Views Portrait Mode In Portrait Mode, the information is displayed in a more compact form. Calendar Area Calendar Days with an underline indicate that at least one Appointment is stored here Current Day Week Days of week List View of Appointments on a Day Colour code Time (Start and End) Customer with Street and Location Appointment Type (see here) Clicking on an Appointment opens the Appointment mask Context menu (Swipe or Right-click) Edit Delete Customer Navigation Previous Period Next Period Today (jumps to the current Period and selects the current Day) Map view Navigation back to View Calendar Add Appointment Map The map is centred based on the entry for the Employee (only with Tour optimisation licence) Without Tour optimisation licence with entry of the Coordinates in the Role Landscape Mode Week and Year Toggle functions between the views Day View / Work week / Week / View Month Today - Button Jumps to the current week of the day bar and selects Today. Day Bar (only Visible in Day View / Weekly Overview) Shows the Days of week and Day date and Month (Short form, Jan., Feb.) for each Day in the Week.  Day View The selected Day is displayed in green. Drag & Drop Longpress on an Appointment entry in the View Calendar allows moving the Appointment to another Day or Time. 1) View Month: Moves the Appointment to another Day with the same Time 2) Day View and Weekly Overview: Moves the Appointment in 15 Minutes Steps to the desired Time / Day. Appointment Details Clicking on an Appointment opens the right Type via splitter and it can also be Hidden again this way. Day View / Weekly Overview Left: Time (hours) Right: Appointment, if one is selected. Appointment Height corresponds to real time Content (Only what fits is displayed; if the appointment height is insufficient, content is simply cut off) Colour code Customer Location Type Click: Opens the detail view Multiple appointments at the same time are displayed side by side Long press  in the calendar on a free time slot creates an appointment. Start time and Date are pre-set. The slot size for the Start time is 30 Minutes. If the current day is Visible, the current Time is shown by a horizontal line. Day View Appointment details Weekly Overview Appointment details View Month Weeks Appointment, if one is selected. The calendar can be scrolled vertically (endless) We show 4 Weeks + remainder. On the 1st of a Month, we always add the Month (abbreviated). Appointment Height is fixed (there is space for 5 appointments stacked) Content 1) Colour code 2) Customer 3) Time Click shows the appointment details on the Right. Day Day title 1) If more appointments exist on that Day than can be displayed, the number of non-visible appointments is shown in the day title (e.g. "+2") a) Clicking on the "+2" switches to the Day View. 2) Double-click switches to the Day View of the corresponding Day. The current Day is shown with a grey border. Appointments are displayed top-down Longpress Creates an appointment on that Day View Month Click on the eye opens the Customer masterdata. Click on the pencil changes the Customer. Map (Landscape Mode) In Landscape view (except in View Month, where the map makes no sense) you can activate the map. You then jump to the identical period in the Map view.  If you open the Map view without customers, the area of the Home address is displayed, provided the Tour optimisation is licensed. Otherwise, the Coordinates from the Role are shown. If these are also empty, the map centres on Göttingen / Kassel. The Map view contains the following elements: Header Title: Current display period + calendar week Back arrow to switch back to the time view Plus (activates the radius selection) Triple Point "Map" and "List" are not visible Customers (toggles the grid on/off) Customer names (Toggle, displays "Name1 Name2 Name3" under the PINs) Display Map (2/3) All Appointments in the selected period are displayed. Customers from the Result list are displayed in the grid. 1) Deleted customers are not shown on the map.  2) Pin (circle) a) For more than 1,000 customers to display, the Customer name is not shown on the map. 3) Click on Pin a) If an Appointment exists: Opens the Appointment view on the right and hides the grid if visible. b) If no Appointment exists: Like +, the selected Customer is already preselected. 4) The Colour of PIN is defined by the corresponding setting in the Triple Point menu. a) Darker shades should be chosen so that the font colour does not clash with the Colour of PIN. 5) If the PIN is already scheduled in the Appointment calendar a) Weekly Overview: Shows the Day of week abbreviated (MO, TU, WE, FR, SA, SU).  b) Day View: Shows the order according to Calendar management (1st, 2nd, 3rd, … ). c) If the Appointment is Done or cancelled, the corresponding symbols are shown instead of the described abbreviations. 6) For route drawing, there is a separate route colour for each Day of week. Pin Cluster 1) Contains the Quantity of Pins included. Colour and Size of the cluster change depending on the Quantity of Pins as follows: a) 9 (Colour = Blue) b) 99 (Colour = Yellow) c) 999 (Colour = Red) d) 9,999 (Colour = Purple) e) > 9,999 (Colour = Purple) 2) Clicking on a cluster zooms in two levels further. a) If at the lowest zoom level a cluster is still required, a cluster pin is still shown. Clicking on the pin opens a popup with all Customers contained. Selecting an entry then opens the Promotion for the PIN. b) Grid Name1 Name2 (Visible only in Landscape) Name3 (Visible only in Landscape) Street Postal code (half width) Location Grid Customer Search (1/3) Clicking on a Customer zooms the position on the map Context menu  Triple Point Edit Appointment Example Cluster Pin List Title Appointment list Current display period for Day/Week/Work week. In the View Month, the period always also includes the previous and following month.   Available Customer details only appointments for the selected customer and period are displayed Homepage dashboard all customers with appointments in the currently selected period are displayed   General Kebab menu ( ) Type Menu item Explanation   "Map" and "List" are not visible Delete  Deletes the selected entries. In the case of a serial appointment, only this serial appointment is deleted. No confirmation is requested. Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible The colour code corresponds to the current selection of the colour display in the calendar management. Name 1 Visible Yes Name 2 Hidden Yes Name 3 Hidden Yes Customer VisibleOnlyLandscape Yes Street VisibleOnlyLandscape Yes Postcode VisibleOnlyLandscape Yes Place Visible Yes Appointment start Visible ASC dd.mm.yyyy hh:mm Appointment end Visible dd.mm.yyyy hh:mm Type of activity Hidden Appointment status Hidden Result Hidden Fixed appointment Hidden Created by Hidden Created for Hidden ABC status Hidden Country Hidden Telephone number Hidden Fax number Hidden E-mail Hidden Sales office Hidden Price list Hidden Last visit Hidden Visiting frequency Hidden Due date (from version 10) Hidden The text for this column is determined as follows: no BR: 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 Attribute 1-16 Hidden Type Hidden Currency Hidden Area Hidden Customer since Hidden State Hidden Main contact Hidden Delivery block Hidden Incoterms Hidden Incoterm2 Hidden Terms of payment Hidden Terms of delivery Hidden Customer group Hidden Account group Hidden Internet 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 Supervised Hidden FAQ   Release From version 10