Relationship Management menu

Table Of Contents

Introduction

The Relationship Management menu can be found on the main Khaos Control title bar.

It provides quick access to tools designed to help you build and maintain strong customer relationships. These features make it easier to manage customer interactions, stay on top of follow-up work, and keep important information organised and accessible.

Using the Relationship Management menu, you can:

Manage appointments and diary entries.
Create tasks and action reminders.
Record customer communications.
Find records quickly using Universal Lookup.
Share information with customers using Default Notes.

Create Appointment

Shortcut Key: Ctrl + Shift + B

The Create Appointment option allows you to quickly create a new diary appointment for the currently active customer from anywhere within Khaos Control.

If no customer record is open, the appointment will be created without a customer link.

For step-by-step guidance, see:

How To: Create a New Appointment

Create Action

Shortcut Key: Ctrl + Shift + T

The Create Action option allows you to create a reminder linked to the currently active customer.

Actions can be used to track follow-up work, customer callbacks, or other activities that require attention.

If no customer record is open, the action will be created without a customer link.

Create Task

The Create Task option allows you to quickly create a task for the currently active customer. You can also include an optional action reminder as part of the task.

If no customer record is open, the task will be created without a customer link.

Create Communication Log Entry

Shortcut Key: Ctrl + Shift + C

The Create Comm Log Entry option opens the Comm Log Entry Dialog, allowing you to quickly record customer interactions from anywhere in the system.

Communication log entries help you maintain a complete history of customer conversations and correspondence.

Attach Supporting Documents

You can attach external files to a communication log entry, such as:

Word documents
PDFs
Letters
Spreadsheets
Other supporting files

For example, if you send a customer a letter, you can attach a copy of the document to the communication log for future reference.

You can also drag and drop files directly into the communication log grid when a customer record is open.

For more information, see:

How To: Add a New Customer Comm Log Entry

Universal Lookup

Shortcut Key: Ctrl + Shift + L

Universal Lookup provides a quick way to find records throughout Khaos Control.

You can search using a variety of references, including:

Stock codes
Customer URNs
Supplier URNs
Other system identifiers

This makes it easy to locate records without navigating through multiple screens.

For detailed information, see:

Universal Lookup

Default Notes

Default Notes allow you to create messages that are automatically applied throughout the system.

These notes can be used to communicate important information to customers and staff, such as:

Seasonal messages (for example, holiday greetings)
Promotional information
Product notices
Important ordering instructions
General customer communications

Default notes can be configured:

System-wide, affecting all relevant transactions.
Against individual customer records for customer-specific messaging.

For customer-specific notes, see the CRM Free Text Notes section within the customer record.

Summary

The Relationship Management menu provides quick access to key customer-focused tools across Khaos Control. Whether you need to schedule appointments, create follow-up actions, record communications, locate records, or share information with customers, these features help keep customer relationships organised and well managed.