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en:gui5:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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en:gui5:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner [2020/02/07 15:33] peter [Master Sheet] |
en:gui5:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner [2021/11/30 15:28] (current) alexandra |
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| The mask consists of the following elements: | The mask consists of the following elements: | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.20-01.png|}} | + | {{:en:gui5:handbuch:kapitel_2:cp1.png?|}} |
| - | =====Master Sheet===== | + | =====General Data===== |
| * **Basic Information:** | * **Basic Information:** | ||
| Line 15: | Line 15: | ||
| * **Form of Address, Title, Name and First Name:** These fields indicate the form of address and/or the title as well as the first and last name of the contact person. | * **Form of Address, Title, Name and First Name:** These fields indicate the form of address and/or the title as well as the first and last name of the contact person. | ||
| * **Department and Function:** The department and function of the contact person can be entered in these fields. | * **Department and Function:** The department and function of the contact person can be entered in these fields. | ||
| - | * **Locked, Lock Reason:** This checkbox allows you to lock the contact person for further use in the system ([[..:kapitel_2:2.02.02_projekt|project]], [[..:kapitel_2:2.4.05_vertrag|contract]]). The reason can be entered in the Lock reason field (for example: no longer employed in this company). | + | * **Blocked, Reason for Blocking:** This checkbox allows you to lock the contact person for further use in the system ([[..:kapitel_2:2.02.02_projekt|project]], [[..:kapitel_2:2.4.05_vertrag|contract]]). The reason can be entered in the Lock reason field (for example: no longer employed in this company). |
| - | * **Comment:** This field is used to enter remarks about the contact person. | + | * **Note:** This field is used to enter remarks about the contact person. |
| - | * **Address & Communication:** | + | * **Address:** |
| * **Address, Postcode, City and Country:** These fields indicate the complete (business) address of the contact person. | * **Address, Postcode, City and Country:** These fields indicate the complete (business) address of the contact person. | ||
| * **Phone, Fax, Mobile and e-mail:** These fields indicate the contact person's availability by telephone (office and mobile), fax and e-mail. Clicking on the e-mail address opens the user's standard mail program with the entered e-mail address. | * **Phone, Fax, Mobile and e-mail:** These fields indicate the contact person's availability by telephone (office and mobile), fax and e-mail. Clicking on the e-mail address opens the user's standard mail program with the entered e-mail address. | ||
| - | * **Photo:** A photo of the contact person can be uploaded here. | + | |
| =====History===== | =====History===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.20-02.png|}} | + | {{:en:gui5:handbuch:kapitel_2:cp2.png?|}} |
| + | {{:en:gui5:handbuch:kapitel_2:cp3.png?|}} | ||
| - | * **Actions:** This element contains all assigned actions for the contact person. The actions are managed in the mask [[..:kapitel_2:2.01.22_basic_-_aktion|action]]. | + | * **Actions:** This element contains all assigned actions for the contact person. The actions are managed in the mask [[..:kapitel_2:2.01.22_basic_-_aktion|action]]. |
| - | * **Dates:** This element contains all assigned dates for the contact person. The actions are managed in the [[..:kapitel_2:2.11.03_gruppenterminkalender_team-kalender|appointment calendar]]. | + | |
| * **Campaigns:** All campaigns that have selected the defined contact person as the target group are transferred here. The campaigns are managed in the [[..:kapitel_2:2.01.14_basic_-_kampagne|campaigns]] mask. | * **Campaigns:** All campaigns that have selected the defined contact person as the target group are transferred here. The campaigns are managed in the [[..:kapitel_2:2.01.14_basic_-_kampagne|campaigns]] mask. | ||
| * **Meetings:** This element contains all information about meetings. | * **Meetings:** This element contains all information about meetings. | ||
| + | * **Dates:** This element contains all assigned dates for the contact person. The actions are managed in the [[..:kapitel_2:2.11.03_gruppenterminkalender_team-kalender|appointment calendar]]. | ||
| + | =====Details===== | ||
| - | =====Professional Details===== | + | {{:en:gui5:handbuch:kapitel_2:cp4.png?|}} |
| - | + | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.20-03.png|}} | + | |
| * **Career:** | * **Career:** | ||
| * **KAM:** The key account manager can be added here. | * **KAM:** The key account manager can be added here. | ||
| - | * **Hiring Date:** Here the entry date of the contact person can be entered. | + | * **Date of Entry:** Here the entry date of the contact person can be entered. |
| - | * **Superior and Assistant:** Superiors and the assistant of the contact person can be entered here. | + | * **Supervisor and Assistant:** Superiors and the assistant of the contact person can be entered here. |
| * **Office:** This field indicates the office of the contact person in the contact. | * **Office:** This field indicates the office of the contact person in the contact. | ||
| - | * **Occupation and Organization:** The occupation and organizations of the contact person can be entered here. | + | * **Profession and Organization:** The occupation and organizations of the contact person can be entered here. |
| - | * **Former and Further Companies:** If necessary, further and former companies of the contact person are entered here. | + | * **Previous and Further Companies:** If necessary, further and former companies of the contact person are entered here. |
| | | ||
| - | * **Profiles:** The contact person's **Xing**, **Facebook**, **LinkedIn** and **Google+** profiles can be linked here. | + | * **Networking:** The contact person's **Xing**, **Facebook**, **LinkedIn** and **Google+** profiles can be linked here. |
| - | * **Known Contact Persons:** Any contact persons can be assigned to the defined contact person here. The contact persons are managed in the mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]. | + | * **Related Contact Persons:** Any contact persons can be assigned to the defined contact person here. The contact persons are managed in the mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]. |
| - | =====Private Details===== | + | =====Private===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.20-04.png|}} | + | {{:en:gui5:handbuch:kapitel_2:cp5.png?|}} |
| - | * **Address & Communication (private):** | + | * **Address & Communication:** |
| * **Street, Postcode, City and Country:** These fields indicate the complete (private) address of the contact person. | * **Street, Postcode, City and Country:** These fields indicate the complete (private) address of the contact person. | ||
| * **Private Communication Options (Telephone, Mobile, Fax, e-mail Address):** These fields indicate the contact person's availability by telephone (office and mobile), fax and e-mail. Clicking on the e-mail address opens the user's standard mail program with the entered e-mail address. | * **Private Communication Options (Telephone, Mobile, Fax, e-mail Address):** These fields indicate the contact person's availability by telephone (office and mobile), fax and e-mail. Clicking on the e-mail address opens the user's standard mail program with the entered e-mail address. | ||
| | | ||
| - | * **Further Information (private):** | + | * **Other Private Information:** |
| - | * **Birthday and Hobbies:** Here you can store further private information about the contact person. | + | * **Birthday and Hobbies:** Here you can store further private information about the contact person. |
| - | * **Name of Partner and Name of Child(ren):** If desired, the name of the partner and the names of the children of the contact person can be entered here. | + | * **Name of the Partner and Name of the Child(ren):** If desired, the name of the partner and the names of the children of the contact person can be entered here. |
| =====Miscellaneous===== | =====Miscellaneous===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.20-05.png|}} | + | {{:en:gui5:handbuch:kapitel_2:cp6.png?|}} |
| * **Supplier Evaluation:** This element enables the suppliers to evaluate, for example: prices or punctuality. | * **Supplier Evaluation:** This element enables the suppliers to evaluate, for example: prices or punctuality. | ||
| | | ||
| - | * **Technical Settings & Details:** | + | * **ICal:** Here you can select whether the contact person receives ICal. |
| - | * **Receives ICal:** Here you can select whether the contact person receives ICal. | + | |
| - | * **Old Record:** If this contact person was created with the "Create Duplicate" action, a reference to the original document is displayed at this point. | + | * **Picture:** A photo of the contact person can be uploaded here. |
| =====Actions===== | =====Actions===== | ||
en/gui5/handbuch/kapitel_2/2.01.21_basic_-_ansprechpartner.1581085985.txt.gz · Last modified: 2020/02/07 15:33 by peter
