Search Results

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.

Column configuration cannot be performed on the iPad Under iOS 26, multitasking settings can be made. Settings - Multitasking & Gestures - Apps in Fullscreen mode The columns can currently only be moved with the setting "Apps in Fullscreen mode".

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.

To be able to edit/update multiple records simultaneously, mass maintenance is used. Prerequisite: All Questions and possible Replies (e.g. in Dropdown lists) must have an ID. If there is no ID, this will be shown as a General Information in the mass maintenan...

You can start a workflow using this icon: If there are multiple workflows for the type, they are listed one below the other. The name comes from the task created in the backend. Basic Data First, fill in the basic data necessary for the workflow (corresponding...

Workflow - Summary - ongoing workflows The current owner of the workflow can be changed or the workflow can be deleted via the pencil icon. Colour code green: Status "In progress" red: Status "escalated" without colour code: not assigne...

There are 2 widgets available in the Orders type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Orders current month The basis for the count is the "Order date" field from the o...

There are 2 widgets available in the Quotation type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Quotations Current month The basis for the count is the "Order date" field fro...