Recently Updated Pages

Accessible via Calendar management > Triple-Point menu, when you are in the day, week, or work we...

Title Tour optimisation General Kebab menu ( ) Type Menu item Explanation ...

An appointment of a series is being edited 1. Panel "Serial appointments" is not visible. 2. All ...

Change agent 1. Lists all employees who have appointments and to whom the user has access. 2. Lis...

Title Appointment list Current display period for Day/Week/Work week. In the View Month...

In Landscape view (except in View Month, where the map makes no sense) you can activate the map. ...

Weeks Appointment, if one is selected. The calendar can be scrolled vertically (endless) We ...

Left: Time (hours) Right: Appointment, if one is selected. Appointment Height corresponds to...

Week and Year Toggle functions between the views Day View / Work week / Week / View Month Today...

In Portrait Mode, the information is displayed in a more compact form. Calendar Area Calendar ...

Title Widget Widget Description <Name of the Query> There is one widget per CRM ...

Title: Name of the lead Kebab menu ( ) Type Menu item Explanation Show con...

Title Widget Widget Description Involved Quantity of assigned Employees Avai...

Title Widget Widget Description Completion Only active if set via <Role> / LEAD MA...

Title Widget Widget Description Company     Number of companies in this list...

Through the backend, you have the option to automatically complete the travel reports of employee...

If the widget for the Visit is greyed out, then the Visit cannot be started.  This can be due to ...

Background Processing vs. Minimising You can continue working in other programmes during the Data...

Title Calendar management Header Customer details View mode Eye icon (opens the cust...

Status 2024.03 - We do not guarantee that this guide is up to date. In case of uncertainties, ple...