In the contact history overview, the recorded communication events with business partners and interested parties are listed. The following filters are available to narrow down and filter the entries:
- Status: planned, executed and not executed
- Type: note, conversation, telephone call, meeting and task
- User: owner of the contact entry
- Business Partner
- Contact person
- Project: Project affiliation
The user can also narrow down the list further in the search fields of the database columns. A search can be made in the following fields:
- Business partner name
- Customer number
- Supplier number
- Contact person
- Subject
- Place
- Type of entry
- Status
- User: owner of the contact entry
- Date and time Information
In the mask for editing an entry, the following additional functions are available to the user in addition to the usual options:
- Synchronisation of the entered date with an external calendar, e.g. MS-Outlook, MS-Exchange, Tobit David
- Documents, files can be stored for each contact data record and, if required, organised with a folder structure.
- Mail: At the touch of a button, an e-mail can be sent with an internal Octoflex link to the selected contact record.
- Description of the dataset entry