Maintaining Account Histories and Events

Keeping a detailed log of repairs, new placements, incentives, sales, display activity or other important events for an account can be very useful. The Account History screen is an excellent way to organize these notes. All entries can be sorted by date or category for easy review. The Account History screen allows technicians to enter notes on draft system problems and repairs as they occur for future reference. Salespeople can record incentive activities and new placements. Managers can track allowances, media buys and etc. Fields exist for the date, person's name, category and notes. The category field will accept any new category you wish to add, and the Title field accepts subcategories. When viewing and printing account history reports, you may select any or all categories available. If you wish to print a recap of an incentive, you can print an Account History report for all accounts with the sales incentive category selected.

Many accounts have annual or seasonal functions and promotions. Entering these under an events category will allow you to print an events calendar for all of your accounts. This tool will help your distributor be there first to make the sale. 

Some suppliers ask for monthly recaps of activities and goals for their products. Again this is an excellent place to record that information. This information can be reported in a variety of formats at any time.

It is also helpful to enter notes on draft system problems and repairs as they occur for future reference. Fields exist for the date, technician's name, and notes. It is helpful to record what work was done, who did it, when it was done, and what solutions worked best. This may also help to establish patterns of problems, or anticipate what the problem might be when an account calls. At any time a report can be displayed or printed showing all of these notes in chronological order. This can be helpful to someone unfamiliar with the account who is required to fix it, or to suggest possible solutions over the phone based on historic problems. This report may also be given to the account to chronicle the work you have done.

A sample of this screen is shown below.