| Title | Widget | Widget Description |
| Contacts | | 1. Number of contacts Available: - Customer details - Opportunities |
| Icon | Explanation |
| [+](https://wiki.dedesales.de/link/438#bkmrk-page-title) | Allows the creation of a new Contact |
| Click | Swipe | Views |
| [Contact details](https://wiki.dedesales.de/link/337#bkmrk-page-title) | 1. Table |
| 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 | |||
| 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 |
| Title |
| First name Last name |
| Icon | Explanation |
| [](https://wiki.dedesales.de/uploads/images/gallery/2025-11/qG2RrBSA69C1TARE-image.png) | Starts a workflow Only visible if the "Workflow" module is licensed and there is a corresponding workflow. |
| Type | Menu item | Explanation |
| Workflows | Opens the workflow summary page Only visible if the "Workflow" module is licensed |
| Title | Widget | Widget Description |
| Contacts | | 1. Quantity of Contacts Available: - Homepage Dashboard |
| Type | Menu Item | Explanation |
|  | Not assigned | Also searches Not assigned Customers |
| --------------------------------------- | ||
|  | Has left the company | Also shows Has left the company contacts |
| Click | Swipe | Views |
| Contact details | 1. Opens the customer's detail page | 1. Table |
| 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 | |||
| 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 |
| 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 | |||
| 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 |
| Icon | Explanation |
| [](https://wiki.dedesales.de/uploads/images/gallery/2026-05/yD4acNIiGa902sCD-image.png) | 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. |
| 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 | ||
| 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 |
| Field | Right | Reference |
| Receives order confirmation | Checkbox | |
| Informal form of address possible | Checkbox |