Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
ug10-5 [2013/03/20 11:01] – barbara | ug10-5 [2022/06/03 12:04] (current) – Shelley Hunter | ||
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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. | ||
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- If the letter is saved it will appear on the Letter Tab in read-only form but it can be re printed with the **Edit/ | - If the letter is saved it will appear on the Letter Tab in read-only form but it can be re printed with the **Edit/ | ||
- An Outcome can be selected. This will show in Contact Events tables and is useful for reporting. | - An Outcome can be selected. This will show in Contact Events tables and is useful for reporting. | ||
- | - If a date is entered in the Call Back Request box it will appear on that date and thereafter on the user’s list of Contact Events Due for Callback in the Desk Top or Contact Events Selector. | + | - If a date is entered in the Call Back Request box it will appear on that date and thereafter on the user’s list of Contact Events Due for Callback in the Desk Top or Contact Events Selector. |
- to send as an email use the **Email** button, accept or change the address and Subject Line, attach items if required and **Send**. (Attached items must not be currently open in the background) | - to send as an email use the **Email** button, accept or change the address and Subject Line, attach items if required and **Send**. (Attached items must not be currently open in the background) | ||
- To fax or SMS, if the Agency has the required telephony capability and settings, use the appropriate buttons. | - To fax or SMS, if the Agency has the required telephony capability and settings, use the appropriate buttons. |