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.