Embedded Files
Write down, inform & delegate quickly
Write down, inform & delegate quickly
Capture tasks, call logs, call notes or even a whole "task list" per "copy & paste" from a table
Capture tasks, call logs, call notes or even a whole "task list" per "copy & paste" from a table
From the drop-down list above (task) select the protocol type (outgoing call ...).
Then you put a subject and a long text.
You can change the event date so that the entry is documented in the filing system at the desired time.
Over the time, deliver, due and note you plan the delivery and due date as well as ToDo - working instructions.
Everything from the next day is placed in the resubmission.
In the text you can access text modules. For example, an e-mail preformulated to take over. The action will appear in the upper right corner of the text box when it is being edited.
completed ... puts the process as done in the files.
for my to do's ... saves the process for further editing in the personal ToDo's
forward task ... forwards the process to one or more employees for processing.
Send e-mail ... sends the text and any attachments by e-mail to the selected contact / logs this outgoing e-mail in the contact history. Before the actual dispatch, the recipient's address will be briefly displayed for acknowledgment.
For commercial transactions, the attachment is sent as a PDF. For this purpose, the "different 'document recipient' of the customer is taken into account and the standard e-mail address is offered as an alternative (even if document delivery by e-mail is not activated in the contact ... a printout is preferred. This setting is taken into account in the workflow and ensures an automatic printout. The manual start of an e-mail via the context menu for the process allows subsequent sending.).
E-mail to can be changed. Filing for a contact is independent of the e-mail stored there.
CC and BCC following the usual sending as an e-mail copy and blind copy.
Recipient
Recipient
Choose a recipient in the team (or yourself) for delivery for processing. The delivery takes place without e-mail via the ToDo view.
Contact
Contact
Select a contact to log a log in the contact context. If the conversation partner is new, you can create it directly again.
This is the basis for the sustainable maintenance of dialogues with external companies, whether interested parties, customers or suppliers. Through this documentation, you will open up transparency and opportunities. So everyone can retrieve all open To Do's of a contact, a project ad hoc. Everyone is able to see the current status and has a decision-making basis to control measures.
Push & Pull concept: Avoid a flood of information. Information can be accessed as needed. This saves the need to distribute information via e-mail because it may seem important. You have the choice, document and anyone can inform as needed (pull) or distribute already retrievable information as needed (push).
Documentation about operations
If the creation of a task is triggered in the context of another task, it is saved to this task.
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