The journal editor in estos ProCall Business permits you to look up and subsequently edit information on a call made or received. It can be opened by double click on the journal entry of a journal list for example.
If a contact was linked to the opened journal entry, all functions for the contact can be run via the tool bar. For detailed descriptions of these functions, please refer to Contact details.
In addition, you will find special functions in the icon bar which you can execute for a journal entry:
Save
Click here to save all changes to the journal entry.
Save and close
The journal entry is saved and the editor window is subsequently closed with this function.
Print
Click here to print out the journal entry.
Print preview
Click here to show a print preview of the journal entry. You can also print the journal entry from the preview.
Printer settings
Click here if you wish to change the printer settings for printing the journal entry.
Edited
If this button is activated the journal entry is marked as processed. Activate this button if you wish to mark the journal entry as processed.
Unprocessed
If this button is activated the journal entry is marked as unprocessed. Activate this button if you wish to mark the journal entry as unedited. Unprocessed journal entries are displayed in bold type in the journal view.
The following data in the journal entry can be changed or added to with the journal editor:
Link contact
When the contact selection button is clicked the contact selection dialog opens where you can link the selected contact to the journal entry by clicking Ok. Please note that this process transfers both the contact name and also the company name from the selected contact in the journal editor. If a contact is linked to a journal entry, all contact related functions can be executed from within the journal entry. So you can call the contact with a different phone number again or send him an email.
Change contact name
You can enter any name in the contact name field which also appears in the journal views. Please note that the contact name can thus deviate from the name of the linked contact.
Change company name
You can enter any name to be stored in the journal entry in the company name field. Please note that the company name entered may thus be different from the company name of the linked contact.
Edit call memo:
Enter your call memo in the journal editor's memo field.
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Please note that you cannot change the journal entries of other estos ProCall Business users. |
Version 7.3.1.5073