Service Description Tasks & CRM

Tasks

Tasks

Tasks

Title Widget Widget Description
Tasks

 

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  1. Number of tasks
  2. Top right corner in the colour of the highest priority.
    • Prio Z: dark red
    • Prio A: red
    • Prio B: orange
    • Prio C: none

Available in

  • Homepage dashboard
  • Customer details

 

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  1. Shows the first 4 tasks, sorted by Name
    • If available, the end date is shown
    • Click in the homepage dashboard: opens "Customers of a task"
    • Click in the customer dashboard: opens the task for the customer.
  2. vertical bar on the left
    • Prio Z: dark red
    • Prio A: red
    • Prio B: orange
    • Prio C: none
  3. Processing status is symbolised by the circle.
    • In the customer dashboard
      • Empty: non-completed
      • Half: In progress
    •  In the homepage dashboard
      • The circle is filled proportionally, depending on how many customers have already completed the task.
  4. Number of tasks
    • Click shows the task summary

  5. Number of new tasks since the last transfer

    Click opens the summary page, but shows only new tasks since the last transfer

Available in

  • Homepage dashboard
  • Customer details

Customers of a task

Title:  "Name of the task"

Lists all customers for whom this task is still open

Grid

Click Swipe Views
Opens the task for the customer
  1. Opens the customer
  1. Table
Column definition
Name Visible Sort Full Text Explanation
Colour code ForceVisible

In progress: orange
Customer columns as with customers
 ASC (Name1)
 As with customers
Start VisibleOnlyLandscape

DD.MM.YYYY
End Visible

DD.MM.YYYY

Task summary

Title:  Tasks

Grid

Click Swipe Views
Opens the task 


  1. Table
Column definition
Name Visible Sort Full Text Explanation
Colour code ForceVisible ASC
Prio Z: dark red
Prio A: red
Prio B: orange
Prio C: none
Task Visible
Yes
Start VisibleOnlyLandscape

DD.MM.YYYY
End Visible

DD.MM.YYYY
Open Visible

  • shows the number of still open entries
  • Only via homepage dashboard 
Done VisibleOnlyLandscape

  • shows the number of completed entries
  • Only via homepage dashboard 
Total VisibleOnlyLandscape

  • shows the number of all (open + done) entries
  • Only via homepage dashboard 
Status VisibleOnlyLandscape

  • Non-completed
  • In progress
  • only via customer dashboard
Priority Hidden


Task

Title: "Name of the task"
Task form

Button below 

Save - Saves the task

Complete - Completes the task, it can no longer be edited

FAQ

 

Release

 

CRM

CRM

CRM

Title Widget Widget Description
<Name of the Query>

image.png

There is one widget per CRM Form in the corresponding Type for which it is valid. For example Contact, Customer, Opportunity etc.

 

 

Header

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  1. Back without Save
  2. Title: "Name of the Query"

Form of the Query

Button below: Save

FAQ

 

Release