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Order support – Tour suggestion
Create suitable tours for you in the backend under Order support – Tour suggestion. In our exampl...
Drag & Drop
An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, p...
Create tour using radius search
Once you have entered the first Search Term, you can also Select customers via the radius search ...
Display Upcoming Day Appointments
On the dashboard, you can permanently display all appointments for the current day. Overdue appoi...
summarised
The facing recording works without a DAILY REPORT and without visits. When a visit is completed,...
Evaluation of the documented Facings
Via the backend under Evaluation – STATISTICS you can evaluate the documented Facings. Facing ana...
Settings
In the menu item Basic configuration – Settings, you can control the behaviour of the Facing note...
Modules
Add additional Modules to an Order template for facing capture to enrich the provided Data with i...
Order template
Create an order template for the facing capture or extend an existing one Order template You can ...
Role Adjustment
In order for the facing recording to be carried out, it must be activated via the role: (1) Basic...
Connector
If the communication between your ERP and DeDeSales is via a connector, it can also handle the Cr...
no interface
In order for the new customer to be edited directly in the client, a configuration via the backen...
JSon API
Offline It is possible to have the new Customer number generated on the client and passed to the ...
E-Mail Subscription
If you do not have an interface via a connector to your ERP system, it is necessary to subscribe ...
Initial Setup of the DeDeSales Client
If the client has not yet been set up, you will be taken directly to the Settings of the Dashboar...
Settings - Manage e-mail content
Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggesti...
Areas
An area assignment can be used whenever you do not have a direct assignment between Employee and ...
Appointment/Contact Sync via Cloud
When syncing Contacts and Appointments in DeDeSales via the Cloud, delays can occur, so that Obje...
Text
Title Widget Widget Description Text Available: - Product details General D...
Product details
Title Widget Widget Description Product details General Kebab menu ( ) ...