User Accounts - Case Managers Database

Modified on Fri, 16 Feb, 2024 at 12:22 PM

OVERVIEW

This article covers all the contents and features in USER ACCOUNTS -> Case Managers.

This database stores all records of Case Managers that are involved in a Kawaconn service.

The database can be customised and filtered to help find your desired Case Managers easier.

DATABASE & SORTING
SEARCH & FILTERS
INSERT/REMOVE/REARRANGE DATABASE COLUMNS

DATABASE & SORTING

When first opened, the database loads all active Case Managers and is sorted by their Creation Date as default.

Columns obtained from Case Manager fields are used to distinguish between profiles.

The database is sortable with selected columns.

Column Name	Sortable?	Notes
Title	No
Full Name	Yes (by First Name)	Click on the Case Manager’s name to access their profile
Action Required	No	Ad-hoc Notes Staff need to notify and/or action For more information, see Action Required
Job Title	No	Job Title options can be edited in APP SETTINGS -> Value List
Company	No	Click on the green text to access the Company profile
Mobile Phone	Yes
Email	Yes
Login Status	No	Determines whether a user has a Case Manager login for your platform
State	No
BSO	No	BSO - Business Support Officer: Staff user assigned to manage business relationships and support
Account Status	Yes	Inactive accounts can't be added to a case
Recruitment Status	Yes	Statuses that help identify business relationships with the Case Manager
Created At	Yes (default)	Date of when the User Account was created
Created By	No	Staff user that created the Case Manager
Main Contact	Yes	Identifies if the Case Manager is the best point of contact for a Company to address updates and communications

SEARCH & FILTERS

Search Bar

Enter text in the Search Bar and click Search (magnifying glass) to only show database results where the entered text can be found in the following columns:

Full Name
Company (Name)
Office Phone
Mobile Phone
Email

Filters

Open and use the following Filters to narrow your database results.

Filters	Purpose
Case Manager	To directly find your desired Case Manager
Booking Company	To find all Case Managers working for the same Company
Account Status	To find Case Managers that are Active or Inactive
Recruitment Status	To find Case Managers based on their business relationships
Business Support Officer	To find a Staff’s list of Case Managers that they manage for support and queries
Action PIC	To find a Staff’s list of Action Notes to action/complete
Action Due Dates	To find Case Managers that have impending Action Notes to action/complete Usually paired with the Action PIC filter
To Verify	To show all Case Managers that require confirmation of their provided details (name & contact information)
Country & State	To find Case Managers by location
Subscribed Promo	To find Case Managers that allow you to send promotional material/emails
Main Contact	To find the best Case Manager (of a Company) to address updates and communications

Clear/Reset Filters

Use the Red “X” button to remove all filters used and revert back to the default database.

INSERT/REMOVE/REARRANGE DATABASE COLUMNS

To organise table columns in User Accounts, select the three dots at the top-left of the table.

Tick an item to add the column to the table
Untick an item to remove the column from the table
Drag and drop an item to rearrange the ordering of the table columns (top of the list = left-most column)
Select Default Columns to revert back to Kawaconn’s default columns and order