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The Differences in the Terminate Offer Type
As soon as you press the Completion button in the client and depending on the role settings, you ...
Discounts
Title Widget Widget Description Discounts Number of discounts General Gri...
Entry Area
Title Facing General Kebab menu ( ) The input area has the same kebab menu as the grid ...
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as It...
The Differences in the Type Finalize the Customer Complaint
As soon as you press the Completion button in the client and depending on the role settings, you ...
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as th...
Item entry - Entry area
Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as It...
The Differences in the Area "Complete order"
As soon as you press the Completion button in the client and depending on the role settings, you ...
Filter
Filter The filter icon is located in various places. Here you can filter the view as desired. Th...
Setup API Connection D365 F&O
Microsoft Azure App Registration Open URL: https://portal.azure.com/#home. Click on App registr...
Quotation
Header data Grid Click Swipe Views Items Table Column definition ...
Order / Contract
Header data Grid Click Swipe Views Items "Document flow" (from version 20) ...
Invoice / Credit note / Direct debit
Header data Grid Click Swipe Views Items "Document flow" (from version 20) ...
Settings - E-Mail Templates (Opportunities & Leads)
General Central administration of the e-mail templates available for selection in the "E-Mail" wi...
Sales Pipeline - Opportunities
Under Sales pipeline → Opportunities you will see a summary of the sales processes (code table "O...
Title E-Mail General The "E-Mail" widget allows you to send an e-mail directly from an ...
Sales Pipeline - Creating and Editing Leads
To be able to create leads, you must first maintain the lead definition. If you have questions ab...
Listing
Title Widget Widget Description Listing Number of Items Available: Custom...
Detail page
Title Lead <Leadname> General Kebab menu ( ) Type Menu item Explanation ...
Details
Title Number Name General Kebab menu ( ) Type Menu item Explanation Re...