directory – introduction
The directory is the base of many of ConnectOS’ modules. It’s a collection of personal data of a company’s clients, suppliers and their employees. In the directory things like the customer number, phone number, location or industry affiliation can be saved.
subtitles for this video will be available soon
directory – introduction
The directory is the base of many of ConnectOS’ modules. It’s a collection of personal data of a company’s clients, suppliers and their employees. In the directory things like the customer number, phone number, location or industry affiliation can be saved.
subtitles for this video will be available soon
directory – introduction
The directory is the base of many of ConnectOS’ modules. It’s a collection of personal data of a company’s clients, suppliers and their employees. In the directory things like the customer number, phone number, location or industry affiliation can be saved.
subtitles for this video will be available soon
1.
1. creating a new directory entry
ConnectOS’ directory can be found in the left menu bar. After selecting the directory module a new contact can be created by clicking . In the newly opened window the name as well as the customer number of the person in question can be filled in. If the person has no customer number yet it can be automatically generated by ConnectOS – simply click AUTOMATIC. The option called type defines whether this new contact is a client, an interested party or a supplier. In addition to that a mandator can be defined and tags can be added to the directory entry as well. Due to the added tags it is easier to find specific clients based on the company’s business relationship with them.
2.
2. extending the directory entry
After the newly added client is saved the entry is automatically shown in the directory overview. When clicking on one of the entries an extended menu is opened that contains a row of newly added submenu options that weren’t available when the contact was created. All the information that was set in step one can be found in the submenu called BASIS. Under GENERAL all the contact details can be set. In addition to that it is possible to add other people’s contact information that stands in relation with the client in question under the submenu SUB CONTACTS. Under the category FINANCE DATA data of such sort can be set. When selecting the submenu PROJECTS you have the option to add individual projects to this particular client. And of course it is possible to add NOTES.
3.
3. searching for an entry and adding additional files
In order to find a specific contact quickly there are multiple ways to search for it. By using the search function in the top right corner the directory entries are filtered. In this case you can decide whether you are searching for a client, a supplier or an interested party. It is also possible to filter the entries by mandators and tags too. Of course it is possible to conventionally search for clients by using the search option in the top right. Another useful tool is the reference liste that can be found when clicking . The reference list is great for gaining a general overview, since the list of entries is reduced so only those departments the selected client is a part of are referenced. Another great option is the tool called forms that can be found under as well. By using this option you can provide needed forms for your client.
4.
4. directory authority
For an employee to have access to ConnectOS’ projects they have to be granted authority first. In the menu bar left these options can be set in the category HR > employees or HR > teams. Choose the employee or the team of interest and open the submenu AUTHORIZATION in the top menu bar of the opened tab. In those settings it can be defined to which company department and to what extend the employee or team has access to. Here can be differentiated between READ, WRITE and ADMINISTER. Under the category CORE you will find the options CLIENTS, SUPPLIERS und INTERESTED, which are the three types of contacts available in the directory.
1.
1. creating a new directory entry
ConnectOS’ directory can be found in the left menu bar. After selecting the directory module a new contact can be created by clicking . In the newly opened window the name as well as the customer number of the person in question can be filled in. If the person has no customer number yet it can be automatically generated by ConnectOS – simply click AUTOMATIC. The option called type defines whether this new contact is a client, an interested party or a supplier. In addition to that a mandator can be defined and tags can be added to the directory entry as well. Due to the added tags it is easier to find specific clients based on the company’s business relationship with them.
2.
2. extending the directory entry
After the newly added client is saved the entry is automatically shown in the directory overview. When clicking on one of the entries an extended menu is opened that contains a row of newly added submenu options that weren’t available when the contact was created. All the information that was set in step one can be found in the submenu called BASIS. Under GENERAL all the contact details can be set. In addition to that it is possible to add other people’s contact information that stands in relation with the client in question under the submenu SUB CONTACTS. Under the category FINANCE DATA data of such sort can be set. When selecting the submenu PROJECTS you have the option to add individual projects to this particular client. And of course it is possible to add NOTES.
3.
3. searching for an entry and adding additional files
In order to find a specific contact quickly there are multiple ways to search for it. By using the search function in the top right corner the directory entries are filtered. In this case you can decide whether you are searching for a client, a supplier or an interested party. It is also possible to filter the entries by mandators and tags too. Of course it is possible to conventionally search for clients by using the search option in the top right. Another useful tool is the reference liste that can be found when clicking . The reference list is great for gaining a general overview, since the list of entries is reduced so only those departments the selected client is a part of are referenced. Another great option is the tool called forms that can be found under as well. By using this option you can provide needed forms for your client.
4.
4. directory authority
For an employee to have access to ConnectOS’ projects they have to be granted authority first. In the menu bar left these options can be set in the category HR > employees or HR > teams. Choose the employee or the team of interest and open the submenu AUTHORIZATION in the top menu bar of the opened tab. In those settings it can be defined to which company department and to what extend the employee or team has access to. Here can be differentiated between READ, WRITE and ADMINISTER. Under the category CORE you will find the options CLIENTS, SUPPLIERS und INTERESTED, which are the three types of contacts available in the directory.
1. creating a new directory entry
ConnectOS’ directory can be found in the left menu bar. After selecting the directory module a new contact can be created by clicking . In the newly opened window the name as well as the customer number of the person in question can be filled in. If the person has no customer number yet it can be automatically generated by ConnectOS – simply click AUTOMATIC. The option called type defines whether this new contact is a client, an interested party or a supplier. In addition to that a mandator can be defined and tags can be added to the directory entry as well. Due to the added tags it is easier to find specific clients based on the company’s business relationship with them.
1.
2.
2. extending the directory entry
After the newly added client is saved the entry is automatically shown in the directory overview. When clicking on one of the entries an extended menu is opened that contains a row of newly added submenu options that weren’t available when the contact was created. All the information that was set in step one can be found in the submenu called BASIS. Under GENERAL all the contact details can be set. In addition to that it is possible to add other people’s contact information that stands in relation with the client in question under the submenu SUB CONTACTS. Under the category FINANCE DATA data of such sort can be set. When selecting the submenu PROJECTS you have the option to add individual projects to this particular client. And of course it is possible to add NOTES.
3. searching for an entry and adding additional files
In order to find a specific contact quickly there are multiple ways to search for it. By using the search function in the top right corner the directory entries are filtered. In this case you can decide whether you are searching for a client, a supplier or an interested party. It is also possible to filter the entries by mandators and tags too. Of course it is possible to conventionally search for clients by using the search option in the top right. Another useful tool is the reference liste that can be found when clicking . The reference list is great for gaining a general overview, since the list of entries is reduced so only those departments the selected client is a part of are referenced. Another great option is the tool called forms that can be found under as well. By using this option you can provide needed forms for your client.
3.
4.
4. directory authority
For an employee to have access to ConnectOS’ projects they have to be granted authority first. In the menu bar left these options can be set in the category HR > employees or HR > teams. Choose the employee or the team of interest and open the submenu AUTHORIZATION in the top menu bar of the opened tab. In those settings it can be defined to which company department and to what extend the employee or team has access to. Here can be differentiated between READ, WRITE and ADMINISTER. Under the category CORE you will find the options CLIENTS, SUPPLIERS und INTERESTED, which are the three types of contacts available in the directory.