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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 (image.pngimage.png)

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