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en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner
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en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner [2009/10/07 11:13] 192.168.0.24 |
en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner [2019/10/25 14:11] (current) |
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| [[2.01.20_basic_-_adresse|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.01.22_basic_-_aktion|{{|next}}]] | [[2.01.20_basic_-_adresse|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.01.22_basic_-_aktion|{{|next}}]] | ||
| - | ====== 2.01.2 Contact Person ====== | + | ====== 2.01.20 Contact ====== |
| The **Contact Person** form administers any amount of contact persons to the assigned contact. Information about the department and function of the contact persons and the way of communication are defined here. A differing company address can also be defined here. | The **Contact Person** form administers any amount of contact persons to the assigned contact. Information about the department and function of the contact persons and the way of communication are defined here. A differing company address can also be defined here. | ||
| - | **Tip:** For more on this subject see chapter [[4.1.04 Contact System]]. | + | **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. |
| - | {{:en:handbuch:kapitel_2:contact.gif?direct}} | + | {{:en:handbuch:kapitel_2:contact1.png|}} |
| The form consists of the following elements: | The form consists of the following elements: | ||
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| * **Type:** In field Type, the in Collections (see Administration Guide) defined employee relation of the contact person(external employee, permanent employee, freelance, employer, etc.) can be assigned here. | * **Type:** In field Type, the in Collections (see Administration Guide) defined employee relation of the contact person(external employee, permanent employee, freelance, employer, etc.) can be assigned here. | ||
| * **Salutation, Title, First Name und Last Name:** These fields designate the salutation or/and the title as well as the first and last name of the contact person. | * **Salutation, Title, First Name und Last Name:** These fields designate the salutation or/and the title as well as the first and last name of the contact person. | ||
| - | * **Telephone, Mobile, Fax und E-mail Addresses:** This field designates the accessibility of the contact person via telephone (office or mobile), fax and via email. Clicking the email address opens the user's standard email programm with their entered email address. | + | * **Telephone, Mobile, Fax und E-mail Addresses:** This field designates the accessibility of the contact person via telephone (office or mobile), fax and via email. Clicking the email address opens the user's standard email programm with their entered email address. |
| + | * **Note:** Further comments concerning the contact person can be entered here. | ||
| | | ||
| - | + | {{:en:handbuch:kapitel_2:contact2.png|}} | |
| - | {{:en:handbuch:kapitel_2:contact2.gif?direct}} | + | |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:contact3.gif?direct}} | + | |
| On the "History" tab: | On the "History" tab: | ||
| Line 29: | Line 27: | ||
| * **Campaign:** Here all campaigns are transfered, in which the defined contact person has been chosen as the target group. The campaigns are administered in the campaign form. | * **Campaign:** Here all campaigns are transfered, in which the defined contact person has been chosen as the target group. The campaigns are administered in the campaign form. | ||
| * **Meeting:** This element contains all information about the meeting. | * **Meeting:** This element contains all information about the meeting. | ||
| - | |||
| - | {{:en:handbuch:kapitel_2:contact4.gif?direct}} | ||
| + | {{:en:handbuch:kapitel_2:contact3.png|}} | ||
| On the "Office" tab: | On the "Office" tab: | ||
| Line 40: | Line 37: | ||
| * **Employment Date:** The employment entry date of the contact person can be entered here. | * **Employment Date:** The employment entry date of the contact person can be entered here. | ||
| - | {{:en:handbuch:kapitel_2:contact5.gif?direct}} | + | {{:en:handbuch:kapitel_2:contact4.png|}} |
| On the "Details" tab: | On the "Details" tab: | ||
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| * **Address, Postal Code, City und Country:** This field specifies the complete (business) address of the contact person. | * **Address, Postal Code, City und Country:** This field specifies the complete (business) address of the contact person. | ||
| - | {{:en:handbuch:kapitel_2:contact6.gif?direct}} | + | {{:en:handbuch:kapitel_2:contact5.png|}} |
| On the "Private" tab: | On the "Private" tab: | ||
| Line 55: | Line 52: | ||
| * **Birthday, Wedding Day and Hobby:** Further private information of the contact person can be stored here. | * **Birthday, Wedding Day and Hobby:** Further private information of the contact person can be stored here. | ||
| - | {{:en:handbuch:kapitel_2:contact7.gif?direct}} | + | {{:en:handbuch:kapitel_2:contact6.png|}} |
| On the "Misc" tab: | On the "Misc" tab: | ||
| Line 62: | Line 59: | ||
| * **Employee:** This element is for assigning an employee to the defined contact. This employee is responsible for the contact person. | * **Employee:** This element is for assigning an employee to the defined contact. This employee is responsible for the contact person. | ||
| * **Previous and Additional Firms:** If applicable, previous and additional firms of the contact person are entered here. | * **Previous and Additional Firms:** If applicable, previous and additional firms of the contact person are entered here. | ||
| - | * **Name Partner and Name of Children:** If applicable, the contact persons name of spouse and the name of children of the contact person are entered here. | + | * **Name Partner and Name of Children:** If applicable, the contact persons name of spouse and the name of children of the contact person are entered here. |
| - | * **Note:** Further comments concerning the contact person can be entered here. | + | |
| - | + | ||
| - | + | ||
| - | + | ||
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en/handbuch/kapitel_2/2.01.21_basic_-_ansprechpartner.1254906837.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
