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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 [2012/03/16 13:55] 192.168.0.65 |
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:customer1.png|}} | + | {{:en:handbuch:kapitel_2:customer1.1.png|}} |
| The form contains the following elements: | The form contains the following elements: | ||
| Line 23: | 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]]). | ||
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| - | {{:en:handbuch:kapitel_2:customer2.png|}} | + | {{:en:handbuch:kapitel_2:customer2.1.png|}} |
| On the "Marketing" tab (implementation example): | On the "Marketing" tab (implementation example): | ||
| Line 34: | Line 34: | ||
| * **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.png|}} | + | {{:en:handbuch:kapitel_2:customer3.1.png|}} |
| On the tab "Sales" (implementation example): | On the tab "Sales" (implementation example): | ||
| Line 43: | Line 43: | ||
| * **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.png|}} | + | {{:en:handbuch:kapitel_2:customer4.2.png|}} |
| On the tab "Address": | On the tab "Address": | ||
| Line 52: | 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 60: | 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 77: | 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.1331902513.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
