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Account Manager Contact Card Widget: Best Practices

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What is an Account Manager?

Account Manager is an attribute that can be applied to a User so their details can be populated into a Dashboard widget for reports delivered to their respective clients. 

This is used when you have Account Managers responsible for multiple clients and want to personalize those client reports with some contact details. The widgets that show Account Manager details are a special type of widget called Account Manager Contact Cards.

Using this feature, single reports can be used at scale for hundreds of clients and the system automatically personalizes the report/dashboard

 

 

How to add an Account Manager Contact Card to your Dashboard

The Account Manager Contact Card will let you display Account Manager information on a dashboard.  Once the widget is defined, it will dynamically pull in the Account Manager’s info for each client, as long as the client has an account manager assigned in the Client record page.

  1. Go to the dashboard and section you would like to add the widget to.
  2. Click Add Widget and select Add Administrative Widget. 
  3. You will then be able to edit the Account Manager widget and select the fields you’d like to display in this widget.

Once the widget is added to the dashboard, it can be resized and moved around, just like other widgets.

 

 

How to assign an Account Manager

The Account Manager must be a registered user in the system.  Only Super Admins, Business Unit Admins, and Agents from the Client’s business unit will be available for selection in the dropdown. The Account Manager field only allows a single user assignment.  In the future, we may expand upon the Client record and add additional job role assignment fields or Account Manager fields.


Please note that once an Account Manager is assigned to a Client, we are able to pull the Account Manager’s Name, Email, and Contact information.  We can then dynamically pull the Client’s Account Manager information and re-use it in other parts of the platform, such as the Account Manager Contact Card, or in the future, on dashboard media widgets.


 

 

 

What shows up on the Account Manager Contact Card?

On the account manager widget, name address email phone picture of the Account Manager can all be displayed. It uses the account manager assignment on the client record to figure out which user is that particular clients account manager and then pulls the details from the user's record.

 

 

What’s the value of the Account Manager Widget?

It’s dynamic!  As long as you assign an Account Manager to the Client record for each client, we will dynamically pull in the data for each Client’s dashboard.

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