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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 [2010/09/09 12:44] 192.168.0.89 |
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}}]] | ||
| - | ====== 2.01.21 Contact ====== | + | ====== 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. | ||
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| **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The 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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| * **Note:** Further comments concerning the contact person can be entered here. | * **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:contactmeeting.gif|}} | + | |
| On the "History" tab: | On the "History" tab: | ||
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| * **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: | ||
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| * **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. |
| - | + | ||
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en/handbuch/kapitel_2/2.01.21_basic_-_ansprechpartner.1284029055.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
