Contact Glossary
A
Action item
See activity.
Activity
A record of communication with a client. This includes schedule items, activity plans, tasks, documents, emails, and call records. Activities are also known as interactions.
Activity plan
A predefined sequence of activities that can be created for a user or contact, rather than creating the activities individually.
Activity tracking
The tracking of when certain events take place. Also used to display if the client is being contacted regularly or infrequently and sets target dates for the next touch or review.
Ad hoc report
A runtime-configurable report that allows users to determine its content, by selecting, filtering, and sorting information from NexJ CRM.
Assignment model
A method used to assign roles or activities to users automatically in a variety of situations, including campaigns and activity plans.
Attachment
Any computer file, such as a Microsoft Word document, that is attached to an activity, campaign, batch email, or document in NexJ CRM.
Availability template
A daily meeting template that defines event meetings for a 24-hour time period. Event coordinators use availability templates to quickly create multiple meetings on a particular day or on multiple days in an event leg.
B
Badge
An icon that visually indicates information about action items and contacts in NexJ CRM. For example, an icon may indicate that an activity has an associated service request. Badges display in the banner for action items and contacts when defined conditions are met.
Batch operations
Batch operations, such as batch printing or batch emailing, are actions that a user can perform on a group of contacts.
Business administrator
A NexJ CRM user who gathers business requirements and configures the application. For example, they are responsible for user onboarding and importing contact data. Using NexJ CRM, they might configure rules, create custom fields, coverage groups, business process forms, and templates.
Business process
A predefined form and a series of approval steps that a NexJ CRM user can use to record and update information about their contacts, companies, opportunities, and service requests.
C
Call list
A list of contacts or leads for the user to call to communicate about a particular topic.
Call record
An internal record documenting an interaction with a contact or lead.
Call script
A list of questions and topics that are presented to users when they receive inbound calls from contacts or when they call leads. It's used to guide the conversation with the contact or lead.
Campaign
A coordinated set of predefined activities for achieving a marketing-related goal, such as a fundraising campaign.
Category
A label for entities, such as Avid Golfer for a contact or user. Categories can be used for searching and grouping entities.
Client
A contact, company (including an institution or a fund), or household.
Company
An entity that represents a real-world company. If Capital Markets functionality is enabled, a company is a corporate client that issues securities.
Contact
An entity that represents a person who is not a NexJ CRM user, such as a prospective or current client.
Conversation
A collection of related messages exchanged securely between two or more participants.
Coverage
A method for assigning users or groups of users to be responsible for specific clients, opportunities, or events.
Coverage group
A group of users who are responsible for covering a contact or an opportunity.
Coverage role
The role assigned to a user when covering a client or an opportunity.
Coverage team
A collection of all the individual users and coverage groups who receive view and edit access to entities and collaborate on their corresponding opportunities, activities, and events.
Custom field
A user-defined field that stores information not otherwise provided in a contact profile.
D
Department
A sub-division of a company.
Document
An object in NexJ CRM that is used to store computer files, such as Microsoft Word, PDF, or image files, as attachments.
E
Entity
An object in NexJ CRM that represents a person (such as a user, contact, or lead) or an organization of individuals (such as household, company, or department). In addition, it can represent an investment account. When Capital Markets functionality is enabled, entities can also represent institutions, sectors, and funds.
Event
A multi-day, multi-location showcase of a company or research analyst to potential investors.
Event leg
A division of an event. Separates an event into parts that define the locations in which the event occurs or the themes for each part.
Event meeting
A scheduled time slot that represents a meeting between event participants and attendees in an event leg; for example, a sales presentation for prospective investors.
External contact
A contact who is added to a schedule item through synchronization with Microsoft Outlook but does not have any additional records in NexJ CRM.
F
Form
A series of questions for users to complete with details about an entity; for example, a KYC form. See business process and call script.
G
Generation horizon
See period generation horizon.
H
Hierarchical Access Model
A security model that restricts user access to data records by organizational hierarchy.
Hierarchy
Household
An entity that represents a group of contacts who belong to the same family.
I
Inbound Call
An incoming call from a contact that is answered by a customer care specialist.
Industry taxonomy
If Capital Markets functionality is enabled, the hierarchy of sectors, industries, and companies.
Institution
If Capital Markets functionality is enabled, an institutional client that trades securities through a capital markets firm.
Interaction
See activity.
Invitation
An email notification for a schedule item that allows the recipient to automatically respond and updates the recipient's response and schedule in NexJ CRM, as well as their Calendar in Microsoft Outlook.
Itinerary item
A scheduled time slot that represents activities that support an event, other than event meetings, for example, travel arrangements for flight and hotel reservations.
L
Lead
A person who may be interested in purchasing a product or service.
M
Merge field
An object that references a specific piece of information, such as a contact's first name. It is used in Microsoft Word and NexJ CRM to personalize documents and emails for several contacts at once.
Message
Secured communication between users within a conversation.
N
Notification
A message that alerts a user to changes to information in NexJ CRM that are relevant to them.
O
Opportunity
Represents a potential sale of one or more products to a client.
Owner
A user who is specifically assigned to all the activities for a specific participant in a campaign.
P
Parent opportunity
An opportunity associated with a set of product opportunities, for example, insurance coverage, which may include home insurance and auto insurance product opportunities.
Participant
Any contact who is involved in a campaign.
Period generation horizon
The threshold for creating the periods that are used by SLM touches. A batch job creates new periods at the frequency specified by a user.
Predefined filter
A search filter that is provided by default in a NexJ CRM workspace.
Product opportunity
An opportunity associated with a product. For example, home insurance or a company credit card.
R
Relationship hierarchy
A section in the Contacts workspace that displays the organizational structure that a selected contact is a part of. This structure can be either company-oriented or household-oriented, but it also displays user-created relationships between contacts.
Rep code
When the Hierarchical Access Model is enabled, a rep code is assigned to a contact, company, or household to make it accessible only to the user and to other users higher in the hierarchy. Contacts do not inherit rep codes from companies or households. Users will need to assign rep codes individually to contacts when adding new contacts. Contacts, companies, or households that do not contain rep codes can be accessed by all users.
Report
A specific type of file that can extract information from the NexJ CRM database to be presented in an organized manner.
Research subject
If Capital Markets functionality is enabled, a specific area of research, such as a company or industry.
Rule
The criteria for when an action, such as sending a notification, is triggered. Rules can be used to automate simple tasks or to send notifications and alerts.
S
Saved list
A custom list of contacts that may not otherwise share a common characteristic or property.
Schedule item
A type of action item that has defined start and end times, such as a meeting.
Service level
A set of touches that occur with a contact at a predefined interval or frequency.
Service level agreement
A contract that defines the expected first response time and resolution time for a service request, which may vary based on factors such as client tier and service request priority.
Service model
A collection of touch types and intervals assigned to a contact.
Service request
A detailed record of a request or a complaint from a client. Service requests are used to manage and track client issues.
Step
A stage in an activity plan process. A step can contain a task, a document, or another activity plan. For business process forms, steps define tasks that are assigned to other users, who review the completed form, then approve or reject it.
Stock interest
If Capital Markets functionality is enabled, a security that a company or contact is interested in.
Subject area
A subject area is a scope which defines the focus of tasks that a user can perform in NexJ CRM. For example, a user can use a subject area to limit a search only to contacts, or to apply a notification rule only to schedule items.
Synchronization
The integration of schedule items, tasks, and contacts for different users between NexJ CRM and Microsoft Exchange servers.
System administrator
An administrator who helps to determine system requirements during their deployment of the NexJ solution. After deployment, they monitor and support related software and hardware, as well as NexJ application performance and system health.
System defined query
A search query that an administrator creates and makes available for users to search for contacts in NexJ CRM. System defined queries are useful because they allow an administrator to set up commonly and frequently used search queries once for multiple users, rather than users configuring queries individually.
T
Task
A type of activity that does not need to occur at a defined time and must be assigned to one or more users.
Tier
A property assigned to contacts to determine what kind of service plan they will receive. Used for activity tracking.
Touch type
In service level management, a form of communication or interaction with a contact that can be scheduled to build a relationship with the contact.
Transaction
If Capital Markets functionality is enabled, a record of financial activity between an institution and a client. If Wealth Management functionality is enabled, a record of activity on a client's holdings.
U
User
An entity in NexJ CRM that represents a person who has a NexJ CRM account and uses NexJ CRM. This is typically an employee in your company.
User-defined filter
A search filter that a user creates based on various search criteria available in NexJ CRM.
User list
A simple collection of users that is used for activity assignment.
User option
A way to enable application features for a user, user type, or for the system.
W
Work queue
A set of tasks that can be assigned to a user in a pool of users who have access to the queue.