Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
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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) admin |
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| Vrstica 1: | Vrstica 1: | ||
| ====== 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 is, first enter Accounts and then Contacts into Produs IO. In this way a new Contact should be linked up with Account easily. How to enter 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}} |
| - | User should enter the data of Contact. 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 should 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: | Most of the fields are simple and do not need to be explained in details, for example: | ||
| * Surname | * Surname | ||
| - | Surname is obligatory datum. This field should be filled up in orded to save the entry. | + | Surname is obligatory datum. This field has to be filled in in orded to save the entry. |
| * Name of Account: | * Name of Account: | ||
| - | According to Contact select an Account from a list. Click on yellow folder by the field to open an Account list. A new window with existant and saved data in Produs IO opens. Window closes automatically after selection is done. | + | Select an Account from a list according to Contact. Click on yellow folder by the field to open an Account list. A new window with existant and saved data in Produs IT opens. Window closes automatically after selection is done. |
| * Assigned To: | * Assigned To: | ||
| - | User should be select from a list in order to be assigned for a Contact. User who enters the record is assumed by the system automatically. | + | User should be selected from a list in order to be assigned for a Contact. User who enters the record is automatically selected by the system. |
| * Refused e-mail: | * Refused e-mail: | ||
| - | Contacts who have marked Refused e-mail will not receive e-mails sent from Produs IO. | + | Contacts, marked with Refused e-mail, will not receive e-mails sent from Produs IT. |
| * Superior: | * Superior: | ||
| - | Superior should be select from a Contact list. Click on yellow folder by the field to open a Contact list. A new window with existant and saved data in Produs IO opens. 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: | ||
| Assistant should be entered irrespective of being entered previously. | 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 ====== | ||
| - | A list of Contacts should be imported on and exported from user's computer whenever. More about import and export Contacts should be read from manual in a chapter [[../../../b_usage:j_importexport]]. The chapter contains detailed instructions. | + | A list of Contacts can be imported and exported from user's computer at any time. Please see the [[../../../b_usage:j_importexport]] chapter of User's manual for more information and detailed instructions on importing and exporting Contacts. |
| + | ~~ODT~~ | ||