CRM Business Notes knows six different customer event categories - each of them from different complexity in order to match the nature of the event:
The Chronic List displays all event documents of the selected customer - ordered by the 'Event-Date'. A list entry contains following information:
1. Event date, event type, participants, event title and the documents' revision date.
2. Further information about the document status
Function of a list entry:
Select a cell for further action.
Select the cell menu '⋮' to distribute your document.
By left swiping the entry the Deletion process starts.
Lead you to the Online Help
Fileters the document list by document types.
Makes a full text search of the documents. The 'Last' Button repeats the last search.
Refreshs the list
Filters all documents which has a still open Actionpoint somewhere within the document.
Filters all 'bookmarked' documents
Creating new documents - the ShortCut menu
The 'New' button in the header section displays the shortcut menu, which offers the document type.
Select one to create a new event.
The Menue within a tableview entry allows to communicate this document directly: