Event Flow by Contact Person Tab
This section includes the fields and descriptions for the Event Flow by Contact Person tab.
Contact Company Island
| Field | Description |
|---|---|
| Contact Person | In this field, you can enter the name and number of a contact person when creating a contact person.
For information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Attn. | In this field you can enter an attention person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Country | Here you select the country in which the contact person is located. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Phone | Here you can enter the phone number of the contact person.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Phone 2 | Here you can enter a second phone number of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Mobile | Here you can enter the mobile phone number of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Mobile 2 | Here you can enter a second phone number of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Fax | Here you can enter the fax number of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Telex | Here you can enter the telex number of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Here you can enter the e-mail address of the contact person.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
|
| Department | In this field, you can select the department to which the contact person pertains. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Education | Here you can enter the education of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Position | Here you can enter the current position of the contact person.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Initials | Here you can enter the initials of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Soc. Security No. | Here you can enter the social security number of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Date of Birth | Here you can enter the contact person’s date of birth. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Age | Here you can enter the education of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Gender | Here you can enter the gender of the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Blocked | Here you can specify whether the contact person is blocked.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
Employee Information Island
| Field | Description |
|---|---|
| New Employee No. | When you select the action “Create Employee,” an employee is created on the basis of the current contact person, and in this field you can specify information about the employee number to be assigned to the new employee. If you have specified a number in this field before selecting the action, the new employee is assigned this number, and the contact person number of the current contact person is subsequently changed, becoming identical to the number of the new employee. If this field is blank when the action is selected, the employee is assigned the same number as the current contact person. See the description of the action “Create Employee” for further information on the effects of creating an employee from a contact person. |
| Employee No. | When creating a contact person, you can base the contact person on an existing employee by specifying a number in this field. If you do so, the new contact person will be assigned to the employee specified in this field, and information will flow from the employee to the contact person. |
| Termination Date | If the employee in the field “Employee No.” above has been terminated, this field shows the date when the termination took place. |
Document Archive Island
| Field | Description |
|---|---|
| Document Archive | In this field, you can assign a document archive to the contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Document Count | This field shows the total number of documents in the Document Archive. |
Employee Information Island
| Field | Description |
|---|---|
| Responsible Employee | In this field, you can specify the number of the employee responsible for the current contact person. |
| Name | This field shows the name of the employee specified in the above field “Responsible Employee No.” |
Access Level Island
| Field | Description |
|---|---|
| Name | In this field, you can enter the name of an access level. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Description | This field shows the description of the access level specified in the field above. |
Option List Fields
| Field | Description |
|---|---|
| List | In these fields, you can specify the option lists containing the values you wish to use for further specification of the contact person. For further information about the functionality of the fields, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Value | In these fields, you can specify values available in the respective option lists specified in this island. For further information about the functionality of the fields, please see the description of the corresponding field in the card part of the window Contact Persons. |
Remarks Island
In these fields, you can enter additional remarks about the current contact person.
Company Island
| Field | Description |
|---|---|
| Company No. | In this field, you can enter the number of a company to which the contact person is assigned. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
| Name | This field shows the name of the company shown in the field “Company No.” above. |
Contact Company Island
| Field | Description |
|---|---|
| Contact Company | If the contact person is related to a contact company, you can specify the name and number of the contact company in question in this field.
For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons |
| Linking Rule | In this field, you can specify the linking rule that you want to use for the creation of the current contact person. For further information about the functionality of the field, please see the description of the corresponding field in the card part of the window Contact Persons. |
Information Island
| Field | Description |
|---|---|
| Popup 1-20 | In these fields, you can select information concerning the current contact company.
For further information about the functionality of the fields, please see the description of the corresponding field in the card part of the window Contact Persons. |
Personnel Requisition Island
| Field | Description |
|---|---|
| Requisition No. | If the current contact person is associated with a personnel requisition, for instance because he or she was created as a contact person as a result for applying for a position on a personnel requisition, you can specify the requisition number in this field. For further information about the functionality of the fields, please see the description of the corresponding field in the card part of the window Contact Persons. |
Extra Fields Island
| Field | Description |
|---|---|
| Date 1-5 | In these fields, you can enter dates relevant to the contact person. The fields are for information only. |
| Amount 1-5 | In these fields, you can enter amounts relevant to the contact person. The fields are for information only. |
Selection Criteria Island
| Field | Description |
|---|---|
| Show Closed | Mark this field if you want the table part to show closed event flows as well as open ones. If you do not mark the field, only open event flows are included in the table part. |
| Starting Date, Flow | In these fields, you can specify a range of dates. The table part will only include event flows with starting dates within the specified range.
Latest date of change In these fields, you can specify a range of dates. The table part will only include event flows whose latest date of change is within the specified range. |
User Island
See the chapter “Getting Started” for a description of the fields in the island User.