Service Description Amendments

Amendments

Amendments

Title	Widget	Widget Description
Amendments		Number of unread amendments Click on the icon shows the summary page with the new entries. Available: Homepage dashboard Customer details page
Amendments		Shows the latest 4 unread new items. Click on an entry in the list for the Promotion from Number of unread amendments Click on the icon shows the summary page with the new entries. Number of new entries since the last transfer. Click on the icon shows the summary page with the new entries. Available: Homepage dashboard

Title

Widget

Widget Description

Amendments

Number of unread amendments
- Click on the icon shows the summary page with the new entries.

Available:

Homepage dashboard
Customer details page

Amendments

Shows the latest 4 unread new items.
- Click on an entry in the list for the Promotion from
Number of unread amendments
- Click on the icon shows the summary page with the new entries.
Number of new entries since the last transfer.
- Click on the icon shows the summary page with the new entries.

Available:

Homepage dashboard

General

Kebab menu ()

Type	Menu item	Explanation
	Mark all as read

Grid

Click	Swipe	Views
Executes one of the Promotions listed below		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Colour code	ForceVisible			Green if unread
Date	Visible	DESC		DD.MM.YYYY
Text	Visible		Yes
Type	VisibleOnlyLandscape

Customer columns (only present if accessed via start dashboard.)

Name	Visible	Sort	Full text	Explanation
Colour code	Forced			Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned Purple has the highest priority Blue is before "Not assigned" and before delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange.
Name 1	Visible	ASC	Yes
Name 2	Hidden		Yes
Name 3	Hidden		Yes
Customer	Landscape		Yes
Street	Landscape		Yes
Postcode	Landscape		Yes
City	Visible		Yes
ABC Status	Hidden
Country	Hidden
Telephone number	Hidden
Fax number	Hidden
E-Mail	Hidden		Yes
Sales office	Hidden
Group of sales agents	Hidden
Price list	Hidden
Last visit	Hidden			Automatically determined.
Visiting frequency	Hidden
Due date	Hidden			The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week
Visit duration	Hidden
Tour	Hidden
Start week	Hidden
Client	Hidden
Attribute1-16	Hidden
Type (customer)	Hidden
Currency	Hidden
Area	Hidden
Customer since	Hidden
State	Hidden
Main contact	Hidden
Delivery block	Hidden
Incoterms	Hidden
Incoterms 2	Hidden
Terms of payment	Hidden
Terms of delivery	Hidden
Customer group	Hidden
Account group	Hidden
Homepage	Hidden
Listing	Hidden
Send invoice separately	Hidden
Delivery note without price	Hidden
ILN	Hidden
Invoice discount	Hidden
Form of payment	Hidden
Customer category	Hidden
Price group code	Hidden
Association	Hidden
Advertising material	Hidden
Tax Ident Number	Hidden
VAT ID	Hidden
Status	Hidden
Order block	Hidden
Assigned	Hidden
Abbreviation	Hidden		Yes

Promotion summary

The entry is marked as read. Additionally, the following action can be performed.
Attention! Most actions require that the record is still present on the device. However, it is possible that after logging, the record disappears again. The entry will then still be displayed. However, an action is no longer possible.

Type

Action

Explanation

New document

Opens the document

A new document was made available in DeDeSales by import.

Item cancelled

Opens the document

An item in an order (document) was marked with the status cancelled.

DAILY REPORT released

Opens the DAILY REPORT

In the DeDeSales backend, a previously completed DAILY REPORT by the field service was reopened.

New customer

Opens the customer

If the client receives a new "Assigned to an agent" debtor, this is noted accordingly.

Customer note changed

Opens the customer

There was a change in the notes of a customer.

New product

Opens the product

If the client receives a new product, this is noted here accordingly.

Product status changed

Opens the product

The status of a product was changed.
Which status change generates an entry must be configured in the backend under Basic configuration \ Settings \ "Product status generates new information".

New job

Opens the job

A new job was made available for the employee.

New order template

Opens the order template

A new order template was made available for the employee.

New file

Opens the file

A new file was made available for the employee.

Listing change

Opens the detail page

Title: Listing change

Header:

Date
Customer
Client

Widget:

Listing

Grid: Click opens the product

Name	Visible	Sort	Full Text	Explanation
Picture	Visible
Change	Visible			Deleted or added
Name	Visible	ASC	Yes
Product	Visible		Yes
VME	VisibleOnlyLandscape
Sales unit	VisibleOnlyLandscape

Message

If the entry required for the action is no longer available, the following message/popup appears:
"The record required for display is no longer available on your device."

FAQ

Release