Photos
Service Description Photos
Summary page
| Title | Widget | Widget description |
| Photos | |
Click: - opens the summary page
Available: - Homepage dashboard
Right: - Basic configuration - Roles - <Role> - Base - Pictures |
| Photos | |
Click: - opens the summary page
Available: - Customer details
Right: - Basic configuration - Roles - <Role> - Base - Photo documentation |
General
Functions in the title bar
| Icon | Explanation |
| Display of the taken photos in the presentation view | |
| + | Allows adding new photos (only available when coming from the customer page) |
Grid
| Click | Swipe | Views |
| Edit entry |
|
|
Column definition
| Name | Visible |
| Picture | |
| Picture | |
| Created by | |
| Department | Code list: Department |
| Campaign | If there is a valid campaign |
| Picture note 1 | DropDown
|
| Picture note 2 | DropDown
|
| Picture note 3 | DropDown
|
| Picture note 4 | DropDown
|
| Picture check 1 | DropDown
|
| Picture check 2 | DropDown
|
| Picture check 3 | DropDown
|
| Picture check 4 | DropDown
|
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 |
FAQ
Can I automatically reduce the size of the photos from the Photo documentation?
- Yes, for the client the photos can be set to a smaller size via Basic configuration - Settings - "Automatically reduce photos from Photo documentation".
Release
Photo detail page
Summary
The photo detail page is used to display and edit a single photo.
Only one photo is displayed on the photo detail page. The photo can be viewed in the normal view or in fullscreen. Additionally, the photo's metadata can be displayed.
Via the functions of the photo detail page, the photo can be shared or saved locally and – if possible – edited.
Functions in the title bar
| Icon | Explanation |
| Share | |
| Save to local file system |
Header
- Switches to the In progress mode
Photo display
A single photo is displayed on the photo detail page.
Initial display
The photo is shown in the initial display:
- displayed in the correct aspect ratio
- shown on a black background
- displayed centred
Full screen display
The single photo can be switched to fullscreen mode by clicking.
In fullscreen mode:
- the photo is displayed fullscreen
- all control elements are Hidden
A further click exits fullscreen mode and the photo is displayed again in the initial view.
Zoom
The display of the photo can be adjusted by zoom.
A double click switches between:
- Scale to fit: The photo is fully fitted into the available area
- Scale to zoom: The photo is displayed enlarged
On devices with touch control, the photo can also be zoomed in or out using pinch to zoom (two-finger gesture).
Data and metadata
The metadata of the currently displayed photo can be shown on the photo detail page.
The data relates exclusively to the photo displayed on the photo detail page.
PanelBar
The PanelBar with the photo data is only Visible if it is possible to edit at least one entry.
If no entry can be edited, the PanelBar is not displayed.
Editing a photo
The function in the header allows switching to In progress mode.
Whether editing is possible depends on the available editing options. The PanelBar with the photo data is only displayed if at least one entry can be edited.
Distinction from other image views
The photo detail page always shows a single photo.
It thus differs from the Presentation mode Photos in the Photos widget and from the Presentation mode Products in the Order entry:
- Photo detail page: a single photo with associated metadata.
- Presentation mode Photos: multiple photos can be selected and viewed via thumbnails.
- Presentation mode Products: multiple product pictures of a product can be viewed in the Order entry.
| Name | Visible |
| Picture | |
| Picture | |
| Created by | |
| Department | Code list: Department |
| Campaign | If there is a valid campaign |
| Picture note 1 | DropDown
|
| Picture note 2 | DropDown
|
| Picture note 3 | DropDown
|
| Picture note 4 | DropDown
|
| Picture check 1 | DropDown
|
| Picture check 2 | DropDown
|
| Picture check 3 | DropDown
|
| Picture check 4 | DropDown
|
Presentation mode Photos
The presentation mode for photos is used to display photos in an enlarged view. In presentation mode, the currently selected photo is shown on a black background.
No photo data is displayed in presentation mode.
Presentation mode includes the areas of photo display, fullscreen display and photo selection (thumbs).
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Initial display
When opening a photo in presentation mode, the photo is initially displayed in the initial view.
The initial view has the following characteristics:
- The photo is displayed in the correct aspect ratio.
- The photo is centred on a black background.
Fullscreen
The photo can be displayed in fullscreen mode from presentation mode.
Fullscreen mode:
- The photo is displayed full screen
- All control elements are hidden
A further click ends the fullscreen display and the photo is shown again in the initial view of presentation mode.
Zoom
The display of the photo can be zoomed in or out.
A double-click switches between the views:
- Scale to fit: The photo is fully fitted into the available area
- Scale to zoom: The photo is displayed enlarged
Alternatively, the photo can be zoomed in or out using pinch to zoom, i.e. a two-finger gesture.
Photo data is not displayed in presentation mode.
Photo selection / Thumbs
Below the photo display is the list of available photos. This photo selection is called thumbs.
The thumbs have the following properties:
- The list of photos is horizontally scrollable.
- The photos are displayed square in the thumbs.
- In the square display, the photos are cropped depending on the respective source format. As a result, only parts of the original photo may be shown.
- The currently selected photo is positioned centrally.
- Due to the central positioning, only half photos may be visible to the left and right of the currently selected photo.
- If the currently selected photo is at the start of the list, no further photo is shown to the left.
- If the currently selected photo is at the end of the list, no further photo is shown to the right.
The thumbs thus serve to select the photo that is displayed in presentation mode.
Edit / Add an Entry
1. Photo Panel
| Icon | Explanation |
| Opens the file explorer to load a local picture into DeDeSales | |
| Opens the local camera of the respective device |
2. Data Panel
The Data PanelBar is only visible if editing at least one entry is possible (Department, Campaign, Picture note 1-4, Picture check 1-4)
3. Action Button
| Name | Function | Visibility |
| Save | Saves the currently stored data | Always |
Evaluation Photo documentation
Evaluate Photos of Clients in the Backend
Evaluation - STATISTICS - Photo documentation