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LOGO - the CRM Standard for the Logistics Industry
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Transport & Logistik
transport logistic

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Guided Tour Page 16 of 17
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System Settings

Standard Settings:

  • Directory and Version for MS Word, Excel as well as changing text directory
  • Show / Hide start screen
  • Show module versions
  • Switch on/off clock
  • Change password

Options:

  • Settings to alarm advice in scheduler
  • Number of indicated search results
  • Indication of internet addresses and emails as hyperlinks (incl. color settings)
  • Memorize search results
  • Period for deletion of combined customers

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Admin-Tool - The current entries are predefined, individual entries are possible. The realistic company structure simplifies the distribution of rights and the integration of persons or groups in e.g. appointments …

System Tables and -Settings
Tables and presettings that are deposited in the programme (Standarddefinitionen enthalten, individuell definierbar/Admin-Tool)

Demonstration of the Company Hierarchy (incl. Distribution of Rights)
Tree structure with standardised company hierarchy (country, region, branch, department, team, employees)

Tree Structure with Individual Hierarchy
MODULE COMPANY HIERARCHY

User Administration
Deposit of customer details (name, address, contact datas), placing of individual rights

Housekeeping
Reconstruction of deleted datasets respectively final deleting

Import / Export of Tables
Import of predefined .XLS-tables into the database. Absorption of additional individual tables into the import functionality MODULE IMPORT TABLES

Transfer of Customer Datas
Transfer of all customer datas and associated links from one user to another

Defining of Rating Criteria
(usable only with Module Analysis, contains 1 definition). Evaluation criteria for ABC-Analysis. Possible customer status and automatic placing of the customer status for a rating are defining further defitions MODULE RATING CRITERIA

Transfer of Shipment Datas

Configuration of the Shipment Data Import
Overview of database jobs, configuration of the import, sight of faulty datasets (only for Oracle-Databases in connection with Module Interface)

 
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Index of the Guided Tour
  1. Introduction
  2. Management of appointments    & to dos
  3. Management of contacts
  4. Tender management
  5. Search functionality
  6. Workflow
  7. Partner, agent, and project management
  8. Key account management & potential analysis
  9. Consignee/shipper management
  10. Analysis of shipments
  11. Email, Outlook and Lotus Notes interface
  12. Reports and Statistics
  13. Analyses, reports and customer classification
  14. Campaign management
    & address revision
  15. Data warehouse
    & call center
  16. System settings & Admin-Tool
  17. Interface operative system, financial system & telephony

 


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