Notes

• Service Description Notes
• Notes
• Note Details

Service Description Notes

Notes

Title	Widget	Widget Description
Notes		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	Delete (only for own notes)	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

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