- Records and Items in Tour de Force
The main records associated with Tour de Force include:
The other record types associated with Tour de Force include:
The main items associated with Tour de Force include:
The other items associated with Tour de Force include:
- Knowledge Base
- Understanding Account Records
In Tour de Force, an Account record typically represents a relationship with a company or an organization that needs to be managed.
Account records can be the following:
- Vendor or supplier
- Channel Partner
- Another other relationship that exists within an organization
In Tour de Force, Account records are the highest record type and nothing can be entered into Tour de Force without an Account record, aside from General Expenses.
- Understanding Contact Records
In Tour de Force, a Contact record typically represents an individual in a company or business that purchases or supplies product and other services from an organization. Contact records can also be other people that need to be managed in Tour de Force such as a vendor representative.
In Tour de Force, a Contact record cannot be entered without an Account record. Therefore, a Contact record has to be associated with or linked to an Account record. For example, when a business card is received, the company associated with that contact has to be entered into Tour de Force before the Contact record can be added.
Contact records in Tour de Force are not the same as Contacts in Microsoft Outlook. A Contact record created in Tour de Force does not automatically sync to Microsoft Outlook and a Contact created in Microsoft Outlook does not automatically sync to Tour de Force. However, the Contact Sync can be used to sync changes between Contacts in Tour de Force and Contacts in Microsoft Outlook. See Technical Bulletin 6903 – Exchange Sync and Mobile Sync for further information about the Contact Sync.
- Understanding Opportunity Records
In Tour de Force, an Opportunity record represents any potential revenue-producing event or project for a company that needs to be managed over a certain period of time.
In Tour de Force, an Opportunity record cannot be entered without an Account record. Therefore, Opportunity records are always linked to an Account record. For example, when a lead is received, the company associated with the lead has to be created in Tour de Force as an Account record before the Opportunity record can be created.
- The Other Record Types in Tour de Force
The other record types that are associated with Tour de Force include Contracts, Events, Literature, and Support.
- Event Records
In Tour de Force, an Event record is a record that gives companies the ability to create, manage, and analyze the return on investment associated with any type of company hosted or company attended event. These events can range from golf outings to trade shows. Events are created using the Event Manager.
- Contract Records
In Tour de Force, a Contract record is a record that can be used to track and maintain customer or vendor contracts such as Special Pricing Contracts or Maintenance Contracts.
- Literature Records
In Tour de Force, a Literature record is a record that can be used to track all documentation such as sales brochures or event pamphlets. The Literature record can be used to track time spent on a creating a document, which user created the document, who has edited the document recently, as well as keep track of any compensation needed for creating the document.
- Support Records
In Tour de Force, a Support record is a record that can be used to track and maintain customer related issues, as well as internal issues such as IT or technical support.
- Understanding Primary Item Types in Tour de Force
In Tour de Force, the primary item types that exist include Activity, Appointment, Document, Email, and Task items.
- Appointment Items
In Tour de Force, an Appointment item is an item that allows users to manage when and where the users need to be throughout the day such as a conference call, on onsite visit with a customer or prospect, a training class, or even a golf outing.
- Task Items
In Tour de Force, a Task item is an item that allows users to manage something that needs to be accomplished by a specific date such as preparing a quote, following up on a quote, performing a demonstration, and sending literature or marketing material to a customer.
- Activity Items
In Tour de Force, an Activity item is an item that allows users to document what was accomplished during an appointment or a meeting, and can also be used to keep track of what was accomplished after performing a task. Activity items can also be used to enter information related to a sales call or linked from that Account record or Contact record.
- Document Items
In Tour de Force, a Document item is an item that allows companies to store and manage files such as quote templates, invoices, and other documents.
- Email Items
In Tour de Force, an Email item is a copy of an electronic message from sent from one person to another and logged in Tour de Force using Email Logging.
- Record Types versus Item Types in Tour de Force
The main difference between record types and item types in Tour de Force is that records and items can be linked to other records, whereas records and items cannot be linked to another item. For example an Activity item can be linked to an Account record, but an Account record can never be created or linked to an Activity item.
When a new record or item is created, a Parent and a Child Relationship is automatically established between the new item or record and the record used to create the new item. For example, when a new Contact record is created in Tour de Force, a Parent and Child Relationship is created between the new Contact record and the Account record.
Any item type can be created from and linked to any of the record types found in Tour de Force.
For example, an Appointment, a Task, and an Activity item can created from and linked to an Account, a Contact record, or an Opportunity record.
There are also Grandparent and Grandchild relationships in Tour de Force. This trail or path is indicated in the breadcrumbs bar at the top of all record and item forms. For example, when an item is created from a Contact record the parent Account record becomes the Grandparent of that item created from the Contact record.
Understanding the Grandparent, Parent, Child, and Grandchild Relationships in Tour de Force is critical when viewing and analyzing data in Tour de Force. Grandparents can see everything, while Parents can only see Child and Grandchild relationships.
For example, an Activity created from a Contact record can be seen from both the Account record form and the Contact form. However, an Activity item created from an Account record can only be viewed while on the Account record form and not the Contact record form. The easiest way to tell how an item or record is linked is to look at the breadcrumb bar at the top of a record or item form.
See Technical Bulletin 6601 – The Breadcrumbs Bar for further information related to the breadcrumbs bar.
- Other Item Types in Tour de Force
The other item types that are associated with Tour de Force include Assets, Expenses, Forecasts, Notes, and Quick Quotes record.
- Asset Items
In Tour de Force, an Asset item is an item that gives companies the ability to create, manage, and analyze any company owned assets and inventory. For example, Asset items can be used to track the laptops used in the company by sales people, or tablets used in a trade show.
- Expense Items
In Tour de Force, an Expense item is an item that allows users to enter and track the costs associated with managing business relationships. Expense items are created using the Expense Wizard, and General Expenses are the only items that can be created without a Parent record.
- Forecast Items
In Tour de Force, a Forecast item is an item that allows companies to enter line item estimates on Opportunity records that are typically associated with Vendors, Product Groups, or Revenue Classes.
- Note Items
In Tour de Force, a Note item is an item that allows users to enter and manage comments or observations associated with business relationships.
- Quick Quote Items
In Tour de Force, a Quote item is an item that gives users such as inside sales teams the ability to create and provide quotes to customers and prospects quickly. Quotes are created and managed in the Quote Manager.