Document customer contacts

Go to the event  Info Centre for an overview of all data linked to the event, such as mail, quotes or appointments.

View all relevant information on the events:

1. Click on  Info Centre in the side navigation to open the Info Centre with all the data linked to this event.
2. Click on  Data sources. Select one or more data sources by holding down the Ctrl key and left-clicking, then  Confirm your selection.
3. Click on  Dates to show only entries within the specified period.
4. Activate Show own data (incl. as delegate) data to hide data related to other users.
5. If you need special data queries more than once, save your settings for reuse. Click on Views, then select  Save >  Standard or  New and save the customised settings either as a  User view or Group view. Users with administrative authorisations can save views as  Company standard .

Documenting customer contacts without the CRM plus module:

1. Document customer contacts in one of the available text fields in the event such as  Added fields >  Internal info or General > Initial agreement.
2. Set a timestamp with date, time and user by clicking on  Open picklist > Timestamp or use the keyboard shortcut Shift+F2.
3. Enter the basic details.
4.  Save your input by clicking on the icon in the top left-hand corner of the input window.

If you have the CRM plus^M module, it is easy to document all customer contacts in detail and create follow-ups in the account itself, without direct reference to an event.

1. Open the  Contacts tab in the side navigation of the organiser  Account.
2. Create a Follow-up for the account.
3. Create new  Contact notes including individual follow-up dates and text.
4.  Save your input by clicking on the icon in the top left-hand corner of the input window.