In the operation menu you can document operations of all types. Predefined operation types are:
• Call • Visit • E-Mail • Other request
If you want to create your own task type, you can do so using the edit icon:
An operation has the following mandatory data: • Type • Company • Department • Responsible contact • Occasion
The tasks are linked to the filter settings, i.e. you will only see tasks whose companies and departments are assigned to you in the user settings and which you have activated in the filter.
Additional values: Attachments - Link - Comments - Tags¶
Once the operation has been saved, the general additional values are also available in the operation module.
Visibility - findability¶
If you can't find your process and you can't see it in the list, it is most likely due to the filter settings, for more details see our chapter Filter.