You can manage your list of customers in the Clients tab. Your customer base will grow as you add new clients, import contacts and/or as participants visit your online SmartRec Store.
Accessing a specific client's file is as easy as clicking on their name. We've also included some practical ways of sorting through your contacts so you can quickly find who you're interested in!
How it Works
1. Search in Accounts and People
You can search accounts or people in two different subtabs, depending on what result you're looking for.
Accounts subtab
When you go in the Clients tab, you automatically see the Accounts subtab.
When you're in the Accounts subtab, you're viewing the list of Account Owners. They are the ones logging into SmartRec and registering themselves and/or their account Members.
You can quickly see how many members are associated to the account by looking at the icon next to the account owner's name. If you click on the icon, you will get a list of the associated members' names.
If you search for any name in the Accounts subtab, it will pull up the Account owner record.
Ex: Searching for "Marie Tremblay" will pull up the Account owner "Audrey Duquette".
People subtab
If you click on the People subtab, more records appear. The columns are different as well:
When you're in the People subtab, it means you're viewing the list of all your clients, regardless of whether they are Account Owners or account Members.
If you search for any name in the People subtab, matching individual names of account owners and/or account member records will populate.
Column sorting
In the Accounts and People subtabs, most columns can be used to sort the contents of the page. Simply click on a header (ex: Name or Balance) to sort your clients using that criteria. Click twice on the header to reverse the order.
2. Search by Filters
The Accounts and People subtabs provide different search filters, depending on the context in which you want to view or export your files.
Accounts subtab
The Accounts tab filters mainly focus on financial transactions, since this subtab can be used to manage the financial aspects of client accounts.
Easily view archived clients, clients who registered to a specific program or activity and those who have bought a membership or merchandise. You can also filter clients with balances owing or saved credit card. You can even generate a donor list.
People subtab
The People tab filters offer you the possibility to search something more specific to clients, like the date of birth, known allergies or medical conditions, the date their account was created, etc.
You can combine multiple filters to identify the group of people you're searching for as closely as possible.
3. Use the Operations Menu
In both Accounts and People subtabs, you can do much more than search for specific clients with the commands in the Operations menu.
Accounts subtab
Most commands in the Operations menu require that you put a check mark next to the Account owner you are targeting. You can target the entire page displayed by checking the box next to the Account owner column. If you want to show more or fewer accounts on the page, you can toggle how many are displayed in the drop-down menu at the bottom of the page (maximum of 100 per page).
In the Account subtab, you can do many operations related to financial transactions (deposit checks, create invoice or credit, reconcile accounts, etc.). You can also add a new client account, import/export clients and export information regarding account statements, purchases or account contacts.
If you are an administrator with the appropriated permissions, you can Send notification or Undo all reconciliations for the organization.
People subtab
Most commands in the Operations menu require that you put a checkmark next to the person you are targeting. You can target the entire page displayed by checking the box next to the Name column. If you want to show more or fewer people on the page, you can toggle the drop-down menu at the bottom of the page (maximum of 100 per page).
In the People subtab, you can export the medical information of your clients and a list of all your participants. You can also create a credit or an invoice for a specific person.
If you are an administrator with the appropriated permissions, you can Send notification.