Client Controls
Start page dashboard
Functions in the title bar Icon Explanation If licensed AI module is availab...
Overview of the Different Control Elements and Navigation
Menus Burger menu Kebap menu Meatballs menu List functions Searching Filter temporary so...
Controls
Menus
Burger Menu This menu is only available on the dashboard. Here you have access to some Functions...
Search
Searching In various places you can search the lists. Searching differs from filtering in that t...
Filter
Filter The filter icon is located in various places. Here you can filter the view as desired. Th...
Settings
This menu allows you to configure your view, set the default sorting, and determine which fields ...
Excel Export
Excel export This function exports the content of the grid into an Excel document (xlsx format) ...
Editing actions
Delete In various places, this button can be used to delete text entries. In Searching, the text...
Panelbar
Expanding a Panelbar Just like when collapsing a Panelbar, you can expand it again to enter the ...
Manage Widgets
You can customise widgets as follows: Right-click on a widget to open the corresponding context m...
Sorting (Temporary)
Sort Order The default sort order can be changed in the current view by clicking on a column head...
Definition Grid
A grid is the display of multiple data records in table form. Typically, a grid is equipped with ...
Copying (Windows and Android)
Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer numb...
Provide Column configuration one-time for Employee
Set the desired configuration in your client and perform a Data Transfer. Subsequently, in the De...