![]() If you enter a number of Classifications separated by commas, the report will only list Activities for Customers and Suppliers with all the Classifications that you have entered. Paste Special Contact Classifications setting, CRM moduleĮnter a Classification Code in this field if you need to list Activities related to Customers and Suppliers with a particular Classification. If you need the report to list Activities connected to Customers and Suppliers belonging to a particular Customer Category, specify that Category here. Paste Special Customer Categories setting, Sales Ledger Click the button in the top left-hand corner of the 'Paste Special' window if you need to see Suppliers, and the button if you need to see Customers, Suppliers and Contact Persons. These are Activities in which the specified Customer or Supplier has been entered in the Contact field.īy default, the 'Paste Special' list shows Customers. Paste Special Customers, Suppliers and Contact Persons in Contact registerĮnter a Customer or Supplier Number or a range of Numbers to list Activities recorded or scheduled for that Customer or Supplier (or for the range of Customers or Suppliers). To produce a report for a particular day, simply enter the date once and it will be converted to period format automatically. Paste Special Reporting Periods setting, System moduleĮnter a reporting period: Activities with Start Dates falling in this period will be shown in the report. Click (Windows/macOS) or tap (iOS/Android) on a Person's Signature to produce an Activities, Persons report for that Person for the same period, or on an Activity Number to open the Activity record. When printed to screen, the Activities, Customers report has the Standard ERP Drill-down feature. A particular user's To Do and Timed To Do Activities will be not be shown in the report if the Person producing the report has been denied access to that user's Task Manager in the Task Manager Access setting in the System module. The report will include the Private Activities of the Person producing the report, marked with an asterisk (*), but the Private Activities of other users will not be included. Activities in which the Contact field is empty) and invalidated Activities will be excluded from the report. Activities that are not connected to Customers or Suppliers (i.e. As well as listing the Activities, the report will display the number of Activities and total time for each Customer or Supplier and for all Customers and Suppliers. Activities of all Task Types will be included. The Activities, Contacts report is a list of Activities that are connected to Customers or Suppliers Number, sorted by Contact Number. This page describes the Activities, Contacts report in the CRM module. It does not store any personal data.Juhend HansaWorld Enterprise'i versioonile 8.5 The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is used to store the user consent for the cookies in the category "Other. ![]() The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". ![]() These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |