On Tools menu, click Settings.In CAS genesisWorld, the linked data records of any data record are displayed in the respective Dossiers. There are two different types of dossiers:
The Subject field is usually available for most data record types and usually contains the name of a data record. The subject is however, not always present for all data record types and in dossiers the different data record types are displayed in a single list. Thus, dossier lists should contain the name of a data record, however, this does not have to be the Subject field.
In the Management Console, your administrator can set which field is used to display a value in the Subject field.
This enables you to support special approaches in your company. So for example, you can choose to display the Address quick info field value in the Subject field during phone calls and for addresses the Name field value and for companies the Company field value.
You call the link functions and link display functions via the buttons above the list of links.
You define data record types for displayed links via the Dossier entry in the link navigator.
You can create dossiers for any type of CAS genesisWorld data record to display links with document, address, and so on.
If your administrator has given you sufficient rights to change the navigator, then you can create or change dossiers.
You can change the settings for the appearance of the dossiers at any time, even if you do not have permissions to change the navigator.
If you are planning on using several dossiers, you can define special properties for each dossier when you create them.
View properties only apply to a single view. You define the properties when creating the view, and you can change these properties at any time.
Settings generally apply to all your dossiers. You define these settings for yourself.
On Tools menu, click Settings.
The linked data records of the dossier can be copied to the clipboard if you have sufficient permissions to do so.
The administrator defines for address and project dossiers that certain data records of the dossier are displayed in the last contact field. You thus see e.g. in an address when you have last called a customer or when you had a meeting. In project dossiers, you immediately see whether a document was created or changed or, whether e-mails were linked to the project and so on.
The data records Phone call, E-mail, Document or Appointment can be entered as the last contact. To display the last contact in the dossier, a Date field is evaluated. The administrator can also set a filter with which only data records with certain participants are displayed.
Below the list, the preview displays the most important fields of the data record you selected. If you deactivate the preview, the dossier is loaded faster.
You can configure the display of the preview in the Settings window. The presets for a single dossier are defined in the properties.