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1. Name Assign a meaningful name; ideally, the Sales rep. can already tell from the name what they need to do. 2. Priority Priorities can be set for jobs. This is not necessary in the CRM area, as the data record is always available. Priority General In...

By default, the display for the Tasks and in the CRM type is in the order of the questions from top to bottom. Depending on the type of data to be documented, however, a different view is sensible, for example a tabular view if the field service is to document...

At least one question must be created on each page; otherwise, the pages will not be displayed Questions are created by right-clicking on the page: 1. Type: Question Type Behaviour Single Choice Only one answer option can be selected at a time. ...

Special features for question types SingleChoice, DropDown or Multichoice Now the reply options for the question must be created Right-click on the previously created question, select new reply option: Text: Mandatory field. Here you enter what the reply can b...

It is possible to add further branching for SingleChoice / MultiChoice and Dropdown lists depending on the Replies. Advanced example with nested subpages. We ask about 4 Colours and want to extend each Reply with justifications. Step 1 After creating a new Pag...

Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities General Functions in the title bar Icon Explanation + Allows the creation of a new Contact   Grid Cl...

Title First name Last name Details Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and there is a corresponding workflow. Kebab menu ( ) Type Menu item ...

Title Widget Widget Description Contacts Quantity of Contacts Available: Homepage Dashboard Summary Page Lists and searches contacts of Assigned to an agent and not Deleted Customers in the client. Kebab menu ( ) Type Menu I...

For a visit that is started without an appointment, an appointment can be created afterwards. The appointment and the visit are stored in the Activities for the customer. This setting is available in the backend under Basic configuration - Settings - Update ap...

1. Save / Create a copy You can copy a Job or a CRM with the button "Save / Create a copy" in the same Type. That means a query in the Customers Type will also be copied into the Customers Type. The new name will be "Copy of ...". A new ID must be created for ...

Title Widget Widget Description Activities Number of activities Click: Opens the overview page Available: Customer details Homepage dashboard General Functions in the title bar Icon Explanation + Creates a ne...

Detail Page Attention! If the matching record for the activity is available, the corresponding record is displayed instead of the Activity Detail Page, partly in In progress mode. Type of activity View General Information Visited Customer Visit...

Create activity Available: Customer details page Opportunities  Leads  Create activity + Available: 1. Activities overview in the customer Title: edit "Type" or "Create activity" When creating, the first type is preselected. A...

Title Widget Widget Description Follow-ups 1. Quantity of entries with a follow-up date that are not Completed.   Click: Summary page (Display is pre-filtered to Follow-up date < Today) Available: Homepage dashboard Follow-ups ...

Title Widget Widget description Photos Number of photos Click: - opens the summary page   Available: - Homepage dashboard   Right: - Basic configuration - Roles - <Role> - Base - Pictures Photos Number of photos Cli...

Summary The photo detail page is used to display and edit a single photo. Only one photo is displayed on the photo detail page. The photo can be viewed in the normal view or in fullscreen. Additionally, the photo's metadata can be displayed. Via the functions ...

The presentation mode for photos is used to display photos in an enlarged view. In presentation mode, the currently selected photo is shown on a black background. No photo data is displayed in presentation mode. Presentation mode includes the areas of photo di...

1. Photo Panel Icon Explanation Opens the file explorer to load a local picture into DeDeSales Opens the local camera of the respective device 2. Data Panel The Data PanelBar is only visible if editing at least one entry is possible...