http://crmwiki.logo-consult.org/ 2026-04-21T08:41:38+00:00 http://crmwiki.logo-consult.org/ http://crmwiki.logo-consult.org/lib/tpl/bootstrap3/images/favicon.ico text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:1_start&rev=1618484035&do=diff 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 ex… text/html 2025-10-13T13:56:23+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:app-icon-mobile&rev=1760363783&do=diff Add LOGO CRM to the Home Screen Overview With just a few steps, you can place the LOGO CRM directly on your smartphone’s home screen. This gives you quick access to your CRM system without having to open the browser or enter the URL each time. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:appointment&rev=1618484035&do=diff Appointments Appointment generator Synchronization of appointments in LOGO CRM You have an appointment in outlook and want to have it in your CRM: Forward the appointment to your CRM e-mail address. It is then added to the CRM with a short time delay. Now you can add customers and contacts to it, if need be. text/html 2025-10-29T09:23:44+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:contact_report&rev=1761729824&do=diff Creating a Contact Report with LOGO CRM 1. The Contact Report as a Central Customer Information Source 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. text/html 2021-05-17T11:09:07+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:customer&rev=1621249747&do=diff Customer text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:document_quote_offer&rev=1618484035&do=diff Pricelist offers Offers with deposited price lists in LOGO CRM To simplify the creation of offers, LOGO CRM has an additional document type to “Offer” - “Offer(pricelist)”. This document type is an additional feature and isn't included in the standard software suite. text/html 2021-05-17T11:08:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:document_spot_quote&rev=1621249735&do=diff Spot Quote text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:eos_function&rev=1618484035&do=diff Creating the EOS General The EOS (Enterprise Organisation Structure) is used to represent the structure of the corporation that uses the LOGO CRM. It is represent by a tree structure with an unlimited number of levels. Users and organisation units are created here and given functions. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:general_reports&rev=1618484035&do=diff General reports Database queries in LOGO CRM Introduction With general reports you can start a database query in LOGO CRM. The queries can be saved to be used or changed at a later date. Other users can then use them and – if necessary – add to them. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:generator_definition&rev=1618484035&do=diff Opportunity generator An additional feature in LOGO CRM is the opportunity generator. It allows you to quickly add multiple opportunities to a customer. Background Users of LOGO CRM save details of their customers into the database, like what countries their shipments are in, what kind of packaging or loading equipment they work with, what kind of products they use and so on. All of these information is stored in opportunities and can be queried across customers. The mask to enter opportuniti… text/html 2021-05-17T11:08:42+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:lead&rev=1621249722&do=diff Lead text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:list&rev=1618484035&do=diff Lists and tables You will see a list view in each module of LOGO CRM. This table provides you the most important actions of the respective module. The controls can be found in the area „Action links“. The displayed columns can be hidden by clicking on the „settings-button“ and by removing the check-mark of the respective column. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:mailing_manager&rev=1618484035&do=diff Mailing manager LOGO CRM has a marketing tool that allows you to send mass e-mail directly from within the software. The recipient list can be arranged through the intern queries, which simplifies the work process. You can use the internally stored information about a customer for that, for example the mailing category, the customer status, country, contact functions, comments etc. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:panels&rev=1618484035&do=diff Mini - Panels In many places around the application you will encounter the so called mini-panels (for example customer files, appointments, documents etc.) Those are single elements (panels), which are kept intentionally small but have a variety of functions. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:right&rev=1618484035&do=diff Right structure General The access to data in the database of LOGO CRM is handled by a smart and constantly bettering right structure. With over 100 rights, each individually selectable, you have the chance to determine very specifically, which users can see what about your customers in LOGO CRM. The different users are also handled with the right structure. This can influence the creation of certain elements or even the right to access certain modules. text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:short_message&rev=1618484035&do=diff Short message text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:template&rev=1618484035&do=diff Word-Templates Troubleshooting text/html 2021-05-17T11:08:05+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:todo&rev=1621249685&do=diff Tasks text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:toolbar&rev=1618484035&do=diff The Sidebar Your daily routine will be simplified by LOGO CRM's sidebar. From anywhere within the application you can see information an short messages, search for and create new database entries, download or print information about the current customer, quickly reach your last viewed or created item and keep a collection of bookmarks from around the web at hand. text/html 2021-05-17T11:08:31+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:views&rev=1621249711&do=diff Views text/html 2021-04-15T10:53:55+00:00 Anonymous (anonymous@undisclosed.example.com) http://crmwiki.logo-consult.org/doku.php?id=en:logo:8:zip_routine&rev=1618484035&do=diff Zip Code Routine In LOGO CRM you have the option of automatically assigning a customer to an employee or a branch based on his zip code. This is possible when creating the customer or at any later date, for example when the sales area has changed or new employee are hired in the sales department.