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.
Note
Note
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 in SuperOffice CRM. 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).
Tip
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.