CRM: Logs
- Olanike Dairo (Unlicensed)
The Logs section contains tabs with various data on past records generally used for analysing any actions that may have taken place. Below is a brief description of each tab and what data it contains.
Time Transactions
The time transactions tab contains records of all on-time transactions to date. In the bracket beside each date stamp, the number represents how many ontime transactions were done in that month.
Once a month is expanded, the ontime transactions are grouped by the user that completed the action. The number in the bracket beside the user's name also represents how many ontime transactions added/removed.
Once the user is expanded, the individual records can be seen which shows the customer that they added or removed on time from with a date and timestamp.
Fixed Installations Log
The Fixed Installation Log contains records of all fixed installations to date. This is used to analyse any information that may be required from a past installation.
Below is an example of a record from the list. Here we can see more details from specific customer's fixed installation including:
- The original installation details
- What was fixed with a date and timestamp
- What the outcome of the fix was
Repossessions Log
The Repossessions Log contains records of all repossessions to date. This is used to analyse any information that may be relevant from customers that have had their control units repossessed.
Below is a record of a successfully completed repossession. This includes key information on:
- They type of repossession and reason for it
- The date and timestamp
- Whether it was successful
- Who recorded the repossession
Product Alert Logs
The Product Alerts Log is a collection of the alerts received by the ERP sent from Smart Solar regarding control units.
Below is an example of an alert from Smart Solar. The alert was triggered as a result of an issue with the control unit, but as it is not attached to a customer no further action was taken.
