The icon next to an address opens a drop-down list displaying all e-mail addresses and phone numbers of this address. The last entry of the drop-down list opens the Dial any phone number window.You enter and edit primary links via the Parent field and the corresponding button.
You can also change primary links in the Tree tab of a data record window and in the Tree view.
The icon next to an address opens a drop-down list displaying all e-mail addresses and phone numbers of this address. The last entry of the drop-down list opens the Dial any phone number window.
With these icons, you respectively open a drop-down list with different entries.
Next to a project or job, all other projects or jobs are displayed which are also linked to the address using primary links. If you select a project or an event from the drop-down list, you change the primary links of the current data record.
Your last used primary links are displayed at the end of the line. You can enter the current primary link by clicking a row. The last primary link you entered is always displayed at the top.
When selecting projects and jobs via the Parent field, a query dialog will appear if more than 200 projects or jobs are available. In this query dialog, you can select whether you want to load further elements or open the link wizard directly.
Click this icon to open the Link wizard window in which you enter the primary links for this data record.
If mandatory primary links are defined for certain data records, you can only enter permitted primary links in this window. Icons are deactivated if a primary link is not permitted.
Which fields are searched is displayed in the input field. These fields are defined by your administrator.
The same can be applied when entering primary links for jobs.
Click these icons to open the displayed data record.
The Search window opens. Search for the data record to which you want to enter a primary link.
The data record window opens in which you create a new data record. A primary link to the current data record is entered in the newly created data record after saving.
If the administrator has made the corresponding settings, the participants of the parent project are automatically transferred when creating events, tasks, documents, appointments, and phone calls. You can change these settings anytime. This does not apply when archiving e-mails.
As soon as you enter text into the input field of the link wizard, only the data records that match the defined filter criteria are searched.
Click the button to define filters for addresses, projects, or jobs.
If you search for a data record in the Link wizard window, the defined filter settings are included in the search. All defined filter settings are also applied if you enter primary links via the Parent field on the General tab of a data record.
Example
You define for addresses that only those companies are taken into account whose turnover exceeds 10,000 Euro.
You can then enter any text for addresses in the Link wizard window, but you will always only see those addresses which are companies with a turnover of more than 10,000 Euro.
The defined filter criteria are also taken into account if you search for an address, a project, or a job in the Link wizard. When clicking the buttons next to the Parent field in the data record window, the filter criteria are also applied.