Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
|
us:slobase:manual:c_modules:f_eventstasks [dd/mm/Y H:i] mgregorc |
us:slobase:manual:c_modules:f_eventstasks [dd/mm/Y H:i] (Trenutna) admin |
||
|---|---|---|---|
| Vrstica 2: | Vrstica 2: | ||
| Lists of [[..:..:manual:a_concepts:e_activities#tasks |tasks]] and [[..:..:manual:a_concepts:e_activities#events |events]] are accessed in two ways, by: | Lists of [[..:..:manual:a_concepts:e_activities#tasks |tasks]] and [[..:..:manual:a_concepts:e_activities#events |events]] are accessed in two ways, by: | ||
| - | *a list of "[[..:..:manual:b_usage:d_loginpage#My Upcoming and Pending Activities]]" on home page or | + | *a list of "[[..:..:manual:b_usage:d_loginpage#My Upcoming and Pending Activities]]" on Home page or |
| - | *"[[..:..:manual:b_usage:d_loginpage#Key Metrics |Key Metrics]]" on home page. | + | *"[[..:..:manual:b_usage:d_loginpage#Key Metrics |Key Metrics]]" on Home page. |
| - | Tasks and events are Activities that can be normally found in user's Calendar. These are meetings, calls or tasks that occur mainly with Account's Contact or with Potential at all. | + | Tasks and events are Activities that can be normally found in user's Calendar. These are meetings, calls or tasks that occur mainly with Account's Contact or Potential. |
| - | Tasks and events have time notice in order to plan Activities easier. Moreover the system also provides a set of tools to manage Activities efficiently throughout your organization. | + | Tasks and events have time notice in order to plan Activities easier. Moreover, you may add general information about the event, monitor the status of completion and invite other people to it. |
| <note important> All calls and meetings (events) are scheduled in user's Calendar. Tasks are not shown in Calendar.</note> | <note important> All calls and meetings (events) are scheduled in user's Calendar. Tasks are not shown in Calendar.</note> | ||
| - | <note tip>Activities' notes are not only for scheduling but also for writing all kinds descriptions referring to these activities (e.g. conclusions). Written conclusions are helpful when reviewing past Activities of certain Potential.</note> | + | <note tip>Activities' notes are not only for scheduling but also for writing all kinds of descriptions referring to these activities (e.g. conclusions). Written conclusions are helpful when reviewing past Activities of certain Potential.</note> |
| ==== Sequence of Activities ==== | ==== Sequence of Activities ==== | ||
| - | Click //Save// after entering task or event. A new window opens. | + | Click on //Save// button to transfer an Activity to the system. A new window opens. |
| - | {{followup.png}} | + | {{us:slobase:manual:c_modules:followup1.png|}} |
| Select the following Activity or click //No//. | Select the following Activity or click //No//. | ||
| Vrstica 23: | Vrstica 23: | ||
| ===== Tasks ===== | ===== Tasks ===== | ||
| - | Produs IO makes feasible to plan events. System user or system user group is always assigned for a task. Tasks can be alloted to other assigned user. | + | Produs IT helps to schedule tasks. System user or system user group is always assigned for a Task. Other users can not be invited to a Task nor can more than one Contact be linked to a Task. Tasks can be transferred to others by changing the owner. |
| - | Click //New task// on [[..:..:manual:b_usage:d_loginpage#sections | entry section]] to create a new task. A new page opens (see picture below). | + | Click //New task// on [[..:..:manual:b_usage:d_loginpage#sections | entry section]] to create a new Task. A new window opens (see picture below). |
| - | {{task.png?450}} | + | {{us:slobase:manual:c_modules:new_task.png?450}} |
| - | All the data can be entered on this page. Please note: always enter data into required field. | + | Enter details for Task. Please note the entries into required fields. |
| * Subject: | * Subject: | ||
| - | Enter a name or a subject of task. | + | Enter a name or a subject of Task. |
| * Assigned To: | * Assigned To: | ||
| - | System user that creates a task is assigned user selected automatically by Produs IO. Other system user or system user group can be selected. The task is written out in field "My Upocoming and Pending Activities" on home page of assigned user. | + | System user that creates a task becomes an assigned user automatically. Other system user or system user group can be selected. Note that this will move the Task to the Upcoming and Pending Activities list at Home page of the new assigned user. |
| * Related To: | * Related To: | ||
| - | Task can be attached to existent Potentials and Contacts. Here, direct enters are not possible. The only option is to select data from already existent data in the system. Click on yellow folder icon beside. Event is also seen at selected Account and Contact respectively. | + | Task can be attached to existent Potentials and Contacts. Here, direct entries are not possible. The only option is to select data from stored data in the system by clicking on yellow folder icon beside. Note that this will show the Task also at selected Account and Contact. |
| * Send Notification: | * Send Notification: | ||
| - | If this field is ticked off, the notification will be sent to: | + | If this field is ticked off, the notification will be automatically sent to: |
| - | - assigned user of a new task | + | - assigned user of a new Task |
| - | - assigned user of changed task | + | - assigned user about changed Task |
| - original user reffering to an end of task | - original user reffering to an end of task | ||
| - previous and present assigned user reffering to a change of assigned user | - previous and present assigned user reffering to a change of assigned user | ||
| * Recurring Tasks: | * Recurring Tasks: | ||
| - | Repetition of tasks is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.). When momentary task with selected Recurring Tasks is done, the system offers you a new form for entering next task with already selected date. | + | Repetition of Tasks is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.). When momentary task with selected Recurring Tasks is done, the system offers you a new form for entering next task with an already selected date. |
| - | <note important> Only the first of repeatable task is shown on Opened tasks list.</note> | + | <note important> Only the first of the repeatable tasks is shown on Opened tasks list.</note> |
| Click //Save// after entering the data. | Click //Save// after entering the data. | ||
| - | <note tip>Click //Save and new// to create similar task. A new form with the same Subject opens. In this way is not necessary to enter all task's data.<note> | + | <note tip>Click //Save and new// to create similar task. A new form with the same Subject opens. In this way it is not necessary to enter all task's data.</note> |
| ===== Events: calls, meetings, e-mail, letter, fax, etc. ===== | ===== Events: calls, meetings, e-mail, letter, fax, etc. ===== | ||
| - | Events can be entered into Produs IO in three different ways. | + | Events can be entered into Produs IT in three different ways. |
| - | <html> | + | == 1. Enter directly on Potential == |
| - | <font size="+0,5">1. Enter directly on Potential</font> | + | |
| - | </html> | + | |
| - | Look up for certain Potential or other record reffering to event. Open it. | + | Look up for a certain Potential or other record reffering to event. Open it. |
| - | Detailed view of record opens (see page below). | + | Detailed view of a record opens (see page below). |
| - | //New event// is below record. | + | //New event// can be found below record. |
| {{si:slobase:manual:c_modules:detailviewoportunity.png?450}} | {{si:slobase:manual:c_modules:detailviewoportunity.png?450}} | ||
| Vrstica 74: | Vrstica 72: | ||
| - | <html> | + | == 2. Click "New event" for entering == |
| - | <font size="+0,5">2. Click "New event" for entering</font> | + | |
| - | </html> | + | |
| - | The second way of entering event is by clicking //New event// on [[..:..:manual:b_usage:d_loginpage#Področja | entry section]]. A new page opens to enter a new event (see form). The difference between first and second way of entering data is that here the data of Account is not transferred automatically, it has to be entered manually. How to do it, read more in continuation. | + | The second way of entering an event is by clicking //New event// on [[..:..:manual:b_usage:d_loginpage#Področja | entry section]]. A new page opens to enter a new event (see form). The difference between the first and the second way of entering data is that here the data of Account is not transferred automatically. It has to be entered manually. Read more about how it can be done below. |
| - | <html> | + | == 3. Enter directly into Calendar == |
| - | <font size="+0,5">3. Enter directly into Calendar</font> | + | |
| - | </html> | + | |
| - | The third way of entering data is to enter data directly into Calendar. More about this way can be read in a chapter [[..:..:manual:c_modules:g_calendar]]. | + | The third way of entering data is to enter data directly into Calendar. More about this way can be read in the [[..:..:manual:c_modules:g_calendar]] chapter. |
| Vrstica 91: | Vrstica 85: | ||
| **new page for entering event**opens irrespective of the choosen way. See picture below. | **new page for entering event**opens irrespective of the choosen way. See picture below. | ||
| - | {{event.png?450}} | + | {{us:slobase:manual:c_modules:event1.png?450}} |
| - | Enter data into form (see picture above). Asterisk indicates required field. These fields have to be entered in order to save the data. | + | Enter data into form (see picture above). Asterisk indicates required field. These fields have to be filled up in order to save the data. |
| * Subject: | * Subject: | ||
| - | Enter the title of event. | + | Enter the title of an event. |
| * Assigned To: | * Assigned To: | ||
| - | System user that creates a task is assigned user selected automatically by Produs IO. Other system user can be selected. After saving the event, the event is written out in a Calendar and out in field "My Upocoming and Pending Activities" on home page of assigned user. | + | System user that creates a task is assigned to it automatically. Other system user can be selected. After saving the event, the event is written out in a Calendar and out in field "My Upcoming and Pending Activities" on Home page of assigned user. |
| * Related To: | * Related To: | ||
| - | Event can be attached to existent Potentials and Contacts. Here, direct enters are not possible. The only option is to select data from already existent data in the system. Click on yellow folder icon beside. Event is also seen at selected Account and Contact respectively. | + | Event can be attached to existent Potentials and Contacts. Here, direct entries are not possible. The only option is to select data from the already existent data in the system. Click on yellow folder icon beside. Event can also be seen at selected Account and Contact respectively. |
| * Activity Type: | * Activity Type: | ||
| Select Activity Type: call, meeting, e-mail, letter, fax, etc. | Select Activity Type: call, meeting, e-mail, letter, fax, etc. | ||
| - | <note important> All events marked with call or with meeting are seen in Calendar.</note> | + | <note important> All events marked with call or meeting are shown in Calendar.</note> |
| * Recurring Events: | * Recurring Events: | ||
| - | Repetition of events is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.) on event. When momentary event with selected Recurring Tasks is done, the system offers you a new form for entering next event with already selected date. | + | Repetition of events is feasible. Select Recurring Task (daily, weekly, every two weeks, monthly, every two months, etc.) on event. When momentary event with selected Recurring Tasks is done, the system offers you a new form for entering next event with a already selected date. |
| Vrstica 116: | Vrstica 110: | ||
| * Send Notification: | * Send Notification: | ||
| - | If this field is not ticked off, the notification will be sent to assigned user.Če polja ne odkljukate, bo obvestilo prejel zadolženi za dogodek. | + | If this field is not ticked off, the notification will be sent to assigned user. If this field is ticked off, the system will ask you, to which participant the invitation should be sent. A dialog box opens: |
| - | If this field is ticked off, the system will ask you to which participant invitation will be sent. A dialog box opens: | + | |
| - | {{message.png}} | + | {{us:slobase:manual:c_modules:message1.png|}} |
| - | After saving the event, the notification is sent on e-mail. | + | After saving the event, the notification is sent by e-mail. |
| - | Participants can be inform about the change. | + | Participants can be informed about the change. |
| * Send Reminder: | * Send Reminder: | ||
| - | If "yes" is ticked off, Produs IO will inform user on email about the incoming event. User, selected contact and all invited to this event receive notification automatically. | + | If "yes" is ticked off, Produs IT will inform the user about the incoming event by email. User, selected contact and all invited to this event receive the notification automatically. |
| * Description: | * Description: | ||
| - | Enter all additional data referring to event. | + | Enter all additional data, referring to this event. |
| <note important> If //Sent Notification//is ticked off, the contents of this field will be seen to all invited to the event.</note> | <note important> If //Sent Notification//is ticked off, the contents of this field will be seen to all invited to the event.</note> | ||
| Vrstica 133: | Vrstica 126: | ||
| Click //Save// in order to save the enter. | Click //Save// in order to save the enter. | ||
| - | <note tip>Click //Save and new// in order to create similar event. A new event with the same subject as previous event opens. In this way is no need for all data of event to be entered.</note> | + | <note tip>Click //Save and new// in order to create a similar event. A new event with the same subject as the one of the previous event opens. This way there is no need for all data of event to be entered.</note> |
| - | ==== Invitations for event ==== | + | ==== Invitations for an event ==== |
| - | Invitation for event is always sent to assigned user for event. | + | Invitation for N event is always sent to assigned user for event. |
| If //Send Notification// is ticked off, the invitation will be sent to selected Contact. | If //Send Notification// is ticked off, the invitation will be sent to selected Contact. | ||
| - | Also other users or more Contacts can be invited to the event. How to do it, see a picture below. | + | other users or more Contacts can also be invited to the event. See the picture below. |
| - | {{eventdetail.png?450}} | + | {{us:slobase:manual:c_modules:event_detail1.png?450}} |
| - | Click //Select User// in order to invite a new user. Select user from a list of users. After selecting user, the event is automatically seen in My Upcoming and Pending Activities. | + | Click //Select User// in order to invite a new user. Select user from a list of users. After selecting the user, the event is automatically shown in My Upcoming and Pending Activities. |
| - | More Contacts can also be invited to certain event. Contacts from list can be invited only. Click //Select Contact// as it is shown on picture above. | + | More Contacts can be invited to certain event. Only contacts from list can be invited. Click //Select Contact// as shown on picture above. |
| + | ~~ODT~~ | ||