For the entries of the resubmission you can in Microsoft Outlook Create appointments or Create tasks. If the appropriate apps are used, these appointments and tasks are then also available on mobile devices such as iPad, iPhone or other smartphones.
The connection is possible for Microsoft Outlook 2007, 2010, 2013 and 2016. This is not possible for David, TOBIT and other systems.
Benefit from Tasks from automatic adjustment between BUSINESS and Outlook, for example when moving the task or when marking the task as Done.
You can send your follow-up entries to Your Outlook account as well as to the Outlook accounts Of your employees / colleagues tie up. Outlook accounts are identified by the account owner's email address.
The Outlook account must be configured for the logged on Windows user.
First save in Address manager to the employees who will use the Outlook connection, the Email address of the respective Outlook account.
On the employee's address, open the tab Details the tab Address.
Open the selection Internet via the green plus symbol and select the option e-mail, Email 2 or Email 3. Enter the e-mail address of the employee's Outlook account in one of the e-mail fields and save your entry.
Then open the tab User the selection user data and choose the option E-mail Outlook connection.
By clicking all e-mail addresses stored for the employee are displayed in the selection list.
Choose the Email address of the Outlook account that is configured for the user and save the setting.
The connection of the resubmission to the selected Outlook account is now available.
You can use your Outlook calendar for existing entries for your reminder Appointments invest.
First select the Program parameters 130.10.10 Link resubmission to Outlook Date and define your address for your address Outlook account.
In your reminder, mark the entry for which you want to create an appointment in your Outlook calendar. Then open the context menu with the right mouse button and select the entry Create appointment or click in the menu resubmission on Create appointment.
A new appointment is opened for editing in Outlook for the selected follow-up entry.
The following data are extracted from the Document information included in the appointment.
BUSINESS-Document | Outlook appointment |
---|---|
designation | Subject |
Resubmission on (date and time) | Starts at |
applied to | text box |
Recipient address | text box |
Contact person data | text box |
Notes / keywords | text box |
Client / project / object / LV | text box |
If necessary, make changes / additions to the appointment and confirm with Save close.
The editing window is closed and the appointment is displayed in the Outlook calendar.
Changes and additions to appointments in Outlook are made not in the resubmission in BUSINESS transferred back.
For documents that you or another employee / colleague have or have already put on resubmission, you can use Microsoft Office Tasks invest.
First select the Program parameters 130.10.10 Link resubmission to Outlook Task and define your address as well as the addresses of all employees Access to the DATAflor Construction file the corresponding Outlook account.
You can create tasks in Outlook for existing entries in your reminder.
First mark the desired entry for your follow-up. Then open the context menu with the right mouse button and select the entry Create task or choose in the menu Follow-up> Outlook the entry Create task.
The new task will appear in the task list in your Outlook account.
In addition, the tasks in Outlook are displayed in the calendar view below the calendar so that you can see appointments and tasks at the same time.
To all documents in the DATAflor You can create a building file via the document information Create Outlook task and, if applicable, the one linked to the document Attach a file.
Öffnen Sie die Document information of the document for which you want to create a task in Outlook.
Assign that Document for resubmission yourself or an employee to edit and make the following settings for the new one Outlook task before:
Confirm the settings with [OK]. The new task is displayed in the task list of the employee selected for editing in the Outlook account. The employee decides here whether he accepts or rejects the task.
The following data are extracted from the Document information accepted into the task:
BUSINESS-Document | Outlook appointment |
---|---|
designation | Subject |
Resubmission on (date and time) | Starts on, due on, reminder |
Status: work in progress | Status: Not started |
applied to | text box |
Recipient address | text box |
Contact person data | text box |
Notes / keywords | text box |
Client / project / object / LV | text box |
In addition, the tasks in Outlook are displayed in the calendar view below the calendar so that you can see appointments and tasks at the same time.
As soon as you are in BUSINESS have created a task, this task can be saved in Outlook with Cancel task remove from Outlook.
Benefit from the automatic comparison between BUSINESS and Outlook, e.g. when the task is postponed or when the task is marked as completed.
Changes / additions to the entry in the resubmission or the Task in Outlook constantly alternating adopted.
The following data is automatically compared:
BUSINESS-Document | Outlook task |
---|---|
designation | Subject |
Resubmission on (date and time) | Remembrance |
Resubmission on (date and time) | Starts on (if the reminder is deactivated) |
Resubmission on (date and time) | Due on (not from Outlook to BUSINESS) |
Resubmission is | Status |
The status given in Outlook Not started, In processing, Waiting for and Postponed correspond in BUSINESS the status In progress.
To remove the link between documents and an Outlook task, select the desired entry in your reminder and then choose in the menu Follow-up> Outlook the entry Cancel task or you open the context menu with the right mouse button and select the entry Cancel task.
The task created for the document is removed from Outlook.