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us:slobase:manual:c_modules:c_contacts [dd/mm/Y H:i]
mgregorc
us:slobase:manual:c_modules:c_contacts [dd/mm/Y H:i] (Trenutna)
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 ====== Contacts ​ ====== ====== Contacts ​ ======
-All about the meaning of Contacts ​should ​be read in a chapter ​[[../​../​../​a_concepts:​b_contactmngmt#​Contacts Management]], the usage of Contacts ​is written ​below on this page.+All about Contacts ​can be read in the [[../​../​../​a_concepts:​b_contactmngmt#​Contacts Management]] ​chapter. The instruction on how to use Contacts ​can be found below.
  
-If [[../​../​../​a_concepts:​b_contactmngmt#​Contacts|Contacts]] and [[../​../​../​a_concepts:​b_contactmngmt#​Accounts|Accounts]] are entered manually, our advice isfirst enter Accounts and then Contacts ​into Produs IO. In this way a new Contact ​should be linked up with Account easily. ​The way of entering Accounts manually should be read in a chapter ​[[../​../​../​c_modules:​b_accounts]].+If [[../​../​../​a_concepts:​b_contactmngmt#​Contacts|Contacts]] and [[../​../​../​a_concepts:​b_contactmngmt#​Accounts|Accounts]] are entered manually, our advice is first to enter Accounts and then Contacts. In this way a new Contact ​is linked up with Account easily. ​Please see the [[../​../​../​c_modules:​b_accounts]] ​chapter to read about how to enter Accounts manually.
  
-For importing Contacts ​user do not need to enter Accounts previously. ​+For importing Contacts ​users do not need to enter Accounts previously. ​
  
 ====== New Contact ====== ====== New Contact ======
 Click //New Contact// on [[../​../​../​b_usage:​d_loginpage#​podrocja| entry section]] to enter a new Contact. A new page opens (see page below). Click //New Contact// on [[../​../​../​b_usage:​d_loginpage#​podrocja| entry section]] to enter a new Contact. A new page opens (see page below).
  
-{{newcontact.png?450}}+{{us:​slobase:​manual:​c_modules:​new_contact.png?450}}
  
-The data of Contact ​should be entered. If there is more users entering the data, our advise ​is to agree and define entry standards. In this way all the entered data are uniform. Redundant fields ​that you do not need can be left empty or just give us a call and we will remove them. +Enter the data of Contact. If there are more users entering the data, our advice ​is to agree and define entry standards. In this way all the entered data are unified. Redundant fields can be left empty or just give us a call and we will remove them.  
 + 
 +Most of the fields are simple and do not need to be explained in details, for example:
  
-There is no need for most of the fields to be explained in details, for example: 
   * Surname   * Surname
-Surname is compulsory ​datum on shown formIf this field is not filled ​up, the entry can not be saved+Surname is obligatory ​datum. ​This field has to be filled ​in in orded to save the entry. 
-  * name of Account: + 
-Select an Account ​Iz seznama izberite stranko pri kateri je kontaktna oseba zaposlena ali je njen lastnikSeznam strank dobite, če kliknete na rumeno mapo ob polju naziv strankeOdprlo se vam bo novo okno z  že obstoječimi podatki shranjenimi v Produs ​IOPo opravljeni izbiri se bo okno samodejno zaprlo+  * Name of Account: 
-  *Zadolžen:  +Select an Account ​from a list according to ContactClick on yellow folder by the field to open an Account listA new window with existant and saved data in Produs ​IT opensWindow closes automatically after selection is done 
-V polju zadolžen lahko iz seznama uporabnikov izberite skrbnika kontaktne osebeSistem privzeto označi za skrbnika tistega, ki zapis vnese.+ 
 +  * Assigned To:  
 +User should be selected from a list in order to be assigned for a ContactUser who enters the record is automatically selected by the system. 
   * Refused e-mail: ​   * Refused e-mail: ​
-Kontaktne osebeki imajo označeno to možnost ne bodo prejemali ​e-poštnih sporočil poslanih iz Produs ​IO.+Contactsmarked with Refused ​e-mail, will not receive e-mails sent from Produs ​IT 
   * Superior:   * Superior:
-Here a superior can be selected from a Contact list. Click on yellow folder by the field to open a Contact list. A new window with existant ​and saved data is opened. A window is automatically closed after selection is done.+Superior is selected from a Contact list. Click on yellow folder by the field to open a Contact list. A new window with existing ​and saved data in Produs IT opens. A window is automatically closed after the selection is done. 
   * Assistant:   * Assistant:
-Here an Assistant ​can be entered. ​V tem primeru ni potrebno, da je bila oseba že prej vnešena med kontakti.+Assistant ​should ​be entered ​irrespective of being entered previously   
  
-Click //Save//to save a record.+Click //Save// to save a record.
  
 ====== Import and export Contacts ====== ====== Import and export Contacts ======
  
-Whenever a list of Contacts can be imported ​on one's own computer. Contacts can also be exported from one'​s ​own computer. +list of Contacts can be imported ​and exported from user's computer ​at any timePlease see the  ​[[../​../​../​b_usage:​j_importexport]] ​chapter of User's manual for more information and detailed instructions on importing and exporting Contacts  ​
-More about import and export Contacts can be read from manual in a chapter ​[[../​../​../​b_usage:​j_importexport]]. ​Tam se nahajajo tudi podrobna navodila.+
  
 +~~ODT~~
  • us/slobase/manual/c_modules/c_contacts.1211787048.txt.gz
  • Zadnja sprememba: dd/mm/Y H:i
  • uporabnika mgregorc