Scrolling in the view
Use the arrows on the left above the list to scroll through your agent’s log data. Two arrows pointing left or right take you to the beginning or end of your entire data list – one arrow scrolls forward or back one page at a time.
Quick view
By clicking on the individual icons in the “Type” column, you can obtain detailed information on the selected agent’s log entry.
For example, you can use the various e-mail icons to call up the e-mail sent or received. This is also possible with appointments, tasks, letters, faxes and SMS.
Owner notification
Via the owner notification in the action dropdown, you have the option to send your client an activity and interest report. You can find more information about this function here.
Record rights per agent’s log
You can also assign rights for individual groups and users of your onOffice enterprise edition. To do this, use the ‘Record rights’ action from the Actions bar of the list of agent’s log entries under . Here you can set who is allowed to read, write and delete entries of the respective agent’s log.