Add items to the Follow-up - Type list
For this list, the Edit list item dialog looks different from when you add items to predefined and user-defined lists.
To complete the fields in the Edit list item dialog when the items are follow-up types:
Enter the required name of the item in the Name field.
This is a mandatory field and must therefore be filled in.
Click the arrow next to the Type field and select the required follow-up type from the list box. You can choose from Appointment, Phone call and Task.
In the Direction field, specify if the follow-up is outgoing or incoming by clicking the arrow and choosing from the list box.
In the Color field, choose which background color this follow-up type should have in the Diary screen. This setting will then apply across the organization.
In the Intention field, click the arrow and select one of the predefined options from the list box. These items are used in connection with status monitors in SuperOffice CRM (requires a licence for SAINT).
You can create new options in addition to the predefined ones by adding them to the Follow-up - Intention list in Settings and maintenance. Follow the procedure under Add items.
- Check the All day option if you want it to be possible to select a duration of a whole day for the follow-up type in the follow-ups dialog in SuperOffice CRM.
- Check the Free option if you want it to be possible to specify free and busy times for the follow-up type in the follow-ups dialog in SuperOffice CRM.
- Check the Publish option if you want it to be possible to specify, in the follow-ups dialog in SuperOffice CRM, that the follow-up in question should be made available to external users.
Optionally, type in a description of the item in the Description field.
Click Save to save the changes or Cancel to reject them.