Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revisionLast revisionBoth sides next revision | ||
| ug10-5 [2013/03/20 11:01] – barbara | ug10-5 [2017/12/01 16:35] – external edit 127.0.0.1 | ||
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| ==== Contact Events ==== | ==== Contact Events ==== | ||
| - | * A contact event is a record of meetings, letters, telephone | + | * A contact event is a record of meetings, letters, telephone |
| * The form that you are in when you make a contact event affects the links that can be made. For example; to be linked to a vacancy the contact event has to be initiated from the Vacancy form, etc. | * The form that you are in when you make a contact event affects the links that can be made. For example; to be linked to a vacancy the contact event has to be initiated from the Vacancy form, etc. | ||
| * Contact Events can be made from most forms and selectors - Company, Person, Desk Top, Vacancy, wherever you have a __person__ selected. | * Contact Events can be made from most forms and selectors - Company, Person, Desk Top, Vacancy, wherever you have a __person__ selected. | ||
| How to make a contact event - letter, email, phone call etc. | How to make a contact event - letter, email, phone call etc. | ||
| - | - Select a Person and click the **Contact Event** button. | + | - Select a Person and click the {{: |
| - Select the Type of Contact from the drop down list, as set up in Maintenance. | - Select the Type of Contact from the drop down list, as set up in Maintenance. | ||
| - Enter a summary of the Contact which will show in Contact Events tables and as the default Subject for an email. | - Enter a summary of the Contact which will show in Contact Events tables and as the default Subject for an email. | ||
Shelley Hunter