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.