View Contact Details Page
Explanation
This activity is used to view information about a lead, customer or supplier
contact in the CRM- or SRM-panel.
Prerequisites
- IFS Outlook Add-In (CRM- or SRM-panel) must have been installed.
- The contact must have been entered and saved.
System Effects
There are no system effects.
Window
N/A
Related Window Descriptions
N/A
Procedure
- Open Outlook.
- Select/open one mail or calendar item.
- Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or
SRM-panel.
- Click on the contact in the Recipients/Attendees list to go to the details page
for the contact. View contact details. Click on the edit icon to edit the
information.
- View Business Activities, Business Opportunities and Business Mails
connected to the contact. The upper part of the list gives a summary of the
recent interactions with the contact. Click the settings icon to configure
the details page.
- The Business Activities list shows all activities connected to the
contact. Click on a record to view more details. Click View in IFS Aurena to
open the Business Activity page in Aurena. Click Copy link to copy the link
to the Business Activity page. Click Connect Mail to save the selected mail
as a Business Mail and connect it to the Business Activity. Click New
Outlook Appointment to create an outlook meeting using information from the
business activity. Click In Progress or Completed to change the status of
the business activity.
- The Business Opportunities list shows all opportunities connected to the
contact. Click on a record to view more details. Click View in IFS Aurena to
open the Business Opportunity page in Aurena. Click Copy link to copy the
link to the Business Opportunity page. Click Connect Mail to save the
selected mail as a Business Mail and connect it to the Business Opportunity.
- The Business Mails list shows all mails connected to the contact. Click
on a record to view more details. Click View in Office 365 to open the mail.
Click View in IFS Aurena to open the Business Mail page in Aurena. Click
Copy link to copy the link to the Business Mail page.