REFLEX-Programmparameter 209 E: Unterschied zwischen den Versionen
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| − | ==Order-oriented customer folder | + | == Order-oriented customer folder: Base path == |
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| − | + | This function facilitates the handling of customer documents: | |
| − | + | * In a fixed, order-oriented customer folder, one can copy different files (e-mail, pictures, documents) that have to do with the order. | |
| + | * Sense of the matter: | ||
| + | * Later one can display in the order by mouse click all the information that has been stored in this order-oriented customer folder. | ||
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| + | Procedure: | ||
| − | + | * First the Reflex administrator has to define here in the parameter table the general customer folder base path in which the order folders should be created. | |
| − | + | : e.g.: | |
| − | First the Reflex administrator | + | : '''D:\CUSTOMER_ORDERS''' |
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| − | '''D:\ | ||
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| + | * After that, when a user opens an order, he sees a button on the tab page "Memos" which contains the following heading, depending on the situation: | ||
| + | ** "Create new customer folder" (if it does not yet exist). | ||
or | or | ||
| − | + | ** "Open customer folder" (if a customer folder already exists for this order). | |
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| + | Example: | ||
| + | *You have an order with the number 100022. | ||
| + | *If this button is pressed, the following customer folder is opened with Windows Explorer: | ||
| + | **D:\KUNDEN_AUFTRAEGE\100022 | ||
| + | *Now you can copy or edit any files (e-mails, pictures, documents) that have to do with the order. | ||
| − | + | This gives you super-fast access (just one mouse click) to everything in the order-oriented client folders. | |
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Aktuelle Version vom 22. August 2022, 14:46 Uhr
Order-oriented customer folder: Base path
This function facilitates the handling of customer documents:
- In a fixed, order-oriented customer folder, one can copy different files (e-mail, pictures, documents) that have to do with the order.
- Sense of the matter:
- Later one can display in the order by mouse click all the information that has been stored in this order-oriented customer folder.
Procedure:
- First the Reflex administrator has to define here in the parameter table the general customer folder base path in which the order folders should be created.
- e.g.:
- D:\CUSTOMER_ORDERS
- After that, when a user opens an order, he sees a button on the tab page "Memos" which contains the following heading, depending on the situation:
- "Create new customer folder" (if it does not yet exist).
or
- "Open customer folder" (if a customer folder already exists for this order).
Example:
- You have an order with the number 100022.
- If this button is pressed, the following customer folder is opened with Windows Explorer:
- D:\KUNDEN_AUFTRAEGE\100022
- Now you can copy or edit any files (e-mails, pictures, documents) that have to do with the order.
This gives you super-fast access (just one mouse click) to everything in the order-oriented client folders.
