The Actis header bar

The header bar is a fixed element in Actis so remains visible wherever you are in the system.

  • The side bar menu can be expanded and contracted to show just icons or icons and names
  • Quick search: Choose from the drop-down choices for the entity. Click the search button (magnifying glass) for the full list, or type in all or part of a name.
  • Advanced Search: Click the down arrow to start the advanced search
  • Connect to Microsoft Teams: Depends on system configuration so may not appear
  • Workflow Tasks: Depends on system configuration so may not appear
  • Call to Action List: A link to a temporary list created by you of customers you need to do something with
  • Display language: Depends on system configuration so may not appear
  • View As: If you have sub-ordinate employees you can view as them. Choose from the drop down list that appears.
  • Log Out: Always end your Actis sessions by clicking the Log Out button

Log out

It’s important to close your session completely when you’ve finished. This ensures that all data is saved correctly and avoids any confusion caused by running multiple sessions.

From the menu bar click the Logout button which is located at the top right of the header bar next to your name

If you have unsaved work on the page, then a warning will appear. This warning is generated by your browser and will ask whether you want to stay or leave.

Log off no save

Click the Stay button.
Complete your work and click the Save and Exit button before logging out.

Important: Clicking the X button to close your browser will not close you actisCRM session and could result in a loss of data.

You will be automatically logged out of the system once the session has been idle for a period.

Use the Login Analysis report to track the time you spend on actisCRM.


Glossary of terms used in actisCRM and Account Science

 Actis Term Definition
AccessA rating of how easy it is to get to see a customer
AccountOne or more locations brought together to create a single entity, ideal for managing activity and business plans across multiple locations
Action tabWhat you can do with the open record
Adoption PathwayThe stage of product awareness that the customer has at each call
AppointmentA future call or contact with a single customer
BrickThe most common type of geography unit used – roughly equivalent to a postal area
CallA face-to-face meeting with a single customer
Close WeekAn administrative function whereby the user needs to confirm their days worked and that all their activity has been recorded
ContactAny interaction with a single customer, e.g. face-to-face call, email, telephone call
Call to Action/CTA A list of customers created by the user for some follow-up activity, e.g. call planning
CustomerAn individual person (health care professional), linked in Actis to a location
DashboardA series of charts reporting key metrics/analysis in real time
DetailThe product discussed during the call or meeting
Detail positionThe order in which the products were discussed
Employees/EmpsActis users
EntityAn existing or real thing. These are the items you can search for, i.e. Customers, Locations, Contacts, Meetings, Accounts, Payments, Agreements, Tasks
FormularyAn official list giving details of prescription medicines
Geography areaA collection of geography units. May be geographical or may be related to the health service
Geography unitThe smallest geographical area defined in the system that contains customers and locations
HCOHealth Care Organisation. The institution (location) that employs a HCP (customer)
HCPHealth Care Professional. An individual person (customer)
Information/InfoFacts required by your company that you gather. Information is added to a separate page of a record, e.g. customer information, contact information
KPIKey performance indicator
LocationA building or place where customers work (Health Care Organisation)
MATMoving annual total
MeetingA face-to-face meeting with multiple customers that often incurs expense
Navigation tabHow you move around the various pages of the open record
ObjectionsThe reason the HCP has for not using your product
RatesThe average number of customer interactions that occur per day
Record (noun)The form that holds information, e.g. the customer record, the location record. A record can be made up of a number of pages
Record (verb)The act of completing a form, e.g. to record a meeting, to record a customer contact
SearchMethod of finding customers, locations and other items within the software
Speculative/SpecA call that is planned or made without a confirmed appointment
SWOTStrengths, Weaknesses, Opportunities, Threats – analysis tool for business planning
TargetAn indication of importance. Targets are defined by your company and can be applied to customers, locations and accounts
UnnamedA customer that you have seen, but who is not included as a permanent entry into the database, i.e. a temporary or locum HCP
VolumeA count of items
YTDYear to date (1 January to today)

Create a favourites list

A short favourites list for all entity types can also be created in the recently used section of Actis. Each time you open a record in CRM, a link is created back to that record. Links for the last 10 entity records opened can be pinned to create a favourites list that can be accessed again and again.

  1. From the slide out menu select Home, Recently Used
  2. Click on the icon to select the entity
  3. Click the Pin button associated with each record to fix the item to the recently used list.
  4. Each time you want to access the record again, return to the Recently Used list and the pinned items will remain
  5. Click on the record link to open it
  6. To remove the record from the list, click the Pin button again

Messages and team reminders

Create a reminder message which will appear to subordinates each time they login to actisCRM. The message will be displayed on the home page above the buttons.

Create the message

  1. On the home page click the > button to display the side bar
  2. Under the Actions tab, click Create New Message. The message window will open.
  3. Click in the Message Text field and type the message
  4. Click the Calendar button to set the expiry date for the message – after this date the message will no longer appear.
  5. Click the Save and Exit button to save the message and close the message box.

Amend or delete the message

  1. Highlight the message on the home page and under the Actions tab click Amend Message to make changes.
  2. Amend the message text or expiry date
  3. Click the Delete button to remove the message

Where’s the save button

Any changes you make in actisCRM are not permanent until they are saved. Whenever you try to navigate away from a page you were editing without saving a warning will appear.

Save buttons can be found at the top of the page on the blue ribbon that runs underneath the header bar.

  • Save: Saves your changes and remains on the current page
  • Save & Exit: Saves your changes and returns you to the previous page or the home page

Other buttons on the ribbon:

  • Print: Creates a pdf which can be saved or printed
  • Detach: Opens the current page in a new tab
  • Exit: Closes the page and returns to the previous page or the home page without saving

Change display language

If English isn’t your first language, then you can change it either permanently or for this session only.

Change the language on the login screen

If your version of Actis CRM is multi-language, then the languages on offer will be displayed bottom-right of the login screen.

  1. Open the Actis CRM login screen
  2. Click the Arrow button to open the language choices
  3. Select the required language
  4. The flag and the login screen language will change
  5. Login to Actis CRM

Change the default language

If your version of Actis CRM is multi-language, then the languages on offer will be displayed on the right of the header bar next to your username.

  1. Login to Actis CRM
  2. Click to select the appropriate flag at the top of the header bar

Once selected the language will become the default and apply to the login screen as well as all system screens.

Change password

You may need to change your password because:

  • Your password has expired
  • Your password has been reset because it was forgotten
  • Your password has been compromised and needs to be changed

Your password must conform to the rules agreed with your company. If your new password does not meet these criteria, then they will be highlighted in red.

  1. Login to Actis CRM
  2. From the slide out menu select Administration, Change Password
  3. Type your existing password into the Current Password field
  4. Type a new password into the New Password field
  5. Type the new password again in the Repeat field
  6. Click OK to confirm