Recently Updated Pages
iOS App Updates (manually via App Store)
If a new app version is available in the Apple Business Manager, this app can be updated manually...
Edit / Add an Entry
1. Photo Panel Icon Explanation Opens the file explorer to load a local picture i...
Presentation mode Photos
The presentation mode for photos is used to display photos in an enlarged view. In presentation m...
Photo detail page
Summary The photo detail page is used to display and edit a single photo. Only one photo is displ...
Summary page
Title Widget Widget description Photos Number of photos Click: - opens the ...
FOLLOW-UP
Title Widget Widget Description Follow-ups 1. Quantity of entries with a follow-...
Activity Detail Page
Detail Page Attention! If the matching record for the activity is available, the corresponding re...
Activities Overview
Title Widget Widget Description Activities Number of activities Click: Op...
Jobs / Copy CRM
1. Save / Create a copy You can copy a Job or a CRM with the button "Save / Create a copy" in the...
Why is an appointment created when I have visited a customer?
For a visit that is started without an appointment, an appointment can be created afterwards. The...
Contact details
Title First name Last name Details Functions in the title bar Icon Explanation ...
Level 5 - Subpage in Pages
It is possible to add further branching for SingleChoice / MultiChoice and Dropdown lists dependi...
Level 4 - Create Reply Option
Special features for question types SingleChoice, DropDown or Multichoice Now the reply options f...
Level 3 – Creating a Question Using the Free Text Example
At least one question must be created on each page; otherwise, the pages will not be displayed Qu...
Level 2 – Creating the Page Template
By default, the display for the Tasks and in the CRM type is in the order of the questions from t...
Level 1 - Creating a Job
1. Name Assign a meaningful name; ideally, the Sales rep. can already tell from the name what the...
Summary
Jobs and CRM queries consist of several parts, which are explained below and are the same in both...
Difference between Tasks / CRM
Tasks Tasks are hidden after saving. Under certain circumstances (setting in the backend) they c...
Copying (Windows and Android)
Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer numb...
Datasync
There are several places that do not require no data provision from the backend: DataSync Do...