LOGO CRM Quick start guide

LOGO CRM is used as a web-based customer information system. With the application you can managed information about customers and the contacts, such as tasks, appointments and statistics. The database is accessible by all authorized employees from everywhere. Data accessibility is controlled by user rights. This quick start guide will guide you through the most basic action you will use and come across in your daily usage of LOGO CRM. The used screen shots are only examples and your application may differ slightly.

Your CRM administrator will provide you with the necessary login information: the address, your username and your password. Ideally you should set a bookmark to the side right away, so you can always reach it easily.

Enter your name and password into the Login screen upon your first visit. For every subsequent visit, your username will already be provided.

Once you have successfully logged in for the first time, you should visit the area “Setup”. You can adapt LOGO CRM to your workflow easily in this area. The settings will be saved for you and applied upon each visit.

In “Account settings” you can set the application language and the home screen. For example, if you want to be redirected to “My Logo.crm” after logging in, you can choose it here.

Scroll down to the area “toolbar buttons”. Here you can design your toolbar. A little lower down you will find the configuration area for the customer screen.

At the bottom you can set and edit your e-mail signature.

Save your settings by clicking on the disk in the top right corner.

If you have chosen “Start” as your startpage, you'll be redirected to “Start” after your next login. The area is empty as of now, but we can change that fairly quickly.

Click on the light blue triangle.

Different modules appear, all of which you can double click on to make them show on your start screen. Inactive modules are transparent, active ones are solid. Add some of these to your start screen, like “New”, “Documents”, “Customers”, My CRM” etc. Rearranging the modules is also possible. Click on one and hold the left mouse button pressed. You can now move the module to the desired space.

Once you are satisfied with your screen, click on the light blue triangle again to save your start screen.

Now we'll add a few modules to our toolbar. Enter the “Setup” area for that. In the “Toolbar Buttons” area, pull the modules you want to see in your toolbar from “Available elements” to “Active elements”. Save your progress by click on the disk in the upper right hand corner.

The search field is located on the right side of your toolbar. “Search” lets you search and find quickly and easily. Enter the name of a customer and hit enter. From the search result you choose the right customer by click on the green triangle or directly on the customer name. You are taken right to the customer screen.

The Area “Search” is made up of one selection field and one text field. Open the selection field by clicking on the arrow to the right. You can search for customers, contacts, documents, tasks, appointments and EDP Number. The result is always a list. Pick what you wish to search, enter a search term (for example a customer name or part of it) and hit “Search”.

If you search for customers, you will get a list of customers whose company name matches the search term.

If you enter a city, you will get a list with all customers, whose main address contains that city.

If you search for documents, you will get a list of documents which belong to a customer whose name matches the search terms.

If you search for appointments, you will get a list of appointments which belong to a customer whose name matches the search terms.

Those three symbols help you to – for example - quickly send a mail to a customer. Those symbols will only be shown if the action is available. You can't send an email if it is a task document. A click on the third symbol will let you create a PDF of the document or the customer file.