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Order support – Tour suggestion

Backend Appointments

Create suitable tours for you in the backend under Order support – Tour suggestion. In our exampl...

Updated 1 month ago by n8n

Drag & Drop

Client - Calendar management

An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, p...

Updated 1 month ago by n8n

Create tour using radius search

Client - Calendar management Map

Once you have entered the first Search Term, you can also Select customers via the radius search ...

Updated 1 month ago by n8n

Display Upcoming Day Appointments

Client - Calendar management

On the dashboard, you can permanently display all appointments for the current day. Overdue appoi...

Updated 1 month ago by n8n

summarised

FAQ Facing

The facing recording works without a DAILY REPORT and without visits. When a visit is completed,...

Updated 1 month ago by n8n

Evaluation of the documented Facings

Backend Facing Evaluation - STATISTICS

Via the backend under Evaluation – STATISTICS you can evaluate the documented Facings. Facing ana...

Updated 1 month ago by n8n

Settings

Backend Facing Basic settings for data capture

In the menu item Basic configuration – Settings, you can control the behaviour of the Facing note...

Updated 1 month ago by n8n

Modules

Backend Facing Basic settings for data capture

Add additional Modules to an Order template for facing capture to enrich the provided Data with i...

Updated 1 month ago by n8n

Order template

Backend Facing Basic settings for data capture

Create an order template for the facing capture or extend an existing one Order template You can ...

Updated 1 month ago by n8n

Role Adjustment

Backend Facing Basic settings for data capture

In order for the facing recording to be carried out, it must be activated via the role: (1) Basic...

Updated 1 month ago by n8n

Connector

Create new customer Client / Backend

If the communication between your ERP and DeDeSales is via a connector, it can also handle the Cr...

Updated 1 month ago by n8n

no interface

Create new customer Client / Backend

In order for the new customer to be edited directly in the client, a configuration via the backen...

Updated 1 month ago by n8n

JSon API

Create new customer Client / Backend

Offline It is possible to have the new Customer number generated on the client and passed to the ...

Updated 1 month ago by n8n

E-Mail Subscription

Create new customer Client / Backend

If you do not have an interface via a connector to your ERP system, it is necessary to subscribe ...

Updated 1 month ago by n8n

Initial Setup of the DeDeSales Client

System Requirements Client Client Provision / Deployment

If the client has not yet been set up, you will be taken directly to the Settings of the Dashboar...

Updated 1 month ago by n8n

Settings - Manage e-mail content

DeDeSales Backend Menu Basic configuration

Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggesti...

Updated 1 month ago by n8n

Areas

DeDeSales Backend Menu Basic configuration

An area assignment can be used whenever you do not have a direct assignment between Employee and ...

Updated 1 month ago by n8n

Appointment/Contact Sync via Cloud

Client

When syncing Contacts and Appointments in DeDeSales via the Cloud, delays can occur, so that Obje...

Updated 1 month ago by n8n

Text

Product Specification

Title Widget Widget Description Text Available: - Product details General D...

Updated 1 month ago by n8n

Product details

Product Specification

Title Widget Widget Description Product details   General Kebab menu ( ) ...

Updated 1 month ago by n8n