Favorites

Favorites

Description Functionality Related topics Technical documentation

Description

In the favourites window you can collect all the objects you want to have quick access to. These can be sorted and managed in subfolders, e.g. frequently used contacts or telephone numbers. All objects can be sorted here by drag & drop into the tree. In addition, you can also create telephone numbers that cannot be directly assigned to a person or that you just need to note down quickly. For all elements in the tree you can also enter extra data, such as a descriptive comment.
In addition to the management of favourites, all functions are combined here to export ClassiX® contacts, e.g. to Microsoft Outlook.

Functionality

• General
• Additional data
• Folder
• Numbers

General

The main window with the favourites. Here the folder structure with the contained objects is displayed and all other functions are made available via menu and toolbar.

The favourites window

Menu

Menu item	Description
Edit	Edit Menu
: Object	Edit menu for objects
: : Edit	Editing functions for objects only
: : : Object	Call up the editing mask for the selected object
: : : Favourites Additional data	Favorites Edit additional data for the selected object
: : Create	Creating a number
: : : Create phone number	Creating a new telephone number
: : : Create mobile phone number	Create a new mobile phone number
: : Remove	Remove selected object
: Folder	Edit menu for folders
: : Create new subfolder	Creating a new folder
: : Edit	Edit selected folder
: : Delete	Remove selected folder
Close	Close window
Interfaces	ClassiX® interfaces to other programs
: Outlook	Interface to Outlook
: : Locomotive synchronisation	Synchronise ClassiX® and Outlook contacts
: Mobile phone	Interfaces to mobile phones
: : Export for Nokia	Exports contacts for Nokia phones

Toolbar

Symbol	Description
	Edit selected object
	Remove selected object
	Print current view
	Call up the Outlook interface
	Copy to clipboard
	Switch to User / Account Track

Additional data

Input mask for additional data

Menu

Menu item	Description
Edit	-
Attributes	-
: : Insert	Insert attributes from the selection list
: : Create	-
: : : Preset	Create preset attribute
: : : Calculated	Create calculated attributes
: : : Conditional	Create conditional attributes
: : Edit	-
: : : Value	Change value
: : : Feature	Change characteristic
: : Delete	Remove selected attribute
Close	Close window

Fields

Field	Description
Object	Type of object (not changeable)
Comment	Comment on this object
Additional data	Listing of the attribute

Buttons

button	Description
Create	Create new attribute
Insert	Insert attribute from the selection list
Remove	Remove selected attribute
Ok	Save changes
Close	Close window without saving

Folder

With the help of the freely createable folders, objects such as customers can be arranged in personal groups.
A customer can be assigned to any number of these folders.

These folders can then be dragged into almost all lists, so that all customers in this folder are immediately included in the list.

Creating folders

Menu

Menu item	Description
Edit	-
Attributes	-
: : Insert	Insert attributes from the selection list
: : Create	-
: : : Preset	Create preset attribute
: : : Calculated	Create calculated attributes
: : : Conditional	Create conditional attributes
: : Edit	-
: : : Value	Change value
: : : Feature	Change characteristic
: : Delete	Remove selected attribute
Close	Close window

Fields

Field	Description
Folder
: Owner	Superior parent object
: Structure ID	Identifier for the folder
: Short name	Folder name
Description	Multilingual description for this folder
Additional data
: List	Listing of attributes

Buttons

button	Description
Ok	Save changes
Close	Close window

Numbers

Creating telephone numbers

Fields

Field	Description
Number	The number
Text	Comment on this number

Buttons

button	Description
Ok	Save changes
New	Creating a new number
Delete	Delete number
Close	Close window

Related topics

• Outlook import/export
• Events

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Technical documentation

• Implementation
• Quality assurance
• Favourites editing module

Favourites editing module

Module name

favourit.mod

Classes

CX_DESK_PHONE
CX_MOBILE
CX_PARTNER
CX_PARTNER_CAST

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security
EDIT_FAVOURITES	Partner Cast Object	Favorites are displayed.
EDIT_FAVOURITES_FOLDER	Parent folder	The mask for creating a new folder is displayed
EDIT_FAVOURITE_OBJECT_WRAPPER	Favourite	The mask for editing the additional information is displayed

Sent messages

Message	Parameters	Function	Receiver module
EDIT_OBJECT	One object	Call up suitable input window for object	Object Editing Module
OUTLOOK_EXPORT	-	Open Outlook Export window	Outlook import/export module
OUTLOOK_IMPORT	-	Open Outlook Import window	Outlook import/export module
SELECT_ATTRIBUTES	Channel	Call up selection mask for attribute	Attribute Selection module
EDIT_SLOT_ATTRIBUTES	Channel	Call up input window for attribute	Attribute editing module
EDIT_FORMULA_ATTRIBUTES	Channel	Open the input window for formula attributes	Attribute editing module
EDIT_CONDITIONED_ATTRIBUTES	Channel	Call up the input window for conditional attributes	Attribute editing module