Function of the Marketing module
F8 |
The function for cancellation/make valid of a record (in the basic books, that means Partners, Contact persons, Activities, Opportunities and Campaigns). |
Ctrl+F6 |
It is used for creation of an inferior activity. It is possible to activate the function on the 2nd page of a book. Simultaneously the type of an activity will be predefined. Note: A prerequisite for the creation of an inferior activity is an existing activity, on that the cursor is positioned. |
Ctrl+F7 |
It links a selected activity with a new created task. On the 9Th page of an activity of a new created task a new cross link will be created (the reference on this documents). |
Shift+F6 |
It is used in all books for creation of a new activity. |
Shift+F7 |
A new task will be created. If you create a task from Partner, the program automatically pre-fills the Company field into the task. |
Ctrl+Enter |
In contact persons it displays Partner card on page 1 in Browse. |
Ctrl+Shift+Enter |
In contact persons, tasks and activities, it is possible to use these keys to open in the Partner form in the Browse on the 1st page. |
Ctrl+Alt+F5 |
It allows to choose Status in books Partners, Opportunities, Activities and tasks. |
Note: The mentioned function keys have different function in the system of tasks (see the Tasks chapter).