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Tab bar of the entry mask
The tab bar contains further information about the currently selected product or offers you the p...
Grid area
The Facing note in widget entry extends the entry mask with information for collecting facing dat...
Product documents
Title Product documents "<Produktbezeichnung>" General Grid Click Swipe Views ...
Matrix Entry
Title Product entry General Header In the matrix entry, the Header corresponds to the ...
Tab bar of the entry mask
The tab bar contains further information about the currently selected product or offers you the p...
Grid area
Title The title shows which products are displayed, e.g. the name of the order template....
Why does it sometimes take so long before I can use the client?
Clean Up A clean up is automatically performed every 28 days at startup. Orphaned data (e.g. Prod...
Device is not Released / Server cannot be Reached
New Device / Reinstallation of Old Device You have set up a new device. Please contact your IT de...
Quotation mask
Title Quotation If a type of order is selected: Quotation / "Type of order" General...
Scanning with Mobile Devices (iOS / Android)
Smartphones and tablets support a camera scanner. This function can be activated/deactivated unde...
Automatic Dispatch
If orders cannot be transmitted due to lack of an online connection, they receive the status "In ...
Data Transfer - Progress
Title Widget Widget Description Data Transfer General Form Status Field ...
Data Transfer - Selection
Title Widget Widget Description Data Transfer Date of the last data transfer ...
Expenses
Title Widget Widget Description Expenses General Functions in the title bar ...
Daily Report Comment
Title Widget Widget Description Comment General Form Field Right Refere...
Expense report
Title Widget Widget Description Expense report General General Information A ...
Why can't I start a trip?
Attention: Please note the General Information that Daily reports, Expenses, Visits and Reports c...
Why is the daily or expense report not generated?
To create expense or daily reports for the employee via the backend, the checkbox Create agent re...
Daily/Expense reports
In the Employee section, you have the selection between different evaluations of the daily report...
Editing Complaints in the Backend
Show complaints If you have the corresponding user right for complaints, you can switch to compla...