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Start page dashboard

Functions in the title bar

Icon Explanation

image.png

If licensed AI module is available, the chat is started

Kebab menu (image.png)

Type Menu item Explanation
Can be activated and deactivated. Appointments Upcoming appointments from calendar management
Can be activated and deactivated. KPI KPI image generated on the server, which can be displayed.
Can be activated and deactivated. 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

Widgets 2x2

Widgets 4x2