# Calendar management

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:143.391px;"><colgroup><col style="width:10.1503%;"></col><col style="width:28.1096%;"></col><col style="width:61.7402%;"></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;">Appointments</td> <td style="height:113.594px;"><div drawio-diagram="1629">[![zOU5xw4PHPMN8Su3-drawing-9-1749029780.png](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/av76fMi9OQNM9ND0-drawing-8-1793274513.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-06/uScpGvamf84aXzwa-image.png)</div>

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

1. Number of today's appointments
 

Click shows today's day in the calendar

Available  
     a. Cockpit

     b. Customer details

 </td> </tr> <tr> <td>  
</td> <td><div drawio-diagram="1631">[![axPsfnilj8Wsm1zh-drawing-9-1749029840.png](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/CMohZRbEHFYd6VjH-drawing-8-1793276439.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-06/fhRW5JuiEOWE97Fa-image.png)</div>

 </td> <td>

1. Shows the first 4 customer appointments of the current day. Appointments without a customer (e.g. prospects) are not shown  
    Click opens the appointment
2. Number of today's appointments  
    Click shows today's day in the calendar
3. Switch to the Map view
 

Available

    a. Cockpit

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

### General

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="border-collapse:collapse;width:100%;height:504.532px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2214%;"></col><col style="width:63.5343%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[Map](https://wiki.dedesales.de/link/319#bkmrk-page-title)</td> <td style="height:35.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">[List](https://wiki.dedesales.de/link/320#bkmrk-page-title)</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">[Tour suggestion](https://wiki.dedesales.de/link/324#bkmrk-page-title)</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">---------------------------------------</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:63.375px;"> <td style="height:63.375px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/PGlgF4qwhON8QACO-jbemwch2ontcwalv-r6pimage.png)

 </td> <td style="height:63.375px;">Visit colour</td> <td style="height:63.375px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/8ycOdrgjYaVLgSa2-onzmmy6khifxybqm-5awimage.png)

 </td> <td style="height:29.7969px;">Activity colour</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/8ycOdrgjYaVLgSa2-onzmmy6khifxybqm-5awimage.png)

 </td> <td style="height:29.7969px;">ABC status</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/8ycOdrgjYaVLgSa2-onzmmy6khifxybqm-5awimage.png)

 </td> <td style="height:29.7969px;">Revenue</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">![Only one active entry is possible.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/8ycOdrgjYaVLgSa2-onzmmy6khifxybqm-5awimage.png)

 </td> <td style="height:29.7969px;">Due date</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">---------------------------------------</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[Change agent](https://wiki.dedesales.de/link/321#bkmrk-mitarbeiter-wechseln)</td> <td style="height:35.7969px;">DAILY REPORT / calendar management / Change agent in appointment scheduling</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[Move appointments](https://wiki.dedesales.de/link/321#bkmrk-termine-verschieben)</td> <td style="height:35.7969px;">  
</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[Copy appointments](https://wiki.dedesales.de/link/321#bkmrk-termine-kopieren-%28ab)</td> <td style="height:35.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">---------------------------------------</td> <td style="height:29.7969px;">  
</td> </tr> <tr> <td> </td> <td>[Create serial appointments](https://wiki.dedesales.de/link/322#bkmrk-page-title)</td> <td>DAILY REPORT / calendar management / Calendar management / Create serial appointments</td> </tr> <tr> <td> </td> <td>---------------------------------------</td> <td>  
</td> </tr> <tr> <td> </td> <td>[Tour optimisation](https://wiki.dedesales.de/link/323#bkmrk-page-title)</td> <td>Requires licence for: Tour optimisation module</td> </tr> <tr> <td> </td> <td>[Personal locations](https://wiki.dedesales.de/link/323#bkmrk-titel-icons)</td> <td>Requires licence for: Tour optimisation module</td> </tr> <tr> <td> </td> <td>Follow-ups</td> <td>  
</td> </tr> </tbody> </table>

#### Functions in the title bar

<table id="bkmrk-icon-erl%C3%A4uterung-erm" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:17.2704%;"></col><col style="width:82.7296%;"></col></colgroup> <thead> <tr> <td>Icon</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>+</td> <td>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)

 </td> </tr> <tr> <td>[![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/KpJQIMM8YaNV3hyk-7qqrczyvooujbcwd-image.png)](https://wiki.dedesales.de/uploads/images/gallery/2026-01/7qQRczYvOOUJBcWD-image.png)

 </td> <td>Starts a workflow

Only visible if the "Workflow" module is licensed and a corresponding workflow exists.

 </td> </tr> <tr> <td>Calendar management (name)</td> <td>Display of another calendar

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

#### Header

<div drawio-diagram="1606"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/XdOIDctrXY02XESS-s0wlx2ej3pnqicq7-drawing-9-1748934347.png" alt="s0wlx2EJ3Pnqicq7-drawing-9-1748934347.png"/></div>

1. Left and right arrows to change the calendar week
2. Display of the shown calendar week
3. Current day
4. Displaymode
5. Switch to today
 

#### Form

##### Details

<table id="bkmrk-feld-recht-referenz-" style="border-collapse:collapse;width:100%;height:255.172px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Contact</td> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">Customer contacts</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Type of activity</td> <td style="height:46.5938px;"> </td> <td style="height:46.5938px;">Code table: Appointment / Tour types of activity</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Status</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Code table: Appointment status</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Result</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Code table: Appointment results</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Campaign</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">[Campaigns](https://wiki.dedesales.de/link/72#bkmrk-page-title)</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Fixed appointment</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Comment</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>

##### Visit announcement

<table id="bkmrk-feld-recht-referenz--1" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Send Notification of Visit</td> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Subject</td> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">Code table: Appointment text blocks</td> </tr> <tr> <td>Announce appointment</td> <td>DAILY REPORT / calendar management / Visit announcement</td> <td>  
</td> </tr> <tr> <td>Brief text</td> <td>  
</td> <td>  
</td> </tr> </tbody> </table>

##### Objectives

<table id="bkmrk-feld-recht-referenz" style="border-collapse:collapse;width:100%;height:89.3907px;"><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;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">

-  [Order templates](https://wiki.dedesales.de/link/71#bkmrk-page-title)
- Tasks
- Objectives
 

 Code table: Objectives

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

##### Miscellaneous

<table id="bkmrk-feld-recht-referenz--2" style="border-collapse:collapse;width:100%;height:182.578px;"><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;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Created by</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Created for </td> <td style="height:46.5938px;">DAILY REPORTS / calendar management / Change agent in appointment scheduling</td> <td style="height:46.5938px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Recorded</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Date and time of recording</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Edited</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">Current date and time on change</td> </tr> </tbody> </table>

##### Address

<table id="bkmrk-feld-recht-referenz--3" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:20.0238%;"></col><col style="width:40.0477%;"></col><col style="width:40.0477%;"></col></colgroup> <thead> <tr> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr> <td>Street</td> <td>  
</td> <td>Debtor master data</td> </tr> <tr> <td>Postcode</td> <td>  
</td> <td>Debtor master data</td> </tr> <tr> <td>City</td> <td>  
</td> <td>Debtor master data</td> </tr> <tr> <td>Country</td> <td>  
</td> <td>Debtor master data</td> </tr> </tbody> </table>




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

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

</details>