View Representative Details Page
Explanation
This activity is used to view the details page of a representative in the CRM-
or SRM-panel.
Prerequisites
IFS Outlook Add-In (CRM- or SRM-panel) must have been installed.
System Effects
There are no system effects.
Window
N/A
Related Window Descriptions
N/A
Procedure
- Open Outlook.
- Select/open a mail or calendar item.
- Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or
SRM-panel.
- Click on the representative in the Recipients/Attendees list to go to
the details page. Select a Lead, Customer or Supplier to view data related
to that
record. To view data for all leads, customers or suppliers, select the Show
all data check box.
- The Contacts list will show all contacts the representative is connected
to. Click on a record to view more details. Click the settings icon to
configure the contacts list. Click View in IFS Aurena to open the Contact page in Aurena. Click Copy link to copy the link to the Contact page.
- The Business Activities list shows all activities the representative is
connected to. Click on a record to view more details. Click View in IFS
Aurena to open the Business Activity page in Aurena. Click Copy link to copy
the link to the Business Activity page. Click Connect Mail to save the
selected mail as a Business Mail and connect it to the Business Activity.
Click New Outlook Appointment to create an outlook meeting using information
from the business activity. Click In Progress or Completed to change the
status of the business activity.
- The Business Activities Task list will show all business
activities tasks the representative is connected to. Click on a record to
view more details. Click the settings icon to configure the task list. Click
View in IFS Aurena to open the Business Activity page in Aurena. Click Copy
link to copy the link to the Business Activity page. Click Connect Mail to
save the selected mail as a Business Mail and connect it to the Business
Activity. Click In Progress or Completed to change the status of the
business activity.
- The Business Opportunities list shows all opportunities the
representative is connected to. Click on a record to view more details.
Click View in IFS Aurena to open the Business Opportunity page in Aurena.
Click Copy link to copy the link to the Business Opportunity page. Click
Connect Mail to save the selected mail as a Business Mail and connect it to
the Business Opportunity.