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en:handbuch:kapitel_2:2.01.22_basic_-_aktion
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en:handbuch:kapitel_2:2.01.22_basic_-_aktion [2009/10/07 11:27] 192.168.0.24 |
en:handbuch:kapitel_2:2.01.22_basic_-_aktion [2019/10/25 14:11] (current) |
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| [[2.01.21_basic_-_ansprechpartner|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.01.23_basic_-_taetigkeit|{{|next}}]] | [[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. | 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]]. |
| - | {{:en:handbuch:kapitel_2:action.gif?direct}} | + | {{:en:handbuch:kapitel_2:action1.png|}} |
| The form consists of the following elements: | The form consists of the following elements: | ||
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| * **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. | * **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. | ||
| * **Priority:** This field specifies the significance of the action; for example to regulate/control the resubmission (actions, which are not yet completed). | * **Priority:** This field specifies the significance of the action; for example to regulate/control the resubmission (actions, which are not yet completed). | ||
| - | * **Arranger:** An action can be assigned to the responsible employee. The agents/consultants are administered in the Employees form. | + | * **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]]. |
| * **Note:** Comments concerning actions can be entered in this field. | * **Note:** Comments concerning actions can be entered in this field. | ||
| - | * **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. | + | * **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.gif?direct}} | + | {{:en:handbuch:kapitel_2:action2.png|}} |
| - | On the "Misc" tab: | + | On the "Misc" tab: |
| - | + | ||
| - | * **Creator(Employee, Definition Date):** This field specifies the author of the action and the set-up date for the action. | + | * **Creator (Employee, Definition Date and Offer):** This field specifies the author of the action and the set-up date for the action. |
| - | * **Offer:** | + | |
en/handbuch/kapitel_2/2.01.22_basic_-_aktion.1254907642.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
