Client Controls

• Start page dashboard
• Overview of the Different Control Elements and Navigation
• Controls
• Menus
• Search
• Filter
• Settings
• Excel Export
• Editing actions
• Panelbar
• Manage Widgets
• Sorting (Temporary)
• Definition Grid
• Copying (Windows and Android)
• Provide Column configuration one-time for Employee

Start page dashboard

Functions in the title bar

Icon	Explanation
	If licensed AI module is available, the chat is started

Kebab menu ()

Type	Menu item	Explanation
	Appointments	Upcoming appointments from calendar management
	KPI	KPI image generated on the server, which can be displayed.
	Follow-ups	Upcoming or due follow-ups from leads, opportunities and workflows

Grid Appointments

Click	Swipe	Views
Customer details		The next appointments due today Only appointments are shown that are not done, cancelled or have a visit today.

Column definition

Name	Visible	Sort	Full Text	Explanation
Appointment start	Visible	ASC		hh:mm
Name1	Visible
Street	Visible
Postal code	Visible
Location	Visible

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

Grid KPI

Click	Swipe	Views
		Displays the KPI image generated on the server

Grid Follow-ups

Click	Swipe	Views
Detail page		All open entries with follow-up date from leads, opportunities and workflows Sorted by follow-up date descending

Column definition

Name	Visible	Sort	Full Text	Explanation
Colour status	ForceVisible			Red: Follow-up date exceeded Yellow: Follow-up date today Without colour: Follow-up in the future
Object	Visible
Name	Visible
Follow-up	Visible
all available customer columns	Hidden

Widgets 1x1

• Activities
• Amendments
• Tasks
• Orders
• Document overview
• Reports
• Visit
• Opportunities
• Data Transfer
• Documents
• Photo documentation
• Key-Account (from version 8)
• Contacts
• Customers
• Leads
• Unpaid invoices
• Products
• Travel reports
• Calendar management
• FOLLOW-UP
• Workflow
  

Widgets 2x2

• Turnover

Widgets 4x2

• Amendments
• Tasks
• Opportunities
• Leads
• Calendar management
• FOLLOW-UP
• Workflow

Overview of the Different Control Elements and Navigation

Menus

• Burger menu
• Kebap menu
• Meatballs menu

List functions

• Searching
• Filter
• temporary sorting
• permanent sorting

Settings

• Settings

Export

• Excel export

In progress functions

• New
• Edit
• Delete
• Exit

Panel bar

• Expand panel bar
• Collapse panel bar

Widgets

• Delete
• Replace
• Add
• Add

Controls

Menus

Burger Menu 

This menu is only available on the dashboard. Here you have access to some Functions, such as Trip reports, Contacts, etc., if the corresponding widgets are not displayed.

Kebap Menu 

In various places, you will find a menu in the upper blue area. Different Promotions can be performed here, depending on where you are located.

Usually, all Entries that are also available as widgets are included, or there are cross-references to other locations.

Meatballs Menu 

You will find this menu when you display Lists.

Search

Searching 

In various places you can search the lists. Searching differs from filtering in that the list is changed live, i.e. you do not have to press the magnifying glass or ENTER.

If you enter a partial text in the Search, all results containing this partial text will be listed.

The fields used in the respective Full Text Search are defined in the process description.

The data in a grid can be searched with a Full Text Search. The following rules apply:

1. Case sensitivity is ignored
2. Spellings with umlauts also recognise texts with ae, oe, … and vice versa. The same applies to ß.
3. During input, the result list automatically reduces to the found records.
4. Multiple Search Terms can be entered separated by a space, so the input "DeDeNet Northeim" finds all records in which the specified search fields contain "DeDeNet" and "Northeim".
5. A click on the magnifying glass icon positions the cursor in the input field and fully selects the previously entered text there.

Filter

Filter 

The filter icon is located in various places. Here you can filter the view as desired. The fields to be filtered must first be set as filterable via the grid menu,

Filters are not retained after leaving the page and must be activated anew each time.

The filter function is opened by the corresponding filter symbol on the right side in the Search line.

The filter symbol is black, i.e. no filter is active.	The filter symbol is green, i.e. a filter is active.

Filter Settings

Icon bar X Closes the filter without applying any Amendments. Trash bin Resets the filter. Check mark Confirms your filter settings and closes the filter settings. Columns Text columns Are shown on the right with an arrow. There you can make your filter settings. Number columns Have a From and until Value as filter criteria. Date columns Have a From and until Period as filter criteria. General Only columns that can currently be filtered, i.e. contain at least two different Values, are displayed. This also means that the filter window may contain no Selection. Green Entries mean that these Values are currently being filtered.

The text column "Name 1" has been selected for filtering.   If no more than 25 different contents are available in a text column, you will receive a multiple-choice selection; otherwise, a text input with search conditions (see left).

Settings

This menu allows you to configure your view, set the default sorting, and determine which fields you want to apply a filter to. The values remain saved when the client is closed (unlike with the filter).

You save the amendments via the tick at the top right of the window.

Default sorting

1. You specify which default sorting should apply to the view (in the screenshot by Name1)

2. You specify whether sorting should be ascending (in the screenshot it is white, so not activated).

3. You specify whether sorting should be descending (in the screenshot it is blue, so activated)

4. If you want to sort by further criteria, enter them here. Up to three columns can be set for sorting.

Column configuration

5. Here you specify the order in which the columns should be displayed. You can drag & drop the columns onto the dots to the desired position.

6. You can choose which fields should be visible. When you click on a field, the setting opens. Here you set the status with the slider.

• Visible
  • If active, the column is always displayed in the grid.
• Landscape 
  • If active, the column is only displayed in the grid when the application is held in landscape orientation or displayed large enough on the monitor.
• Hidden 
  • If active, the column is not displayed in the grid. 

7. Here you specify whether a field should be filterable or not.

8. At this point you can specify how wide a field should be. The options are:

• Remainder (proportional)
  • The column is displayed with the remaining available space.
  • If several columns have this criterion, they share the remaining space according to the weighting specified under Value.
• Number of characters (approx.)
  • The column width corresponds approximately to the specified number of characters. The value is only a guideline, as the exact value depends on the content due to different character widths.
• Width in pixels
  • The column width corresponds to the specified number of pixels.

 

Distribute configuration

For distributing the configuration see also: Distribute configuration.

Excel Export

Excel export

This function exports the content of the grid into an Excel document (xlsx format)

1. Only the currently visible columns are exported.

2. The set filter is taken into account during the export.

3. The sort corresponds to the current display in the grid.

4. The default save location depends on the operating system

5. After the export, the Excel document is opened if a suitable program is installed

6. The file name is: Export_YYYYMMDD_HHMMSS.xlsx

Editing actions

Delete 

In various places, this button can be used to delete text entries.

In Searching, the text is deleted; for example, when creating prospects, you can delete the fields, but if you do not save the change, the deletion will be discarded.

New

With the + in the Blue area, you can add new Entries if allowed at that point via the backend.

Edit 

In various places, you can Edit existing Data if allowed via the backend.

Exit 

Any menus can be exited with the button at the top left. It always navigates one level back. Data is not saved (except for tours).

Panelbar

Expanding a Panelbar

Just like when collapsing a Panelbar, you can expand it again to enter the information. The lower button is found within the upper one.

A click on it opens the entry.

Collapsing a Panelbar 

In various places (e.g. at the Conclusion of order) you get a Summary displayed with all information. Here you can view the headings in a condensed form and go directly to one of the points. The lower button is found within the upper one.

A click on it closes the entry except for the heading.

Manage Widgets

You can customise widgets as follows:

Right-click on a widget to open the corresponding context menu. On iOS and Android, use a long press.

Delete

Removes the widget

Replace

Replaces the widget with another that is not yet present on the dashboard

Add

Inserts a widget not yet present on the dashboard to the left of the selected one. This allows you to "insert" widgets in between.

Add

By default, widgets are already partially displayed. If you want to add more widgets without replacing or inserting one, right-click on the grey area next to a widget. All available widgets will be shown to you.

Sorting (Temporary)

Sort Order

The default sort order can be changed in the current view by clicking on a column header.

Definition Grid

A grid is the display of multiple data records in table form. Typically, a grid is equipped with the following functions:

1. Search
2. Filter
3. Filter Configuration

Copying (Windows and Android)

Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer number (1)) to the Clipboard using the right mouse button (long press on Android).

Note: Under Windows, there is no active feedback, but the text is in the Clipboard and can be pasted.

Normal text fields can also be copied and pasted under iOS.

Provide Column configuration one-time for Employee

Set the desired configuration in your client and perform a Data Transfer.
Subsequently, in the DeDeSales backend under Basic configuration \ Settings \ "Apply Client Column configuration", the column configuration can be applied one-time for an Employee role.