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Juhend HansaWorld Enterprise'i versioonile 8.4  

Favourite Activity Types

This page describes the Favourite Activity Types setting in the CRM module.

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Whenever you need to choose an Activity Type using 'Paste Special' (e.g. when entering Activities and when producing reports), you can reduce the 'Paste Special' list so that it only shows your favourite Activity Types. To do this, open the 'Paste Special' window and press the [Favourites] button at the top of the list (this button will not be visible if you are using iOS or Android).

If you want to specify that the 'Paste Special' list only shows your favourite Activity Types when it opens, open the Local Machine setting in the User Settings module and select "Favourite Activity Types" as the Activity Type Paste Special option. In this case, the 'Paste Special' list will contain an [All] button that you can use if you want to see every Activity Type (again, the [All] button will not be visible if you are using iOS or Android)

To mark an Activity Type as a favourite, highlight it in the 'Paste Special' window when that window is showing every Activity Type and select 'Add to Favourites' from the Create menu. Behind the scenes, the 'Add to Favourites' function will create a record in the Favourite Activity Types setting in the CRM module.

To remove an Activity Type from your favourites, highlight it in the 'Paste Special' window when that window is showing your favourite Activity Types and select 'Remove from Favourites' from the Operations menu. Behind the scenes, the 'Remove from Favourites' function will delete the relevant record from the Favourite Activity Types setting.

As well as using the 'Add to Favourites' and 'Remove from Favourites' functions to manage your favourite Activity Types, you can work directly in the Favourite Activity Types setting, adding and deleting records as necessary.

Person

Paste Special    Person register, System module and Global User register, Technics module

Enter the Signature of a user to assign a Favourite Activity Type to that user. If an Activity Type is a favourite of more than one user, you will need to enter separate records in this setting for each user.

Activity Type

Paste Special    Activity Types setting, CRM module

Enter the Activity Type that is a favourite of the user specified above.

Comment

The Comment of the Activity Type will appear here when you enter the Activity Type in the field above.

Activity Class

The Class to which the Activity Type belongs will appear here when you enter the Activity Type in the field above.

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Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunites
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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