpany Name j There are two cases when CorpCom displays zero records 1 No records contain the field E g you select Phone but none of your records contain phone numbers 2 No fields begin with the letter E g you select State and the letter B but there are no states in the U S that begin with B You may also see rows with no entry for Company Name Last Name etc This indicates that there is a record probably entered with a Title or Department only but no person or firm name exists The record may be valid Or you can inspect the de Click a column header to sort alphanumerically This sorts the entries on the page only Page 13 of 55 not the entire database Clicking detail navigates to the full record Company Name AABC Sample Company AABC Sample Company Deta AABC Sample Company Page Numbers and Record Count Bottom of Screen In
34. e condition lines Each line represents one condition A condition specifies a field last name city category date added document code etc and a value that the field must match Create New Filter Revise or Copy Filter Click the Create New Filter button at the top of the screen Click Revise to edit the filter Click Copy to clone the filter with the option to revise and save it as a new filter Tip Cloning makes it easy to create a filter with similar conditions Click Create new Filter from the shortcuts popup to open a blank Filter Builder If you click Copy or Revise next to the filter name on the filter listing screen Filter Builder will open with all the conditions listed for editing Page 26 of 55 Naming Filters When naming a filter choose a short description that will assist in its use The name might describe the conditions contained in the filter might identify the list or use other terms that will identify the list in a useful way Filter Builder Filter Name Save Show as child tab Show as parent tab Result Panel Total Selected via This Filter Total Available in Database Mode Basic Detail Context and Field Name Context selection dictates the location of the Field Name Operators The Operator compares the Field Name contents with the Value Clicking the dropdown arrow will list your choices The operator choices displayed will depend on the field name selected i
35. elect the Word template that you wish to upload Click Upload C Browse Type of report R OListing OLabel amp Letter OSummary Page Count Stats OLetter OListing By Group Does the template contain user defined fields O Standard and user defined fields O Standard fields User defined fields Once you have created your report template upload it by clicking the browse button and locating the file Choose the type of report using the radio buttons Choose what type of fields the reports contains Click upload Feel free to contact CCC is you need assistance creating report templates Delete reports by clicking the checkbox next to the report and click Remove Selected Report Templates under the shortcuts menu Page 35 of 55 CALENDAR ACTIVITIES Calendar Overview You ll use the Calendar to track upcoming meetings events store commentary notes and as a reminder system Daily View shows you calendar activities listed by hour Click a day on the mini calendar to switch days and click an hour to create a new event or explore an existing one Weekly View displays each weekday and any scheduled activities Click on a day to open the event planner for that day Monthly View gives you a traditional calendar display Click on a day to open the event planner for that day Listing View displays a listing of Events and Notes in chronological order Click on view to display the details for a particular event Event
36. ext to each list you wish to use for your e mail To use a list in csv format Click My csv file Step 1b Map the fields that you wish to use ir Click browse and choose a csv file Click open MFirst row contains field names and upload Source fields Destination fields Note you must map the fields in your csv file now X eco cennar e E mail Address is the only required field Click here to Map E mail Address required If the first row of your csv file contains column names click the checkbox at the top of the mapping section Click here to Map Display As Click here to Map E Colurnc Click here to Map Columnb Click here to Map PY ColumnE For each destination field choose the correct column from the dropdown list For example to map the e mail address click the drop down box next to E mail Address and choose the e mail Click here to Map ColumnF Click here to Map ColumnG Click here to Map ColumnH You can also limit the recipients of your fax to Click here to Map ColumnI i those that have or have not received one of your previous broadcasts Click Previous Campaigns next to Limit scope to Choose received or did not receive from the dropdown box and choose the appropriate campaign s E mail Message Body Message Body Specify source of e mail message Upload e mail message from my computer You m
37. ination fields Hac lt gt _ Fax lt gt Fax Sal Y DFN lt gt FN Mica Default value gm CompanyName lt gt Optional 1 MHigh Yield Company Name pana DLarge Cap Result Optional 4 OMid Cap Optional 5 OSmall Cap Ones Fax Other Fax Set Default Other Phone Owner Phone Reference Code Region Remarks Response A Previous Run Start over Upon completion Result panel displays the number of records successfully imported into CorpCom Click Download button to review which records did not get imported if any Contact the technical staff at Corporate Communications Center for help with any import errors Import List Export Import Import csv Source lt gt Dest ELN lt gt LN Import routine is complete Click Download button to review Fax lt gt Fax any errors GFN lt gt FN Download iat Start over gy CompanyName lt gt Company Name Import Result 0 of 0 Page 24 of 55 FILTER MANAGEMENT What is a filter A filter or query is a set of conditions designed to select records from the list based on the content of one or more fields It can be made up of a simple condition or a compound condition Compound conditions are made up of multiple conditions connected by And or Or There is no limit to the number of simple conditions that can be present in a filter Every record in the database is matched against the filter those that meet the fil
38. ind Contact Account Start Design mode You are now in design mode To reposition a panel drag the menu bar with the cursor A horizontal blue line indicates a valid drop point You have four sections in which to drop panels top middle left middle right and bottom Any panels that you close will appear under content To clear all panels and start from scratch click Reset Layout located at the top of the page Adding panel s checkmark choose a section click Add To exit design mode at any time click anything on the left hand menu or mouse over Options and select Return to Browse Mode Recent updates A quick glance at your Recent Contact Account updates shows records you or other users have added or updated Click more to navigate to the detailed info page Statistics Three different statistics categories are available as individual panel Select Context and Lookup field to generate a quick count of those records User Defined Filter Statistics Filter Filter ALL RECORDS fields of numeric data type also tally the sum of value assigned to each record Statistic Lookups 7 Context Select one X Auto Logs keep track of changes made to User Defined Lookup field Select one fields tagged by your administrator When an update is made on a tagged User Defined field the system captures Statistic User Defined fields lt both the o
39. ividual remains in your list but his her address will be automatically excluded from future e mail fax lists An Opt out entry stays in CorpCom suppression list even when the Contact record is removed permanently Quick Search Quick Search is reached from the Start screen and also from the row of buttons at the top of most screens These screens include the Contact Detail Account Detail Contact Listing and Account Listing screens Click the Find Contact or Find Account button to open the search function See the Find Account or Contact Quick Search and Advanced Search section later in this manual for details on how to use the search functions Start Quick Search Find Contact Account Last Name ccount Nam ME Advanced Contact Search Advanced Account Search Menu shortcuts Account listing Contact listing Add Account Add Contact Page 9 of 55 CONTACT LISTING AND ACCOUNT LISTING SCREENS The Contact Listing and Account Listing screens display row by row listings of contacts or accounts The screens are reached by clicking on Contact Listing or Account Listing in the left hand vertical menu or on the buttons for Go to Contact Listing or Go to Account Listing found at the top of most screens Listing Screen Features e Navigation Button Row Top of screen Buttons to reach other screens e Filter Tabs Horizontal set of tabs to select and apply a filter and view results e Listing
40. k ask a question we haven t covered or assist us in improving CorpCom with a suggestion or observation Enter your desired text in the box and click the submit button SCREEN LAYOUTS Navigation Button Row Top of Screen At the top of most screens you will see a row of context sensitive buttons These are to reach Find Contact Find Account Add Contact Go to Contact Listing Go to Account Listing Compose Letter etc If you are in an Administrator account other buttons are available to customize the system for all users Click a button to open the desired screen Page 6 of 55 LEFT HAND VERTICAL MENU BAR At the left side of all screens a vertical menu helps you navigate to various operations Security and Settings Allows you to customize your screens and password My List Reaches various list maintenance operations Communications Opens email and fax broadcast Configurations Administrator accounts only Customization user defined fields Page 7 of 55 START Overview The Start screen is made up of panels that provide quick access for entering data retrieving most up to date information You may personalize the layout and content of this screen to suit your needs Choose from 13 available panels by using drag and drop operation in Design mode Start Design Mode Click Personalize Start located at the top left Quick Search Return to Browse Mode Reset layout F
41. l open a Contact Detail or Account Detail edit screen Quick Search Results Menu Search Results Find Contact Account corporate com Advanced Contact Search Advanced Account Search Drag a column header and drop it here to group by that column 1 LJL Page size 20 v m 2 items in 1 pages Eco mmr A De PE tr de 7 DETAIL Corporate Communications Center Inc 4031 Harry Hines Blvd Dallas TX 75219 DETAIL Corporate Communications Center Inc 245 Walnut Lane Oak Brook IL 60523 1450 1 LJL Dr Page size 20 v UNA pages Page 18 of 55 Some Quick Searches may yield a large number of matches If so two tools are available to find the exact entry desired in the list of matches The first allows you to group entries by column This may be used if you have a large number of result entries to look through and you want to inspect your list of results by City State or ZIP A second tool the small windows below each heading may be used to further filter a long list of results to find the name desired Enter a few characters in the box then click the Filter icon Name Advanced Search Advanced Search allows you to search on multiple fields at once It is available for Contacts or Accounts The advance search windows look similar to full edit screen Enter characters in any combination of fields for example Last Name and City then click the Find All button It will display a list of an
42. l to from Operator Type IL in Value field 14 Close the parenthesis opened in the previous condition with a closing parenthesis 15 Since we want all Bob Page s contacts that reside in EITHER the state of Texas or Illinois make sure the connector between the last two condition lines is set to Or Mode OBasic O Detail AS Account Manager is equal to Bob Page Revise Remove GAnd OOr v il State is equal to TX Y Revise Remove OAnd Or AS De State is equal to IL Mi Revise Remove Add Condition Note that the use of parentheses on the first condition line is optional Filter Name Page Bob Contacts TX or IL Result Panel 4HERRF Result 10 Total 138 Mode Basic Detail Account Manager is equal to Bob Page Revise Remove and State is equal to TX Revise Remove or State is equal to IL Revise Remove Add Condition In the completed filter CorpCom narrowed our results from 11 to 10 Page 31 of 55 Action Lists You may have a special project that requires you to compile a list of select Accounts Contacts While a filter allows you to pull out records based on specific conditions patterns Action lists provide a way to build a list of individually selected records To add a contact to an action list go to the Contact Listing screen Note the checkboxes to the left of each contact entry 1 Click the checkbox next to any contact
43. lick Run Download button will appear when export file is ready Upon clicking the button your browser will display a Page 20 of 55 File Download dialog box Save the file to your computer Export List Export Import Export Wizard Selected filter Count Selected field s Result Export as Comma separated value csv File name _ CorpComLisi CSV Stored Templates for Repetitive Exports You may have certain export field selections you use repetitively Once defined these selections are stored within the Export List wizard see screen shot below labeled Export List Within the Select Templates section of the Export List screen see the list of any templates already created for your organization Click Select at the left of the template name you wish to select This will cause the list of desired fields to be exported to be displayed in the Selected Field s section on the left of the screen Then proceed with the Wizard using the Next button in the lower right Export Wizard Check the Account or Contact Fields to include in the export file Select fields in the order desired for columns in the table Your organization may have pre defined field selections Click Select Stored Templates to check New selections may be named as a Stored Template for future use Select Stored Templates E y b Template Name Date Created Selec 22 All Fields 5 24 2
44. me layout for an e mail multiple times try saving a template Click the checkbox if you wish to create a template for the current job Preferences Delivery Schedule Schedule e mail release Select one of the three launch modes Depending on your selection the system will require additional information to complete the submission Immediate Scheduled Hold for future Submit Cancel Delivery Schedule There are three e mail scheduling options 1 Immediate submits the e mail as soon as you click Submit 2 Scheduled allows you to choose a submission date beforehand Hold suspends your job until you resume Access suspended jobs via the On Hold Campaign screen Page 45 of 55 MANAGING A FAX BLAST Campaign Management Screen The frame in the center of the screen displays the Job Number Status Release Date Time and Campaign Description Each fax blast has a unique Job Number which will expand to show the results of a fax 1 e the number of successful or undeliverable faxes Click Details next to the job number to get a detailed breakdown of the campaign results Scheduled Immediate Releases displays all submitted fax blasts Click the Control Copies radio button to display all submitted test faxes Any job that has been placed on hold will be displayed when On Hold Campaigns is selected Click Cancel to delete the campaign or Resume to continue the campaign Recurring campaigns are displayed when you
45. move all records from the action list Tip If you are working on a new project you may want to clear the Action List before adding a new set of select Accounts Contacts to your new action list Page 32 of 55 THE REPORT WIZARD Corpcom allows you to create various reports using pre made templates Below is a list of what each report will contain Address Listing Name title company name address phone email Avery Listing First name last name address city state Zip Detail Listing Name title company address phone fax email owner source status account mgr group subgroups documents Phone Listing One line per record name company phone fax email List Distribution Count totals by all group subgroups and document codes Sheet Note Listing By name amp date a printout of notes in the notes section Reports are available in Word doc Rich text rtf Plain text txt and PDF pdf Click Manage Report Templates in the Shortcuts menu to customize reports Manage Report Templates Report Report Wizard Selected report Format Selected sub list Count Sort order Result Click one of the Output format icons to select the report template and format that you wish to generate Click magnifying glass icon to view the document layout Report name and Output format ml aa dl Address Listing 2 Ea Bg dd Address Listing Report Type Author Listing Handoyo Listing Handoyo
46. n the box to the left Operators for fields with alphabetic data Is equal to Looks for records that exactly match the value you select Is not equal to Looks for records that do not match the value Starts with Matches the initial character s you enter in the value field Contains Matches a character string within the value you enter s Blank Looks for records where the specified field is blank s not blank Looks for records where the specified field contains any data Operators for fields with numeric data Is equal to Field Name contents are equal to the number specified Zs not equal to Does not equal the value may be either greater than or less Zs greater thanField Name contents are greater than the Value Zs less than Field Name contents are less than the Value Zs blank Field Name contains no data Zs not blank Field Name contain data Page 27 of 55 Operators for fields with dates Is greater than Dates older than the date value entered Is less than Dates more recent than the date value entered Value The value box lets you type in the value that the field must match or most not match if you have chosen the is not equal operator Lookup fields are a special case Do not type in the value instead select from the list of values by clicking on the dropdown Pick an Operator and Value The Context Field Name filter engine compares the Field Contact Select a field name 4 Cancel Name to the Value using the Operator as the
47. ne of the easiest and most effective ways of protecting your data Strong Passwords are at least 8 characters long You may use up to 50 do not contain your name company name computer logon username pet name birthday or any other piece of information that anyone could easily find out about you do not contain complete words you could find in the dictionary are fundamentally different from other passwords you are using or previous passwords you have used If you use the same password for your e mail account computer logon CorpCom login etc a thief only needs one password to compromise all of your data use a combination of UPPERCASE and lowercase letters A z Numbers 0 9 Punctuation and other Symbols Strong Passwords Made Easy EXAMPLE 1 Think of a sentence or phrase Make it strange or bizarre in some way and you ll find it hard to forget The Milky Way Galaxy Loves Blue Orange Juice 2 Take the first letter of each word and mix upper and lowercase tMwGIBoJ 3 Add a number you can remember to both sides 1984tMwGIBoJ4891 4 Your password is now stronger than average and very difficult to compromise You can make it practically airtight by adding a few special characters Do a final check and make sure it meets our best practices criteria and you re done Changing Your Password When you log in for the first time you Il be prompted to change your password and you may do so at
48. ng create a new record Click on Find Account or Find Contact to Schedule emal cahipi navigate to the respective search screen More TAPI information on using the search function can be Distribution Chart found on page enter page number Page 14 of 55 DETAIL SCREENS ACCOUNTS AND CONTACTS Contact Detail Screen Address Fields Contacts may hold two addresses 1 Individual address such as home address and 2 Account Address such as the company address Address Type The Address Type dropdown list lets you specify which address will show in the address fields You can toggle between the Individual Address view and the Account Address typically the contact s company address view using the dropdown An Account Address exists only if the contact is linked to an account Editing Addresses Select the address type from the dropdown bar for editing Individual addresses may be entered or modified in the Contact Detail screen Note that the address data for Account Addresses shown greyed out must be entered on the Account Detail screen Move to the Account Detail screen enter or update the new account address on the Account Detail screen then switch back to the Contact Detail screen to see the entry listed on the contact screen When you switch away from the Contact Detail screen then return back from the Account Detail screen note that the address shown on the Contact Detail screen will default to whichever a
49. nt Account record enter part of the Account name in the search field below View Results You can unlink a contact from an account by clicking the unlink icon next the account name If you choose to delete an account which is linked to a contact be sure to unlink any contacts you wish to keep before making the deletion When the Page 16 of 55 Account is deleted any linked contacts will be deleted as well Agenda Any events notes and journals you set in Calendar appear in the Agenda accordion panel for the account contact they re linked with Communication Log displays fax and e mail broadcast activity for that record Agenda Event Note Journal Communication Log Nev Date Time Subject Description 3 16 2012 2 30 00 PM Unassigned Meeting Click Vew Entry to jump to event creation in Calendar Associations Use Associations to form links between records in CorpCom This is an easy way for example to make your own shortcuts in order to jump between related contacts and accounts Association View or create relationship with other Account or Account 9 Association s with Account Association s with Contact No association found To create an association with a Account enter the name below View Results Clear FIND ACCOUNT OR CONTACT QUICK SEARCH AND ADVANCED SEARCH Using Quick Search or Advance Search These functions allow you to quickly Find
50. o enter the new account contact data After you have filled on all the relevant fields click Save If you have a contact that will be linked to an account you may have two scenarios An account already exists Contact Account does not yet exist Open the account detail then click Create new record Enter the new contact data then save Create a new account first enter the account data click Save then from the resulting Account Detail screen click Create new Contact record Enter the new contact data then save Linking an Account When adding a contact you can link it to an account You can add a contact directly automatically linked to an account by clicking the Create new Contact Record link on an account screen This screen also lists all other contact associated with the account The alternative way to link a contact to an account is to click on the Account bar of a contact and enter the account Account Detail Update Delete Account AABC Sample Company Create new Contact record Link s Contact Aable B name in the provided field Click View Results A list of matches is shown below Click select next to the correct account Your contact is now linked to the selected account Contact Detail Illustration Contact Detail Edit Contact Update Delete Account AABC Sample Company Contact is linked to AABC Sample Company To link to a differe
51. odified version If you do not enter a new name for your modified Stored Template the system will create a new template using the old name coupled with a new number Stored Template The sequence described above uses the menu boxes shown below Create Stored Template from field selections above Save As New Template To modify existing Stored Template check uncheck Account Contact Fields above then Save As New or Save Template Updates CoNameBank Save As New Template Save Template Updates Save As New New or modified template Enter new name or system uses existing name with new number Save Template Updates Saves modified template under existing Stored name and number Previous Next Start over Page 22 of 55 IMPORT WIZARD The Import utility uses a wizard style approach Know your source file name and location before you begin The utility supports only Comma Separated Value csv format Complex files may need to be transformed and loaded by the technical staff at Corporate Communications Center Inc Click Browse to locate the file that you want to import Remember to click Upload before moving to the next step Source fields list box displays all fields contained in your csv file To map Source to Destination one field at a time highlight a field from Source and its destination then click Connect Verify each pair of mapped fields listed on Mapped fields panel Click disconnect icon next to a pai
52. of All Filters bar Click the down arrow icon to open a filter list or create a new tab e Filter Counts bar Click the down arrow icon to open a set of counts for the active Filter Tab e Alphabetic Index Section Selector Following AII the A B C D Z selector tool used to display records by letter of the alphabet or by clicking All the entire list e Page Navigation Arrow Icons Right of screen arrows gt to page through the list e Column Headings Click a heading to sort the page by that column Click again to reverse e Listing Entries Each row shows a company Account or individual Contact e Page Number and Record Count Bottom of screen Contact Listing Screen Find Contact Find Account Add Contact Delete selected records Add selected records to Action List Rename field Configure column layout Enable Disable fields Contact Listing ALL RECORDS DACS test state X testzip X My Action List 1 X A Listing of all Filters A Filter Counts Contact A Switch to Account listing Selection letter below indexed by Last Name J BCDEFGHIJKLMNOPQRSTUVWXYZ of Records page 50 y Page 1 of 5 4 1 m of 5 gt b Company Name Last Name eee Title Department Name De i AABC Sample Company Aable Bill Vice President Marketing Navigation Buttons The row of buttons at the top of the screen used to reach other screens such as
53. ous unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any mean electronic or mechanical and or for any purpose without the express written permission of Corporate Communications Center Inc This document and the software it described are furnished under a license agreement and may be used or copied only in accordance with the terms of the license agreement Support Information Telephone regular business hours 888 760 6034 E Mail supportOcorpcom com Page 54 of 55 CORPORATE COMMUNICATIONS CENTER INC 4030 Harry Hines Blvd Dallas TX 75219 214 871 2941 1 888 760 6034 www corpcom com Page 55 of 55
54. paign Management Email Scheduled Immediate Releases Test Run Drafts On Hold Campaigns Recurring Campaigns Status Created Date Time Broadcast Description Cancel Resume On Hold 3 19 2012 1 11 49 PM Test Recurring campaigns are displayed when you click the Recurring Campaigns radio button Click Remove to permanently delete the recurring campaign Click Load to start a new e mail using the campaign template E mail Options The Opt out line the refer a friend opt in line and the physical address line can all be customized Mouse over E mail Options in the top right hand corner of the screen and click on a selection to navigate to the Campaign Template menu Click the link you wish to customize from the Link Type dropdown list Click Create new and enter the new link text in the provided HTML or TEXT editors Click Save when you are finished Default Opt To manage your 4 Tt Editor Campaign Template Email out line http www corpd Address Link Type Select one i Text Version pt out lin 3 Physical address link oy ele eis Refer a friend link 1 ressy lo ma Create sais Eel Cancel Page 41 of 55 SENDING E MAIL BROADCASTS Preparing an E mail Campaign When preparing an e mail campaign the files and lists that you choose are displayed in the info window Return to Cam paign Menu Campaign Files Set Up E mail Broadcast Header and Recipient List s
55. r to schedule appointments Page 36 of 55 Click Calendar gt Add Activity Monthly view Add activity Add batch ent Delete selected records Activity List View Event Planner Type Event General Appointment Private Subject Unassigned Start Time 03 19 2012 08 00 AM Local time End Time 03 19 2012 08 30 AM Local time Description Meeting with prospective client A Linked to record Activity linked to Contact record Search context 9 Account Contact Type name to search aabc View Results Select AABC Sample Company Dallas Select Private to hide it from the All records list Set Start time and End time to reflect when your event will begin and end nys Linked to Account AABC Sample C Linking your event to an account or contact adds it to the inked to Account i pS sa record detail screen Activity linked to AABC Sample Company To remove the link click the broken link icon This removes the event from the record l 5 detail screen ae Page 37 of 55 With Reminder enabled you 1l get an e mail at the specified Linked to Account AABC Sample Company Within time before the event start time If you set a Recurrence you ll be reminded for each one Tip set up an e mail account that automatically forwards or CC s to a group of people and put that address in the Reminder Options Fl Enable within 5 Minutes w Deliver To Deliver to box
56. release Select one of the three launch modes Depending on your selection the system will require additional information to complete the submission pres Scheduled Hold Submit Cancel There are three fax scheduling options 1 Immediate submits the fax as soon as you click Submit Scheduled allows you to choose a submission date beforehand 3 Hold suspends your job until you resume Access suspended jobs via the On Hold Campaign screen ORDER FULFILLMENT Order Status Click a letter A Z or All CorpCom displays records that contain the index field beginning with the selected letter The list displayed will show the Order Status Order Number recipients name company and order date Click Manifest to view a detailed list of items in the order Inventory Listing Click a letter A Z or All CorpCom displays records that contain the index field beginning with the selected letter A list of all items and quantities is displayed Fulfillment Leads Click a letter A Z or All CorpCom displays records that contain the index field beginning with the selected letter A list of leads is displayed Click Import next to each lead that you want to add to your database as a new contact Page 50 of 55 YOUR PASSWORD We store your CorpCom password in a secure database using industry standard encryption You are the only person who knows your password and we cannot retrieve it Making a strong password is o
57. riginal and revised value along with the date Cad Select one time and User ID information These log entries serve as User Defined Field Select one 4 4 a tool to monitor how active a given record is These log Page 8 of 55 entries serve as a tool to monitor the activity of checkbox radio button or dropdown list fields Multi word field names up to 50 characters may serve as scripts to define actions to be taken Clicking the appropriate checkbox tracks the dates various activities are marked as complete Filter Statistics Filter statistics works in conjunction with three other statistic panels Click Filter to view the list of filters you ve created Selecting a filter applies it to your opened statistic panels In other words the counts sums in statistic panels reflect only records returned by the selected filter Remove reverts to the counts sums of unfiltered list Recent e mail campaigns and fax blasts Recent e mail campaigns and fax blasts allow you to check the status of your broadcasts Click Job No to glance at the job status Click details to look up or opt out a specific e mail address in that broadcast You can also do this from the start page via the unsubscribe e mail or unsubscribe fax panels Unsubscribe Use Unsubscribe tools when you need to add a Contact to CorpCom suppression Opt out list Type e mail address fax number into its respective field and click Submit The ind
58. ring to undo its mapping Toggle between Account Contact to display fields from either context Click Next Tip You can map a source field to more than one destination field but you still need to map one field at a time Import List BB Export Import Import Wizard Uploaded file Count Import csv Mapping source fields Select Source and Destination fields Mapped field s then press Connect button Source lt gt Dest aq CompanyName lt gt Company Name Source fields Destination fields Account Y A Occupation A Fax Account Manager FN Address 1 LN Address 2 Address Type Asset City Company Type Country Created Division Document Annual Report Document Christmas Cal Document News Release Document Proxy Previous Next Start over Page 23 of 55 If necessary you may designate default values to the rest of destination fields Highlight a field and type into select a value from Default value Remember to click Set Default button before selecting another destination field Click disconnect icon next to the destination field to undo Click Run to start import routine Import List Export Import e Import Wizard Uploaded file Count Import csv Setting default value s Select a destination field and provide Mapped field s the corresponding value then press Set button cias hae Dest Dest
59. row buttons gt at the right of the tabs bar to scroll through them Click on a tab to make it the active tab The active tab is highlighted with a solid color depending on the color scheme you have chosen for your account An active tab displays the list based on its underlying filter Click the x inside a tab to remove it When you remove an active tab the listing reverts back to the left most tab The left most tab will always be the unfiltered list It is the default tab and cannot be removed You may toggle between account and contact listing views using the Switch to Account Listing or Switch to Contact Listing link shown on each screen Listing of All Filters compared to Filter Management The menus reached from Listing of All Filters a bar shown on Listing Screens helps you use filters view a list of filters click a tab to display a filtered list create tabs and remove tabs Menus reached from Filter Management a tab on the left of all screens helps you build and modify filters View a list of filters Inspect a filter The terms within the filter Copy a filter Modify a filter Write a new filter View counts of accounts and contacts produced by a filter Filter Counts described below also shows counts See the chapter Filter Management for instructions on writing filters Filter Counts Menu Bar Click on this bar to open a set of counts produced by a filter The Contact Listing s
60. ter conditions are selected for viewing on the screen printing in a report exporting to a file or generating a list count Using the filter you may select sub lists from the database Filters apply to both accounts and contacts CorpCom s filter utility allows you to use point and click techniques to build a query name it and store it for repetitive use Filter Management Filters generate lists of contacts and accounts that meet specified conditions The resulting sub lists are used for Contact Listing Screen Account Listing Screen Generating List Counts Export lists to Excel CSV and text files Email and Fax Broadcasts The Filter Management utility is opened from any screen from the left hand vertical menu bar Click Filter Management to open the Filter Mgmt and Counts screen Filter Management and Counts Screen This screen provides a list to view filter names open counts copy a filter revise a filter and create a new filter It also lets you control whether you view only your own filters or system wide filters My Filters displays only those filters that you ve created Click on the column names to sort the filters ascending descending The screen is arranged in columns and rows Each row shows a filter Filter Mgmt and Counts Click Revise right of desired filter to view filter and counts 9 My Filters All shared Filters 4 4 1 m of 3 gt p Counts Name Owner Date a gt gt 2009
61. the bottom left the page number and number of pages is shown For example Page 1 of 15 or Page 3 of 15 Below that the Total Records shows the number of records selected by the filter This will match the Total counts shown by the more detailed Filter Counts dropdown previously described Bottom right of the screen provides an arrow gt navigation tool to navigate forward and back through pages or by using the dropdown box to a specific page number Listing Rows Click Detail to Open Full Edit Screen for a Record Each row in the list shows a record Click the word Detail to the left of a name to open a Contact Detail or Account Detail screen These screens are full edit screens that show all database fields Checkboxes Left of Names A checkbox is seen at the left of each listing line The boxes may be check to mark an entry for Deletion or Add to Action List To delete a record s Click the checkbox es next to the records you want to delete then in the top of screen Navigation Button Row click the Delete Selected Records button You will be given a warning Are You Sure You Want to Delete These Record s Confirm your choice The records will be permanently deleted For Action List selections see the section below Find Contact Account Last AA Menu shortcuts Menu Shortcuts Acco nt listing Click Add Account or Add Contact depending copia on which type of record your viewi
62. xt for the parent child metaphor For example Schools and Teachers or Buildings and Tenants We ve used account and contact where account is the parent and contact is the child throughout this manual E g an account can have any number of contacts associated with it but a contact will only be related to one account Page 5 of 55 Typographic Conventions Description Convention Example Check for the confirmation e mail Words in bold indicate an instruction or critical information Text directing you to a figure illustration or table will be bolded as well Click Delete to remove the record Italicized words are used for emphasis Delete is permanent there s no way to recover a deleted record Screenshots We ve included various screenshots to give you a visual aid to go along with the text throughout the guide We use the default layout and default theme Keep in mind that your screen may look different depending on your layout and theme choices Help In the upper right hand corner just below your username you ll notice an icon The question mark launches our online help system Online Help The question mark in the upper right of each screen launches our online help system Help on this topic displays a selection of key topics based on the screen you re viewing i Figure A FAQ s will close help and navigate to a list of frequently asked questions Question Feedbac
63. y matches Unlike Quick Search the Advance Search does not use the grouping or filter tools because the list of matches is typically quite small Advance Search allows you to search by any field or combination of fields such as Phone Number ZIP code Email Address category document code etc A window allows you to specify whether you want to search by the first few characters by a full match or by a string of characters within a name Page 19 of 55 EXPORT WIZARD The Export utility uses a wizard style approach It allows full partial extract of your CorpCom list Select a filter containing records that you want to export Selected filter panel displays the filter s name and total record count To export the entire CorpCom list select _Master List You may only export one filter at a time Selecting a different filter will replace any previously selected one Click Next Tip Select e mail fax exclusion to leave out any records referenced in Opt out list Export List Export Import Selected filter Count Selected field s Result Export Wizard Select filter from list below di 4 1 mw of 4 gt b List filter Description By elect ALL RECORDS System 2009 Office of the Directors C43CCC Annual Rep Contact and Account Count C43CCC Annual Rep Contacts amp Accounts All Categ Multiple C43CCC Annual Rep Contacts All Categ One copy domesti C43CCC

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