Which fields and tabs are displayed?A Job is an activity that lasts several days or weeks.
Activities are data record types and include appointments, tasks, phone calls, jobs, and holidays.
You manage all activities similarly. For example, you create or edit data record types or lists the same way for all data record types.
The behavior of fields and the way they are displayed depends very much on the edition you are using, and your administrator's settings.
Which fields and tabs are displayed?
The fields and tabs displayed in your version of <Product> can deviate from the descriptions in help document. The display is dependent upon the edition, the add-on modules being used, and individual customizations such as those made by the administrator. This can result in either more or fewer fields and tabs being displayed, or the names and definitions of fields and tabs deviating from the descriptions found in the Online Help.
The fields and tabs displayed in a data record can also change, when you select certain entries in the Type field.
Special characteristics of mandatory fields
Mandatory fields are an option data records. Please keep special considerations in mind if you, for example, import data which use the replication function or other modules.
If you open a data record and you see one or more mandatory fields, the corresponding mandatory fields are checked while saving the data record. In order to save the data record, you must fill in these mandatory fields.
In other cases, mandatory fields are not checked, such as when importing data records when you use the action service or when automatically entering primary links when archiving e-mails.
Mandatory fields can depend on specific entries, for example, in the Type and Status fields. Thus, certain fields can automatically become a mandatory field, for example, if a specific Type or Status is selected.
The administrator defines all settings for mandatory fields in the Management Console.
Avoid clashes between jobs and other important activities by using the overlap check feature.
Do have recurring jobs or other activities that occur on a daily, weekly or monthly basis?
Would perhaps an appointment or a tasks be more suitable that a job?
Convert a job into another data record type
The following menu shows you which data record you can create from the open data record.
Contents of the shared fields are copied to the new data record whereas the original data record is deleted.
An appointment with external participants cannot be transformed into another data record type.
On the General tab you can enter values for fields such as Subject, Start and End and set reminders for jobs.
Fields: Start, End, Duration, ...
For from/to enter the respective dates, or open the small window via the icon.
For start/end enter the time manually yourself or open the small window via the icon.
If a number of participants is entered, each participant can reschedule the reminder individually.
The All (Public) participant is not reminded.
When the reminder is activated, a window in which the activity is displayed opens.
Your colleagues will see if you are not available in the office. The appointment is marked with an icon in your calendar.
Category: clicking the icon to the right opens the category window with input help. Tick the checkbox in the right column to assign a category to the current data record.
Input help options are defaults for specific fields in data record windows, for example, for business sectors in the Sector field.
The administrator defines input help options in the Management Console and can determine whether users can add any additional values to the already existing default values.
If you enter a category manually it must match a category of the selection window. If the entry does not match, the input is rejected.
Tags: Enter here a short comment for the data record or some tags.
If the invitation management is activated, you can also enter e-mail addresses in appointments.
Alternatively, you open the Select participants window using the corresponding button.
If you wish to maintain a certain level of data protection, then you should activate the private or confidential options.
Thus, you limit the external access rights.
Parent displays the primary link of a data record.
Data records that are linked to each other via primary links, are displayed as links. By clicking these links, you can open the respective data records.
Type and Status are drop-down lists, in which you can select an entry from a list by means of input help. These fields are only available in the Premium Edition.
Your administrator defines the input help options for type and status as well as the functions which depend on them.
You will find more functions on the other tabs.