To-Dos
Note
Documents are part of the CRM Module, which can be used in addition to the base version of MaschinenParkOnline. For further information regarding available modules and configuration options, please reach out to your contact at TRASER Software.
This chapter describes creating and managing to-dos. To-dos help you to keep track of sales-specific processes, e.g. following up on offers, customer visits, and other CRM-specific activities. This chapter is divided into the following sections:
Creating To-Dos
You can create and organize to-dos in MaschinenParkOnline. Please proceed as follows to create a new to-do:
- Click on To-Dos in the navigation bar.
- Click on New in the action bar to create a new to-do.
- Fill in the To-Do Card according to the following table:
| Field | Description |
|---|---|
| No. | This field is filled automatically by the system. |
| Date | This field is filled automatically by the system. |
| Description | Enter a description. |
| End Date | Enter the date on which the to-do is supposed to be finished. |
| Contact No. | Select the contact this to-do is related to from the dropdown list. The remaining fields in the Contact FastTab will be filled automatically with the information stored for this contact. |
| Salesperson Code | Select the salesperson this to-do is related to from the dropdown list. The Salesperson Name field will be filled automatically with the information stored for this salesperson. |
| Machine No. | Select the machine this to-do is related to from the dropdown list. The remaining fields in the Machine FastTab will be filled automatically with the information stored for this machine. |
- Click on Status > To-Do In Progress in the action bar to assign the to-do to the salesperson.
You have successfully created a to-do and assigned it to a salesperson. They can now view the to-do on their dashboard.
Pausing To-Dos
You can pause a To-Do in progress, if needed. To do so, please proceed as follows:
- Click on To-Dos > To-Dos in the navigation bar.
- Select the to-do you want to pause.
- Click on Status > Pause To-Do in the action bar of the To-Do Card.
You have successfully paused a to-do. The status of the to-do is set to Pause.
Postponing To-Dos
You can postpone a to-do, if needed. To do so, please proceed as follows:
- Click on To-Dos > To-Dos in the navigation bar.
- Select the to-do you want to postpone.
- Change the date in the End Date field.
- Click on Status > Postpone To-Do in the action bar of the To-Do Card.
You have successfully postponed a to-do. The status of the to-do is set to Postponed.
Completing To-Dos
You can mark a finished to-do as complete. To do so, please proceed as follows:
- Click on To-Dos > To-Dos in the navigation bar.
- Select the to-do you want to finish.
- Click on Status > Complete To-Do in the action bar of the To-Do Card.
You have successfully completed a to-do. The status of the to-do is set to Complete.