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en:gui5:handbuch:kapitel_2:2.01.22_basic_-_aktion
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en:gui5:handbuch:kapitel_2:2.01.22_basic_-_aktion [2020/10/02 12:15] alexandra [General Data] |
en:gui5:handbuch:kapitel_2:2.01.22_basic_-_aktion [2020/10/02 12:17] (current) alexandra |
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| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-10-02_um_12.14.01.png|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-10-02_um_12.14.01.png|}} | ||
| - | * **Contact, Contact Person:** The alphanumeric field Contact person identifies the contact person and the field Contact the company of the contact person. | + | * **Company, Contact Person:** The alphanumeric field Contact person identifies the contact person and the field Contact the company of the contact person. |
| * **Project Name:** The project associated with the action is displayed in this field. | * **Project Name:** The project associated with the action is displayed in this field. | ||
| * **Phone, Mobile, e-mail Address:** The Phone, Mobile, and E-mail Address fields list the contact person's contact information. | * **Phone, Mobile, e-mail Address:** The Phone, Mobile, and E-mail Address fields list the contact person's contact information. | ||
| * **Due by:** This field indicates the date by which the action should be completed. | * **Due by:** This field indicates the date by which the action should be completed. | ||
| - | * **ToDo:** This field indicates the action to be performed. | + | * **Type of Action:** This field indicates the action to be performed. |
| - | * **Responsible Person:** The responsible person can be assigned to an action. The agents are managed in the mask [[..:kapitel_2:2.01.24_basic_-_mitarbeiter|employee]]. | + | * **Editor:** The responsible person can be assigned to an action. The agents are managed in the mask [[..:kapitel_2:2.01.24_basic_-_mitarbeiter|employee]]. |
| - | * **Completed:** This check box allows to mark an action as processed/completed. Uncompleted actions can thus always be displayed in the [[..:kapitel_2:2.5.05_kontaktauswertung|contact overview]] if desired. | + | * **Checked:** This check box allows to mark an action as processed/completed. Uncompleted actions can thus always be displayed in the [[..:kapitel_2:2.5.05_kontaktauswertung|contact overview]] if desired. |
| - | * **Creator:** This field indicates who created this action. | + | * **Created by:** This field indicates who created this action. |
| * **Creation Date:** This field indicates the creation date of the action. | * **Creation Date:** This field indicates the creation date of the action. | ||
| * **Note:** Information on the action can be stored in the comment field. | * **Note:** Information on the action can be stored in the comment field. | ||
| - | =====Miscellaneous===== | + | =====Misc===== |
| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-10-02_um_12.14.26.png|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-10-02_um_12.14.26.png|}} | ||
| - | On the tab " Miscellaneous " the mask consists of the following elements: | + | On the tab " Misc " the mask consists of the following element: |
| - | * **technical Settings & Details:** | + | * **Source:** The order belonging to the action is stored in this field. |
| - | * **int. Key:** This automatically generated number uniquely identifies the action in the system. | + | |
| - | + | ||
| - | * **Further Information:** | + | |
| - | * **Offer:** At this point the offer belonging to the action is displayed. | + | |
| - | * **Order:** The order belonging to the action is stored in this field. | + | |
| - | * **Sales Funnel:** The sales funnel belonging to the promotion is listed here. | + | |
en/gui5/handbuch/kapitel_2/2.01.22_basic_-_aktion.1601633735.txt.gz · Last modified: 2020/10/02 12:15 by alexandra
