Embedded Files
The following notes provide a first insight into the operation of brand's mill.
The following notes provide a first insight into the operation of brand's mill.
After logging in, the functionality of your department affiliation is available to you
After logging in, the functionality of your department affiliation is available to you
ATTENTION: notifications in the browser must be activated, otherwise many things will not work.
Start a task "Tasks, call logs, offers, ..."
Start a task "Tasks, call logs, offers, ..."
"start new process"
You can start operations via "+New". After you have saved a process, it will be shown as a draft in your "ToDo" view. The process is also already visible in the course of the conversation (activities) for contact (should this be deposited for contact).
ToDo "Dein virtueller Schreibtisch"
ToDo "Dein virtueller Schreibtisch"
"Navigation ToDo receipt, due, resubmission, team change and delegate."
ToDo opens your tasks
by receipt "received" (the date of delivery to you), further
by maturity "due"(the time at which the process should be done) and
inspection of currently not required processes waits in the "resubmission". The resubmission is checked every morning at 3 o'clock and all who have their date for the respective day will be presented again in the entrance.
If you are responsible for operations, you If you have passed a task on to a team then you will find it in the ToDo via "delegated" tasks. In contrast to the internal e-mail, you can see if anything is left unfinished.
You can also help your colleague if you have appropriate permissions and open the ToDo. To do this, click on "switch to Team ToDo".
ToDo's done
ToDo's done
"done"
If you have "done" working on a process, it is stored in the Contact History or the parent process.
If the expiration rule allows, the process ends up with "done" depending on the workflow rule in the "ToDo" of your team.
The master data entry for contacts, products, ... is saved and closed at the same time.
The coolest action buttons for quick information insight in context
The coolest action buttons for quick information insight in context
Call history to the contact
Opens all activities organized for contact. There you will quickly have an overview of all open ToDo's for contact
File to the process
opens the documents assigned to the current activity
Storage to higher-level transaction
opens the documents assigned to the higher-level transaction
opens the business card to contact with many details
organization structure
opens the contact hierarchy of the organization
New context activity
New context activity
+ new process to contact
Starts the selection of possible transactions that you may create for contact.
+ new process to process
Starts the selection of possible processes that you may create current operation.
starts a call
starts an e-mail
The e-mail started in this way is documented in the course of the conversation with the contact.
Do not hesitate to ask us questions
Do not hesitate to ask us questions
From the toolbar under the headset you can reach us directly via "Support \ Hotline start chat".
Page updated
Report abuse