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en:gui5:handbuch:kapitel_2:2.01.13_basic_-_kontakt
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en:gui5:handbuch:kapitel_2:2.01.13_basic_-_kontakt [2020/09/25 12:25] alexandra |
en:gui5:handbuch:kapitel_2:2.01.13_basic_-_kontakt [2021/11/30 15:04] (current) alexandra [Misc] |
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| * **Category:** In the category field, you can assign defined types of contact (for example, customer, prospect, and so on) in the Collections (see Administration Guide). | * **Category:** In the category field, you can assign defined types of contact (for example, customer, prospect, and so on) in the Collections (see Administration Guide). | ||
| * **Company Name and Old Company Name:** These alphanumeric fields describe the current company name and, if applicable, the old company name. | * **Company Name and Old Company Name:** These alphanumeric fields describe the current company name and, if applicable, the old company name. | ||
| - | * **Locked, Lock Reason:** This check mark can be set if the customer is no longer to be used as the [[..:kapitel_a:glossar#Auftraggeber|sold-to party]] for a [[..:kapitel_a:glossar#Projekt|project]]. The reason for the blockage (insolvency, payment behaviour, ...) can be entered in the next field. | + | * **Blocked, Reason for Blocking:** This check mark can be set if the customer is no longer to be used as the [[..:kapitel_a:glossar#Auftraggeber|sold-to party]] for a [[..:kapitel_a:glossar#Projekt|project]]. The reason for the blockage (insolvency, payment behaviour, ...) can be entered in the next field. |
| - | * **Comment:** This field allows you to enter comments about the contact. | + | * **Note:** This field allows you to enter comments about the contact. |
| * **Structure:** | * **Structure:** | ||
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| * **Contact Person:** This field identifies the contact person at the customer (see mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]). | * **Contact Person:** This field identifies the contact person at the customer (see mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]). | ||
| - | * **Logo:** At this point a company logo can be uploaded for this contact. | + | |
| ===== Marketing (Sample Implementation) ===== | ===== Marketing (Sample Implementation) ===== | ||
| - | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_11.06.50.png|}} | + | {{:en:gui5:handbuch:kapitel_2:companymarketing.png?|}} |
| - | * **Criteria & int. Contact Person:** | + | * **SelectionCriterions:** |
| * **Type:** Hier kann der Kontakttyp gewählt werden. | * **Type:** Hier kann der Kontakttyp gewählt werden. | ||
| * **Industry and Foundation:** Here you can enter the branch of the contact and the date of foundation. The industry can be defined in the collections (see administration guide). | * **Industry and Foundation:** Here you can enter the branch of the contact and the date of foundation. The industry can be defined in the collections (see administration guide). | ||
| - | * **Initial Contact:** The type of initial contact (internet, campaign, cold calling, partner, ...) can be entered here. | + | * **First Contact:** The type of initial contact (internet, campaign, cold calling, partner, ...) can be entered here. |
| * **Partner:** Sales partners can be entered here. | * **Partner:** Sales partners can be entered here. | ||
| - | * **Number of Employees and Revenue (or Revenue Class):** The number of employees and the turnover of the contact can be stored here. These fields can be used as selection criteria (for example, for direct mailings). | + | * **Number of Employees and Sales Category:** The number of employees and the turnover of the contact can be stored here. These fields can be used as selection criteria (for example, for direct mailings). |
| * **KAM:** The key account manager can be added here. | * **KAM:** The key account manager can be added here. | ||
| * **Representation:** Here you can enter the customer advisors. These employee(s) are responsible for the contact. | * **Representation:** Here you can enter the customer advisors. These employee(s) are responsible for the contact. | ||
| - | * **Known Contacts:** Any contacts can be assigned to the defined contact here. | + | * **Related Companies:** Any contacts can be assigned to the defined contact here. |
| * **Campaigns:** Here the campaigns concerning this contact are listed. | * **Campaigns:** Here the campaigns concerning this contact are listed. | ||
| - | ===== Sales & Distribution (Sample Implementation) ===== | + | ===== Sales (Sample Implementation) ===== |
| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.23.31.png|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.23.31.png|}} | ||
| Line 48: | Line 48: | ||
| * **Opportunities:** All [[..:kapitel_2:2.01.16_basic_-_verkaufstrichter|sales funnels]] for the customer are listed here. | * **Opportunities:** All [[..:kapitel_2:2.01.16_basic_-_verkaufstrichter|sales funnels]] for the customer are listed here. | ||
| * **Key Figures:** | * **Key Figures:** | ||
| - | * **Estimated Order Value:** The estimated order value is determined taking into account the order probability. | + | * **Assumed Order Backlog:** The estimated order value is determined taking into account the order probability. |
| - | * **Order and Invoice Value:** Here the system lists the order value as the sum of all order confirmations and the invoice value as the sum of all completed invoices of all projects of the customer. | + | * **Order Backlog and Invoice Value:** Here the system lists the order value as the sum of all order confirmations and the invoice value as the sum of all completed invoices of all projects of the customer. |
| * **Meetings:** This field defines and notes meetings that have already been held with the customer. | * **Meetings:** This field defines and notes meetings that have already been held with the customer. | ||
| * **Actions:** This field lists all actions that concern the customer. | * **Actions:** This field lists all actions that concern the customer. | ||
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| * **e-mail Address, Web:** These fields indicate the customer's e-mail address and URL (Internet address). Clicking on the e-mail address opens the user's default e-mail program with the e-mail address entered and the link to the Web field opens the default browser with the corresponding URL. | * **e-mail Address, Web:** These fields indicate the customer's e-mail address and URL (Internet address). Clicking on the e-mail address opens the user's default e-mail program with the e-mail address entered and the link to the Web field opens the default browser with the corresponding URL. | ||
| | | ||
| - | * **other Addresses:** Additional addresses of the customer can be entered here. If the billing address/delivery address differs from the company address, this can be noted here. These addresses are managed in the [[..:kapitel_2:2.01.20_basic_-_adresse|address]] mask. | + | * **Additional Addresses:** Additional addresses of the customer can be entered here. If the billing address/delivery address differs from the company address, this can be noted here. These addresses are managed in the [[..:kapitel_2:2.01.20_basic_-_adresse|address]] mask. |
| - | ===== Finances ===== | + | ===== Financial Data ===== |
| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.20.33.png|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.20.33.png|}} | ||
| - | * **Financial Accounting:** | + | * **Accounting:** |
| * **Customer/Vendor Number:** The customer number (customer) and/or vendor number (vendor) can be stored here for the financial accounting interface. | * **Customer/Vendor Number:** The customer number (customer) and/or vendor number (vendor) can be stored here for the financial accounting interface. | ||
| | | ||
| * **Invoice Data:** | * **Invoice Data:** | ||
| - | * **Tax on Sales/Purchases:** In this field you enter the tax on sales/purchases as a default value from the selection menu. By default, this field is preset with the tax rate of the country that was assigned in the [[..:kapitel_2:2.01.01_system_-_konfiguration|configuration]] mask. The VAT can be defined and changed in the [[..:kapitel_2:2.01.08_key_-_umsatzsteuer|sales tax]] mask. This value is used as default for offers and invoices. | + | * **Value Added Tax:** In this field you enter the tax on sales/purchases as a default value from the selection menu. By default, this field is preset with the tax rate of the country that was assigned in the [[..:kapitel_2:2.01.01_system_-_konfiguration|configuration]] mask. The VAT can be defined and changed in the [[..:kapitel_2:2.01.08_key_-_umsatzsteuer|sales tax]] mask. This value is used as default for offers and invoices. |
| * **VAT ID and Tax Number:** The VAT ID and tax number (relevant for invoicing) can be defined here. | * **VAT ID and Tax Number:** The VAT ID and tax number (relevant for invoicing) can be defined here. | ||
| * **Payment Terms and Payment Target:** These fields indicate the payment target and the payment terms of the customer. | * **Payment Terms and Payment Target:** These fields indicate the payment target and the payment terms of the customer. | ||
| Line 82: | Line 82: | ||
| * **External Hourly Rate:** This field defines the amount usually charged to the customer for one hour of project work. This amount is only relevant for fixed price projects or for outline agreements and can be overwritten by a project-related hourly rate. The project hourly rate is defined in the [[..:kapitel_2:2.02.02_projekt|project]] mask; task-related hourly rates can be defined in the [[..:kapitel_2:2.01.23_basic_-_taetigkeit|task]] mask (see also [[..:kapitel_a:glossar#Preisfindung|pricing]]). | * **External Hourly Rate:** This field defines the amount usually charged to the customer for one hour of project work. This amount is only relevant for fixed price projects or for outline agreements and can be overwritten by a project-related hourly rate. The project hourly rate is defined in the [[..:kapitel_2:2.02.02_projekt|project]] mask; task-related hourly rates can be defined in the [[..:kapitel_2:2.01.23_basic_-_taetigkeit|task]] mask (see also [[..:kapitel_a:glossar#Preisfindung|pricing]]). | ||
| | | ||
| - | * **Account Information:** | + | * **Account Data:** |
| * **Bank Details (Account Number, Bank Code, Name of Bank, IBAN, BIC):** These fields indicate the customer's bank details. | * **Bank Details (Account Number, Bank Code, Name of Bank, IBAN, BIC):** These fields indicate the customer's bank details. | ||
| - | ===== Misc. ===== | + | ===== Misc ===== |
| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.20.54.png|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_12.20.54.png|}} | ||
| * **Customer Budgets:** Here you can store customer budgets, for example for blanket orders (as in the example above). | * **Customer Budgets:** Here you can store customer budgets, for example for blanket orders (as in the example above). | ||
| - | * **Supplier Rating:** Here you can store supplier ratings for the contact. | + | * **Supplier Evaluations:** Here you can store supplier ratings for the contact. |
| | | ||
| - | * **Technical Setting & Details:** | + | * **Tickets:** |
| - | * **Number:** Dies ist eine automatisch generierte Nummer, welche den Kontakt eindeutig im System identifiziert. | + | * **Send Mail at Status Change in Ticket:** Here you can select whether the customer should be informed by e-mail when the ticket status changes. |
| - | * **Send an e-mail when Ticket Status Changes:** Here you can select whether the customer should be informed by e-mail when the ticket status changes. | + | * **Email Address when tickets state change:** Here you can specify the e-mail to which the notification should be sent. |
| - | * **E-Mail for ticket status change:** Here you can specify the e-mail to which the notification should be sent. | + | * **Target Ticket State:** Part of the optional ticket system. |
| - | * **Target Status Change Request:** Part of the optional ticket system. | + | |
| + | * **Logo:** At this point a company logo can be uploaded for this contact. | ||
| ===== Actions===== | ===== Actions===== | ||
en/gui5/handbuch/kapitel_2/2.01.13_basic_-_kontakt.1601029512.txt.gz · Last modified: 2020/09/25 12:25 by alexandra
