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Object Services ToolboxLocate this document in the navigation structure

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...

Create Attachment

Attaching a PC Document to an Object

Create Note

Creating a Note for an Object

Creating an External Document (URL)

Attaching a Reference to a Website

Storing a New Document

Attaching a PC Document to an Object and Storing

Creating a Bar Code

Assigning an Object the Bar Code of a Document

Attachment List

Display Attachments

Personal Note

Creating a Personal Note for an Object

Send an Object with a Note

Send an Object with a Note

Send an Object with a Note

Object Outbox

Displaying the Object Outbox

Displaying Relationships

Displaying Relationships

Workflow

Workflow Overview

Displaying Workflows for an Object

Archived Workflows

Start Workflow

Starting a Workflow for an Object

My Objects

Add to My Objects

Adding Objects to Your Favorites

Subscribe/Cancel Object

Subscribing to Messages About Changes to an Object

Telephony

Telephony

Actions

Activating PPF Actions