+ new activity

+ New or directly via function key F4 you start new activities

A process organizes your work. Ideally, this will automate recurring activities.

A transaction is a note but also an offer or an invoice. All processes share functional similarities such as the type of completion or resubmission. Once learned, it's easy.

In the selection you will find a list of icons that opens a quick entry.

From left to right are the symbols for access to the service entry (can also be accessed directly via function key F8); Task, outgoing and incoming call; E-mail; Note and new contact.

List of tasks to create

Depending on the authorization and brand's millennium scope of service, the processes accessible to you will show up. These are started directly as ToDo (except for the project). You can search by typing "Ang" shows directly on offer with Enter you then started an offer.

Activities for contacts

Some operations require assignment to a contact or customer. Then the system will first show you the contact search. Find it above or create a new contact - to deposit the contact.

To do

With the creation of a process inputs are required. Until completion, the process remains in the personal todo.

Alternate starts to create tasks

If a selection for a differentiated start is stored in the workflow design, you can select the appropriate variant after selecting a process that can be newly created. Another selection pop-up appears.

Contact search

You can search for anything in contact, even after sharing a name or a phone number. In advance, the search can be restricted to one contact group. Right next to the magnifying glass you start the input of a new contact.