Info tile - Last contact points

Type

Desktop tile
Entity tile	(contact person, business partner)

Description

The info tile "Last contact points" shows an overview of the last contacts and other activities that represent a contact with the company and its CRM-supported services (portal, app). This makes it possible to quickly see when a business partner and his or her contacts last came into contact with the company, when the last telephone call, the last e-mail/letter or the last sales representative visit was and with which employee the last contact took place.

To use the tile, the "Last Contact Points" feature must be enabled in the CRM system.

Setup

The necessary data is stored in the entity Contact Points (LastContact). This is linked 1:1 with the business partner or the contact person and is kept up to date via supplied DB procedures. It is not linked in the tree in the user interface, but can be read using the search function.

Two C0 processes are delivered, which call the procedures for updating. The IDs are as follows:

C0LastContactInitialize

C0LastContactUpdate

Timers must be set up for these processes.

We recommend to run the process C0LastContactInitialize once a day, the process C0LastContactUpdate every minute for maximum data update. If necessary, check beforehand whether the process is compatible with your interfaces and other processes. Thereby the execution time windows may not overlap. Also check the compatibility with other interfaces. For frequent, extensive data changes, we recommend a much longer update interval.

After the first execution of C0LastContactInitialize, the system cache must also be cleared once.

Configuration

Configuration

Use current dataset	Selected The last contact points of the opened business partner or contact person are displayed. Condition Tile lies on an entity board to the business partner or contact person.
Use fixed dataset	Selected The information for a selected business partner or contact person is displayed (for the desktop board). Condition PK of fixed entry is filled in.
Pk of fixed entry	The primary key of the fixed contact person or business partner (only in the case of Use fixed entry).
Show employees	Activated The employees with whom the contacts took place are displayed. Can be performance critical during intensive use. (Default). Deactivated The employees with whom the contact took place are not displayed.
Hide empty rows	Activated Empty lines are hidden (default). Deactivated Empty lines are displayed. Recommended for embedded layout.

Layout

Simple	Selected The last contact points are displayed in a simple, unobtrusive layout.
Embedded	Selected The last contact points are displayed in a layout that matches the embedded mode or is based on the mask layout.
Modern	Selected The last contact points are displayed in a modern layout analogous to the back of the tile.
Board	Selected The last contact points are displayed in a layout that matches the tile mode.