Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
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us:slobase:manual:c_modules:d_notes [dd/mm/Y H:i] mgregorc |
us:slobase:manual:c_modules:d_notes [dd/mm/Y H:i] (Trenutna) admin |
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| - | ====== Reports ====== | + | ====== Notes ====== |
| - | ===== New Report ===== | + | ===== New Note ===== |
| - | A new Report is created by clicking on //New Report// v [[../../../b_usage:d_loginpage#podrocja| področju vnosa]]. A new page opens (see a picture below). | + | Click //New Note// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to open a new Note. A new page opens (see a picture below). |
| {{newnote.png?450}} | {{newnote.png?450}} | ||
| - | Iz podatkov shranjenih v Produs IO lahko s klikom na ikonico za mapo izberete kontaktno osebo, na katero želite, da se beležka naveže. Poleg kontaktne osebe lahko v isti vrstici (na desni strani) izberete še dodatno navezavo. Izbirate lahko med interesenti, strankami, priložnostmi, itn. Do beležke boste tako lahko dostopali preko izbrane navezave. | + | Click on yellow folder to select the Contact Name that should be linked up with the Note. In the same row, next to Contact Name, user can select additional link with the Note. From this,Leads, Accounts, Potentials etc. can be selected on the pull down menu. Note is accessible through them. |
| - | <note important>Polje //Zadeva// morate obvezno izpolniti, če želite beležko shraniti.</note> | + | <note important>Field //Subject// is obligatory in orded to save the entry.</note> |
| - | Click //Browse// to select izberete iz svojega računalnika datoteko, ki jo želite pripeti. | + | Click //Browse// to select the file that should be attached. |
| - | Additional contents can be entered in a filed //Contents://. Pri tem si pomagajte z razpoložljivimi gumbi za oblikovanje besedila. | + | Additional note can be entered in the //Note:// field. Text is formatted with formatting buttons. |
| - | At the end click Po koncu, beležko shranite s klikom na //Shrani//. | + | Click //Save// after entering the data. |
| - | ===== Review Report ===== | + | ===== Review Notes ===== |
| - | Saved attachments are seen in Review Reports (see picture below). Shranjene priponke lahko vidite na pregledu beležk, kot je prikazano na spodnji sliki. | + | Saved attachments are seen in Review Notes (see picture below). |
| {{notelist.png?450}} | {{notelist.png?450}} | ||
| + | ~~ODT~~ | ||