Data
The AI only works with released fields in certain areas. This keeps responses faster and clearer.
Below you will find the individual areas with the corresponding queryable fields.
Area: Customers
- Customer number
- Name 1-3
- Address data (Street, ZIP code, City, Country)
- ABC status
- Last visit
- Price list
- Currency
Area: Products
- Item number
- Item description
Area: Contacts
- First name
- Last name
- Telephone
- Fax
- Mobile
- Has left the company status
- Main contact status
- Position
- (Customer number: for assigning contact to customer)
Area: Daily reports
- Day number
- ADM
- Comment
- start-km
- end-km
- Start of day date
- End of day date
- Start of day location
- End of day location
- km driven privately
- Use of private car
- Overnight stay
- No travel day
- Lunch
- Breakfast
- Dinner
- Car reg. number
Area: Visit reports
- Visit no.
- ADM
- Start of visit
- End of visit
- Customer number
- Notes
- Follow-up
- Contact ID
- Miscellaneous text
Area: Visit additional information
- ID
- ADM
- Visit no.
- Code
Area: Employees
- Agent number
- Name
Area: Activities
- Date
- Text
- Activity type
- ADM
- (Customer number: for assigning activity to customer)
Area: Document header data
- Document number
- Document type
- Document date
- Req. delivery date
- Amount
- (Customer number: for assigning document to customer)
Area: Document items
- Document number
- Document type
- Item number
- Quantity
- Sales price
Area: Opportunities
- External ID
- Name
- Created on
- Customer number
- Contact
- ADM
- Sales process
- Estimated duration
- Estimated one-off amount
- Estimated periodic amount
- Status
- Closing code
- Attribute 7
Area: Tours
- Agent number
- Customer number
- Start date
- End date
- Created on