Form functions

On the left side of the title bar, you can open the Company cockpit.

In the function bar of the form, the following functions are available:

Lets you create an activity. Clicking this function directly opens the corresponding form by means of which the activity can be defined.

Creates a new record. A click on the function directly opens the corresponding form by means of which a case can be created.

Directly opens the corresponding form where a service record can be created. These functions are also available in almost all service dialogs.

Creates a subsidiary or a contact person.

Synchronizes the selected contact/s to the Groupware, optionally with or without activi­ties.
Creates a vCard of the contact as a document at the contact or as a local file. A vCard can be displayed as a contact form in the Groupware.

• Show on map: Displays the address of the current or several marked contacts (form list) in Google Maps.
• Radius search: JustRelate CRM integrates here the radius search of the topical location (address) of the selected contacts.

Manages the contact picture in the mask and allows searching for a picture or logo in the web to associate it with a contact.

You can drag and drop pictures found via the Google-picture search from the browser into the CRM contact form.

• If no picture or logo has been placed there yet, it is set (*.png, *.gif, *.jpg).
• If you want to change the existing picture using drag and drop, you can choose which one should win, and the other can be stored as a document at the contact.
• "Yes" causes the new picture to win, and the other is automatically stored as a document at the contact.
• "No" causes the existing picture to remain unchanged, and the new picture is opened as a document so that you can store it at the contact.

Contact photos are automatically scaled down when they are checked in by means of drag & drop or file selection.

Transfers contacts to an existing or a new ad-hoc list.

Lets you perform an instant duplicate check when creating a contact, without storing it.

You can instantly assign the same account manager to several marked contacts (form list).

Rebrands the current company, including the transfer of activities and employees.

Changes the status of all selected contacts.

If CTI integration is configured for the user, the phone number of the contact is recognized with this function and initialized via the final device. If the installation exists, the users who belong to the respective access group can see and use the function.

You can define a terminated message for yourself as a reminder or, in addition, for other internal staff members as a message.

Internal staff members can enter any questionnaires (for example, data related to the potential) once or periodically at the external contact. See Questionnaires at the contact.

Apply contact data changed by an external contact in the web portal to the CRM contact.

Opens at the person the company cockpit of the external contact. See Company cockpit.

In specific cases, assignments can also be made directly at the activity relation of original data records (Activities tab). If the tab has been activated, and the activity was marked, the respective selection dialog can be opened via the Assign main project function. The case is saved in the case assignment at the activity. You can make further case assignments at the activity itself via the Save as subform.

See GDPR functions of persons,