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