Client hierarchy

The client hierarchy stays visible while switching through the menus. The display option "client structure" is activated by default.

Client structure

Kundenstruktur

You can enter the name of a client or contact person or a part of the name in order to search for clients. In hierarchical level "Own" you'll find all clients that you are assigned to as key account. Clients that are bundled in segments are displayed in the "Segments"-level.

Beside the client's name and the company address the hierarchy contains various information on the client.

  1. Budget-info - actual budget (purple) per year compared to forecast values (yellow) .
  2. Forms of advertising - Zeigt alle Werbeformen, die der Kunde im Jahr gebucht hat. Zusätzlich wird das Etat mit ausgegeben, das für die Werbeform eingesetzt wurde.
  3. Sales area - all sales areas the client is allocated to through its orders
  4. Agency - all clients that function as agencies in the client's orders. If the agencies are of type AGT, they are displayed green, clients that are displayed black in this level only function as agencies in orders but aren't of type AGT.
  5. Commitments - all commitments of the client
  6. Economic sector - if the client is allocated to an economic sector, it is displayed in this level
  7. Products - all products the client owns. Product names that are displayed in italics are connected to validities.
  8. Persons - all persons that are allocated to the client. These allocations can also be made in person masterdata.

Clicking on the commitment's name opens the record in masterdata view next to the tree.

Clicking on the product's name opens the record in masterdata view next to the tree.

Appointment structure

The appointment structure is divided in 4 views.

Please note: only appointments that have their origins in target appointments are displayed! If you create an actual appointment directly in the appointment schedule, it will not be visible in the appointment structure!

In the "Target" view all target appointments of the current year are displayed. They are grouped by status and month.