ActionItems
In the contact, creditor and vendor card and list these ActionItems are available:
ActionItems | Description |
---|---|
Start SkyMinder Request | Starts a SkyMinder query. If no assignment has been made yet, a search is started beforehand. |
Credit Reports | Opens a list of reports about this business partner. |
Todo | Opens a list of Todo of this business partner where the status is open or in progress. |
In the opportunity, sales quote and sales order card and list some of these ActionItems are available:
ActionItems | Description | Sales quote | Sales order | Opportunity |
---|---|---|---|---|
Contact | Opens the respective contact card. If the contact is a company a list with all contacts belonging to the company will be shown. If the contact is a person the exact contact card will be shown. | not available | available | available |
Customer | Opens the respective customer card. | not available | not available | available |
Vendor | Opens the respective vendor card. | not available | not available | available |
Last Report | Opens the last report of the respective business partner. | available | available | available |
Business Partner | Opens the business partner list. | available | available | available |