Managing Third Party Originator Contacts

1. In the Third Party Originator Contacts panel, select the contact, and then click the Edit icon.

2. In the TPO Contact Details page, update the information, and then click Save.

Use this feature to move multiple TPO contacts between companies and then consolidate the contacts within one company, especially during migration. When you move the contact, you have the option to keep the contact's original TPO Connect website assignment, replace the contact's existing TPO Connect website URLS with the destination organization's URLs, or enable the contact to access their existing TPO Connect websites as well as the destination organization's TPO Connect websites. If the Account Executive assigned to the contact is not listed with the destination company, you can assign the destination company's Primary Sales Rep to the contact.

1. In the Third Party Originator Contacts panel, select a contact and then click the Move Contacts icon.

2. In the Consolidate Contacts window, select the organization to which you want to move the contact.

• The TPO Connect websites assigned to the organization are listed in the right panel.

3. To assign TPO Connect website URLs to the contact, perform one of the following:

   • Select Keep existing URLs to retain the contact's current TPO Connect website assignment

   • Select Replace URLs with one or more selected URLs, and then select the checkboxes corresponding to the TPO Connect websites that you want to assign to the contact.

     If you choose this option, the contact cannot access their existing TPO Connect websites and will now have access to the selected TPO Connect websites only.

   • Select Add one or more URLs to their existing URLs and then select the checkboxes corresponding to the TPO Connect websites that you want to assign to the contact.

      If you choose this option, the contact will have access to the selected TPO Connect website(s), in addition to their current TPO Connect website assignments.

4. Click the Move button.

5. If the contact's existing TPO Connect websites are not associated with the destination organization, a warning message displays indicating that those websites will be deleted. Click OK to confirm.

6. If the Sales Rep /AE assigned to the contact does not exist in the destination company, a warning message displays indicating that the destination company's Primary Sales Rep will be assigned to the contact. Click OK to confirm.

You can move contacts within the same TPO company (and across hierarchies) by dragging the contact from the Third Party Originator Contacts panel to the destination organization folder.

1. In the Third Party Originator Contacts panel, select the contact.

2. Drag the contact to the destination organization in the Company/Branches panel.

Use the Export feature to save the displayed contact information on to your computer in Excel spreadsheet (CSV) format. You can export one or more contacts at a time.

1. In the Third Party Originator Contacts panel, click the Export icon.

• This will export all your TPO contacts. If you want to export only some of the TPO contacts, select them in the Third Party Originator Contacts panel, and then click Export.

2. In the Save File window, browse to the location where you want to save the file.

3. In the File name field, enter the file name, and then click Save.

1. To delete a single contact, select the contact, and then click the Delete icon.

2. To delete multiple contacts, press the Ctrl key on your keyboard, click the contacts to select them, and then click the Delete icon.

   Contacts cannot be deleted from a branch or a company if they are the primary manager for that branch or company. If you attempt to delete the primary manager of a company, a warning message displays, indicating that a new primary manager must be assigned before deleting the existing one.

   A contact is assigned as a TPO company’s manager in the Company Details page > Company Information tab > Company Details panel > Manager field.

You can import one or more contacts using a CSV file instead of manually creating the contacts in Encompass. A sample CSV file is available for you to use as a template for your contact information.

The following are mandatory fields for TPO Contact imports: First name, Last name, Login Email, Email, Sales Rep Userid, Role.

1. In the Third Party Originator Contacts panel, click the Import icon.

2. In the File Selection section, click the or click here to open import template link.

3. Enter information in the sample file, making sure that you have information for the mandatory fields, and save as a CSV file.

4. In the TPO Contact Import Wizard window, click Next.

5. In the Parsing Options window, select the First row contains header information checkbox, and then click Next.

6. In the Data Mapping window, if required, click each column header to assign the data to a field, and then click Import.

7. Click OK in response to the confirmation message.

The following are mandatory fields for TPO Contact imports: First name, Last name, Login Email, Email, Sales Rep Userid, Role.

1. In the Third Party Originator Contacts panel, click the Import icon.

2. In the TPO Contact Import Wizard window, click Browse.

3. In the Select File to Import window, locate and select the file, and then click Open.

4. In the TPO Contact Import Wizard window, click Next.

5. In the Parsing Options window:

   • If the first row in your data file contains column headers, select the First row contains header information checkbox to prevent the headers from being imported.

   • Click Next.

6. In the Data Mapping window, if required, click each column header to assign the data to a field, and then click Import.

7. Click OK in response to the confirmation message.

You can send welcome email(s) to one or more TPO contacts using the Send Welcome Email icon. After the welcome email is sent, a Welcome Email Sent column is added to the Third Party Originator Contacts panel listing the date and time of email delivery to the contact(s).

1. In the Third Party Originator Contacts panel, select one or more contacts.

2. Click the Send Welcome Email icon.

    If a welcome email was previously sent to the contact, in the Send Welcome Email window, click the Include button to reset the contact's TPO Connect website password and include a new password in the welcome email. Or, click the Don't Include button to keep the password unchanged.

   •  Click the Export button to download the list of contacts who had previously received welcome emails and save a copy of the MS Excel file on your computer.