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:f_eventstasks [dd/mm/Y H:i] ppoje |
us:slobase:manual:c_modules:f_eventstasks [dd/mm/Y H:i] (Trenutna) admin |
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| Vrstica 17: | Vrstica 17: | ||
| Click on //Save// button to transfer an Activity to the system. 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 27: | Vrstica 27: | ||
| Click //New task// on [[..:..:manual:b_usage:d_loginpage#sections | entry section]] to create a new Task. A new window 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}} |
| Enter details for Task. Please note the entries into required fields. | Enter details for Task. Please note the entries into required fields. | ||
| Vrstica 55: | Vrstica 55: | ||
| 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 it 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. ===== | ||
| Vrstica 61: | Vrstica 61: | ||
| Events can be entered into Produs IT 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 a certain Potential or other record reffering to event. Open it. | Look up for a certain Potential or other record reffering to event. Open it. | ||
| 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 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. | 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 the [[..:..:manual:c_modules:g_calendar]] chapter. | 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 filled up 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. | ||
| Vrstica 118: | Vrstica 112: | ||
| 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 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: | ||
| - | {{message.png}} | + | {{us:slobase:manual:c_modules:message1.png|}} |
| After saving the event, the notification is sent by e-mail. | After saving the event, the notification is sent by e-mail. | ||
| Vrstica 140: | Vrstica 134: | ||
| other users or more Contacts can also be invited to the event. See the 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 the user, the event is automatically shown 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 be invited to certain event. Only contacts from list can be invited. Click //Select Contact// as 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~~ | ||