Toolbar commands in chronological ¶
Argomenti collegati:
The contrstuale menu that ocmpare by clicking the button "' commands" ' allows you to perform the following steps on the tab or on the contenutivi data:
- Change - log displays the list of all changes made to the card back
Campo changed Valore precedente, Valore Attuale, Data di modifica and Operatore. - Print - Printing tab.
- Send email - send the card via email to an address to select.
- Add to Favorites - inserts the holding in favorites that can be used to create the lists.
- Log mailing lists sent - view all mailing list sent to this chronological list.
Send Opt-Out - send regulating or, when so requires a prohibiting of consent to the processing of data. The message can be configured in "' Setup - configurations - options-Fincato of Opt-Out" '. - Last search - returns to the results of the last search performed.
- Copy address - copy personal data to {clipboard}, useful to paste them as a Word document header.
- Lock company contact Lead - ad each time you open the tab, the operator will receive a warning that the zienda is blocked.
- Convert Lead contact/company - are present in the master of the Lead, it allows the conversion in companies or contacts in accordance with the following rule:
- If
Azienda field was compiled, and the latter is not yet present in chronological creates - If the LastName field was compiled, creates the
Contatto and if this company also bound to the adapter of Azienda field