Client allocation profiles

Client allocation profiles

Client allocation profiles cater for businesses who allocate clients to specific departments or individuals (for example partners in accountancy practice). This profile sets a default team users for a group of clients, which means all communication would be sent from the owner of the allocated group.

Setup client allocation profile

Create a distinct category profile

  • Log in to FACTS online as the primary user.
  • Navigate to "Organisation -> Profiles" at the left bar.
  • Click "Manage profile" at the right task bar.
  • Select "New category".
  • Enter a category name (for example Partners) and select "Distinct group" at Type.
  • Save and Close.
  • Close the manage profile category and click the new category (in this example, "Partners").
  • Close the profile management window.

Signature request

Note: A distinct category group allow client membership to one group within the category. For example, this can be used to allocate a group of clients to a partner.

Add distinct profiles

  • Click Add Profile.
  • Enter partner or division name.
  • Click Save & Close.
  • Repeat for each partner or department.

Client allocation profiles

Link team user email to profile

For each distinct group created above:

  • Click the profile name.
  • Navigate to "Profile details" on the left bar.
  • Tick "Emails clients from this group owner".

  • Client allocation profiles
  • Navigate to "Team" on the left bar.
  • At the "Access" column, designate a group owner.

Client allocation profiles

Add distinct profiles sink

A distinct profile sink manages all non-allocated clients for distinct categories. It can be used to allocate new clients to partners or for sets of clients that are not related to the distinct group.

  • Click add Profile.
  • Enter "Not allocated" in the Name field.
  • Select "Distinct sink" in the profile type.
  • Click Save & Close.

Manage client allocation profile

Add client window

  • From the dashboard click "Add Client.".
  • Enter the client details.
  • At "Profiles and Services" select a distinct group.
  • Click any of the save options as required.

Client allocation profiles

Distinct sink profile

  • Navigate to "Organisation" -> Profiles.
  • Navigate to profile category (Partners).
  • Click your sink group (Not allocated).
  • Tick clients to be allocated to groups.
  • Select from "Add selected to" and target a distinct group.

Client allocation profiles

Note: Clients will be added to a distinct group and removed from the sink group.

Have feedback?

Your feedback can make a difference. Please send your feedback to our support channel

Need help?

Our team at FACTS Online is happy to help you with any issue related to this service. Please contact FACTS support if you need any help.

We hope FACTS Online will help you achieve your business goals and will help you work as a team with your clients.

New to FACTS Online? TRY OUR 14 DAY FREE TRIAL

Unlimited clients, no credit card or bank details required.

By signing up, you are accepting our Terms of service and Privacy Policy

Copyright © 2003-2020 FACTS Online Pty Ltd