To configure directories, select the option [Appointment Templates] and then [Directories] from the main menu.

The list of directories is divided into three sections:

• Sales Appointment
• Task
• Contact
• Dynamic Questionnaire

As you enter a particular section, the application displays the directories related to a given action type.

Sales Appointment section

The Sales Appointment section of the directory list contains the following options:

• Appointment Types
• Reasons for Not Completing Appointment Elements
• Travel Types

To edit a directory, select one of the available options. You can add new elements to particular directories or modify existing ones. If no value has been added to a given directory yet, the following notification is displayed: “No values. No values have been added.”

Appointment Types directory

In order to define a new appointment type or edit an existing one, select the [Appointment Types] tile.

Selecting the tile opens the list of all appointment types. The application presents appointment type names, their colors, and statuses; it is also possible to edit a given appointment type by selecting .

The list of appointment types may be filtered out by providing a relevant name in the Search by Name field.

Adding a new appointment type

By using the [New Value] button in the top right corner, you can add a new value to the list of appointment types.

In the New Appointment Type window, it is possible to specify an appointment type’s name, its status, and color. To confirm the creation of a new appointment type, select the button [Add].

Editing an appointment type

The editing option enables you to modify an appointment type. The process is similar as in the case of adding a new value.

Reasons for Not Completing Appointment Elements directory

In order to define a new reason for not completing appointment elements or edit an existing one, select the [Reasons for Not Completing Appointment Elements] tile.

Selecting the tile opens the list of all defined reasons for not completing appointment elements. The application presents their names and statuses; it is also possible to edit a given reason by selecting .

The list of reasons may be filtered out by providing a relevant name in the Search by Name field.

Adding a new reason for not completing appointment elements

By using the [New Value] button in the top right corner, you can add a new value to the list of reasons for not completing appointment elements.

In the New Reason for Not Completing Appointment Elements window, it is possible to specify the name and status of a new reason for not completing appointment elements. To confirm the creation of a new reason, select the button [Add].

Editing a reason for not completing appointment elements

The editing option enables you to modify a reason for not completing appointment elements. The process is similar as in the case of adding a new value.

Travel Types directory

In order to define a new travel type or edit an existing one, select the [Travel Types] tile.

Selecting the tile opens the list of all defined travel types used in mileage records. The application presents their names, information on whether a given travel type is predefined or user-defined, and statuses; it is also possible to edit a given travel type by selecting .

The list of travel types may be filtered out by providing a relevant name in the Search by Name field.

Adding a new travel type

By using the [New Value] button in the top right corner, you can add a new value to the list of travel types.

In the New Travel Type window, it is possible to specify the name of a new travel type and its status (Active by default). To confirm the creation of a new travel type, select the button [Add].

Editing a travel type

The editing option enables you to modify a travel type. The process is similar as in the case of adding a new travel type.

Task section

The Task section of the directory list contains the following option:

• Task Types

Task Types directory

In order to define a new task type or edit an existing one, select the [Task Types] tile.

Selecting the tile opens the list of all task types. It also allows you to add new types by selecting the [New Value] button.

The window presents task type names and their statuses. You can edit existing types by selecting the editing option .

You can filter the list of task types by status and name in the Search by Name field.

Adding a new task type

Using the [New Value] button in the top right corner, you can add a new value to the list of task types.

After you select the button, you can enter the new task type’s name, status (active/inactive), and duration (between 00:00 and 23:59; by default, it is set as 1h). To confirm the new task type, select the [Add] button.

Editing a task type

The editing option  enables you to modify a task type. The process is similar as in the case of adding a new value.

Contact section

The Contact section of the directory list contains the following option:

• Contact Types

Contact Types directory

In order to define a new contact type or edit an existing one, select the [Contact Types] tile.

Selecting the tile opens the list of all contact types. It also allows you to add new types by selecting the [New Value] button.

The window presents contact type names and their statuses. You can edit existing types by selecting the editing option .

You can filter the list of contact types by status and name in the Search by Name field.

Adding a new contact type

Using the [New Value] button in the top right corner, you can add a new value to the list of contact types.

After you select the button, you can enter the new contact type’s name, status (active/inactive), and duration (between 00:00 and 23:59; by default, it is set as 1h). To confirm the new contact type, select the [Add] button.

Editing a contact type

The editing option  enables you to modify a contact type. The process is similar as in the case of adding a new value.

Dynamic Questionnaire section

The Dynamic Questionnaire section of the directory list contains the following options:

• Question Groups
• Questionnaire Types
• Response Templates
• Questions

Question Groups directory

To create a new question group or edit an existing one, select the [Question Groups] tile.

Selecting the tile opens the list of all the defined question groups. It displays question group names, information about whether a group is predefined or user-defined, the activation status, and a context menu with the [Edit] and [Delete] options.

You can filter the list of question groups by status and/or name in the Search by Name field.

Adding a new question group

Using the [New Value] button in the top right corner, you can add a new question group.

Here you can give the new question group a name and specify whether it should be active (this parameter is enabled by default). To confirm the new question group, select the [Add] button.

Editing a question group

The [Edit] option allows you to modify question groups. The process is similar as in the case of adding a new question group.

Deleting a question group

The [Delete] option is available if a question group has not been added to any question.

Questionnaire Types directory

To create a new questionnaire type or edit an existing one, select the [Questionnaire Types] tile.

Selecting the tile opens the list of all the defined questionnaire types. It displays questionnaire type names, information about whether a type is predefined or user-defined, the activation status, and a context menu with the [Edit] and [Delete] options.

You can filter the list of questionnaire types by status and/or name in the Search by Name field.

Adding a new questionnaire type

Using the [New Value] button in the top right corner, you can add a new questionnaire type.

Here you can give the new questionnaire type a name and specify whether it should be active (this parameter is enabled by default). To confirm the new questionnaire type, select the [Add] button.

Editing a questionnaire type

The [Edit] option allows you to modify questionnaire types. The process is similar as in the case of adding a new questionnaire type.

Deleting a questionnaire type

The [Delete] option is available if a questionnaire type has not been used in any questionnaire.

Response Templates directory

In order to define a new response template to be used when creating questions or edit an existing one, select the [Response Templates] tile.

Selecting the tile opens the list of all the defined response templates. It displays response template names, the activation status, and a context menu with the [Edit] and [Delete] options.

You can filter the list of response templates by status and/or name in the Search by Name field.

Adding a new response template

Using the [New Value] button in the top right corner, you can add a new response template.

Here you can give the new response template a name, specify whether it should be active (this parameter is enabled by default), and define response options for the template (you must enter at least two responses). To confirm the new response template, select the [Add] button.

Editing a response template

The [Edit] option allows you to modify response templates. The process is similar as in the case of adding a new response template.

Deleting a response template

The [Delete] option is available if a response template has not been added to any question.

Questions directory

In order to define a new question or edit an existing one, select the [Questions] tile.

Selecting the tile opens the list of all the defined questions. It displays question texts and groups, the activation status, and a context menu with the [Edit] and [Delete] options.

You can filter the list of questions by status and/or name in the Search by Name field.

Adding a new question

Using the [New Value] button in the top right corner, you can add a new question.

Here you can enter the text of the new question, choose its group and type, specify whether it should be active (the parameter is enabled by default) and/or required (the parameter is disabled by default), and select the Numeric response option (available only after selecting the Open question type). To confirm the new question, select the [Add] button.

Editing a question

The [Edit] option allows you to modify questions. The process is similar as in the case of adding a new question.

Note

Existing questionnaires, whether completed or not, are not affected by editing a question.

Deleting a question

The [Delete] option is available if a question has not been used in any questionnaire.