Use this form to write short notes or messages regarding the current business relation, contact person, or quotation.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
|
Write the note and define it as active. |
|
Select an employee to direct the note to. |
Buttons
Button |
Description |
---|---|
|
Send an e-mail to the employee selected in the field. The button is only available if the employee has an e-mail address registered on the tab in the form in the module. |
|
Send a short message service (SMS) to the employee selected in the field. The button is only available if the employee has an SMS address registered on the tab in the form in the module. |
Fields
Field |
Description |
---|---|
|
Check to activate the message. If active, an icon is visible from the overview grid in the respective form. |
|
From the drop-down list, select the priority. |
|
Subject identification. |
|
Enter the message. If sent by e-mail or SMS, the contents of this field will automatically be transferred to Microsoft Outlook mail. |
|
Employee number. |
|
E-mail address of the contact person. |
|
E-mail address for sending SMS to a mobile phone. |