Primerjava izbranih različic

Prikazane so razlike med izbrano in trenutno različico strani.

Poveži s tem pogledom primerjave.

Both sides previous revision Prejšnja revizija
Naslednja revizija
Prejšnja revizija
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
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 isfirst 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+Contactsmarked ​with Refused e-mailwill 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 ​wheneverMore 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 timePlease see the  ​[[../​../​../​b_usage:​j_importexport]] chapter ​of User's manual for more information and detailed instructions ​on importing and exporting Contacts  ​
  
 +~~ODT~~
  • us/slobase/manual/c_modules/c_contacts.1211796922.txt.gz
  • Zadnja sprememba: dd/mm/Y H:i
  • uporabnika mgregorc