Workflow Summary

Title 
Widget 
Widget Description   
 
 
Workflow 
 
  
 
 
Number of open workflows  
Colour code:  
The corner turns yellow if you are the owner of an open workflow. 
  
Click: opens the summary page 
  
Available 
 
Customer details 
Start page dashboard    
 
Workflow Listing 
 
  
 
 
   
 
1.  The next 4 open entries, sorted by next FOLLOW-UP date Ascending 
  
Colour code: 
Red: if the processing period has been exceeded (next day)
Yellow: if the processing must take place Today
 
  
Click: switches to the workflow
 
  
2.  Number of my workflows for which I am currently responsible. 
  
Click: switches to the workflows 
  
3. Number of workflows I could take over but have not yet taken over. 
  
Click: switches to the workflows 
  
Available: 
 
Start page dashboard      
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Workflow 
 
  
 
 
Table
     
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Colour code 
ForceVisible 
 
 
Green, if approved
Red, if rejected
Yellow, if you are the owner yourself
  
 
Workflow 
Visible 
 
Yes 
The name of the workflow  
 
Entered on
 
Visible 
DESC 
 
  
 
 
Created by  
Hidden 
 
 
  
 
Step 
Hidden 
 
 
  
 
Step started 
Hidden 
 
 
  
 
Owner 
VisibleOnlyLandscape
 
 
 
  
 
Status 
Visible 
 
 
  
 
Reason 
Hidden 
 
 
  
 
Due on
 
VisibleOnlyLandscape
 
 
 
   
Customer columns (when accessed via Start page dashboard)
 
 
 
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