Clients > List of clients

Automatically translated from Dutch. Some wording may be inaccurate.

In List of clients, you can search for clients, prospects and other business relations. From the list, you can open a client record, edit details or create documents. The Contact persons tab lists the people at the selected clients and lets you contact them by e-mail or SMS.

Selection

Quickly find a client

•Under Name, client nr, enter a name or part of a name in the first field. Use the second field to search by debtor number.

•Check the selected client types and affiliates. Select Include hidden if you also want to find hidden records.

•Click Search and double-click the required client to open the record.

The search conditions work together and apply to both tabs. Click Search after changing them. To see all clients within the selected types and affiliates, clear the other search fields and disable the contact and placement filters.

Depending on the settings, a list appears as soon as you open the screen, or the overview starts empty. In the latter case, click Search to retrieve the list.

Name, client nr and City

The name field searches both the client name and the search name. The client number field searches the debtor number, and City searches the city in the client's address. You do not need to enter the full value; part of it is sufficient.

Client, Prospects and Other

Select the types of business relations you want to see. You can select several types at once. Client is selected when the screen opens; whether Prospects is also selected depends on the settings. If no type is selected, no records will be found.

Include hidden

Hidden records are not shown by default. Select Include hidden to include them alongside the other records in the search results. The other search conditions still apply.

Affiliates

Select one or more affiliates. The selection uses the client's affiliate. Only affiliates for which you have permission to view or edit clients are offered.

Contact person, Telephone nr and KVK nr

Contact person searches the names of registered contact persons and the client's contact memos. Telephone nr searches the general telephone number and the landline and mobile numbers of contact persons and contact memos. KVK nr searches the client's Chamber of Commerce number. Here too, part of the value is sufficient.

These fields select clients. If you search for a contact person and then open Contact persons, the list may also include the other contact persons at the clients found.

Branches, Levels, Disciplines and Client groups

Use the button with three dots to select one or more values from the relevant table. Use the cross to clear the selection. Within one field, any one of the selected values is sufficient; different completed fields are applied together.

Disciplines searches the disciplines registered for the client. It does not search a contact person's position text.

Contact in the past days

Select the option, choose No or Some and enter the number of days. Regelneef checks the dates of the client's registered contact memos.

•No: clients without registered contact within the selected period, including clients for whom no contact memo has ever been entered.

•Some: clients with registered contact within the selected period.

For example, you can use this selection to find clients you have not spoken to for some time. Only registered contact counts. The option is available if you have access to client contacts.

People hired in the past days

Select the option, choose No or Some and enter the number of days. This finds clients without or with placements during the past period. Regelneef checks placement start and end dates; a placement that started earlier and continues into the period also counts. It does not check days worked or hours entered.

Postal code and Radius (km)

Enter the four digits of the postal code in Postal code (4 dig) and choose the radius in kilometres. This searches for clients using the postal code of their client address.

Client list and contact persons

Clients

This tab shows one row for each client found. The columns can include, for example, name, address, debtor number, type, affiliate, industry, disciplines and account manager. Double-click a row or choose Edit to open the client record. If you only have read permission, the button is called View.

Contact persons

This tab shows the contact persons of clients that match your search conditions. A client can therefore appear more than once. Clients without registered contact persons do not appear here.

Alongside the client's name and city, you can show, for example, the contact person's name, position, telephone numbers, e-mail address and correspondence indicator. Choose Edit to open the current contact person, or Client to open the associated client record.

Columns and marking rows

Each tab has its own list definition, which lets you adapt the visible columns to your work.

See screen lists for sorting, filtering and marking multiple rows.

Mark the required rows before starting a group action. If no rows are marked separately, these actions use the current row. Always check which tab you are using: on Clients you mark clients; on Contact persons you mark individual people.

Actions on Clients

The actions available depend on your permissions and licences. Changes also depend on your permissions for the client's affiliate.

Edit and New

Edit opens the current client's record. New opens a new client record. Enter the details and save with OK.

Multi edit

Use this to change details for all marked clients at once, such as the affiliate, type, level, industry or account manager. The names of the fields to be changed are shown in red. Check these fields and the selected clients. When you click OK, Regelneef asks for confirmation before overwriting these details.

You need write permission for all client affiliates involved. If you do not have this permission for one or more clients, you cannot save the group change.

Use the arrow next to Multi edit to choose Enter contact memo at client(s). This opens contact memo entry for the marked clients.

Delete

Deletes the client on the current row, even if you have marked several clients. Carefully check which client is active. Regelneef asks for confirmation twice. If deletion fails, a message is shown.

Excel list

Choose an Excel list and specify whether to export all rows or only the marked clients. Filters applied in the list are taken into account when exporting all rows. The selected Excel list determines the columns and sorting.

Documents

Opens the screen for starting documents with the marked clients' details. Choose the required layout there.

Export

Opens the screen for exporting clients, with the marked clients already selected. Choose the export format and corresponding settings there.

E-mail

Choose which addresses to use for the marked clients:

•To general e-mail address: the general e-mail address from the client record.

•To contact persons: the e-mail addresses of the registered contact persons.

•To correspondence contact persons: only contact persons designated for correspondence.

•To general e-mail address and contact persons: both groups of addresses.

Regelneef opens a new message in your e-mail program. If there are several addresses, they are placed in BCC. Empty addresses are skipped; if no addresses are found, a message is shown. To e-mail only certain people, mark them on the Contact persons tab.

Actions on Contact persons

Edit, New and Delete

•Edit: opens the contact person on the current row.

•New: creates a new contact person for the client on the current row, so check the client name first. If the client has no contact person yet, open the client record from the Clients tab to add the first contact person there.

•Delete: after confirmation, deletes only the contact person on the current row. The client remains.

These actions require edit permission for the relevant client and the client's affiliate. When adding or editing, save the details with OK in the screen that opens.

Client

Opens the client record associated with the contact person on the current row.

Excel list

Exports the contact persons list. Choose an Excel list for contact persons and specify whether to include all rows or only the marked people. Filters in the list are respected when exporting all rows.

SMS and E-mail

SMS opens the SMS dialogue and adds the marked contact persons with their mobile numbers as recipients. Check the recipients and compose the message before sending it.

E-mail opens a new message for the marked contact persons. Only their entered e-mail addresses are used; if there are several addresses, they are placed in BCC. If no e-mail addresses are found, a message is shown.