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--- en:handbuch:kapitel_2:2.01.22_basic_-_aktion [2009/10/05 16:56]
192.168.0.76
+++ en:handbuch:kapitel_2:2.01.22_basic_-_aktion [2019/10/25 14:11] (current)
@@ Line 1: / Line 1: @@
 [[2.01.21_basic_-_ansprechpartner|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.01.23_basic_-_taetigkeit|{{|next}}]]
-====== 2.01.22 Action ======
+====== 2.01.21 Action ======
 The **Action** form administers all actions concerning the contact person of the contact.  An action can be date-stamped and commented on from the employee/consultant. An action can also be marked if it has been completed. These actions can be displayed in Contact Chart.
-**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]].
-{{:handbuch:kapitel_2:aktion.gif?direct}}
+{{:en:handbuch:kapitel_2:action1.png|}}
 The form consists of the following elements:
-    * **Action:** The numeric field Action specifies Action distinctly.
+On the "Master data" tab:
-    * **Customer, Contact Person:** The alphanumeric field contact person specifies the contact person and the firm of the contact person.
-    * **Project Description:** This field specifies the project corresponding to the action.
+  * **Action:** The numeric field Action specifies Action distinctly.
-    * **Due On:** The numeric field Date specifies the date of the action. The current date from the system is used as the default.
+  * **Customer, Contact Person:** The alphanumeric field contact person specifies the contact person and the firm of the contact person.
-    * **Action Type:** In the field Action Type the in Collections defined sales and marketing activities and actions or project actions of a business contact can be defined.
+  * **Project Description:** This field specifies the project corresponding to the action.
-    * **Priority:** This field specifies the significance of the action; for example to regulate/control the resubmission (actions, which are not yet completed).
+  * **Due On:** The numeric field Date specifies the date of the action. The current date from the system is used as the default.
-    * **Arranger:** An action can be assigned to the responsible employee. The agents/consultants are administered in the Employees form.
+  * **Action Type:** In the field Action Type the in Collections defined sales and marketing activities and actions or project actions of a business contact can be defined.
-    * **Comments:** Comments concerning actions can be entered in this field.
+  * **Priority:** This field specifies the significance of the action; for example to regulate/control the resubmission (actions, which are not yet completed).
-    * **Completed:** The action can be marked as processed/completed with this check box. Non-completed actions can always be displayed, if needed, in the contact overview.
+  * **Arranger:** An action can be assigned to the responsible employee. The arrangers are administered in [[en:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter|Employee]].
-    * **Creator(Employee, Definition Date):** This field specifies the author of the action and the set-up date for the action.
+  * **Note:** Comments concerning actions can be entered in this field.
+  * **Completed:** With this check box the action can be marked as processed/completed . Non-completed actions can be displayed if needed in [[en:handbuch:kapitel_2:2.5.05_kontaktauswertung|Contact Chart]].
+{{:en:handbuch:kapitel_2:action2.png|}}
+On the "Misc" tab:
+  * **Creator (Employee, Definition Date and Offer):** This field specifies the author of the action and the set-up date for the action.

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