User Tools
en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_fortsetzung
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_fortsetzung [2009/11/25 09:28] 192.168.0.76 |
en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_fortsetzung [2019/10/25 14:11] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| [[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 83: | Line 83: | ||
| - | 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. | + | 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. |
| + | In the example, the query "All open actions" is used. This query lists all actions, which are not yet completed ... | ||
| + | {{:en:handbuch:kapitel_3:customer_admin58.jpg|}} | ||
| - | Im Beispiel wird die Abfrage "Offene Aktionen [Ma, Dat]" verwendet. Diese Abfrage listet nach einigen Eingaben ... | + | ... and sorts them by the descending date. |
| - | {{:handbuch:kapitel_4:praxis:4-118.gif?direct}} | + | {{:en:handbuch:kapitel_3:customer_admin59.jpg|}} |
| - | + | ||
| - | ... 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}} | + | |
| + | 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.1259137731.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
