Info tile - Business partner portrait

Type

Desktop tile
Entity tile

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 customer is filled out

PK of customer

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 Sales opportunities	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 sales opportunities 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 projects at 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 requests (from the sub area) are displayed whose Status field (ProjectstatusKey.Opportunity) 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 field (QuoteStatusKey.Quote) contains one of the keys.
Ticket status	Comma-separated list of keys for restricting the datasets in the channel "Tickets". Only tickets (from the sub area) are displayed whose Ticket Status field (TicketStatus.Ticket) 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.

Activity types

Activity types "Phone"	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 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