HansaWorld

HansaManuals

Introduction to Settings in the CRM Module

Activity Classes

Activity Consequences

- Activities Card

- Resources Card

Activity Types, Subsystems

Classification Types

Customer Classifications

Customer Status Report

Supplier Status Report

Job Descriptions

Number Series - Customer Letters

User Defined Fields - Activities

User Defined Fields - Customers

Tutorials for Standard Accounts

HansaManuals Home >> Standard ERP >> CRM >> Settings

Poprzednia Następna Wersja do wydruku Szukaj

Opis dotyczy systemu HansaWorld Enterprise wersja 4.2

Activity Consequences - Other Card

Generate Service Order: Use this option if you would like Service Orders to be created from Activities with a particular Activity Type/Result combination and with Serial Numbers and Items on their 'Service' cards.; The Customer details will be copied from the Activity to the new Service Order, and the Item details from the 'Service' card of the Activity will be copied to the first Service Order row. The Text from the Activity header and the first three lines of text on the 'Text' card will be copied to the 'Comment' card of the Service Order.

Poprzednia Następna Powrót Wersja do wydruku