All relationships are recorded in different files using the function 'Company' and or the function 'Person', which you can find under function group 'Search'.
Think for example of a company, a location where you give training, a catering company, your own company, etc.
Persons are for example the participants, your own employees, the contacts at customers or suppliers, trainers, lotus employees, examiners, managers, etc.
It might be interesting to be able to subdivide your business and personal relationships, for example from a marketing technical/commercial point of view. This can be done with the help of category groups and the categories that fall under them. Categories make it easier to distinguish and search for a company or person.
Information that is not standard offered by Coachview can be recorded in one or more free fields.
|Schematic design and use of companies and persons.|