NexJ Logo

Home workspace

The Home workspace contains a subset of the content you access most frequently.

Home zone

The home zone in the Home workspace contains the following tabs:

My Opportunities
An opportunity represents a potential sale of one or more products to a client. The My Opportunities tab lists any sales opportunity associated with the contacts you cover, as well as its essential details, like its products and progress.

My Campaigns
A campaign is a coordinated set of predefined activities or steps for achieving a marketing-related goal, such as a sales campaign. The My Campaigns tab displays a list of campaigns in which you or any contacts you are responsible for are participants. To access information on a specific campaign, click on its row and browse the campaign details subsection directly below the list. This subsection is divided into multiple tabs, which group the information about the campaign by subject:

  • Detail
    The Detail tab displays general information related to the selected campaign, including its manager, related products, and duration.
  • Steps
    The Steps tab displays the tasks that have been predefined for the campaign type. Once a contact begins participating in the campaign, tasks are created for it and should be completed as the campaign progresses.

  • Documents
    The Documents tab allows you to view and attach documents related to the campaign.

  • Participants
    The Participants tab shows the list of participants for the selected campaign and their statuses. Clicking a participant's name in the list will take you to their profile in the Contacts workspace.

  • Activities
    The Activities tab shows all the tasks and schedule items that are related to the campaign. There may be several tasks in this list, as each entity that begins participating in the campaign is associated with an activity plan with tasks to complete. Check this tab regularly to make sure you are up-to-date with your activities. Once an activity has been completed, update its status and move on to the next assigned activity.

  • Opportunities
    The Opportunities tab displays the opportunities that have been generated as a result of this campaign.

  • Stats
    The Stats tab displays statistics for each campaign in two graphs. Both campaign performance and the performance of opportunities resulting from the campaign are tracked.

Service Level Management
Service Level Management can be used to track interactions with your contacts according to a customer loyalty program or firm best practices. Service Level Management is configured in NexJ Admin Console and runs behind the scenes, updating automatically when you complete an activity that counts as a touch type. For more information about Service Level Management, see Managing service levels.

Capital Markets
This tab is only available when Capital Markets functionality is enabled.

In the Ticker Revenue Summary tab, view trading revenues for tickers and companies that you cover. In the Client Revenue Summary tab, view revenues for companies that you cover.

Events
The Events tab enables you to:

  • Search for events using filters, which are based on event attributes, and display a list of events
  • Open an event record in the list and manage the event
  • Request a meeting for an event

For information about managing events, see Managing events.

My Contacts' Recent Activities
The My Contacts' Recent Activities tab enables you to search for activities using filters and display a list of activities for contacts that you have been assigned coverage for. From the list of activities, you can modify the properties of a selected activity and mark the activity as complete.

My Team (Aggregate View)
NexJ CRM supports a hierarchy that contains the internal structure of your organization. This information is stored by the Reports To field for each user, which tells the software who supervises whom. Information about using the Reports To field can be found in Relationship hierarchy. The My Team drop-down menu item displays the aggregate view of the home zones of each user who reports to you.

My Tasks

My Tasks, in the Home workspace, gives you an overview of work that has been assigned for you and others to perform. My Tasks displays lists of tasks, activity plans, business processes, and contact activities.

A task is a single action that a user is required to do. Activity plans and business processes can contain many actions that a user is required to do, and can include tasks, schedule items, and documents.

My Tasks displays information about the items that it lists, including their description, status, and start date. You can choose what information is displayed by clicking the Options button and selecting Set List Columns.

My Tasks displays tasks assigned to you. You can:

  • Add a new task by clicking the Add button and selecting a task to add to the list.
  • Edit a task in the list by double-clicking it to access its properties.
  • Mark a task as completed by clicking the Action button and selecting Mark as Complete.
  • Show or hide task notes by clicking the Options button and selecting List mode & Show Notes.
  • Delete a task by clicking the Action button and selecting Delete.

Filtering

My Tasks has functionality to help you easily find specific items in the list. The filter field above the list displays the user-defined filter that has been applied to the current results. You can change the filter by clicking the Set Filter button in the filter field. The Set Filter menu contains your favorite saved filters. You can also select the following additional options:

Other Filters
Allows you to choose from the complete list of available saved filters.

New Filter
Allows you to create a new filter for your own use. You can run the filter immediately or save it to be reused later. In addition, if you have appropriate permissions, you can create a new filter to be shared with other users.

Manage Filters
Allows you to specify which saved filters should appear on the Set Filter menu, and in what order.

You can modify the currently selected filter by clicking the Edit button in the filter field.

You can filter the items in the list by entering partial text from the item description into the Description field.

Adding new user-defined filters
Editing existing user-defined filters

Agenda

The Agenda, in the Home workspace, is a condensed view of your calendar, showing all schedule items for a single week.

You can perform the following actions in the Agenda:

  • Use the Go to Next Week button and the Go to Previous Week button at the top to cycle through and display adjoining weeks. Use the Go to Today button between these two buttons to return to the current week.
  • Click the Add button and select the type of schedule item to add it to the list.
  • View or modify the properties of a specific schedule item by double-clicking it.
  • Go to the profile of a contact associated with a schedule item by clicking their name in the schedule item.