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Through the backend, you have the option to automatically complete the travel reports of employees. Basic configuration - Settings - select "Automatically complete daily reports" Enter the number of days during which travel reports may remain open and can be m...

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...

Title Number Name General Kebab menu ( ) Type Menu item Explanation Request master data sheet Close opportunity only active if the opportunity is still In progress Customer only visible if not accessed via the Custome...

Title Widget Widget Description Company     Number of companies in this list Available: Opportunities General Functions in the title bar Icon Explanation + Allows the creation of new companies Only possible if s...

Title Widget Widget Description Completion Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". Completion Field Right Reference Status Won / Lost Closing code Code table: Opportunities Win Closing ...

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 ...

Title Widget Widget Description Involved Quantity of assigned Employees Available: Opportunities General An Employee can be assigned to multiple Opportunities and an Opportunity can have multiple Employees. Only possible if set via...

Title Widget Widget Description Leads 1. Released and within validity period   Click opens the summary page   Available Homepage dashboard Customer details Leads 1. The next 4 open leads (In progress and not expired), so...

Title: Name of the lead Kebab menu ( ) Type Menu item Explanation Show converted Extends the overview to leads with the Lead status "Converted" when active Show no lead Extends the overview to leads with the Lead status "No le...

Title Lead <Leadname> General Kebab menu ( ) Type Menu item Explanation Convert into an opportunity Requires the right: Convert lead into opportunity. Only active if the lead has not yet been converted Reset status Only a...

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   ...

Title Widget Widget Description <Name of the Query> There is one widget per CRM Form in the corresponding Type for which it is valid. For example Contact, Customer, Opportunity etc.     Header Back without Save Title: "Name of the Que...

In Portrait Mode, the information is displayed in a more compact form. Calendar Area Calendar Days with an underline indicate that at least one Appointment is stored here Current Day Week Days of week List View of Appointments on a Day Colour code Ti...

Week and Year Toggle functions between the views Day View / Work week / Week / View Month Today - Button Jumps to the current week of the day bar and selects Today. Day Bar (only Visible in Day View / Weekly Overview) Shows the Days of week and Day da...

Left: Time (hours) Right: Appointment, if one is selected. Appointment Height corresponds to real time Content (Only what fits is displayed; if the appointment height is insufficient, content is simply cut off) Colour code Customer Location Type ...

Weeks Appointment, if one is selected. The calendar can be scrolled vertically (endless) We show 4 Weeks + remainder. On the 1st of a Month, we always add the Month (abbreviated). Appointment Height is fixed (there is space for 5 appointments stack...

In Landscape view (except in View Month, where the map makes no sense) you can activate the map. You then jump to the identical period in the Map view.  If you open the Map view without customers, the area of the Home address is displayed, provided the Tour op...

Title Appointment list Current display period for Day/Week/Work week. In the View Month, the period always also includes the previous and following month.   Available Customer details only appointments for the selected customer and period ar...