Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Customers
  • Contacts
  • Special Days

Image Added

Each category has predefined defaults in the LOGO application. New definitions are added by entering the definition number and description in the empty fields within the category window, and clicking on "Save" button.

The defaults of the sales management categories defined in the LOGO application are as follows:

Contacts

GeneralInformantConsultantDecision General / Informant / Consultant / Decision Maker

CustomersGeneralWholesale DealerRetail DealerPublic InstitutionCompetitor

General / Wholesale Dealer / Retail Dealer / Public Institution / Competitor

Special Days

BirthdayWedding Birthday / Wedding Anniversary

The category definitions are accessed through the Customer, Contact and Special Day windows, and the category is selected. The category information is used as a filter in the reports.