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en:gui5:handbuch:kapitel_2:2.5.05_kontaktauswertung [2021/06/11 16:36] alexandra |
en:gui5:handbuch:kapitel_2:2.5.05_kontaktauswertung [2021/06/11 16:43] (current) alexandra |
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[[2.5.04_kapazitaetsauswertung|{{|Back}}]] [[..:handbuch|{{|Home}}]] [[2.5.07_mitarbeiterauswertung|{{|Next}}]] | [[2.5.04_kapazitaetsauswertung|{{|Back}}]] [[..:handbuch|{{|Home}}]] [[2.5.07_mitarbeiterauswertung|{{|Next}}]] | ||
- | ====== 2.05.05 Kontakt ====== | + | ====== 2.05.05 Assessment Chart ====== |
- | The **???** generates contact and action lists based on the data of the [[..:kapitel_3:3.11.04_das_kontaktsystem_-_crm|contact system]]. For example, all actions of an employee, for a customer or all open actions can be listed here. | + | The **Assessment Chart** generates contact and action lists based on the data of the [[..:kapitel_3:3.11.04_das_kontaktsystem_-_crm|contact system]]. For example, all actions of an employee, for a customer or all open actions can be listed here. |
- | {{:gui5:handbuch:kapitel_2:auswertesystem_kontakteauswertung1.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-11_um_16.40.12.png?|}} |
+ | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-11_um_16.40.21.png?|}} | ||
The mask consists of the following elements: | The mask consists of the following elements: | ||
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* **Start and End:** In these fields, you can enter a time interval as a selection criterion to limit the analysis period for the evaluation. | * **Start and End:** In these fields, you can enter a time interval as a selection criterion to limit the analysis period for the evaluation. | ||
- | {{:gui5:handbuch:kapitel_2:kona1.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-11_um_16.40.29.png?|}} |
- | {{:gui5:handbuch:kapitel_2:kona2.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-11_um_16.40.38.png?|}} |
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* **Reference:** In this selection box, you can select references as selection criteria. These types refer to the reference of the sales activity (for example, business areas) and restrict the selection accordingly. | * **Reference:** In this selection box, you can select references as selection criteria. These types refer to the reference of the sales activity (for example, business areas) and restrict the selection accordingly. | ||
- | {{:gui5:handbuch:kapitel_2:kona3.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-11_um_16.40.47.png?|}} |
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* **Display Evaluation Parameters:** Here you can select whether the evaluation parameters are to be displayed. | * **Display Evaluation Parameters:** Here you can select whether the evaluation parameters are to be displayed. | ||
- | {{:gui5:handbuch:kapitel_2:auswertesysteme_kontakteauswertung4.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-06-11_um_16.40.54.png?|}} |
===== 6. Results ===== | ===== 6. Results ===== | ||
This tab contains the maximum number of results and the results of evaluations already performed. | This tab contains the maximum number of results and the results of evaluations already performed. |