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Operation with Mouse and Keyboard does not Reach Search Field
Operation with Mouse and Keyboard does not Reach Search Field 1. You can still click, even if it ...
KPI Widgets Leads
There are 2 widgets available in the Leads area. You can find KPI widgets in the "2 x 1 Widgets" ...
KPI Widget Follow-ups
Follow-ups due Counts all follow-ups that are due today and in the past. The number shows the ...
KPI Widgets Quotations
There are 2 widgets available in the Quotation type. You can find KPI widgets in the "2 x 1 Widge...
KPI Widgets Order
There are 2 widgets available in the Orders type. You can find KPI widgets in the "2 x 1 Widgets"...
Workflow - Evaluation
Workflow - Summary - ongoing workflows The current owner of the workflow can be changed or the ...
Editing Workflows
You can start a workflow using this icon: If there are multiple workflows for the type, they are ...
Mass maintenance of Jobs / CRM via the Backend
To be able to edit/update multiple records simultaneously, mass maintenance is used. Prerequisite...
Rewriting Orders in Debtor Mapping
After creating a debtor mapping and performing a data transfer, the customer numbers in already e...
Customer Leads Overview Page
Lists all open leads of the customer Title: Leads Functions in the title bar Ic...
Setup Appointments and Contacts
After the initial setup of the DeDeSales Client, you can activate the synchronisation for appoint...
Restrictions on the Display of Certain Fields
Only the maintainable fields that can be transferred to the ERP system are now displayed in the c...
STATISTICS
Opportunities (win) Title Widget Widget Description All Opportunities (win) ...
Sales Pipeline - Summary
You receive an overview of all definitions in the Summary under the Leads menu. You can export th...
Column configuration cannot be performed on the iPad
Column configuration cannot be performed on the iPad Under iOS 26, multitasking settings can be m...
Limitations on discountable items
Control the discount behaviour in the client via Basic configuration - Settings - "Limitations on...
Deleted Customers - SAP
In connection with SAP, deleted Customers are imported and displayed if the deletion date is in t...
Create new customer
General Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create ne...
Product recommendations
Required licence: AI Module Product recommendations are determined based on products already purc...
Create / modify Contact
General Functions in the title bar Icon Explanation The AI function business...