Sage Software Network Router 5.8 Manuel d'utilisateur télécharger pdf (Page 25)

Doing Your Work

− Select the time the appointment is due to take place.

− Then fill in the details.

− You need to scroll down to complete all the fields.

− You can assign it to a colleague by selecting their name from the User

field.

− When you save it, the communication is saved in your (or your

colleague's) My CRM work area.

New Appointment

 Clicking on a specific date on the weekly and monthly views takes you to the

daily view for that day.

 Clicking a week in the monthly view takes you to the weekly view for that

week.

 Clicking a month in the yearly view takes you to the monthly view for that

month.

 You can create a communication that is linked to a person, company,

opportunity, case, by:

− Opening the summary page for the person.

− Selecting Communication from the list in the context area.

− Selecting the New action button.

− When you fill in the details and save it, the communication is saved

within the context of the company.

Wireless Mobile Guide 3–9

1 2 ... 20 21 22 23 24 25 26 27 28 29 30 ... 45 46

Pas de commentaire

Sage Software Network Router 5.8 Manuel d'utilisateur Page 25