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Follow-ups due  Counts all follow-ups that are due today and in the past. The number shows the quantity of due follow-ups Red: There are due follow-ups Black: There are no due follow-ups The blue chart shows the quantity of all due follow-ups ...

There are 2 widgets available in the Leads area. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Leads processed today The basis are the Activities and SalesLead that were Created...

Operation with Mouse and Keyboard does not Reach Search Field 1. You can still click, even if it looks like the mouse pointer does not touch the Search bar, it will still be activated.  2. Under Settings - Accessibility - Typing you could activate "Assistive T...

Several options are available for entering products. The appropriate method can be chosen depending on the use case. The following Functions offer different ways to Add products to the Cart. Order template Predefined product list created in the backend, e...

Opportunity Win Rate The rate is calculated from the won opportunities in relation to all opportunities: Total won opportunities divided by the total of won and lost opportunities (basis: last 12 months and only persons in charge opportunities). Red: The...

Visits per Day Value shows the Average per Day (only days with at least one Visit are considered) Chart shows the last Year

Reached/Not Reached Ratio The Value shows the current Day The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.

There are 3 widgets available in the Complaint 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. Complaint Current month The basis for the count is the field "Order date" from...

Searching  In various places you can search the lists. Searching differs from filtering in that the list is changed live, i.e. you do not have to press the magnifying glass or ENTER. If you enter a partial text in the Search, all results containing this partia...

The devices should correspond to the current standard. Assume that devices that are 4 Years old or older cannot provide the necessary performance. Furthermore, ensure that you allocate enough storage space on the devices for Pictures. A subsequent increase in ...

Create Apple Business Manager Account If you want to use DeDeSales for iPhone/iPad, you need an Apple Business Manager account If you do not yet have an account, you must register here: Registration link:      https://business.apple.com/#/enrollment/form Instr...

MDM Managed Configuration Basically, the Android app also supports a Managed Configuration, but this is only available if the app is provided via the Enterprise Play Store. In Intune, it is possible, if you have linked the Google Play Console (which is usually...

PLIST Configuration via MDM If you use an MDM system, certain configuration parameters can be automatically assigned as key-value pairs via the PLIST. These include: "ServerURL", "FallbackURL" and "Device number" The server URL should be set at the profile lev...

With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out. Structure of the AI Chat 1. Enter question Enter your question or instr...

Supported Promotions Create note Create activity All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.

The AI only works with released fields in certain areas. This keeps responses faster and clearer. Below you will find the individual areas with the corresponding queryable fields. Area: Customers Customer number Name 1-3 Address data (Street, ZIP code, Cit...

Microsoft Azure App Registration #1 Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name Please use "DeDeSales KI MCP API" Supported account types Usually, "Accounts in this organisational directory only - ...

The following table shows the compatible hardware scanners for Product entry. Manufacturer Model Supported DeDeSales Version Koamtac KDC 200* <= 19.x Koamtac KDC 270* <= 19.x Koamtac KDC 280* <= 19.x Koamtac KDC 280 BLE 14.x ...