Contacts on Homepage Dashboard (Additional Information)
| Title | Widget | Widget Description |
| Contacts |  |
Available:
|
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 |
|
|
Column Definition
| Name | Visible | Sort | Full Text | Explanation |
| Colour code | ForceVisible | Red: Has left the company
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 | ||
| 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 |