Difference between revisions of "How to attach a Contact to a Production Item"

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2. Instead of entering an email address click on icon that attaches the Production Item to contact.  
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2. Instead of entering an email address, click on the icon you see in the picture below which will attach the contact to the Production Item.
 
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3. The Contact field opens.  
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3. The '''"Related Contact"'''_ field opens.  
  
  
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4. Click on the “Address Book” icon to enter your Contact Module with all the addresses you have saved in your TimeMaker.  
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4. Click on the_ '''“Address Book”'''- icon (below) which will lead you to the Contact Module with all your contacts you have saved in your TimeMaker.
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5. Chose the appropriate folder where your contact is saved. If you do not recall which folder it is choose “All TimeMaker Contacts”.  
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5. Choose the appropriate folder where your contact is saved. If you do not recall which folder it is, choose '''“All TimeMaker Contacts”'''.  
  
  
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6. For a quick search use the “Filter”. Type in the contact you are looking for and hit enter on your key board.  
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6. For a quick search, use the '''“Filter”'''. Type in the contact you are looking for and hit '''"_enter_"'''on your key-board.
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7. Once you found the contact select it and either double click it or click on “OK”.  
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7. Once you've found the contact, select it and either double- click it or click on '''“OK”'''.  
  
  
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11. If you open the actual Contact in your Contact Module go to “Related Items” tab. There you will see all the different Items and their statuses that are connected to the specific Contact.  
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11. If you open the actual Contact Card in the Contacts Module and go to the '''“Related Items”''' tab, you will see all the different Items and their statuses that are connected to this specific Contact.  
  
  

Latest revision as of 23:33, 19 December 2013

Other languages:Czech 100% • ‎English 100%

This document covers how to attach a Contact card to a Production Task or how to attach a Contact card to any other Production Item like CRM or Plans

1. Create a new Production Task.


2. Instead of entering an email address, click on the icon you see in the picture below which will attach the contact to the Production Item.

How to attach a Contact to a Production Item 02.png


3. The "Related Contact"_ field opens.


How to attach a Contact to a Production Item 03.png


4. Click on the_ “Address Book”- icon (below) which will lead you to the Contact Module with all your contacts you have saved in your TimeMaker.


How to attach a Contact to a Production Item 04.png


5. Choose the appropriate folder where your contact is saved. If you do not recall which folder it is, choose “All TimeMaker Contacts”.


How to attach a Contact to a Production Item 05.png


6. For a quick search, use the “Filter”. Type in the contact you are looking for and hit "_enter_"on your key-board.


How to attach a Contact to a Production Item 06.png


7. Once you've found the contact, select it and either double- click it or click on “OK”.


How to attach a Contact to a Production Item 07.png


8. The Production Item will show the Contact attached and the email address of the Contact will be automatically selected.


How to attach a Contact to a Production Item 08.png


9. Write your text, assign the correct Target Date and send the Item.


How to attach a Contact to a Production Item 09.png


10. Now your Production Item is connected to the Contact.


How to attach a Contact to a Production Item 10.png


11. If you open the actual Contact Card in the Contacts Module and go to the “Related Items” tab, you will see all the different Items and their statuses that are connected to this specific Contact.


How to attach a Contact to a Production Item 11.png

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