Service Description Appointments Calendar management Title Widget Widget description Appointments     Number of today's appointments Click shows today's day in the calendar   Available      a. Cockpit      b. Customer details     Shows the first 4 customer appointments of the current day. Appointments without a customer (e.g. prospects) are not shown Click opens the appointment Number of today's appointments Click shows today's day in the calendar Switch to the Map view   Available     a. Cockpit General Kebab menu ( ) Type Menu item Explanation Map List Tour suggestion --------------------------------------- Visit colour   Activity colour ABC status Revenue Due date --------------------------------------- Change agent DAILY REPORT / calendar management / Change agent in appointment scheduling Move appointments Copy appointments --------------------------------------- Create serial appointments DAILY REPORT / calendar management / Calendar management / Create serial appointments --------------------------------------- Tour optimisation Requires licence for: Tour optimisation module Personal locations Requires licence for: Tour optimisation module Follow-ups Functions in the title bar Icon Explanation + Add appointment (if a day is selected in the calendar view, that date is used. If no day is selected, today's date applies. Time is 12:00 noon. Appointment end is start + visit duration (if visit duration is not present, 30 minutes applies) Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Calendar management (name) Display of another calendar Header Left and right arrows to change the calendar week Display of the shown calendar week Current day Displaymode Switch to today Form Details Field Right Reference Contact   Customer contacts Type of activity   Code table: Appointment / Tour types of activity Status Code table: Appointment status Result Code table: Appointment results Campaign Campaigns Fixed appointment Comment Visit announcement Field Right Reference Send Notification of Visit   Subject   Code table: Appointment text blocks Announce appointment DAILY REPORT / calendar management / Visit announcement Brief text Objectives Field Right Reference Type    Order templates  Tasks Objectives  Code table: Objectives Miscellaneous Field Right Reference Created by Created for  DAILY REPORTS / calendar management / Change agent in appointment scheduling Recorded Date and time of recording Edited Current date and time on change Address Field Right Reference Street Debtor master data Postcode Debtor master data City Debtor master data Country Debtor master data FAQ   Release   Appointment Details Title Calendar management Header Customer details View mode Eye icon (opens the customer masterdata) Edit mode Pencil icon (change customer)    i. Appointment end is updated and is start + Visit duration (if Visit duration is not available, 30 minutes applies) Icon bar  Position Status Google Material Name Icon 1 Done Beenhere 2 Cancelled Cancel 3 Fixed appointment Watch Later 4 Hotel Hotel 5 Changed serial appointment Sync Disabled Changed appointment belonging to a series. 6 Serial appointment Loop 7 ABC status Circle with corresponding backend configured border colour. The circle contains ABC. The icon is only visible if a colour code for the corresponding status is configured. If no colour is defined for the ABC status, the icon is not displayed. The colour code is configured via Code tables: Appointment / Tour ABC status dependent colours. 8 Visit status Circle with corresponding border colour. The circle contains ST. The grey colour from 3.0 is not used, the icon remains as shown here. If no colour is defined for the visit status, the icon is not displayed. The icon bar is hidden if no icon is present. Data 1. Panels a. Time slot Visible only in view mode. Always 4 hours visible, starting 60 minutes before the appointment start. If the appointment lasts less than 3 hours, the appointment is vertically centred in the view. Scrolling in the panel is disabled on all systems. b. Details Start - End DateTimeSpan Picker: if the start is changed, the end is automatically changed as well. Full day Contact Type of activity Hidden if no code table entries are available. The first is selected if available. Code table: Appointment / Tour types of activity Basic configuration - Settings: Type of appointment activity Visit and Type of appointment activity preselected Status Hidden if no code table entries are available. The first is selected if available. Code table: Appointment status Basic configuration - Settings: Appointment status "cancelled" - code table entry selection Appointment status "done" - code table entry selection Appointment status Follow-up visit completed - code table entry selection Appointment status Follow-up visit necessary - code table entry selection Result Hidden if no code table entries are available. The first is selected if available. Code table: Appointment results Campaign Hidden if no campaigns are valid or created No preselection, can also remain empty see also Campaign Fixed appointment  Checkbox, only visible if Tour optimisation is licensed Comment Multiline input         c. Visit announcement Role DAILY REPORT / calendar management Visit announcement Hidden if not possible due to missing recipient information Send Notification of Visit Checkbox (corresponds to dropdown selection "None") Announce appointment Mornings In the Afternoons Entire day Time as specified in the appointment Subject Hidden if no code table entries are available. No preselection, can also remain empty Code table: Appointment text blocks Short text Multiline input. Automatically filled if a standard text is behind the subject.         d. Visit objectives Lists all order template and task titles that are active for the customer. Here you mark which points you want to focus on in the appointment.         e. Serial appointment  only visible when editing or creating a series Interval (weeks) Series end         f. Miscellaneous Created by Created for Recorded Changed         g. Address Filled by the selected customer Street Postal code City Country 2. Buttons a. View mode Delete (red) not shown if appointment is part of a series Confirmation is shown whether the appointment should really be deleted. Series only shown if part of a series switches to Edit series b. Edit mode: Delete (red) not shown if appointment is part of a series Confirmation is shown whether the appointment should really be deleted. Save (blue) Colour codes visit status  Status Colour Standard or Visit (planned) as intended none Appointment not visited in the week Red Appointment attended on another day in the week Yellow Visit was not planned in the current week Green Colour codes ABC The colour can be configured directly in the backend. Code table: Appointment / Tour ABC status dependent colours Colour codes activity The colour can be configured directly in the backend. Code table: Appointment / Tour types of activity dependent colours Colour codes due date Status Colour No visiting frequency in customer masterdata Black No last visit available Purple Last visit + Visiting frequency > current calendar week Green Last visit + Visiting frequency == current calendar week Yellow Last visit + Visiting frequency < current calendar week Orange Last visit + (Visiting frequency * 2) <= current calendar week Red FAQ Why don't I see the time when I want to change an appointment? If the device is too small to display date selection and time simultaneously, the calendar selection is shown first and after tapping the date, the time selection appears. Release   Serial appointments An appointment of a series is being edited 1. Panel "Serial appointments" is not visible. 2. All amendments apply only to the selected appointment. 3. The date of the appointment must not be changed to a day on which another appointment of this series already exists. Only one appointment of the appointment series may take place per day.  a. The days blocked in the date selection are displayed in grey. 4. A changed appointment still belongs to the series.  5. The status of the appointment is changed to "Changed serial appointment". A complete series is being edited 1. Panel Serial appointments is visible. 2. Appointments in the past are not updated. a) One of the following values is changed: a. Start - End b. Interval Enquiry as popup when saving: "X appointments of the series have amendments and will be overwritten." Button: OK X = Cancel All future appointments of the series are overwritten with the current values of the series. This also includes all other values, such as Description or Campaign. b) Other values are changed: a. The changed values are updated in all appointments of the series whose respective values corresponded to the series. Example: The Comment and the Campaign are changed in the series.  If the Campaign was previously changed in an appointment of the series, but not the Comment, only the Comment in that appointment is updated.  b. Series end When shortening, all appointments of the series that lie beyond the series end are deleted (including changed serial appointments). When extending, only new appointments are added. The new appointments are created based on Frequency and series start from the old series end. c) The series is deleted a. All future appointments of the series are deleted. Move appointments function Serial appointments become changed serial appointments. Tour suggestion Accessible via Calendar management > Triple-Point menu, when you are in the day, week, or work week view. Prerequisites  1. The customer must not be a distributor.  2. The customer must not be deleted.  3. The field Tour is required (controls the day of the week)  4. If there is a start week, the start week is used for the calculation, otherwise the last completed visit.  5. If there is a start year, the start week is calculated based on the start year, otherwise the current year is used.  6. If there is no visiting frequency but a tour, the day of the week is selected, but the checkbox for the visit is not set. Header 2. Filter  Standard filter with the following addition Order templates Checkbox list of all valid order templates.  Tasks Checkbox list of all valid tasks. Grid Click Swipe Views Detail page Calls up the customer 1. Table Column definition Name Visible Sort. Full text Additional info Checkbox ForceVisible Include select/deselect all Automatic preselection only occurs for assigned to an agent customers Disabled if the appointment was not created via another planning (e.g. manually). Day of week ForceVisible Dropdown of weekdays (Monday-Friday) Customer columns Turnover Hidden Format: yyyy (only for assigned to an agent customers) Turnover Hidden Format: yyyy (only for assigned to an agent customers) Performance (year) Hidden =Turnover / Turnover Turnover Hidden Format: mmm yy (only for assigned to an agent customers) Turnover Hidden Format: mmm yy (only for assigned to an agent customers) Performance (moth) Hidden =Turnover / Turnover Turnover / visit Hidden Format: yyyy (only for assigned to an agent customers) Days since last visit Hidden Number of days Next visit Hidden Format: dd.mm.yyyy Number of visits Hidden Turnover / visit (actual) Hidden Turnover / visit (target) Hidden       Right area     1. Header (like Calendar management)     2. Details  Special feature Android: On Android, the eye in the Details column must be clicked to see the right area. Name Additional info Visit (planned) Checkbox Day of week Dropdown of weekdays (Monday-Friday) Visiting frequency | Visit duration | Tour Visit (last) | Next | Number Format: dd.mm.yyyy Turnover | | % Format: yyyy |  Performance=Turnover / Turnover (only for assigned to an agent customers) Turnover | | % Format: mmm yy Performance=Turnover / Turnover (only for assigned to an agent customers) Turnover / visit | Target |   Format: yyyy (only for assigned to an agent customers) ABC status Parent customer number     1. Tasks         a. Columns             i. Name             ii. Start (width: 10 characters)             iii. End (width: 10 characters)     2. Order templates         a. Columns             i. Name             ii. Start (width: 10 characters)             iii. End (width: 10 characters) Miscellaneous  1. Appointments created via this planning receive the appointment status "AUTO"  2. If at least one appointment with status "AUTO" exists in the selected week, no automatic planning will take place.  3. Employee changes are not possible in this planning. Leaving the page If there were changes and you want to leave the page, a message appears: "You have changed data, do you want to cancel your changes?" Action buttons: ok, Cancel Changes Further Functions Change agent 1. Lists all employees who have appointments and to whom the user has access. 2. Listing is done as with responsible a. Instead of the detail page, the corresponding employee is selected by clicking. 3. If an employee other than oneself is selected, the title shows: "Calendar management " Local appointments If appointments from the device's local calendar have been imported into DeDeSales, these are also displayed in one's own calendar management in grey colour with the information "Title" and "Location". Interaction with the local appointments is not possible. Radius selection 1. The radius selection is only possible if  a. there are pins on the map b. the selected day >= Today.  c. One has switched from the day or work week view to the map view. d. Only visible customers (pins) are selected in the radius selection. 2. Zoom and pan functions on the map are disabled. 3. The + symbol in the title bar is hidden. Instead, a "cancel" appears a. Clicking "cancel" or leaving the map view cancels the radius selection. 4. The user can draw a circle on the map. a. Click sets the circle centre, drag sets the radius. 5. As soon as a circle is drawn, a "check" symbol also appears in the title. 6. After clicking the "check" symbol, the user receives a new view a. Title: Customers within the selected radius b. Grid i. Columns as under "Customers". ii. Has checkboxes iii. All customers are preselected. From version 16: Customers who already have an appointment in the selected period are not preselected. c. Back button top left (does not cancel the radius selection) d. Process buttons i. Cancel (cancels the entire radius selection) ii. Apply (applies the customers to the calendar and ends the radius selection) Move appointments 1. Opens a popup 2. Title: "Move appointments" 3. Process button: "OK" 4. Contains a slider from 1 to 54 a. Text: Move all appointments from dd.mm.yyyy by {x} week(s). Copy appointments (from version 8) 1. Opens a popup 2. Title: "Copy appointments" 3. If entered from the work week/week a. Target week (always copies from Monday to Monday, so whole weeks are always copied in this case) 4. If entered from the day view a. Target (copies the day to the target day) 5. Process button: "OK" a. If there are already appointments in the target period, a popup appears (Title: Copy appointments) i. There are already appointments in the target. ii. Process button: "Replace" iii. Process button: "Overwrite" b. When copying appointments, the status and the Result are reset. Appointments for no longer available customers If an appointment was created for a customer who is no longer available to the DeDeSales client, the appointment is no longer displayed. 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 Licence Tour optimisation operational Optimisation Title Tour optimisation General Kebab menu ( ) Type Menu item Explanation Tour optimisation     Personal locations Tour optimisation 1. Start (Location) 2. For each day from the view you came from, a block with the following information is displayed a. [Picker] Day of week, Date No action (default for all days <= today) Apply customers, do not optimise day (see also Public holiday calendar) Optimise (default for all days > today) b. Travel time (TimeSpan from until) | Destination (Location, picker see Start/Destination) c. The data is preloaded from the Working hours and Home address, or if already present in the week also the hotel information (as in 3.0) d. The sliders are all active by default e. On the first day the Home address is set by default, unless the previous day ended with a hotel. Then the hotel is set here. If the first day is a Monday there is usually no previous day, as Sundays are not worked and the Home address is set. However, if I only optimise a single day, e.g. Wednesday, it can happen that the previous day exists and ended with a hotel (as in 3.0) f. On all subsequent days "automatically" is set, unless the day ended at a hotel, then the hotel is used. g. If the slider is set to "No action", the input fields are deactivated. 3. Action button a. Optimise Result popup (not shown on success) 1) Error case (e.g. server not reachable): Corresponding error message is displayed 2) Not all appointments could be optimised a) Message: "The following customers (x/y) could not be scheduled due to time constraints: * Confirm to remove the customers from the calendar and apply the result." b) Action button: Apply Start / Destination     1. Start         a. Home address (the Home address is enforced)         b. Hotel (only if the previous day ended with a hotel stay)         c. The global locations stored in the backend         d. The personal locations created in the client     2. Destination         a. Automatic (the optimisation uses either the Home address or a hotel here)         b. Hotel (only if the previous day ended with a hotel stay)         c. Home address (the Home address is enforced)         d. The global locations stored in the backend         e. The personal locations created in the client     3. Display         a. Name, Street, Postal code, Location, Country Personal locations Functions in the title bar Icon Explanation + Creation of a personal location Grid Click Swipe Views Edit Delete Table Column definition Name Visible Sort Full text Explanation Name Visible ASC Yes Street VisibleOnlyLandscape Postal code Visible Location Visible Yes Country Visible Create / Edit     1. Action button         a. Save     2. Fields         a. Name         b. Street         c. Postal code         d. Location         e. Country Public holiday calendar If the Public holiday calendar is available and a corresponding ID is stored for the Employee, the entry changes from "optimise" to "Apply customers, do not optimise day" on days where a public holiday exists. FAQ   Release