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iOS App Updates (manually via App Store)

System Requirements Client Client Provision / Deployment

If a new app version is available in the Apple Business Manager, this app can be updated manually...

Updated 1 month ago by n8n

Edit / Add an Entry

Photos Service Description Photos

1. Photo Panel Icon Explanation Opens the file explorer to load a local picture i...

Updated 1 month ago by n8n

Presentation mode Photos

Photos Service Description Photos

The presentation mode for photos is used to display photos in an enlarged view. In presentation m...

Updated 1 month ago by n8n

Photo detail page

Photos Service Description Photos

Summary The photo detail page is used to display and edit a single photo. Only one photo is displ...

Updated 1 month ago by n8n

Summary page

Photos Service Description Photos

Title Widget Widget description Photos Number of photos Click: - opens the ...

Updated 1 month ago by n8n

FOLLOW-UP

FOLLOW-UP Service Description FOLLOW-UP

Title Widget Widget Description Follow-ups 1. Quantity of entries with a follow-...

Updated 1 month ago by n8n

Activity Detail Page

Activities Performance Description Activities

Detail Page Attention! If the matching record for the activity is available, the corresponding re...

Updated 1 month ago by n8n

Activities Overview

Activities Performance Description Activities

Title Widget Widget Description Activities Number of activities Click: Op...

Updated 1 month ago by n8n

Jobs / Copy CRM

Backend Tasks & CRM

1. Save / Create a copy You can copy a Job or a CRM with the button "Save / Create a copy" in the...

Updated 1 month ago by n8n

Why is an appointment created when I have visited a customer?

FAQ Trip

For a visit that is started without an appointment, an appointment can be created afterwards. The...

Updated 1 month ago by n8n

Contact details

Contacts Service Description Contacts

Title First name Last name Details Functions in the title bar Icon Explanation ...

Updated 1 month ago by n8n

Level 5 - Subpage in Pages

Backend Tasks & CRM Create Tasks

It is possible to add further branching for SingleChoice / MultiChoice and Dropdown lists dependi...

Updated 1 month ago by n8n

Level 4 - Create Reply Option

Backend Tasks & CRM Create Tasks

Special features for question types SingleChoice, DropDown or Multichoice Now the reply options f...

Updated 1 month ago by n8n

Level 3 – Creating a Question Using the Free Text Example

Backend Tasks & CRM Create Tasks

At least one question must be created on each page; otherwise, the pages will not be displayed Qu...

Updated 1 month ago by n8n

Level 2 – Creating the Page Template

Backend Tasks & CRM Create Tasks

By default, the display for the Tasks and in the CRM type is in the order of the questions from t...

Updated 1 month ago by n8n

Level 1 - Creating a Job

Backend Tasks & CRM Create Tasks

1. Name Assign a meaningful name; ideally, the Sales rep. can already tell from the name what the...

Updated 1 month ago by n8n

Summary

Backend Tasks & CRM Create Tasks

Jobs and CRM queries consist of several parts, which are explained below and are the same in both...

Updated 1 month ago by n8n

Difference between Tasks / CRM

Backend Tasks & CRM

Tasks Tasks are hidden after saving.  Under certain circumstances (setting in the backend) they c...

Updated 1 month ago by n8n

Copying (Windows and Android)

Client Controls

Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer numb...

Updated 1 month ago by n8n

Datasync

FAQ DÜ

There are several places that do not require no data provision from the backend: DataSync Do...

Updated 1 month ago by n8n