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en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_fortsetzung [2009/11/25 09:25] 192.168.0.76 |
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. | ||
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| {{:en:handbuch:kapitel_3:customer_admin55.jpg|}} | {{:en:handbuch:kapitel_3:customer_admin55.jpg|}} | ||
| - | with all actions for !!!! in 2009 ... | + | with all actions in the year 2009 ... |
| {{:en:handbuch:kapitel_3:customer_admin56.jpg|}} | {{:en:handbuch:kapitel_3:customer_admin56.jpg|}} | ||
| + | ... is generated. | ||
| + | {{:en:handbuch:kapitel_3:customer_admin57.jpg|}} | ||
| - | ... are generated. | ||
| + | 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. | ||
| - | {{:handbuch:kapitel_4:praxis:4-117.gif?direct}} | + | In the example, the query "All open actions" is used. This query lists all actions, which are not yet completed ... |
| - | 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_admin58.jpg|}} |
| + | ... and sorts them by the descending date. | ||
| + | {{:en:handbuch:kapitel_3:customer_admin59.jpg|}} | ||
| - | Im Beispiel wird die Abfrage "Offene Aktionen [Ma, Dat]" verwendet. Diese Abfrage listet nach einigen Eingaben ... | + | The results of the query are then displayed in the report "action". This report lists all selected contact data of the actions. |
| - | + | ||
| - | {{:handbuch:kapitel_4:praxis:4-118.gif?direct}} | + | |
| - | + | ||
| - | ... alle Aktionen auf, die nicht abgeschlossen sind und sortiert diese nach dem Datum absteigend. | + | |
| - | + | ||
| - | {{:handbuch:kapitel_4:praxis:4-119.gif?direct}} | + | |
| - | + | ||
| - | Die Ergebnisse der Abfrage werden in einen Report "Action" dargestellt. Dieser Report listet für die Aktionen ausgewählte Kontaktdaten auf. | + | |
| - | + | ||
| - | {{:handbuch:kapitel_4:praxis:4-120.gif?direct}} | + | |
| + | {{:en:handbuch:kapitel_3:customer_admin60.jpg|}} | ||
en/handbuch/kapitel_3/3.11.04_das_kontaktsystem_fortsetzung.1259137536.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
