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Summary page

Title Widget Widget description
Photos
d6ubdohxh8bq1uV1-drawing-9-1754295011.png
  1. Number of photos

Click:

- opens the summary page

 

Available:

- Homepage dashboard

 

Right:

- Basic configuration - Roles - <Role> - Base - Pictures
Photos
9gPnpGQVNbD7sSdN-drawing-9-1754296906.png
  1. Number of 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

image.png

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
  1. Delete
  1. Table
Column definition
Name Visible
Picture
Picture
Created by
Department Code list: Department
Campaign If there is a valid campaign
Picture note 1

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture note 1
  2. Basic configuration - Code list: Picture note 1 translation from 1 
Picture note 2

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture note 2
  2. Basic configuration - Code list: Picture note 2 translation from 1 
Picture note 3

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture note 3
  2. Basic configuration - Code list: Picture note 3 translation from 1 
Picture note 4

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture note 4
  2. Basic configuration - Code list: Picture note 4 translation from 1 
Picture check 1

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture check 1
  2. Basic configuration - Code list: Picture check 1 translation from 1 
Picture check 2

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture check 2
  2. Basic configuration - Code list: Picture check 2 translation from 1 
Picture check 3

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture check 3
  2. Basic configuration - Code list: Picture check 3 translation from 1 
Picture check 4

DropDown

  1. Basic configuration - Language - <Language> - Translate Picture check 4
  2. Basic configuration - Code list: Picture check 4 translation from 1 

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
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

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