Your Guide to Client First

Your Guide to Client First


Corporate Solutions Asia Pacific


Version 1.0

November 2012


Page 2 of 22 © Jones Lang LaSalle

Contents

Introduction 3

Section 1 – Administration and General Navigation

1.1 Administration and Client First Connect Site 5

1.1.1 Locate the Client First Connect Site 5

1.1.2 Log in to Client First 7

1.1.3 Locate a Company 7

1.1.4 Locate the Asia Pacific Reports – Client Contacts/Accounts/Sales 8

Section 2 – Personalizing Your Settings

2.1 Personalize Workplace/Changing User Language Interface 10

2.1.1 Log in to Client First 10

2.1.2 Personalizing Workplace 11

2.1.3 Changing the User Interface Language 14

2.2 Setting Homepage 16

2.2.1 How to Set Homepage 16

2.3 Setting Default View 19

2.3.1 How to Set Default View 19

2.4 Toggle View 20

2.4.1 How to Toggle Details 20

Frequently Asked Questions

FAQ 21



Introduction

Welcome to CLIENT FIRST – Your Guide to Client First

Your Guide to Client First consists of this introductory guide and three different guides for Client Contact Management, Account Management and Sales.

Each of these guides will provide step-by-step guidance to users on how to make the best use of Client First.

Launched in Asia Pacific in October 2010, Client First has since been utilized by Corporate Solutions to manage client information. The system allows all users to share information on client details, client activity and new business pursuits across the Firm.

Overarching objectives of Client First are:

■ To deliver quality data

■ To support business activities

■ To deliver relevant communication to clients

Designed to manage information on our clients and prospects, Client First gives you the following benefits:

■ Central repository of information

■ Enhanced client knowledge

■ Ability to upsell and cross-sell

■ Minimal duplication of communication to client.

About This User Guide

This introductory section of the user guide has been developed to provide users with some reference on how to navigate the system and also to highlight useful tips on setting a personalized workplace.

The guides on Client Contact Management, Account Management and Sales will help users navigate the system to support their business activities.



Current Usage of Client First

Feedback

If you have any feedback, please send them to the Client First Program Manager, Anne Heah ([email protected]).



Section 1 – Administration and General Navigation

The Client First log-in URL is accessible via the Client First Connect site. The Client First Connect site also lists all the quick reference guides and the training schedule.

1.1 Administration and Client First Connect Site

It is recommended that new users attend an introductory session before using Client First. As not all Asia Pacific employees have access to Client First, please obtain an approval from the line manager before contacting the Client First Program Manager.

Please email the Client First Program Manager ([email protected]) for the following requests:

1) Sign-up for a training session

2) For a ‘user account’ to access Client First

1.1.1 Locate the Client First Connect Site

1. At the Connect homepage, https://connect.joneslanglasalle.com/AP/Pages/Default.aspx, click on ‘Asia Pacific’ and select ‘Corporate Solutions’ under ‘Core Services’. The page will refresh.

2. Locate and click on ‘Client First’ on the left hand navigation (under ‘Resources’ category). A new window opens.

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3. The list of reference guides and training schedule are maintained on this site.

4. The log-in URL to Client First is found on the top right corner. Click on the URL to go to the login page.

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1.1.2 Log in to Client First

1. URL: https://jll2011.clientfirst.joneslanglasalle.com . You may bookmark this page.

2. Username: ap\username, e.g., ap\anne.heah

3. Password: Your Jones Lang LaSalle network password

1.1.3 Locate a Company

After logging in to Client First:

1. Click on ‘Companies’.

2. Select ‘AP CS Accounts’ or ‘AP CS Clients’ for View. The former view provides a list of clients with whom we have an annuity contract, and the latter view will, in addition to the companies listed in ‘AP CS Accounts’, include prospects we are pursuing. Tip: You may set your preferred view as the default—refer to section 2.3.

3. Select the appropriate alphabets (located at bottom of the screen) to easily get to the company record. For example: When looking for Microsoft, click on the alphabet ‘M’.

4. Double-click on the selected company to see more information (e.g., general, opportunities and contacts).



*Please note that only regional Accounts will be tagged as Tier 1 to Tier 3. Companies with only an in-country contract may not be considered as an ‘Account’ at the Corporate Solutions level; thus, they will be categorized as a ‘Prospect’ in Client First.

Please refer to the Account Management User Guide on how to access more information about a company, e.g., contacts, opportunities and account team.

1.1.4 Locate the Asia Pacific Reports – Accounts/Sales/Marketing

1. In the Workplace module, click on ‘Reports’ on the left navigation panel.

2. For View, select ‘AP CS Reports’. Tip: You may set this as the default view—refer to section 2.3.

3. Select the relevant report and double-click.

Note: The rights to view ‘AP CS Radar’ and ‘AP CS Win Loss Reports’ are granted only to participants of the CS Sales Call.

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Please refer to the Client Contact Management, Account Management and Sales User Guides to learn how to generate the relevant reports for the various functions.

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Section 2 – Setting Personal Options

Users may personalize viewing options to make it easier for them to navigate the system. This may be done by personalizing the ‘workplace’ and setting the homepage and the default views.

2.1 Personalizing Workplace

The number of records seen per page, currency and date format should be set when users first log in to Client First. This is a one-off exercise, and users may follow the steps given below.

2.1.1 Log in to Client First

1. URL: https://jll2011.clientfirst.joneslanglasalle.com

2. Username: ap\username, e.g., ap\anne.heah

3. Password: Your Jones Lang LaSalle network password



4. First time log-in users may see ‘Dashboard’ as the default landing page.

To change the landing page upon log-in, please follow the steps in section 2.1.2 - ‘Personalizing Workplace’, to set your viewing options and homepage.

2.1.2 Personalizing Workplace

After logging in to Client First:

1. Click on ‘File’ at the top left corner.

2. Select ‘Options’ to open the ‘Personal Options’ page in a new window.

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3. In the ‘General’ tab:

a. Select the choice for the ‘Default Tab’ field, e.g., choose ‘Companies’ if you often use the ‘Companies’ function, or ‘Reports’ if you always access reports. This will help set your landing page when you log in.

b. In the ‘Records per Page’ field, select 250. This allows you to view up to 250 records.

c. Check that the time zone is ‘(GMT-06:00) Central Time (US & Canada)’

d. For ‘Currency’, find ‘US Dollar’ by clicking on the magnifying glass icon.

e. Click on the ‘Formats’ tab.

4. For ‘Current Format’, select ‘English (United Kingdom)’—this is due to the date format that we want to use.

5. Click ‘OK’.

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You have just set your viewing options by completing steps 1 to 5 above. At step 3a, you have set the landing page upon log-in. To further set up the homepage, i.e., the right ‘View’ that comes with the function you selected, please refer to section 2.2.

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2.1.3 Changing the User Interface Language (Mainly Applicable for Users in Japan)

In the event that the user interface is in another language other than English, and you would like to change it to English, please follow these steps:

1. Log in to Client First (refer to section 2.1.1) and then click on ‘File’ tab at the top left corner.

2. Select ‘Options’ to access ‘Set Personal Options’.

3. In Set Personal Options page, click on the ‘Language’ tab.

4. Select ‘English’ for ‘User Interface Language’ field.

5. Click ‘OK’.

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The interface should now be in English. If you still encounter a problem, please contact the Client First Program Manager.

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2.2 Setting Homepage

Users may set their preferred homepage to ensure that the most relevant and most frequently used function with the right view are shown upon log-in or upon clicking on the ‘Home’ button.

2.2.1 How to Set Homepage

Setting ‘Homepage’ requires two main steps. First, set the default tab in the ‘Personal Options’ to the most frequent function that will be used. Second, go to the function and select the relevant view to set as default view. This effectively sets the homepage.

1. Log in to Client First (refer to section 2.1.1) and then click on ‘File’ at the top left corner.

2. Select ‘Options’ to open up the ‘Personal Options’ page in a new window

3. In the ‘General’ tab, for the ‘Default Tab’ field, select the most relevant function, e.g., select ‘Companies’ if you frequently use the ‘Companies’ function, or ‘Reports’ if you always access reports.

4. Click ‘OK’.

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5. Back at the main Client First page, click on the function that you have selected in the ‘Default Tab’ in step 3, e.g., click on ‘Companies’ if you have selected ‘Companies’ for the ‘Default Tab’.

6. Select the relevant view from the drop-down list, e.g., ‘AP CS Clients’.

7. Click on ‘View’ across the top menu.

8. Click on ‘Set as Default View’.

9. Homepage is now set as ‘Companies>AP CS Clients’. When the user logs in to Client First or clicks on the ‘Home’ icon, the system will always come back to this view.

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2.3 Setting Default View

Users may set a default view for each of the function, i.e., ‘Companies’, ‘Reports’, ‘Contacts’ and ‘Opportunities’. This is an effective way of making the relevant view show up each time the function is selected.

2.3.1 How to Set Default View

Log in to Client First (refer to section 2.1.1)

1. In the main Client First page, click on the function, i.e., click on ‘Companies’, ‘Reports’, ‘Contacts’ or ‘Opportunities’.

2. Select the relevant view from the drop-down list, e.g., for ‘Companies’ function, the view should be ‘AP CS Clients’.

3. Click on ‘View’ across the top menu.

4. Click on ‘Set as Default View’.

Repeat the above steps for the other functions.

Doing so sets the default view for each function.

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2.4 Toggle Details

Users may, at times, notice that the view is divided into two on the screen. Please follow the steps below to change it to a full page view.

2.4.1 How to Toggle Details

Log in to Client First (refer to section 2.1.1)

1. In the main Client First page, users may notice that view is divided into two.

2. To change this to a full page view, click on ‘Toggle Details’ across the top horizontal menu.

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Frequently Asked Questions 1. Who is the Client First Program Manager in Asia Pacific? Anne Heah is the Program Manager for the region and she is based in Singapore. You may contact her at [email protected].

2. Does every employee have access to Client First, as I am not sure if I have one?

Not all employees are granted access to Client First. Please email the Client First Program Manager to request for an access check. You will be informed accordingly of your access rights. 3. I am new to the Firm, and I am not sure if I need access to Client First. Please talk to your line manager regarding your access needs. Obtain approval and confirmation from your line manager, and then email the Client First Program Manager to put in your request for a user account.

4. I have a user account, but I can’t seem to log in to Client First. Prompted with an error

message, what should I do? Check if you have entered ‘ap\”’ before your username, e.g., ap\john.smith. Check, as well, if you have entered the correct Jones Lang LaSalle network password. If you fail to log in again, please contact the Client First Program Manager.

5. I am new to Client First, should I attend training? Yes, please sign up for an introductory training session with the Client First Program Manager. You may view the training schedule on the Client First Connect site. Kindly advise on your business role, i.e., account management or business development, to be assigned to the appropriate training session.

6. I have attended training before, but would like to request a refresher. Is that possible? Yes, please sign up for a training session with the Client First Program Manager. You may view the training schedule on the Client First Connect site. Kindly advise on your business role, i.e., account management or business development, to be assigned to the appropriate training session.

7. I have logged in to Client First, but the system seems to be processing very slowly, and/or

is prompting error messages. What should I do? Please take screenshots of the error messages and then email them to the Client First Program Manager. Report any time lag in the system or a system hang immediately.



8. Do I need to be in a Jones Lang LaSalle office to access Client First? As long as you have a user account, you need not be in a Jones Lang LaSalle office to access Client First. You will only require an Internet connection and the Client First log-in URL.

Documents

Your Guide to Client First