# Client Controls

# Start page dashboard

#### Functions in the title bar

<table id="bkmrk-icon-erl%C3%A4uterung-erm" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:7.20245%;"></col><col style="width:92.9167%;"></col></colgroup> <thead> <tr> <td>Icon</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/rFJ0eex3nWloXxHd-rowbm1e7lxcyjhsv-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2026-05/RowBM1E7LxCyjhSv-image.png)

 </td> <td>If licensed AI module is available, the chat is started

 </td> </tr> </tbody> </table>

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="width:118.095%;height:133px;"><colgroup><col style="width:6.29921%;"></col><col style="width:24.0945%;"></col><col style="width:69.6063%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:33.7969px;">[Appointments](https://wiki.dedesales.de/link/426#bkmrk-grid-1)</td> <td style="height:33.7969px;">Upcoming appointments from calendar management</td> </tr> <tr style="height:33.7969px;"> <td style="height:33.7969px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:33.7969px;">[KPI](https://wiki.dedesales.de/link/426#bkmrk-grid-kpi)</td> <td style="height:33.7969px;">KPI image generated on the server, which can be displayed.</td> </tr> <tr style="height:10px;"> <td style="height:10px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)</td> <td style="height:10px;">[Follow-ups](https://wiki.dedesales.de/link/426#bkmrk-grid-wiedervorlagen)</td> <td style="height:10px;">Upcoming or due follow-ups from leads, opportunities and workflows</td> </tr> </tbody> </table>



#### Grid Appointments

<table id="bkmrk-click-swipe-ansichte" style="height:92px;width:100%;"><colgroup><col style="width:14.8987%;"></col><col style="width:8.94219%;"></col><col style="width:76.1591%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>[Customer details](https://wiki.dedesales.de/link/239#bkmrk-page-title)</td> <td> </td> <td>

- The next appointments due today
- Only appointments are shown that are not done, cancelled or have a visit today.
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="height:89px;width:100%;"><colgroup><col style="width:20.0238%;"></col><col style="width:8.70083%;"></col><col style="width:10.8462%;"></col><col style="width:8.10489%;"></col><col style="width:52.3242%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full Text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Appointment start</td> <td>Visible</td> <td>ASC</td> <td> </td> <td> hh:mm  
</td> </tr> <tr> <td>Name1</td> <td>Visible</td> <td>  
</td> <td> </td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Visible</td> <td>  
</td> <td> </td> <td>  
</td> </tr> <tr> <td>Postal code</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Location</td> <td>Visible</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> </tbody> </table>

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>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.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>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 &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> </tbody> </table>


#### Grid KPI

<table id="bkmrk-click-swipe-ansichte-1" style="height:61px;width:100%;"><colgroup><col style="width:12.6341%;"></col><col style="width:14.1119%;"></col><col style="width:73.254%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td> </td> <td> </td> <td>Displays the KPI image generated on the server  
</td> </tr> </tbody> </table>

#### Grid Follow-ups

<table id="bkmrk-click-swipe-ansichte-2" style="width:101.31%;height:99.8281px;"><colgroup><col style="width:14.8987%;"></col><col style="width:11.3307%;"></col><col style="width:73.7706%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Click</td> <td style="height:29.7969px;">Swipe</td> <td style="height:29.7969px;">Views</td> </tr> </thead> <tbody> <tr style="height:70.0312px;"> <td style="height:70.0312px;">Detail page</td> <td style="height:70.0312px;"> </td> <td style="height:70.0312px;">

- All open entries with follow-up date from leads, opportunities and workflows
- Sorted by follow-up date descending
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar-2" style="width:103.69%;height:135.984px;"><colgroup><col style="width:16.3333%;"></col><col style="width:15.1667%;"></col><col style="width:14.1667%;"></col><col style="width:21%;"></col><col style="width:33.1667%;"></col></colgroup> <thead> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Name</td> <td style="height:46.5938px;">Visible</td> <td style="height:46.5938px;">Sort</td> <td style="height:46.5938px;">Full Text</td> <td style="height:46.5938px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Colour status</td> <td style="height:29.7969px;">ForceVisible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Red: Follow-up date exceeded

Yellow: Follow-up date today

Without colour: Follow-up in the future

 </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Object</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr> <td>Follow-up</td> <td>Visible  
</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>all available customer columns</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> </tbody> </table>

#### Widgets 1x1

- [Activities](https://en.wiki.dedesales.de/books/activities)
- [Amendments](https://en.wiki.dedesales.de/books/amendments)
- [Tasks](https://en.wiki.dedesales.de/shelves/tasks-crm)
- [Orders](https://en.wiki.dedesales.de/shelves/order-complaint)
- [Document overview](https://wiki.dedesales.de/link/362#bkmrk-page-title)
- [Reports](https://en.wiki.dedesales.de/books/service-description-trip/page/reports)
- [Visit](https://en.wiki.dedesales.de/books/service-description-trip/page/visit)
- [Opportunities ](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Data Transfer](https://en.wiki.dedesales.de/shelves/data-transfer)
- [Documents](https://en.wiki.dedesales.de/books/attachments-documents)
- [Photo documentation](https://en.wiki.dedesales.de/books/photos)
- Key-Account (from version 8)
- [Contacts](https://en.wiki.dedesales.de/books/contacts/chapter/service-description-contacts)
- [Customers](https://en.wiki.dedesales.de/shelves/customers)
- [Leads](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Unpaid invoices](https://en.wiki.dedesales.de/books/service-description-customers/page/unpaid-invoices)
- [Products](https://en.wiki.dedesales.de/shelves/products)
- [Travel reports](https://en.wiki.dedesales.de/shelves/trip-trip-reports)
- [Calendar management](https://en.wiki.dedesales.de/shelves/appointments)
- [FOLLOW-UP](https://en.wiki.dedesales.de/books/follow-up)
- [Workflow ](https://en.wiki.dedesales.de/shelves/workflows)
 


#### Widgets 2x2

- [Turnover](https://en.wiki.dedesales.de/books/performance-description-statistics)
 


#### Widgets 4x2

- [Amendments](https://en.wiki.dedesales.de/books/amendments)
- [Tasks](https://en.wiki.dedesales.de/shelves/tasks-crm)
- [Opportunities](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Leads](https://en.wiki.dedesales.de/shelves/opportunities-leads)
- [Calendar management](https://en.wiki.dedesales.de/shelves/appointments)
- [FOLLOW-UP](https://en.wiki.dedesales.de/books/follow-up)
- [Workflow](https://en.wiki.dedesales.de/shelves/workflows)

# Overview of the Different Control Elements and Navigation

## Menus

- [Burger menu](https://wiki.dedesales.de/link/479#bkmrk-burger-men%C3%BC%C2%A0)
- [Kebap menu](https://wiki.dedesales.de/link/479#bkmrk-kebap-men%C3%BC%C2%A0)
- [Meatballs menu](https://wiki.dedesales.de/link/479#bkmrk-meatballs-men%C3%BC)
 

## List functions

- [Searching](https://wiki.dedesales.de/link/475#bkmrk-suchen%C2%A0)
- [Filter](https://wiki.dedesales.de/link/476#bkmrk-filter%C2%A0)
- [temporary sorting](https://wiki.dedesales.de/link/482#bkmrk-page-title)
- [permanent sorting](https://wiki.dedesales.de/link/481#bkmrk-standardsortierung)
 

## Settings

- [Settings](https://wiki.dedesales.de/link/481#bkmrk-page-title)
 

## Export

- [Excel export](https://wiki.dedesales.de/link/480#bkmrk-page-title)
 

## In progress functions

- [New](https://wiki.dedesales.de/link/477#bkmrk-neu%C2%A0)
- [Edit](https://wiki.dedesales.de/link/477#bkmrk-bearbeiten%C2%A0)
- [Delete](https://wiki.dedesales.de/link/477#bkmrk-l%C3%B6schen)
- [Exit](https://wiki.dedesales.de/link/477#bkmrk-verlassen%C2%A0)
 

## Panel bar

- [Expand panel bar](https://wiki.dedesales.de/link/478#bkmrk-aufklappen-einer-pan)
- [Collapse panel bar](https://wiki.dedesales.de/link/478#bkmrk-zuklappen-einer-pane)
 

## Widgets

- [Delete](https://wiki.dedesales.de/link/183#bkmrk-l%C3%B6schen%3A-entfernt-da)
- [Replace](https://wiki.dedesales.de/link/183#bkmrk-ersetzen%3A-ersetzt-da)
- [Add](https://wiki.dedesales.de/link/183#bkmrk-einf%C3%BCgen%3A-setzt-ein-)
- [Add](https://wiki.dedesales.de/link/183#bkmrk-hinzuf%C3%BCgen)

# Controls

# Menus

### Burger Menu [![vMcbL1VnJ8vFpdUM-embedded-image-bp7i7gpi.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/nIsvHLfpVEUBjTbW-ycje1jgnc9epcqch-vmcbl1vnj8vfpdum-embedded-image-bp7i7gpi.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/ycje1JgnC9ePcQcH-vmcbl1vnj8vfpdum-embedded-image-bp7i7gpi.png)


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 [![zOdx7AYW8ZlrOgUt-embedded-image-t2i9kqwm.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/tpFPGAd3lq1yUUlk-e4mdtup1yrtpt8jo-zodx7ayw8zlrogut-embedded-image-t2i9kqwm.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/e4mDTUp1yRTpT8jo-zodx7ayw8zlrogut-embedded-image-t2i9kqwm.png)


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 [![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/IcnnFkpXPcMof6Ic-ckeqa7xbewc3ku10-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/ckeqA7xbEwC3kU10-image.png)


You will find this menu when you display Lists.

# Search

### Searching [![7F7JNSeqwAHpXR2v-embedded-image-ylj3th1i.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/T4MTk15Gs4SDn7kn-piefm7i0wj4fmfae-7f7jnseqwahpxr2v-embedded-image-ylj3th1i.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/PIeFm7i0WJ4fMfAE-7f7jnseqwahpxr2v-embedded-image-ylj3th1i.png)


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 [![tlsPBxKcQq6BcmTM-embedded-image-z5dqkbgv.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/h51hePPIV2tbCTeS-l6itl40jnllcwvre-tlspbxkcqq6bcmtm-embedded-image-z5dqkbgv.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/L6ITl40JNLLcwvre-tlspbxkcqq6bcmtm-embedded-image-z5dqkbgv.png)


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.

<table id="bkmrk-das-filter-symbol-is" style="height: 643px; width: 156.667%;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><tbody><tr><td>[![Filter aus.jpg](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/scaled-1680-/cokGG5RBL916IdAl-filter-aus.jpg)](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/cokGG5RBL916IdAl-filter-aus.jpg)

</td><td>[![2026-10-26 11&#95;30&#95;54-DeDeSales.jpg](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/scaled-1680-/oR6YwFgWAtoO4VoR-2026-10-26-11-30-54-dedesales.jpg)](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/oR6YwFgWAtoO4VoR-2026-10-26-11-30-54-dedesales.jpg)

</td></tr><tr><td>The filter symbol is black, i.e. no filter is active.</td><td>The filter symbol is green, i.e. a filter is active.</td></tr></tbody></table>

### Filter Settings

<table id="bkmrk-icon-leiste-xschlie%C3%9F" style="height: 991px; width: 96.6667%;"><colgroup><col style="width: 49.9259%;"></col><col style="width: 50.0741%;"></col></colgroup><tbody><tr><td>[![Filter Einstellungen 1.jpg](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/scaled-1680-/B5dIAt54vEoMTulc-filter-einstellungen-1.jpg)](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/B5dIAt54vEoMTulc-filter-einstellungen-1.jpg)

</td><td>

1. Icon bar 
    1. X  
        Closes the filter without applying any Amendments.
    2. Trash bin  
        Resets the filter.
    3. Check mark  
        Confirms your filter settings and closes the filter settings.
2. Columns 
    1. Text columns  
        Are shown on the right with an arrow. There you can make your filter settings.
    2. Number columns  
        Have a From and until Value as filter criteria.
    3. Date columns  
        Have a From and until Period as filter criteria.
3. General 
    1. 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.
    2. Green Entries mean that these Values are currently being filtered.

</td></tr><tr><td>[![Filter Einstellungen 2.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/scaled-1680-/XG1QWmQ7sJ3FZZgI-filter-einstellungen-2.png)](https://en.wiki.dedesales.de/uploads/images/gallery/2026-10/XG1QWmQ7sJ3FZZgI-filter-einstellungen-2.png)

</td><td>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).

</td></tr></tbody></table>

# Settings

### [![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/MaJnv4AMCLr7tfK4-ddpj0gecu5j4l8rj-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/Ddpj0GEcU5j4l8rj-image.png)

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.

<div drawio-diagram="1373"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/WGklV6OTReUYbPPB-tlxsklbijzhqo1xr-drawing-9-1745830292.png" alt="TlxSKLBIjzhQo1Xr-drawing-9-1745830292.png"/></div>

#### Column configuration

5\. Here you specify the order in which the columns should be displayed. You can drag &amp; 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](https://wiki.dedesales.de/link/414#bkmrk-page-title).

# Excel Export

### [![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/MaJnv4AMCLr7tfK4-ddpj0gecu5j4l8rj-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/Ddpj0GEcU5j4l8rj-image.png)

### 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 ![GgxwT6aqvvYuaqKy-embedded-image-nsrfqzed.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/vQ4Fc2SqFH98BzcY-ggxwt6aqvvyuaqky-embedded-image-nsrfqzed.png)


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 [![7TsAWb6wnIsFRdWu-embedded-image-jatmikue.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/j2gEebk1BuYlvX91-4qgppcqwqbke6crn-7tsawb6wnisfrdwu-embedded-image-jatmikue.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/4qGPpcqWqBKE6cRn-7tsawb6wnisfrdwu-embedded-image-jatmikue.png)


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

### Edit [![hTT4rXUBHGxDr5qU-embedded-image-a9tuurfh.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/1MLPOIOQCKlEWBvc-dbjpt3aovtc6jbz7-htt4rxubhgxdr5qu-embedded-image-a9tuurfh.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/dbJPt3AOVtC6JbZ7-htt4rxubhgxdr5qu-embedded-image-a9tuurfh.png)


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

### Exit [![jUNWEUaQ8b1k2RKd-embedded-image-aqcdiuh9.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/cNespLZv6KAptXwL-xfmdqmov3gnxv13d-junweuaq8b1k2rkd-embedded-image-aqcdiuh9.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/XfMdqmoV3Gnxv13D-junweuaq8b1k2rkd-embedded-image-aqcdiuh9.png)


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 [![tXVbx9mLb85Q6S32-embedded-image-qypfnpth.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/uw6uhVmIdf1xI5rV-zxyfvqiprmy6xuxf-txvbx9mlb85q6s32-embedded-image-qypfnpth.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/zxyfVqiPrmY6xuxf-txvbx9mlb85q6s32-embedded-image-qypfnpth.png)


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 [![GqcunJErjscxB9iD-embedded-image-6hoxooyy.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/UWdQCi1P12q9Tjlm-1whibpzcwk13zclk-gqcunjerjscxb9id-embedded-image-6hoxooyy.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/1wHIBPZCWk13zclK-gqcunjerjscxb9id-embedded-image-6hoxooyy.png)


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.

![FvlxWN9Bq34ftZ7N-embedded-image-x8fjd4ao.png](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/6yhmCRytaSjzyTEz-drawing-8-1793267504.png)

#### 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.

[![image.png](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/sJOe5toB3hIw1S2C-drawing-8-1793268139.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/kWa9etHuNlmnIhSo-image.png)

# Sorting (Temporary)

### Sort Order

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

[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/IWLM8QWlZFICJKLF-2yuhph7auhbcftpn-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/2YuhPh7aUHBCftpN-image.png)

<div id="bkmrk-erster-klick%3Aaufstei">

1. 1. First click:  
        Ascending order of the selected column (further sorting is done according to the default sort order). [![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/Qg0fxZKdoPtuQSt0-qhuzm38wrq0tkp9v-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/QHuZM38WRQ0TKP9v-image.png)
    2. Second click:  
        Descending order of the selected column (further sorting is done according to the default sort order)[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/T8KHXpyDzDJ4qHaD-iw69zs83hlht2uvj-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-04/iw69Zs83Hlht2UvJ-image.png)
    3. Third click:  
        The default sort order applies again.
 
 </div><div id="bkmrk-die-aktuelle-individ">The current individual sort order is indicated by a Blue arrow in the column.</div><div id="bkmrk-es-kann-immer-nur-ei">Only one column can be selected for the individual sort order at a time.</div><div id="bkmrk--1"></div><div id="bkmrk-die-individuelle-sor">The individual sort order is not retained and is Lost on the next grid call.</div><div id="bkmrk--2"></div><div id="bkmrk-f%C3%BCr-eine-permanente-">For a permanent sort order see [Settings](https://wiki.dedesales.de/link/481#bkmrk-page-title) in the Type Client Controls</div>

# 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
 

<iframe height="315" src="https://www.youtube.com/embed/iurLvtc9RBY?si=3FGZvkzVpLb1i43c" style="border:0;" title="YouTube video player" width="560"></iframe>

# 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).

<div drawio-diagram="2024"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/WgU3uiTdfVwtpcJC-kogoyx78crfxqokl-drawing-9-1758789789.png" alt="kOgoyX78CrFXqokL-drawing-9-1758789789.png"/></div>

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.