Notes

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 
 
Create new customer available.

Note Details
General
 
 
 
Title   
 
 
 
Note    
Header
 
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