Object Services Toolbox
Use
In the function list (toolbox) of the object services, there is a row if symbols that either trigger an action directly or offer several functions for selection.
The functions always affect the object currently called. As soon as you leave the object, the toolbox is also hidden. You must call the toolbox again by using the symbol next to the title (
) for the next object that you want to edit with the object services.
In the toolbox, only the functions are inserted with which the current object can be edited. In this way, the symbol for Telephony in the graphic for the object Notification of Absence is hidden. Functions that are temporarily unavailable for the current object are deactivated.
The graphic shows the toolbox in which the submenu of the symbol Create... (
) has been selected.
Activities
The following services can be started in the toolbox:
|
Toolbox Entry |
Submenu |
Link to Description |
|
|
Create Attachment |
Appending a PC Document to an Object |
|
Create Note |
Creating a Note for an Object | |
|
Create External Document (URL) |
Appending a Link to a Web Page | |
|
Store Business Document |
Appending and Archiving a PC Document to an Object | |
|
Enter Bar Code |
Assigning an Object the Bar Code of a Document | |
|
|
Displaying Attachments | |
|
|
Creating a Personal Note for an Object | |
|
|
Send Object with Note |
Sending an Object with a Note |
|
Object Outbox |
Displaying the Object Outbox | |
|
|
Displaying Relationships | |
|
|
Workflow Overview |
Displaying Workflows for an Object |
|
Archived Workflows |
||
|
Start Workflow |
Starting a Workflow for an Object | |
|
|
Add to My Objects |
Adding Object to your Favorites |
|
Subscribe/Cancel Object |
Subscribing to Messages About Changes to an Object | |
|
|
Telephony | |
|
|
Activating PPF Actions |
Attachment List 
Personal Note 
Send Object with Note
Display Relationships
Workflow
My Objects
Telephony
Actions