Service Description Contacts Contacts Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities General Functions in the title bar Icon Explanation + Allows the creation of a new Contact   Grid Click Swipe Views Contact details Table Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Red: Has left the company Green: Main contact   Red has a higher priority, i.e. a main contact who has left the company is shown in red. Title Visible Last name Visible ASC Yes First name Visible Yes Item VisibleOnlyLandscape E-Mail Hidden Yes Full text search is only active if there is an @ in the search term. Telephone Hidden Yes Mobile communication Hidden Yes Fax Hidden Department Hidden Function Hidden Advertising material Hidden Item free text Hidden Has left the company Hidden Main contact Hidden FAQ   Release   Contact details Title First name Last name Details Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and there is a corresponding workflow. Kebab menu ( ) Type Menu item Explanation Workflows Opens the workflow summary page Only visible if the "Workflow" module is licensed Widgets 1x1 Notes CRM Lead (from version 12, requires Lead Management module, only visible if coming from a lead) Opportunity (from version 12, requires Lead Management module, only visible if coming from a lead) Leads (from version 12, requires Lead Management module, not visible if coming from a lead) Opportunities (from version 12, requires Lead Management module, not visible if coming from a lead) Master data Email is clickable and opens the default email client Telephone number and Mobile communication are clickable on smartphones and initiate a call. Pen opens the Edit page. FAQ   Release   Contacts on Homepage Dashboard (Additional Information) Title Widget Widget Description Contacts Quantity of Contacts Available: Homepage Dashboard Summary Page Lists and searches contacts of Assigned to an agent and not Deleted Customers in the client. Kebab menu ( ) Type Menu Item Explanation Not assigned Also searches Not assigned Customers --------------------------------------- Has left the company  Also shows Has left the company contacts Grid Click Swipe Views Contact details Opens the customer's detail page Table Column Definition Name Visible Sort Full Text Explanation Colour code ForceVisible Red: Has left the company Green: Main contact   Red has a higher priority, i.e. a main contact who has left the company is shown in red. Title Visible Last name Visible ASC Yes First name Visible Yes Item VisibleOnlyLandscape E-Mail Hidden Yes Full text search is only active if there is an @ in the search term. Telephone Hidden Yes Mobile communication Hidden Yes Fax Hidden Department Hidden Function Hidden Advertising material Hidden Item free text Hidden Has left the company Hidden Main contact Hidden Customer columns (only present if accessed via start dashboard.) 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 Create / modify Contact General Functions in the title bar Icon Explanation The AI function business card scan is only available for mobile devices (iOS and Android).  The image is scanned and sent to the server. It is then evaluated and the corresponding data record is sent back to the client. That means the device must be online for this. Details Field Right Reference Title Code table: Contact - Title (Is mandatory) First name BASIS / contact / First name is compulsory Last name Is mandatory Telephone Mobile Phone Fax E-Mail Function Department Code table: Department Item Code list: Position status from APA (Is mandatory) Item BASIS / contact / Show "Item" free text Date of birth Date Has left the company Checkbox Main contact Checkbox Advertising material Checkbox Additional information Field Right Reference Receives order confirmation Checkbox Informal form of address possible Checkbox