The user settings window can also be opened
from the contact management window, by clicking the User
Settings button in the toolbar.Map and Travel Route
By clicking the Map or Travel Route buttons on the toolbar in the Contact and Contact Person modules, you can display a map or travel route to a contacts address. This feature requires an Internet connection.
Within the user settings for contact management and company person, you can select the map service provider. You can choose between Yahoo and Google.
View Map and Travel Route to the Contact
User Settings for Contact Management
User Settings for Contact Persons
Additional Contact Person Salutation
The Salutation field has been extended to include two values: Salutation and Salutation2. The Salutation2 field can be used as a merged field for reports/documents within Word, in the same way as Title.
The Salutation field can be found by clicking View - Contacts - Contact Person. Click the arrow next to the field to enter the Salutation2.
Columns in the Contact List
In the new tab Contact List, within the user settings for contact management, you can choose to open the contact list automatically when opening the contact management module. You can also define which columns you would like to display and how the list should be sorted. In addition, you can define a Default selection for the contact list, if you wish to filter certain contacts from the list.
The user settings can be found by clicking View - Settings - User - Settings per Module - Contact.
The user settings window can also be opened
from the contact management window, by clicking the User
Settings button in the toolbar.
User Settings for Contact Management
Default E-mail Address
The new drop-down list, Default e-mail address makes it possible for you to define which default e-mail addresses, sales and purchase documents should be sent to. You can choose between Contact e-mail address, Your ref. or E-mail list. The option E-mail list enables you to choose between the contacts and/or contact persons registered e-mail addresses before sending the e-mail. Your ref. refers to the contacts reference, as it appears in the Sales and Invoicing module.
You can over ride the setting by changing the e-mail address in the Other info. Tab, within the Contact Management module.
The option Contact e-mail address will be pre-selected for users who are updating from older versions of the program or installing it for the first time.
Company Settings for Contact Management
Additional System-Created Activities
A system-created activity is an activity that is created automatically when particular actions and processes are carried out in the program.
The handling of system-created activities has been improved, while new and more descriptive activities have been added. When importing contacts, editing company settings for contact management and time sheet input, or activities, the system creates descriptive activities automatically.
To view the activity list for system-created activities, go to View - Activity - System-Created Activities.
Colour Coded Activities in the Calendar
Activities that are displayed in the calendar can now be colour coded. You can either choose to define a colour on the activity card, or you can choose to associate an activity type with a certain colour in the properties register.
The activity's colour code is only displayed in the calendar, not in the activity list.
If you are updating from a previous version of the program, no activities will be colour coded.
Tip! You can change the colour code
associated with existing activities by using the wizard Change
values for a Selection of Activities.
Change values for a Selection of Activities
Filters for Project Reports
When printing certain project reports, it is now possible to define a selection of projects based on the No./Project Class field.
You can also choose to view one report for all projects in the selection, or one report per project.
To open the filter window, click the Reports button on the desktop, click the category Project and double click the report Project List.
Search/Filter Contacts: New Field in Filter Window
The filter window has been expanded to include the County (Region) field. When defining County (Region) as search criteria, you are only searching data entered into the free text field County (Region) in the Address window for Contacts and Contact Persons.