Service Description Notes

Notes

Title Widget Widget Description
Notes
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  1. Number of notes

Available in:

  • Customer details
  • Contacts
  • ORDER mask (in the kebab menu)
  • Opportunities

General

Functions in the title bar

Icon Explanation
+

Creates a new note

Only available for Contacts if they are managed in DeDeSales (setting "Contacts are managed in DeDeSales only") or a Contact interface is defined.

Grid

Click Swipe Views
Note details
  1. Delete (only for own notes)
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Date Visible DESC

Employee VisibleOnlyLandscape
Yes
Type VisibleOnlyLandscape


Note Visible
Yes
Non-business Hidden


FAQ
Why don't I see the menu item Create new customer?

(only the question and then link to the corresponding FAQ)

 

Release
From version 18
  1. Create new customer available.

Note Details

General

Title

Note

Header

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  1. Switches to In progress mode
    • Right: BASIS / customer master data - "May edit all Notes and Activities"

Fields
Name Explanation
Employee  
Date
Non-business  
Note

In progress / New Note

Name Explanation
Non-business
Slider
Notes marked as Non-business do not appear on the devices of other Employees.
Note HTML is not supported, but long texts and paragraphs are
Action buttons
Name Function Visibility
Save Saves the Note
  • In In progress mode
  • When creating a new Note

FAQ

 

Release