Every conversation with your customers or prospects should be briefly documented. This allows your colleagues to understand what topics were discussed and what was agreed upon.

• By using the selection fields, you can complete this in under two minutes without typing much text.

• If you wish to include more detailed information, use the text fields.

• If you want to quickly record your thoughts right after a customer conversation, use the quick creation feature with the dictation function.

• Automatic follow-up: The LOGO contact report includes an automatic follow-up feature. When you save the contact report, a follow-up task is automatically created for the document’s author. The due date of this task depends on the contact frequency stored for the customer. The LOGO user can adjust the task date and text at any time.

• If you discussed potential business opportunities with the customer or prospect, you can record these opportunities directly in the contact report.

Note: The selection fields in the contact report can be customized by your LOGO administrators. If you find something missing, please contact the CRM team—texts and options can be added quickly.

When you are in a customer record, the quickest way to create a contact report is via the link at the bottom of the page footer.

This option is especially recommended when you have spoken with the main contact of the customer, as this will be automatically filled by the system when you use the function in the customer file.

You can also create a contact report directly from the search results of the quick search. This applies to a specific contact person or the customer with the registered main contact:

This option is recommended if the customer file is not yet open or if your conversation partner is not the main contact of the customer.

If you want to document a conversation that already has an appointment in LOGO, select this function:

The creation of a contact report from an appointment should always be chosen when the appointment is already in LOGO, as this automatically links the elements. If you take this route, you do not need to re-enter the details of the appointment. The date and time, title, customer, participants, and contact type will automatically be filled in the contact report. Contact reports created this way ensure that the item in the appointment list turns green:

The color points have the following meaning:

• Yellow: Appointment is in the future, no contact report possible yet
• Gray: Appointment was canceled, no contact report possible
• Green: Contact report available for the appointment (and linked)
• Red: Appointment does not contain a contact report

Note: The linking can still be done afterward by selecting the appropriate contact report in the „Documentations“ block of the appointment after clicking the yellow „Plus“ and establishing the connection. Afterward, the point for this appointment will also turn green. When the appointment and contact report are linked, the contact report will be displayed in the „ Documentations“ block of the appointment:

In the sidebar, there is a section called „QuickCreat“ One of the options for quick creation is the contact report.

Quick creation is especially useful when you want to document the key information of a conversation on a mobile device. The form contains only a few fields.

If the dictation function is enabled on the mobile device (the microphone icon appears on the keyboard), you can click into a text field and dictate. The language will be converted into written text (by the mobile device's software).

The last selected customer, date and time, as well as the logged-in user, are automatically filled here as well.

Here too, the last selected customer, date, and time are suggested, and the main contact for this customer is pre-filled. The current date and the employee are automatically filled.

There is an additional module for LOGO CRM that allows you to create a contact report without needing to open LOGO. This feature is particularly useful when traveling, when you have no internet access, on a plane, or on a train. The email is sent, and as soon as an internet connection is available again, it will be delivered to LOGO, and the contact report will be automatically generated.

Note: This feature must be ordered and set up (it is not a standard feature). Here is a rough description: Save the following email signature

• ……………………………………………………
• @text1
• @text2
• @text3
• …………………………………………………..

To create a contact report via email, open a new email, insert the saved signature, and enter the email address of the conversation partner in the first line of the email. This ensures that the contact report is associated with the correct customer file and the correct contact person. Of course, this email address must be saved in the customer contact in LOGO. In the recipient field, enter the email address of your LOGO and optionally send it to colleagues for their information.

Rules:

• The subject will become the title of the contact report.
• The correct account will be assigned by entering the email address of the contact person as the first text.
• Then, insert a line break and a blank line before @text1.
• Anything entered after @text1 from the next line will be imported into the „Conversation Content“ field.
• Similarly, other entries will be imported into the „Agreement“ and „Next Steps“ fields.
• If there is an appointment for the customer on the day the email is sent in LOGO, the contact report will automatically be assigned to this appointment.