Workflow Summary
| Title | Widget | Widget Description |
| Workflow |   |
Colour code: The corner turns yellow if you are the owner of an open workflow.
Click: opens the summary page
Available
|
| Workflow Listing |
 
| 1. The next 4 open entries, sorted by next FOLLOW-UP date Ascending
Colour code:
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:
|
Grid
| Click | Swipe | Views |
| Workflow | |
|
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 | ||
| 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 | |||
| 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