RC OneCore – Insurance
In RC OneCore – Insurance, there are options for managing the insurance module and insurance contracts – a detailed description of each option is described in the relevant insurance documents Pojištění .
Description of the tiles to view the tasks:
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Pending User Tasks
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A list of pending tasks that are assigned to the logged-in user.
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List Task View Filter
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% Completed <>100
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Pending Jobs = Yes
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Pending Salesperson Tasks
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A list of pending tasks that are assigned to the signed-in user, but as a salesperson.
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The user must be specified as a salesperson in the Salespeople / Purchasers table
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To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
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List Task View Filter
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Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list
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End Date = Today's date and higher dates such as today's date
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System Job Type = Organizer
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Closed = No
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Expired Salesperson Tasks
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A list of tasks after the due date of tasks that are assigned to the logged-in user but as a salesperson.
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The user must be specified as a salesperson in the Salespeople / Purchasers table
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To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
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List Task View Filter
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Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list
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End date = lower dates such as today's date
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System Job Type = Organizer
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Closed = No
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Pending Team Tasks
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A list of pending tasks that are assigned to teams in which the signed-in user is specified as a salesperson.
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The user must be specified as a salesperson in the Salespeople / Purchasers table
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To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
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The user as a salesperson is entered in the team as a salesperson in the Salesperson Code field
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List Task View Filter
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The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list
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Team Code = filter of all teams in which the logged-in user as a salesperson appears
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End Date = Today's date and higher dates such as today's date
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System Job Type = Team
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Closed = No
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Expired Team Tasks
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A list of tasks after the due date tasks that are assigned to teams in which the logged-in user is specified as a salesperson
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The user must be specified as a salesperson in the Salespeople / Purchasers table
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To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list
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The user as a salesperson is entered in the team as a salesperson in the Salesperson Code field
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List Task View Filter
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The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list
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Team Code = filter of all teams in which the logged-in user as a salesperson appears
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End date = lower dates such as today's date
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System Job Type = Team
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Closed = No
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Description of tiles for displaying email activities in OC
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Failed Emails in Outbox
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emails where the sender is a logged-in user, which were not sent from OC due to an error (e.g. the function for sending emails is not set)
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The error can be displayed by the user for each row of the list via the "Show error" button
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Draft Emails in Outbox
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a list of emails that the user has prepared but not sent and saved as Draft
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Sent Emails Last 30 Days
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A list of emails sent by the logged-in user in the last 30 days from the set date. By default, the date is set to the current date.
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