Account Manager Contact Card Widget Overview

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 widget for dashboards and reports delivered to their respective clients. 

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

This feature allows single reports to scale for hundreds of clients, with the system automatically personalizing the report or 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 added, it dynamically pulls in the Account Manager’s information for each client, provided an account manager is assigned on the Client record page.

1] Navigate to the dashboard and section you would like to add the widget to.

2] Click the Add Widget icon (i.e. plus sign) in the upper right corner.

3] On the right side of the page, the widget creation menu will appear. From the top of the menu, click the Other Widgets tab.

4] Select Admin. 

5] Edit the Account Manager widget to select the fields you want to display.

After adding the widget to the dashboard, you can resize and move it, 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 in the Client’s business unit are available for selection in the dropdown. The Account Manager field allows only one user to be assigned. In the future, we may expand upon the Client record and add additional job role assignment fields or Account Manager fields.

1] On the Admin tab, select Clients. 

2] Use the search box or filters at the top of the page to locate the client you want to update.

3] Click the Edit (pencil) icon to the right of that client. 

4] The Client Details page opens. From the available headers, select the Settings tab.

5] In the Account Manager dropdown, choose an account manager for this client.

Note: When you assign an Account Manager to a client, their information become available for use throughout the platform. This information can be dynamically displayed in features such as the Account Manager Contact Card or dashboard Media Widgets.

What Displays on the Account Manager Contact Card?

On the account manager widget, the name, address, email, phone, and picture of the Account Manager can be displayed. The widget uses the account manager assignment in the client record to determining the assigned account manager and pulls their details from the user's record.

What is the Value of the Account Manager Widget?

It’s dynamic! As long as an Account Manager is assigned to the client record, the data is dynamically pulled into each client’s dashboard.