Data Mining Cross Tabs (XTabs):
Data Mining XTabs is the powerful feature
of the cBizOne application, all the information is at your
finger tips with few clicks away. Information can be viewed
from any Entity level. This information can be customized
to view the Data Mining info the way you want it. From
with in the XTabs you can access any information you need
instantly.
Following are the XTabs for the Contact
Entity, which shows all the information for each Contact
selected:
QNotes
- To add notes, click on Date Stamp Button.
It will create an entry with User ID with date stamp.
- Enter your notes for the item. Notes will
be saved automatically.
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Activities
Shows all the Activities viz. Call,
Meeting or Interview pending for this Contact.
- Right click on any of the item and select Complete
if the Activity is completed.
- Right click on any of the item and select Schedule
to reschedule a Call, Meeting etc.
- Right click on any of the item and select Note
to write a note for the Activity.
- Right click on any of the item and select Document
to attach a document for the Activity.
- Right click on any of the item and select Open
to modify or to see the details of Activity.
- Right click on any of the item and select Delete
to delete the Activity.
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History/Notes/Mails
Shows all the history viz. Activities
completed, Note, Sent and received mails for this Contact.
- Right click on any of the item and select Open
to open the history item.
- Right click on any of the item and select Delete
to delete the history item link for this Contact.
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Requirements
Shows all the Jobs received from this Contact.
- Right click on any of the item and select Schedule
to schedule a Call, Interview etc with the contact
for this Requirement.
- Right click on any of the item and select Note
to write a note for the Activity.
- Right click on any of the item and select Document
to attach a document for the Activity.
- Right click on any of the item and select Status
for tracking placements with the contact for this
Requirement if you placed a consultant.
- Right click on any of the Requirement item column
and select Go TO if it is enabled,
to view more information of that column(Contact
or Consultant or Requirement) and click Back
button on the Tool Bar to go to previous folder
you are in.
- Right click on any of the Requirement item column
and select Open if it is enabled,
to update or to see the information of the
Requirement.
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Submitted
Shows all the Consultants submitted to this
Contact through Email or manually.
- Right from the submittals you can schedule the interviews,
calls, note and placements, against the current Contact,
the Consultant and if any to a requirement, just by
by right clicking on any of the submittal.
- Right click on any of the submittal column and select
Go TO if it is enabled, to
view more information of that column(Contact or Consultant
or Requirement) and click Back button
on the Tool Bar to go to previous folder
you are in.
- Right click on any of the submittal column and select
Open if it is enabled, to
update or to see the information of the submittal.
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Received
Shows all the Consultants received from
this Contact.
- By right clicking on any of the item, you can schedule
the interviews, calls, note and placements, against
the current Contact and the Consultant.
- Right click on any of the item column and select
Go TO if it is enabled, to
view more information of that column(Contact or Consultant
or Requirement) and click Back button
on the Tool Bar to go to previous folder
you are in.
- Right click on any of the item column and select
Open if it is enabled, to
update or to see the information of this item.
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Documents
Shows all the documents attached to this
Contact.
- Right click on any of the item and select Open
to see the detail information of this item.
- Right click on any of the item and select Open
Document to open the respective document.
- Right click on any of the document and select Email
Document to Email the respective document
to the Contact.
- Right click on any of the document and select Delete
Document to delete the respective document
link from the Contact. Your original document will
not be deleted.
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