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] Select Admin Widget.
4] 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
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. This information can then be dynamically used in other parts of the platform, 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.