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General Users are responsible for operating the backend. They have nothing to do with the menu item Basic configuration - Employee. A user can also have a client, but this is not mandatory. You can restrict the views of backend users. Please read the section R...

General This section concerns the determination of what a User is allowed to do in the backend and should not be confused with the Roles in the Basic configuration area. Create a new Role using the green plus. Assign a meaningful name and press the "Next" butt...

At this point, you change the password of the backend user with which you are currently logged in. It is not possible to change the password of another user.

Here you get an overview of your currently issued licence. Licences can only be processed by DeDeNet. So if you want, for example, to have another device or a new module licensed, please contact DeDeNet GmbH.

The Log files section is divided into 4 areas. It is recommended not to enable this section for all Users, as it could lead to confusion.  The Date can be freely selected, however the logs are Deleted after a certain period. System Here you can find, for examp...

The total import is started every night at a set time by a task. Use the button if you want to provide new data to all employees again during the day. WARNING: It may be that the total import takes longer, depending on the amount of data to be retrieved.

Per diem rates If you have licensed the Daily reports module, you can enter per diem rates and corresponding deductions here. Multiple rules can be stored, e.g. for absences of 8 and 24 hours, or different amounts for different cultures. Use the green plus at ...

Evaluation - STATISTICS Download of the pre-generated data from the daily and visit reports

Evaluation - STATISTICS - Photo documentation

General Functions in the title bar Icon Explanation The AI function business card scan is only available for mobile devices (iOS and Android).  The image is scanned and sent to the server. It is then evaluated and the corresponding data r...

General Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create new customers How new customers are further processed depends on your ERP system and other settings. See E-mail for shipping notification, no interface, JSon API or ...

In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.

You receive an overview of all definitions in the Summary under the Leads menu. You can export these as Excel. The name of the Lead All customers or a selected customer list If available, the associated Campaign The validity period of a Lead The status o...

Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year".  Display of the concre...

Only the maintainable fields that can be transferred to the ERP system are now displayed in the client.

After the initial setup of the DeDeSales Client, you can activate the synchronisation for appointments and contacts as follows. Access permissions to the external apps are required; if necessary, permission prompts may appear when these settings are configured...

Lists all open leads of the customer Title: Leads Functions in the title bar Icon Explanation + Adds the customer to another lead definition Grid Click Swipe Views Detail page 1st table Column Definition...

After creating a debtor mapping and performing a data transfer, the customer numbers in already existing orders (prior to the mapping creation) are updated to the new customer number.