# Summary page

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:143.391px;"><colgroup><col style="width:26.2217%;"></col><col style="width:12.0532%;"></col><col style="width:61.8443%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> <td style="height:29.7969px;">Widget</td> <td style="height:29.7969px;">Widget description</td> </tr> </thead> <tbody> <tr style="height:113.594px;"> <td style="height:113.594px;">Photos</td> <td style="height:113.594px;"><div drawio-diagram="1916"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/0F90jYCULllTNyx5-d6ubdohxh8bq1uv1-drawing-9-1754295011.png" alt="d6ubdohxh8bq1uV1-drawing-9-1754295011.png"/></div>

 </td> <td style="height:113.594px;">

1. Number of photos
 

Click:

\- opens the summary page

Available:

\- Homepage dashboard

Right:

\- Basic configuration - Roles - &lt;Role&gt; - Base - Pictures

 </td> </tr> <tr> <td>Photos</td> <td><div drawio-diagram="1919"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/gcWSHNBFl8hXmqEv-9gpnpgqvnbd7ssdn-drawing-9-1754296906.png" alt="9gPnpGQVNbD7sSdN-drawing-9-1754296906.png"/></div>

 </td> <td>

1. Number of photos
 

Click:

-  opens the summary page

Available:

\- Customer details

Right:

\- Basic configuration - Roles - &lt;Role&gt; - Base - Photo documentation

 </td> </tr> </tbody> </table>

### General

#### Functions in the title bar

<table id="bkmrk-icon-erl%C3%A4uterung-erm" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:7.20245%;"></col><col style="width:92.9167%;"></col></colgroup> <thead> <tr> <td>Icon</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/ey3S8zOFCU14GZhR-0qoxlo3ggnt6m3vc-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-08/0QoXlo3GGnt6M3VC-image.png)

 </td> <td>Display of the taken photos in the presentation view

 </td> </tr> <tr> <td>\+

 </td> <td>Allows adding new photos (only available when coming from the customer page)

 </td> </tr> </tbody> </table>


#### Grid

<table id="bkmrk-click-swipe-ansichte" style="border-collapse:collapse;width:100%;height:99.8281px;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Click</td> <td style="height:29.7969px;">Swipe</td> <td style="height:29.7969px;">Views</td> </tr> </thead> <tbody> <tr style="height:70.0312px;"> <td style="height:70.0312px;">Edit entry</td> <td style="height:70.0312px;">

1. Delete
 
 </td> <td style="height:70.0312px;">

1. Table
 
 </td> </tr> </tbody> </table>


##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:873.406px;"><colgroup><col style="width:16.5075%;"></col><col style="width:83.4925%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Picture</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Picture</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Created by</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Department</td> <td style="height:29.7969px;">Code list: Department</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Campaign</td> <td style="height:29.7969px;">If there is a valid campaign</td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture note 1</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture note 1
2. Basic configuration - Code list: Picture note 1 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture note 2</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture note 2
2. Basic configuration - Code list: Picture note 2 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture note 3</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture note 3
2. Basic configuration - Code list: Picture note 3 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture note 4</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture note 4
2. Basic configuration - Code list: Picture note 4 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture check 1</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture check 1
2. Basic configuration - Code list: Picture check 1 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture check 2</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture check 2
2. Basic configuration - Code list: Picture check 2 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture check 3</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture check 3
2. Basic configuration - Code list: Picture check 3 translation from 1
 
 </td> </tr> <tr style="height:86.8281px;"> <td style="height:86.8281px;">Picture check 4</td> <td style="height:86.8281px;">DropDown

1. Basic configuration - Language - &lt;Language&gt; - Translate Picture check 4
2. Basic configuration - Code list: Picture check 4 translation from 1
 
 </td> </tr> </tbody> </table>

Customer columns (only present if accessed via start dashboard.)

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>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.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>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 &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> </tbody> </table>

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

**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".

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>