Connection to 1CLICK modules
Each task, project, process, or document in 1CLICK can be linked to a specific contact.
Authorized person for contact
Authorized persons are users who see additional information beyond the normal directory entries for a contact. It is mainly a contact diary and ongoing activities.
Diary of contact
The diary contains a chronology of events with clients such as. meetings, phone calls or e-mails.
Authorized persons of the contact can post and view the journal.
All the tasks, e-mails, projects, and processes that are in progress with the contact or in the past have been seen with the contact.
For a contact at one place to see documents that are directly linked to the contact.