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

Poprzednia   Następna               Wersja do wydruku               Szukaj  

Opis dotyczy systemu HansaWorld Enterprise wersja 8.4  

Activity Consequences - Alarm Card

This page describes the fields on the 'Alarm' card of the Activity Consequence record. Please follow the links below for descriptions of the other cards:

• Introduction
  

• Header
  

• 'Activities' card
  

• 'Resources' card
  

• 'Alarm' card
  

• 'Other' card

---

Alarm Type, Alarm

Use these sets of options to specify Alarm instructions that will be copied to the 'Alarm' card of the follow-up Activities.

The options on the 'Alarm' card of an Activity allow reminders about the Activity to be sent to every Person in the Persons field in the Activity. Please refer to the description of the 'Alarm' card here for full details.

Symbol

Specify the Symbol that is to be used in each follow-up Activity. The Symbol is an image that will be shown next to the Activity in the Task Manager.

---

Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences, including:
  
  • Header
    

  • 'Activities' card
    

  • 'Resources' card
    

  • 'Alarm' card
    

  • 'Other' card
  
  
• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunites
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

Poprzednia   Następna   Powrót            Wersja do wydruku