Customers

Title	Widget	Widget Description
Customers		Number of customers

General

Kebab menu ()

Type	Menu item	Explanation
	Create new customer
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	Not assigned	Also shows customers in the current view who are not assigned to the employee via the interface, but are available through substitution or trade fair rules.
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	Active
	Locked
	Deleted
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	All customers
	Customer lists	Customer lists available on the client
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	All clients
	Clients	Clients available on the client

Grid

Click	Swipe	Views
Customer details	Accounts (if it is a Key account)	Table Map

Column definition

Name	Visible	Sort	Full text	Explanation
Colour code	Forced			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.
Name 1	Visible	ASC	Yes
Name 2	Hidden		Yes
Name 3	Hidden		Yes
Customer	Landscape		Yes
Street	Landscape		Yes
Postcode	Landscape		Yes
City	Visible		Yes
ABC Status	Hidden
Country	Hidden
Telephone number	Hidden
Fax number	Hidden
E-Mail	Hidden		Yes
Sales office	Hidden
Group of sales agents	Hidden
Price list	Hidden
Last visit	Hidden			Automatically determined.
Visiting frequency	Hidden
Due date	Hidden			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 > 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
Attribute1-16	Hidden
Type (customer)	Hidden
Currency	Hidden
Area	Hidden
Customer since	Hidden
State	Hidden
Main contact	Hidden
Delivery block	Hidden
Incoterms	Hidden
Incoterms 2	Hidden
Terms of payment	Hidden
Terms of delivery	Hidden
Customer group	Hidden
Account group	Hidden
Homepage	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
Assigned	Hidden
Abbreviation	Hidden		Yes

FAQ

Release