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en:handbuch:kapitel_2:2.01.13_basic_-_kontakt
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en:handbuch:kapitel_2:2.01.13_basic_-_kontakt [2010/09/10 09:52] 192.168.0.89 |
en:handbuch:kapitel_2:2.01.13_basic_-_kontakt [2019/10/25 14:11] (current) |
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| **Tip:** Further information to this topic can be found in chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. | **Tip:** Further information to this topic can be found in chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. | ||
| - | {{:en:handbuch:kapitel_2:customer.gif?direct}} | + | {{:en:handbuch:kapitel_2:customer1.1.png|}} |
| The form contains the following elements: | The form contains the following elements: | ||
| - | On the "Master Data" tab: | + | On the "Master data" tab: |
| - | + | ||
| - | * **Nummer und Kürzel:** Das Element Nummer kennzeichnet eindeutig den Kontakt im System und das Kürzel kann für Nummernkreise oder zur Schnellsuche verwendet werden. | + | |
| - | | + | |
| * **Number and Abbreviation:** The element "Number" specifies the exact contact within the system and the Abbreviation can be used for the number range or be used for the quick search. | * **Number and Abbreviation:** The element "Number" specifies the exact contact within the system and the Abbreviation can be used for the number range or be used for the quick search. | ||
| - | * **Company Name and Previous Company Name:** These alphanumeric fields describe the current company names and where applicable the previous company names. | + | * **Company Name and Previous Company Name:** These alphanumeric fields describe the current company names and if needed the previous company names. |
| * **Category:** In the field "Category" it is possible to define the types of contact (for example: Customer, Interested Party, etc.)and allocate them into "Collections" (see also Administration Guide). | * **Category:** In the field "Category" it is possible to define the types of contact (for example: Customer, Interested Party, etc.)and allocate them into "Collections" (see also Administration Guide). | ||
| * **Type:** In the field "Type" it is possible that defined contact types (for example: Company, Network, Association, etc.) can be allocated into the "Collections" (see Administration Guide). | * **Type:** In the field "Type" it is possible that defined contact types (for example: Company, Network, Association, etc.) can be allocated into the "Collections" (see Administration Guide). | ||
| Line 25: | Line 23: | ||
| * **Contact:** This field specifies the contact person from the customer (see also [[en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner|Contact]]). | * **Contact:** This field specifies the contact person from the customer (see also [[en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner|Contact]]). | ||
| | | ||
| - | {{:en:handbuch:kapitel_2:customer2.gif?direct}} | + | {{:en:handbuch:kapitel_2:customer2.1.png|}} |
| - | On the "Information" tab (implementation example): | + | On the "Marketing" tab (implementation example): |
| * **Branch and Establishment:** Here is where the branches of the contact and the date of the establishment can be stored and saved. The branch can be defined in "Collections" (see also Administration Guide) | * **Branch and Establishment:** Here is where the branches of the contact and the date of the establishment can be stored and saved. The branch can be defined in "Collections" (see also Administration Guide) | ||
| Line 35: | Line 33: | ||
| * **Partner (and possible Commission):** Here is where the sales partner, with the respective commission, can be entered. | * **Partner (and possible Commission):** Here is where the sales partner, with the respective commission, can be entered. | ||
| * **Arranger and Representative:** Here is where the customer service agent can be entered. This/these employee(s) are responsible for the contact. | * **Arranger and Representative:** Here is where the customer service agent can be entered. This/these employee(s) are responsible for the contact. | ||
| - | | ||
| - | |||
| - | {{:en:handbuch:kapitel_2:customer3.gif?direct}} | ||
| + | {{:en:handbuch:kapitel_2:customer3.1.png|}} | ||
| On the tab "Sales" (implementation example): | On the tab "Sales" (implementation example): | ||
| Line 46: | Line 42: | ||
| * **Order Value and Invoice Value:** Here is where the system lists the sum of all order confirmations as the "Order Value" and the sum of all complete bills from all of the projects of the customer as "Invoice Value". | * **Order Value and Invoice Value:** Here is where the system lists the sum of all order confirmations as the "Order Value" and the sum of all complete bills from all of the projects of the customer as "Invoice Value". | ||
| * **Projected and estimated Order Value:** The projected order value will be directly out of the form "Sales Outlet" defined, the estimated order value will be, in respect to the possible order probability, defined. | * **Projected and estimated Order Value:** The projected order value will be directly out of the form "Sales Outlet" defined, the estimated order value will be, in respect to the possible order probability, defined. | ||
| - | | ||
| - | |||
| - | {{:en:handbuch:kapitel_2:customer4.gif?direct}} | + | {{:en:handbuch:kapitel_2:customer4.2.png|}} |
| On the tab "Address": | On the tab "Address": | ||
| Line 58: | Line 52: | ||
| * **Further Addresses:** Further customer addresses can be entered here. If the billing address/delivery address differs from the company address, it can be specified here. These addresses will be managed here. | * **Further Addresses:** Further customer addresses can be entered here. If the billing address/delivery address differs from the company address, it can be specified here. These addresses will be managed here. | ||
| - | {{:en:handbuch:kapitel_2:customer5.gif?direct}} | + | {{:en:handbuch:kapitel_2:customer5.png|}} |
| On the "Communication" tab: | On the "Communication" tab: | ||
| Line 66: | Line 60: | ||
| * **Email Address, Web:** These fields define the email addresses and the customer's URL (internet address). Clicking on the email address opens the user's standard email program with the registered email address. Clicking on the web field opens the standard browser with the respective URL. | * **Email Address, Web:** These fields define the email addresses and the customer's URL (internet address). Clicking on the email address opens the user's standard email program with the registered email address. Clicking on the web field opens the standard browser with the respective URL. | ||
| - | + | {{:en:handbuch:kapitel_2:customer6.png|}} | |
| - | {{:en:handbuch:kapitel_2:customer6.gif?direct}} | + | |
| On the "Financial data" tab: | On the "Financial data" tab: | ||
| Line 83: | Line 75: | ||
| * **Own Supplier number:** Your own supplier number can be defined here. This number can be used when creating the invoice numbers. | * **Own Supplier number:** Your own supplier number can be defined here. This number can be used when creating the invoice numbers. | ||
| + | {{:en:handbuch:kapitel_2:customer7.png|}} | ||
| + | |||
| + | On the "DependentDocuments" tab: | ||
| + | * **Projects:** | ||
| + | * **Offers:** | ||
| + | * **Invoices:** | ||
| + | * **Contracts:** | ||
| + | * **Travels:** | ||
| + | * **Tickets:** | ||
| + | * **Actions:** | ||
| - | {{:en:handbuch:kapitel_2:customer7.gif?direct}} | + | {{:en:handbuch:kapitel_2:customer8.png|}} |
| On the "Misc" tab: | On the "Misc" tab: | ||
en/handbuch/kapitel_2/2.01.13_basic_-_kontakt.1284105176.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
