Advanced Search
Search Results
187 total results found
Calendar management
Title Widget Widget description Appointments Number of today's appointments Click shows today's day in the calendar Available a. Cockpit b. Customer details Shows the first 4 customer appointmen...
Opportunities
Title Widget Widget description Opportunities 1. Open opportunities (only those where I am assigned as Person in charge) / all open opportunities Click: opens the summary page Available a. Customer details b. Star...
Contacts
Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities {{DDN-01@266#bkmrk-titel-icons}} Grid Click Swipe Views Contact details Table Action buttons ...
Tasks
Title Widget Widget Description Tasks Number of tasks Top right corner in the colour of the highest priority. Prio Z: dark red Prio A: red Prio B: orange Prio C: none Available in Homepage dashboard Customer details ...
Contacts
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...
Contacts on Homepage Dashboard (Additional Information)
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...
Edit / New Entry
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...