View Contact Screen - Revision history

Sichen: /* Contact */

2010-08-25T17:57:06Z

‎Contact

2009-10-05T15:43:59Z

2008-04-01T17:24:24Z

‎Notes

2008-03-19T17:29:28Z

2007-10-18T15:58:07Z

‎Contact

2007-09-27T16:36:25Z

‎Cases

2007-09-27T16:33:45Z

‎Cases

2007-09-27T16:14:15Z

‎Contact Information

2007-09-27T16:13:56Z

‎Contact Information

2007-09-27T16:12:27Z

‎Contact Information

← Older revision		Revision as of 17:57, 25 August 2010
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	Below the basic information of the contact, you also see the person currently responsible for the contact. If you have the required permissions, you can also reassign this contact to someone else.		Below the basic information of the contact, you also see the person currently responsible for the contact. If you have the required permissions, you can also reassign this contact to someone else.
		+
		+	==Custom Fields==
		+
		+	[[Custom Fields]] are a new feature in opentaps 1.5.

	==Contact Information==		==Contact Information==

← Older revision		Revision as of 15:43, 5 October 2009
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	In this section you can make notes about a account. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information box. Click the [Create Note] button to save the note and return to the "View Account Screen". You can also edit and remove existing notes using the buttons to the right of each note.		In this section you can make notes about a account. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information box. Click the [Create Note] button to save the note and return to the "View Account Screen". You can also edit and remove existing notes using the buttons to the right of each note.
		+
		+
		+	'''User Manual page''' > [[The Contacts Tab]]

← Older revision		Revision as of 17:24, 1 April 2008
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	==Notes==		==Notes==

−	In this section you can make ~~private or public~~ notes about ~~an order~~. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information section and select whether the note is an internal note from the drop down menu. An internal note is absent on printed documents and unavailable to anyone not logged in as the user who created the note. Click the [~~Save~~] button to save the note and return to the "View ~~Order~~ Screen" ~~or click~~ the ~~[Go Back] button to return~~ to the ~~screen without saving.~~	+	In this section you can make notes about a account. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information box. Click the [Create Note] button to save the note and return to the "View Account Screen". You can also edit and remove existing notes using the buttons to the right of each note.
−
−	~~If a note is labeled "internal", you have the option~~ of ~~clicking the [Make Public] button from the "View Order" screen to change its status. Similarly, if a~~ note ~~is not labeled "internal" you have the option of clicking the [Make Private] button to change its status~~.

@@ Line 4: / Line 4: @@
 ==Contact==
-This section displays general information about the contact, including name, title, birth date, department, preferred currency, and the person responsible for this contact.  Clicking the [Edit] button will bring up the "Edit Contact" screen where you can modify the contact details.
+This section displays general information about the contact, including name, title, birth date, department, preferred currency, and the person responsible for this contact.
 ==Contact Information==

@@ Line 4: / Line 4: @@
 ==Contact==
-This section displays general information about the contact, including name, title, birth date, department, preferred currency, and the person responsible for this contact.  Clicking the [Edit] button will bring up the "Edit Contact" screen
+This section displays general information about the contact, including name, title, birth date, department, preferred currency, and the person responsible for this contact.  Clicking the [Edit] button will bring up the "Edit Contact" screen where you can modify the contact details.
 ==Contact Information==

@@ Line 51: / Line 51: @@
 ==Cases==
-This section displays only active cases for the contact.
+This section displays only active cases for the contact including the case's priority, subject, status, type, and reason.  Clicking the [Create New] button will take you to the [[Create Case Screen]].
 ==Activities History==

← Older revision		Revision as of 16:33, 27 September 2007
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	==Cases==		==Cases==
		+
		+	This section displays only active cases for the contact.

	==Activities History==		==Activities History==

@@ Line 10: / Line 10: @@
 The "Contact Information" section details all of the contact data.  Clicking the [Create Address], [Create Phone Number], [Create Email], and [Create Web URL] buttons will take you to the appropriate [[Create or Edit Contact Information|create contact information]] screen.
-Clicking the [Update] button next to the relevant field will take you to the [[Create or Edit Contact Information|edit contact information screen]].  To expire contact information so that it is no longer used, click the [Expire] button next to the relevant contact data.  Please note: contact information is never erased, only removed from view/use.
+Clicking the [Update] button next to the relevant field will take you to the [[Create or Edit Contact Information|edit contact information]] screen.  To expire contact information so that it is no longer used, click the [Expire] button next to the relevant contact data.  Please note: contact information is never erased, only removed from view/use.
 ==Marketing Campaigns==