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E-Mail Attachments
The E-Mail Attachments are stored in the Documents widget. At the top level, there is a folder ...
Assignment of Emails to Customers
The Msg Root folder is checked directly, with known folders such as Junk, Deleted, Drafts etc. be...
Set up Connector
Setting up the connection 1. Register app Log in at https://entra.microsoft.com. Now click on “Ap...
Data collection - Target agreement
Create the Target agreement in the backend under Order support / Data collection / Target agreeme...
Amendments
Title Widget Widget Description Amendments Number of unread amendments Clic...
Delivery Note
Header data Grid Click Swipe Views Items Table Column definition ...
Create new customer
General Kebab menu ( ) Type Menu item Right Create new customers <Role> / B...
Discounts
Title Widget Widget Description Discounts Number of discounts Available: ...
Hierarchy
Requires the Module: Key account Title Widget Widget Description Hierarchy ...
Distribution status
Title Widget Widget Description Distribution Available: Customer details ...
Note Details
General Title Note Header Switches to In progress mode Right: BASIS / cus...
Notes
Title Widget Widget Description Notes Number of notes Available in: Custo...
Product numbers
Title Widget Widget description Product numbers Quantity of product numbers ...
Back Order
Title Widget Widget Description Back Order Number of Back Orders Available: ...
Unpaid invoices
Title Widget Widget Description Unpaid invoices Total of unpaid invoices Ava...
Attachments in Order templates
Accessible: TripplePoint via the Order templates widget in an Order template Grid Click Sw...
Retrieve transferred orders
Title Retrieve transferred orders Functions in the title bar Icon Explanation...
Transfer to another device
Title Transfer to another device Grid Click Swipe Views selects the o...
Lead - Evaluation
To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the ...
Opportunities - Evaluation
An evaluation of the opportunities from the last 12 months can be found in the backend under Eval...