| Title | Widget | Widget Description |
| Amendments | [](https://wiki.dedesales.de/uploads/images/gallery/2025-10/oYSeMofC18U9AepV-image.png) | 1. Number of unread amendments - Click on the icon shows the summary page with the new entries. Available: - Homepage dashboard - Customer details page |
| Amendments | | 1. Shows the latest 4 unread new items. - Click on an entry in the list for the [Promotion ](https://wiki.dedesales.de/link/407#bkmrk-aktions%C3%BCbersicht)from 2. Number of unread amendments - Click on the icon shows the summary page with the new entries. 3. Number of new entries since the last transfer. - Click on the icon shows the summary page with the new entries. Available: - Homepage dashboard |
| Type | Menu item | Explanation |
| Mark all as read |
| Click | Swipe | Views |
| Executes one of the [Promotions ](https://wiki.dedesales.de/link/407#bkmrk-aktions%C3%BCbersicht)listed below | 1. Table |
| Name | Visible | Sort | Full Text | Explanation |
| Colour code | ForceVisible | Green if unread | ||
| Date | Visible | DESC | DD.MM.YYYY | |
| Text | Visible | Yes | ||
| Type | VisibleOnlyLandscape |
| 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 | |||
| 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 |
| 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
|