Visit

Title 
Widget 
Widget description   
 
 
Visit 
 
  
 
 
Visiting frequency 
Tour 
Starting and ending the visit 
Visit duration in the customer master data 
Last visit recorded and transferred in DeDeSales.  
Available: 
 
Customer details page 
Only available when a trip has been started    
 
Visit 
 
  
 
1. Customer location 
2. Briefcase, when a visit is ongoing (additionally the icon is shown active (blue)) 
 
Available: 
 
Homepage dashboard 
Only available when a trip has been started    
 
Visit 
 
  
 
If no visit is ongoing: 
 
Opens the customer selection. 
Then you reach the visit page.  
Available: 
 
Homepage dashboard 
Only available when a trip has been started     
General
Header
 
Calls up the customer (only visible when accessing the entry via Reports) 
Changes the customer (only visible when creating the entry via Reports)
 
Form
General
 
 
 
Field 
Right 
Reference   
 
 
Start 
  
   
 
End 
  
   
 
On behalf of 
DAILY REPORT / visits / On behalf of 
Employee  
 
Contact 
DAILY REPORT / visits / Contact at Visit conclusion Mandatory 
Customer contacts  
 
Campaign 
 
Campaigns  
 
Visit type 
DAILY REPORT / visits / Follow-up 
   
Activities
 
 
 
Field 
Right 
Reference   
 
 
Checkbox | Activity 
 
DAILY REPORT / visits / Activities 
DAILY REPORT / visits / At least one activity must be stated.  
Code table: Activities  
 
Checkbox | Miscellaneous 
 
DAILY REPORT / visits Other tasks  
   
Orders
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Order 
 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full text 
Explanation   
 
 
Date 
Forced 
 
 
  
 
Type 
Forced 
 
 
  
 
ERP no. 
Forced 
 
 
  
 
Order reason 
Forced 
 
 
   
Departments
 
 
 
Field 
Right 
Reference   
 
 
Checkbox | Department 
 
DAILY REPORT / visits / Departments  
Code table: Department   
Report
 
 
 
Field 
Right 
Reference   
 
 
Single input field 
DAILY REPORT / visits / Visit report 
   
Calendar management
 
 
 
Field 
Right 
Reference   
 
 
Only visible if there is also an appointment for the customer on that day and only visible at Visit conclusion 
Settings \ Update appointments after visit 
Option to set the status and the result   
Validation
 
A visit must last at least one minute. 
End must be present. 
Tasks with Priority Z must all be Completed.
 
Action buttons
 
 
 
Name 
Function 
Visibility   
 
 
Start 
 
The Start time is pre-filled with the current time. 
Saves your entries and starts the visit.  
When the visit is created via the widget and has not yet been started.  
 
Save 
 
The End time is still empty because the visit is not yet Completed. 
Saves your entries.  
When the already started visit is clicked via the widget.  
 
Complete 
 
 
Saves your entries and completes the visit. 
Mandatory fields are validated. 
Priority Z task check does not take place if the visit is completed via Reports. 
A workflow can be started via the kebab menu (only if the "Workflow" module is licensed and there is a corresponding workflow.)   
When editing a visit   
 
FAQ 
Why is the value from the last visit not current? 
The last visit is determined via the Total import. If this has not run, it may be that the value differs from the actual last visit.