Difference between revisions of "Help:Service/Accounts/en"

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(Created page with "{{Languages|Help:Service/accounts}} {{Image|name=Support256px|width=256px|pad=20px|ilink=File:Support256px.png|float=right}} This help page explains the functions and fields o...")
 
Line 7: Line 7:
  
 
==Contact filters==
 
==Contact filters==
−
 
 
The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below:
 
The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below:
 +
{{languages}}
 +
{{Image|name=Support256px|width=256px|pad=20px|ilink=File:Support256px.png|float=right}}
 +
Deze Help pagina geeft uitleg over de functies en velden op de 'Accounts' pagina in het CRM.
  
−
=====Given name=====
+
==Accounts==
−
:Finds contacts by given name
+
Hieronder vind je alle geregistreerde accounts, gesorteerd op alfabet. Door middel van de tabbladen kun je per letter door de accountnamen heen browsen. Onderaan de pagina kun je bladeren door op 'Next' te klikken of door de knoppen met paginanummers te gebruiken.
−
 
 
−
=====Surname=====
 
−
:Finds contacts by last name
 
  
−
=====Attached to Member=====
+
==Account filters==
−
:Finds contacts linked to specific project members (is rarely used)
+
De rechterkant van de pagina biedt de mogelijkheid om accounts op specifieke kenmerken te vinden. Onderstaand vind je de uitleg per zoekkenmerk:
  
−
=====Account=====
+
=====Name=====
−
:Finds contacts linked to a particular company of client
+
:Displays accounts attached to a specific name
  
 
=====City=====
 
=====City=====
−
:Finds contacts by city
+
:Displays accounts attached to a specific city
  
 
=====Country=====
 
=====Country=====
−
:Finds contacts by country
+
:Displays accounts attached to a specific country
  
 
=====Postal Code=====
 
=====Postal Code=====
−
:Finds contacts by postal code
+
:Displays accounts attached to a specific postal code
 +
 
 +
=====Phone number=====
 +
:Displays accounts attached to a specific phone number
  
 
=====Email address=====
 
=====Email address=====
−
:Finds contacts by email address
+
:Displays accounts attached to a specific email adress
−
 
 
−
=====Phone number=====
 
−
:Finds contacts by phone number
 
  
 
=====Opted out=====
 
=====Opted out=====
−
:Finds contacts by contacting option:
+
:Displays accounts that can be opted out by:
 
:- Phone
 
:- Phone
−
:- Mailing address
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:- Mail
−
:- Email address
+
:- Email
 +
 
 +
=====Rating=====
 +
::Displays accounts by rating:
 +
:- N/A
 +
:- Good
 +
:- Average
 +
:- Bad
 +
:- Worst

Revision as of 11:39, 8 February 2012

Language: Nederlands  • English

This help page explains the functions and fields on the 'Contacts' page in the CRM.

Contacts

Displayed below are all registered contacts, sorted alphabetically. Choosing a letter will display all contacts with surnames starting with that letter. You can also browse the contacts by clicking the 'Next' button or the page numbers, both at the bottom of the page.

Contact filters

The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below:

Language: Nederlands  • English

Deze Help pagina geeft uitleg over de functies en velden op de 'Accounts' pagina in het CRM.

Accounts

Hieronder vind je alle geregistreerde accounts, gesorteerd op alfabet. Door middel van de tabbladen kun je per letter door de accountnamen heen browsen. Onderaan de pagina kun je bladeren door op 'Next' te klikken of door de knoppen met paginanummers te gebruiken.

Account filters

De rechterkant van de pagina biedt de mogelijkheid om accounts op specifieke kenmerken te vinden. Onderstaand vind je de uitleg per zoekkenmerk:

Name
Displays accounts attached to a specific name
City
Displays accounts attached to a specific city
Country
Displays accounts attached to a specific country
Postal Code
Displays accounts attached to a specific postal code
Phone number
Displays accounts attached to a specific phone number
Email address
Displays accounts attached to a specific email adress
Opted out
Displays accounts that can be opted out by:
- Phone
- Mail
- Email
Rating
Displays accounts by rating:
- N/A
- Good
- Average
- Bad
- Worst
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