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en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_fortsetzung [2009/11/24 17:30] admin |
en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_fortsetzung [2019/10/25 14:11] (current) |
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| [[3.11.03_verwaltung_von_kostenarten|{{|previous}}]] [[handbuch:handbuch|{{|Home}}]] [[3.11.05_verwaltung_von_taetigkeiten|{{|next}}]] | [[3.11.03_verwaltung_von_kostenarten|{{|previous}}]] [[handbuch:handbuch|{{|Home}}]] [[3.11.05_verwaltung_von_taetigkeiten|{{|next}}]] | ||
| - | ====== 3.11.04 The Customer System (... continued) ====== | + | ====== 3.11.04 The Contact System (... continued) ====== |
| For each contact person any number of actions can be defined. Actions can, for example be requests, appointments, reminders, etc. These actions will log important events with (history) and can furthermore be used for the acquisition and public relations. | For each contact person any number of actions can be defined. Actions can, for example be requests, appointments, reminders, etc. These actions will log important events with (history) and can furthermore be used for the acquisition and public relations. | ||
| Line 68: | Line 68: | ||
| In the following example a contact chart is opened ... | In the following example a contact chart is opened ... | ||
| - | + | {{:en:handbuch:kapitel_3:customer_admin54.jpg|}} | |
| - | + | ||
| - | {{:handbuch:kapitel_4:praxis:4-114.gif?direct}} | + | |
| ... and a chart ... | ... and a chart ... | ||
| + | {{:en:handbuch:kapitel_3:customer_admin55.jpg|}} | ||
| - | {{:handbuch:kapitel_4:praxis:4-115.gif?direct}} | + | with all actions in the year 2009 ... |
| - | + | ||
| - | with all actions for !!!! in 2009 ... | + | |
| - | + | ||
| - | + | ||
| - | {{:handbuch:kapitel_4:praxis:4-116.gif?direct}} | + | |
| - | + | ||
| - | ... are generated. | + | |
| - | + | ||
| - | + | ||
| - | {{:handbuch:kapitel_4:praxis:4-117.gif?direct}} | + | |
| - | In the optional component [[en:handbuch:kapitel_2:2.10_reportgenerator_reportmaker|ReportMaker]] is used, an own report in combination with the [[en:handbuch:kapitel_3:3.05_bedienung_der_profi-suche|advanced search]] can be used. | + | {{:en:handbuch:kapitel_3:customer_admin56.jpg|}} |
| + | ... is generated. | ||
| + | {{:en:handbuch:kapitel_3:customer_admin57.jpg|}} | ||
| - | Im Beispiel wird die Abfrage "Offene Aktionen [Ma, Dat]" verwendet. Diese Abfrage listet nach einigen Eingaben ... | ||
| - | {{:handbuch:kapitel_4:praxis:4-118.gif?direct}} | + | If the optional component [[en:handbuch:kapitel_2:2.10_reportgenerator_reportmaker|ReportMaker]] is used, your own report in combination with the [[en:handbuch:kapitel_3:3.05_bedienung_der_profi-suche|advanced search]] can be used. |
| - | ... alle Aktionen auf, die nicht abgeschlossen sind und sortiert diese nach dem Datum absteigend. | + | In the example, the query "All open actions" is used. This query lists all actions, which are not yet completed ... |
| - | {{:handbuch:kapitel_4:praxis:4-119.gif?direct}} | + | {{:en:handbuch:kapitel_3:customer_admin58.jpg|}} |
| - | Die Ergebnisse der Abfrage werden in einen Report "Action" dargestellt. Dieser Report listet für die Aktionen ausgewählte Kontaktdaten auf. | + | ... and sorts them by the descending date. |
| - | {{:handbuch:kapitel_4:praxis:4-120.gif?direct}} | + | {{:en:handbuch:kapitel_3:customer_admin59.jpg|}} |
| + | The results of the query are then displayed in the report "action". This report lists all selected contact data of the actions. | ||
| + | {{:en:handbuch:kapitel_3:customer_admin60.jpg|}} | ||
en/handbuch/kapitel_3/3.11.04_das_kontaktsystem_fortsetzung.1259080245.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
