Service Description FOLLOW-UP

FOLLOW-UP
Title 
Widget 
Widget Description   
 
 
Follow-ups 
 
  
 
1. Quantity of entries with a follow-up date that are not Completed. 
  
Click: Summary page (Display is pre-filtered to Follow-up date < Today) 
 
Available: 
 
Homepage dashboard    
 
Follow-ups 
 
  
 
1.  The next 4 open entries, sorted by next follow-up date Ascending 
  
Colour code: 
Red: Follow-up date exceeded.
Yellow: Follow-up date Today
 
  
Click: Switches to the detail page of the Object
 
  
2.  Quantity of follow-up dates < Today that are not Completed. 
  
Click: Summary page (Display is pre-filtered to Follow-up date < Today) 
  
3. Quantity of entries with follow-up date that are not Completed. 
  
Click: Summary page 
  
Available: 
 
Homepage dashboard      
Summary page
 
Title: Follow-ups 
Lists all Objects with a follow-up date that are not Completed, including those that, for example, are no longer present in a lead List. 
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Detail page of the Object 
 
  
Table   
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Colour code 
ForceVisible 
 
 
Red: Follow-up date < Today
Yellow: Follow-up date = Today  
 
Object 
Visible 
 
 
Workflow | Leads | Opportunities  
 
Name 
Visible 
 
 
Name that the Object has  
 
Follow-up 
Visible 
 
 
Date  
 
Created 
VisibleOnlyLandscape 
 
 
Date  
 
Addendum 
Hidden 
 
 
For Opportunities, the Level is displayed
For Workflows, the Level name is displayed   
Customer columns 
 
 
 
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 
   
Workflows
For Workflow, the follow-up date corresponds to the field "Due on". Only query Workflows are displayed in the Follow-ups.
 
FAQ 
  
 
Release 
 

KPI Widget Follow-ups
Follow-ups due
 Counts all follow-ups that are due today and in the past.
 
The number shows the quantity of due follow-ups 
 
Red: There are due follow-ups 
Black: There are no due follow-ups   
The blue chart shows the quantity of all due follow-ups 
 
 
 
 
Included in count   
 
 
Opportunity 
x  
 
Lead 
x  
 
Workflow 
x   
 
FAQ 
  
 
Release