2017 R1 Update Rollup 1

Customer Relationship ManagementPermanent link for this heading

Fabasoft Folio supports the management of customers and relationships with them, including individual or campaign-controlled correspondence.
The following object classes, which represent all contacts, are available in this context:

For persons

  • Contact Person
    For storing the contact data of an external contact person.
  • Employees
    For storing the data of an in-house employee.

For organizations

  • Organization
    For storing the contact data of an external organization.
  • Own Organization
    Is used to store the data of an Own Organization and represents a sub-category of the organization. Therefore, a search for organizations also delivers Own Organizations.

An organization can be assigned several persons, but a person can be assigned to no more than one organization.

Note: To search for persons and organizations, search by “Contact”.

Enter an OrganizationPermanent link for this heading

An organization represents a legal entity. It can be assigned contact persons who work in this organization. Furthermore, the associated business objects are stored. The entire correspondence with an organization, i.e., the correspondence that has been conducted both directly with the organization and indirectly via contact persons, appears in the journal.

To enter an Organization, do the following:

  1. On the “Object” menu, click “New”.
  2. Select “Organization” and click “Next”.
    Note: If a template has already been created, you have the option to select a template.
  3. Edit the metadata of the organization (for example, Name and Address) and click “Next”.

Enter an Own OrganizationPermanent link for this heading

An Own Organization (as opposed to organizations that represent external partners) is represented through the Own Organization object class. An Own Organization can be assigned Employees. Own Organizations represent a sub-category of organizations .

To enter an Own Organization, do the following:

  1. On the “Object” menu, click “New”.
  2. Select “Own Organization” and click “Next”.
    Note: If a template has already been created, you have the option to select a template.
  3. Edit the metadata of the organization (for example, Name and Address) and click “Next”.

Enter a Person in a RolePermanent link for this heading

Persons can be entered in the roles of Contact Person of an organization or Employees of an Own Organization. Name and address details, including e-mail addresses and telephone numbers, can be entered for individual persons. Each person has a list of business objects directly allocated to the person, a list of correspondence (Communication) and a journal. Generally speaking, the person's main address is the first address entered. If, however, if the option of transferring the organization address as the main address is selected, then this is the main address.

Enter an EmployeePermanent link for this heading

An employee can be created in the Employees field in an Own Organization, or on the desktop.

To enter an Employee, do the following:

  1. On the “Object” menu, click “New”.
  2. Select “Employee” and click “Next”.
  3. Edit the employee's metadata (for example, name and address) and click “Next”.

Enter a Contact PersonPermanent link for this heading

A contact person can be created either in the Contact Persons field in an organization or on the desktop.

To enter a Contact Person, do the following:

  1. On the “Object” menu, click “New”.
  2. Select “Contact Person” and click “Next”.
  3. Edit the metadata of the contact person and click “Next”.

Note: Contact persons are not allowed in the Employees field of an Own Organization.

Display Communication With Person/OrganizationPermanent link for this heading

Persons and organizations have a Communication property, in which the incoming and outgoing communication of this organization/person is recorded.

  • Incomings
    All incomings for which the person or organization is specified as the addressee are displayed in the Communication field.
  • Outgoings
    For outgoings with the mail processing type “E-Mail Dispatch (Interactive)”, the personalized Outgoing will be entered after generation of the fair copies (if the outgoing was undeliverable, the icon of the fair copy changes).
    For outgoings with the mail processing type “E-Mail Dispatch (Background)”, the Outgoing will be entered upon confirmation of dispatch/printing (if undeliverable, the outgoing no longer appears).

To display the communication with a person/organization, do the following:

  1. Right-click the person/organization, and then click “Properties”.
  2. Click the “Journal” tab.

All business objects that have been received from / sent to this person/organization will be displayed in the Communication field.

Journal

Persons and organizations also have a time axis, on which the objects entered under Communication are displayed.

Create an Addressee List for Bulk MailingsPermanent link for this heading

Addressee Lists can be created for bulk mailings. An Addressee List is created using sets of contacts, which can be filtered by individual countries.
The contacts determined this way can have several addresses, so a Topic (i.e. a Term) can be specified in an addressee list that gives the purpose of the addressee list (for example, TechEd invitation). In this case, the address of a contact that has this (or a higher-level) Term entered will be used. If no address is found for the Term, the main address of the contact will be used.

To create an Addressee List for bulk mailings, do the following:

  1. On the “Object” menu, click “New”.
  2. Select “Addressee List”, type a name for the addressee list and click “Next”.
  3. Right-click the addressee list, and then click “Properties”.
  4. Edit the metadata of the addressee list (for example, Topic, Country, Addressees).
    In the Addressees field, enter individual addressees, Search Folder, Selection Result or further Addressee Lists.
    In the Country field, enter a country to restrict the addressee list to addressees of a particular country (checked for the country of the addressee).
    In the Topic list, click a Term to assign the address to be used for the dispatch based on this addressee list (for addressees with several addresses entered).
    In the Exclusions field, enter individual addressees, Search Folder, Selection Result or further Addressee Lists that are contained in the Addressees and are to be excluded from the dispatch.
  5. Click “Next”.

Resolution of an addressee list

Before an Addressee List can be used for mailings, it must be resolved. For this purpose, the “Resolve” context menu command is available.

During resolution, the individual addresses will be determined and stored for the addressee list in the form of a CSV file. This CSV file will be stored on the “Result” tab. If, after resolution of the addressee list, you select the “Open” context menu command, the CSV file data will be opened in the assigned third-party product. If the Addressee List is used for instance as the Target Group in a bulk mailing, the CSV file generated during resolution will be used for the dispatch.

After resolution of the addressee list, the number of determined addresses will be provided in the Count field on the “Result” tab, and a preview provided in the Addressees (Preview, Maximal 100 Lines) field.

Note: Only a restricted number of addressees will be displayed in the Addressees (Preview, Maximal 100 Lines) field.