Wiki source code of Sündmused

Last modified by Kaupo_Noormaa on 2014/10/09 13:31

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 1: {{toc depth="3"/}}
 2: 
 3: = Plan an event =
 4: 
 5: In the Customer tab it is possible to plan events for today or tomorrow. During the started event you can assign the next event to any date in the future.
 6: 
 7: 1. In the Customer tab, hold a finger on the desired customer until an additional menu opens.
 8: 1. Choose from the opened menu “Today’s customer” or “Tomorrow’s customer”.
 9: 
10: To delete a planned event, proceed as previously by  deactivating corresponding options.
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12: 
13: == View planned events ==
14: 
15: 1. In the Customer tab, tap on the button “More” [[image:ButtoncalledMore.png||width="30"]]
16: 1. Check the boxes which events you want to see
17: 
18: To hide options, tap again on “More” [[image:ButtoncalledMore.png||width="30"]]
19: 
20: = Register an event =
21: 
22: 1. Open from the customers list or planned events list a Customer card
23: 1. Choose Visit or Phone call – the event’s start time is fixed when tapping on the button
24: 1. Inside the event you can add documents, assign next event’s date, add current event’s information, etc
25: 1. a) Choose Finish – the event’s end time will be fixed and the event will be saved
26: b) Choose Finish and send – the event’s end time will be fixed and the event will be immediately sent along with documents created within the event and sent to Telema server
27: 
28: (((
29: (% style="line-height: 19.600000381469727px;" %)[[image:EAS.jpg]]
30: )))