Account Tabs and Properties

The Properties tab contains system Properties. It also contains custom Properties created for the Account Object. Values for these Properties are set in Talisma Client.

Property * - indicates that the Property is mandatory # - indicates that the Property is available when Talisma Higher Education Foundation is installed	Description	Value Updated by (Talisma/User)	Property Can be Edited/Deleted in TBA
External SIS ID #	A unique identifier for the corresponding Lead in SIS.
Account name *	The name of the Account. For example, MyCompany. This is a free-text field. Maximum number of characters: 255.		Cannot be edited or deleted.
Account ID	A unique identifier for the Account.		Cannot be edited or deleted.
Account owner	The Talisma User who is responsible for the Account. By default, the User who creates the Account is its owner. You can change the owner by selecting a different User's name from the list of Users displayed in the Account owner row in the Account window.		Cannot be edited or deleted.
Date created	The date on which the Account was created.
Notes	Any comments that may help a User interact with the Account. This is a free text field. Maximum number of characters: 255.
Type	A description of the Account. For example, the nature of business. This is a free text field. Maximum number of characters: 255.
Parent Account	Name of the Parent Account, if there is any. This Property is useful when your organization transacts business with a company and its subsidiaries.		Cannot be edited or deleted.
Percentage Success	The success percentage, in terms of Orders generated from the Account. This Property computes the percentage of Opportunities that were converted into Orders. It is a computed Property, and is calculated using the following formula: [Sum (Order. Revenue) / Sum (Opportunity. Revenue)]*100. Click to view the updated value of this Property.		Cannot be edited or deleted.
Total Cost	When a Contact becomes a Target in a Campaign, this Property is the sum of the cost of Steps through which all Targets progress in the Campaign. The Total Cost Property computes the total cost of all such Contacts associated with the Account. The formula to compute this Property is as follows: Account Total Cost = Sum of Contact Total Cost Contact Total Cost = Sum of Target Cost Target Total Cost = Sum of Campaign Step Cost For example, there are 25 Targets in a Campaign which has two Steps. The cost for a Target in Step 1 is $2 and the cost for a Target in Step 2 is $3. The Target Total Cost associated with the Campaign will be the sum of the cost in Step 1 and Step 2: 2 X 25 + 3 X 25 = $125.		Cannot be edited or deleted.
	Hence, the sum of Target Cost = $125. Assuming that an additional cost of $25 is incurred to dispatch brochures to these Targets, the Contact Total Cost = $125 + $25 = $150. The cost of processing each Contact is $1. Therefore, the Account Total Cost = $150 + $25 = $175. Click to view the updated value of this Property.
Total value	The monetary value derived from the Account. This Property sums up the revenue from Orders associated with the Account. Formula = Sum (Revenue from Contact A +. . .+ Revenue from Contact N). Click to view the updated value of this Property.		Cannot be edited or deleted.
No. of Contacts	The number of Contacts associated with the Account. Click to view the updated value of this Property.		Cannot be edited or deleted.
Projected Value	The total revenue from all Opportunities created for the Account. This value is the sum of the revenue expected from every Opportunity associated with the Account. Formula = Sum (Projected Revenue from Opportunity A + . . .+ Projected Revenue from Opportunity N). Click to view the updated value of this Property.		Cannot be edited or deleted.
Mobile	The mobile phone number of the Account.		Cannot be edited or deleted.
Account Type #	The type of Account. For example, Lead vendor, or High School.
Account Code #	The code of the created Account.
Active #	Indicates whether the Account is an active account or not.		No
Primary Contact #	The primary Contact associated with the Account.
Lead Source #	The details of the origin of the Lead.
Academic/Fiscal Year End #	Details of the Account calculated at the end of the academic, or fiscal year.
Time Zone #	The time zone of the Account.
Address (Group) The Group of Properties comprising the address information for the Account. These Properties are free text fields, in which you can type a maximum of 255 characters.
Company	The name of the company represented by the Account.
Phone-1	The primary phone number for the Account.
Phone-2	The second phone number for the Account.
Street	The address of the company.
City
State name
Country name
ZIP
Website	The URL of the Web page of the Account.
E-mail	The e-mail address of the Account.
Fax	The facsimile number for the Account.
County #	Name of the County where the Account is located.
Transcript Office Properties The Group of Properties comprises address information of the Student.
Street #	The address of the Student.
City #
State #
ZIP #
County #	The name of the county where the Student resides.
Country #	The name of the country where the Student resides.
Contact	The Student who is associated with the Account.
Phone	The phone number of the Student.
Other phone	The alternate phone number of the Student.
Fax	The fax number of the Student.
Office fee	This Property can have one of the following values: • Yes: Indicates that the fee is paid. • No: Indicates that the fee is not paid.
Fee	The total fee of the course.

Categories Tab

This tab displays the Categories created for the Account Object. From this tab, you can categorize the Account by selecting one or more Categories.

Contacts Tab

This tab displays the list of Contacts associated with the Account. From this tab, you can view details of a selected Contact in the Contact window. For information about the Properties displayed in this tab, see Contact Tabs and Properties.

Interactions Tab

This tab lists the Interactions of Contacts associated with the Account. If the Hierarchy Information option is selected from the View menu of the Account window, all Interactions of Contacts associated with its related Accounts are also listed. For information about the Properties displayed in this tab, see Interaction Tabs and Properties.

Account Hierarchy Tab

Based on the Accounts and Contacts associated with the selected Account, the Account Hierarchy tab lists the reporting order for the associated Accounts and Contacts.

History Tab

This tab displays the actions performed on the Account. For example, if an Account is categorized, this action is recorded as an event in the history of the Account. To specify the events to be displayed in this tab, select Options from the Tools menu. In the Options dialog box, set the required Account Event options from the Event tab.

Note

When Talisma is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. For more information about enabling or disabling audit, see Business Administrator Help and Installation Manager Help.

Opportunities Tab

This tab lists the Opportunities linked to the Account. If the Hierarchy Information option is selected from the View menu of the Account window, all Opportunities linked to its related Accounts are also listed. For information about Properties displayed in this tab, see Opportunity Tabs and Properties.

Orders Tab

This tab lists the Orders linked to the Account. If the Hierarchy Information option is selected from the View menu of the Account window, all Orders linked to its related Accounts are also listed. For information about Properties displayed in this tab, see Order Tabs and Properties.

Notes Tab #

This tab provides a text area in which notes can be added. These notes can be viewed by other Talisma Client Users.

Driving Directions #

This tab provides a text area in which directions to reach the destination can be specified.

Calendar Events Tab

The Calendar Events tab displays details of Calendar Events that are sent to attendees. For a new Object record, this tab is always blank. By default records in the tab are displayed in descending order on the Start Date Property.

The following table describes the Properties displayed in this tab:

Property	Description
Calendar Event ID	A unique identifier of the Calendar Event. The value for this Property is automatically generated.
Name	The name of the Calendar Event. This value is typed by the user in the Name field of the Add Calendar Event dialog box.
Start Date	The date and time when the Calendar Event starts.
End Date	The date and time when the calendar event ends.
Time Zone	The time zone that is selected for the Calendar Event.
Location	Details of the location of the Calendar Event.

Leads Tab #

This tab lists Leads which are associated with the Account. The Name details of the associated Lead are displayed in the Account window. For more information about Properties displayed in this tab, see “ Lead Tabs and Properties”.

Student Agency/3rd Party Tab #

This tab lists the Contact details of the student which is associated with the Account. For more information about Properties displayed in this tab, “ Contact Tabs and Properties”.

Students Tab #

This tab lists Contact details of those Contacts who were students at the school which is an Account for your organization. For more information about Properties displayed in this tab, see “ Contact Tabs and Properties”. Further, see Managing Relationship Properties in Talisma Business Administrator Help.

Activities Tab #

This tab displays the Activities of Contacts that are associated with the Account. For more information about Properties in this tab, see “Activity Properties”.

Document Status Tab #

This tab lists the Document Status items associated with the Account. For more information, see “Document Status Tabs and Properties”.

Lead-Students Tab #

This tab lists Leads details of those Leads who were students at the school which is an Account for your organization. For more information about Properties displayed in this tab, see “ Lead Tabs and Properties”.

Personal Tab

Lists Properties created for the Personal tab in Talisma Business Administrator. The tab is visible in Talisma Client only for the User who created these Properties. Note that the Personal tab is visible for the User only if the User has created at least one Property for the tab.

Columns Displayed in a Related Object Tab

Contact, Interaction, Opportunity and Order are the Objects that are related to the Account Object. These Object tabs display Properties as column headers. You can customize the columns that are displayed in these tabs.

Note

Properties listed in the Properties tab of an Object include predefined Properties, and may include user-defined Properties. This tab can also contain Object type Properties created when Relationships are created in Talisma Business Administrator.