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Info tile - Business partner portrait

Type

Desktop tile

(Plus)

Entity tile

(Plus)

Description

The info tile "Business partner portrait" displays summarized detailed information, relevant open datasets and quick accesses to these for a business partner. It can be used both on a business partner itself and on any other board (by giving a primary key of a business partner).

New entities can be made directly via a button next to the badge display. The new entities behave in exactly the same way as they would if the new creation was made via the sub area, thus all preselections of fields are also carried out.

The tile comprises in Default the following channels:

  • Activities

  • Appointments

  • Sales opportunities

  • Quotes

  • Tickets (only if a valid module license exists)

  • Projects

Configuration

Mode

Show opened business partner

Selected

The opened business partner is displayed.

Condition

Tile lies on an entity board for the business partner

Show business partner by PK

Selected

Condition

PK of the business partner is filled out

PK of the business partner

The primary key of the contact person to be displayed (only in Show business partner by PK mode)

Default channels

Show activities

Activated

The "Activities" channel is displayed (default).

Deactivated

The "Activities" channel is hidden.

Show appointments

Activated

The "Appointments" channel is displayed (default).

Deactivated

The "Appointments" channel is hidden.

Show Request

Activated

The "Sales opportunities" channel is displayed (default).

Deactivated

The "Sales opportunities" channel is hidden.

Show Quotes

Activated

The "Quotes" channel is displayed (default).

Deactivated

The "Quotes" channel is hidden.

Show Tickets

Activated

The "Tickets" channel is displayed (default).

Deactivated

The "Tickets" channel is hidden.

Show projects

Activated

The "Projects" channel is displayed (default).

Deactivated

The "Projects" channel is hidden.

Expand activities at startup

Activated

The "Activities" channel is expanded at the start of the tile.

Deactivated

The "Activities" channel is not expanded at startup (default).

Show Appointments at startup

Activated

The "Appointments" channel is expanded at the start of the tile.

Deactivated

The "Appointments" channel is not expanded at startup (default).

Show Requests at startup

Activated

The "Sales opportunities" channel is expanded at the start of the tile.

Deactivated

The "Sales opportunities" channel is not expanded at startup (default).

Show Quotes at startup

Activated

The "Quotes" channel is expanded at the start of the tile.

Deactivated

The "Quotes" channel is not expanded at startup (default).

Expand Tickets at startup

Activated

The "Tickets" channel is expanded at the start of the tile.

Deactivated

The "Tickets" channel is not expanded at startup (default).

Show Projectsat startup

Activated

The "Projects" channel is expanded at the start of the tile.

Deactivated

The "Projects" channel is not expanded at startup (default).

Activity status

Comma-separated list of keys for restricting the datasets in the channel "Activities".

Only activities (from the sub area) are displayed whose Status field (ActStatusKey.Activity) contains one of the keys.

Request status

Comma-separated list of keys for restricting the datasets in the channel "Sales opportunities".

Only activities (from the sub area) are displayed whose Status field (ActStatusKey.Activity) contains one of the keys.

Quote Status

Comma-separated list of keys for restricting the datasets in the channel "Quotes".

Only quotes (from the sub area) are displayed whose Quote Status (QuoteStatusKey.Quote) field contains one of the keys.

Ticket status

Comma-separated list of keys for restricting the datasets in the channel "Tickets".

Only activities (from the sub area) are displayed whose Status field (ActStatusKey.Activity) contains one of the keys.

Project Status

Comma-separated list of keys for restricting the datasets in the channel "Projects".

Only projects (from the sub area) are displayed whose Project Status field (ProjectstatusKey.Project) contains one of the keys.

Appointment search

Search name for activities that represent open appointments with the contact person.

The search must contain a 'Has "Business partner"' branch with the condition 'Primary key is equal to placeholder' and no other placeholders.

Layout

Light design

Activated

The tile appears in a bright design that ignores the accent color.

Deactivated

The tile appears in a high-contrast design with headers in the accent color (default).

General

Max. items per channel

The maximum number of entries per channel displayed when expanding. If more are found, a Show Allbutton appears, which can be used to open all results in the CRM list view.

Types of activities

Activity types “Phone”

Comma-separated list of keys for displaying phone calls in the "Activities" channel.

If one of the keys for the Statusfield (ActStatusKey.Activity) applies, a telephone icon appears.

Activity types “Email”

Comma-separated list of keys for displaying phone calls in the "Activities" channel.

If one of the keys for the Status field (ActStatusKey.Activity) applies, an email icon appears.

Activity types “Task”

Comma-separated list of keys for displaying phone calls in the "Activities" channel.

If one of the keys for the Status field (ActStatusKey.Activity) applies, a task icon appears.

Activity types “Reminder”

Comma-separated list of keys for displaying phone calls in the "Activities" channel.

If one of the keys for the Status field (ActStatusKey.Activity) applies, a reminder icon appears.

Projects

Success "bad" threshold

Upper limit for projects with a low probability of success. The value is compared with the value of the Success Prosp. (ChanceSuccessKey.Project) field.

Success "good" threshold

Lower limit for projects with a high probability of success. The value is compared with the value of the Success Prosp. (ChanceSuccessKey.Project) field.

Example

Mode

Show opened business partner

Selected

Show business partner by PK

Not Selected

PK of the business partner

Default channels

Show activities

Activated

Show appointments

Activated

Show Request

Activated

Show Quotes

Activated

Show Tickets

Activated

Show projects

Activated

Expand activities at startup

Deactivated

Show Appointments at startup

Deactivated

Show Requests at startup

Deactivated

Show Quotes at startup

Deactivated

Expand Tickets at startup

Deactivated

Show Projectsat startup

Deactivated

Activity status

O, A, W

Request status

10, 20, 40, 50, 60

Quote Status

SENT

Ticket status

OPEN, IN PROGRESS

Project Status

10, 20, 40, 50, 60

Appointment search

C0IB_CustomerDates

Layout

Light design

Deactivated

General

Max. items per channel

3

Types of activities

Activity types “Phone”

TELAUS, TELEIN, TELINT

Activity types “Email”

MAILEIN, MAILAUS, MAILINT

Activity types “Task”

AUFGABE, TERMIN, BESPRECHUNG

Activity types “Reminder”

REMINDER

Projects

Success "bad" threshold

33

Success "good" threshold

66

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