Search Results

Change agent 1. Lists all employees who have appointments and to whom the user has access. 2. Listing is done as with responsible a. Instead of the detail page, the corresponding employee is selected by clicking. 3. If an employee other than oneself is selecte...

An appointment of a series is being edited 1. Panel "Serial appointments" is not visible. 2. All amendments apply only to the selected appointment. 3. The date of the appointment must not be changed to a day on which another appointment of this series already ...

Title Tour optimisation General Kebab menu ( ) Type Menu item Explanation Tour optimisation     Personal locations Tour optimisation 1. Start (Location) 2. For each day from the view you came from, a block with the foll...

Accessible via Calendar management > Triple-Point menu, when you are in the day, week, or work week view. Prerequisites  1. The customer must not be a distributor.  2. The customer must not be deleted.  3. The field Tour is required (controls the day of the we...

There are several places that do not require no data provision from the backend: DataSync Document Leads FacingSummary Activity Settings DeDeQuery Appointments With DataSync, the clients always transfer the amendments to and from the server. This...

Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer number (1)) to the Clipboard using the right mouse button (long press on Android). Note: Under Windows, there is no active feedback, but the text is in the Clipboard a...

Tasks Tasks are hidden after saving.  Under certain circumstances (setting in the backend) they can also be performed more frequently. Each completed task results in its own data record CRM CRM can be created for Customers, Contacts, New customers, etc. The da...

Jobs and CRM queries consist of several parts, which are explained below and are the same in both cases. You add another level by right-clicking on the previous level. Level Explanation General Information 1 This is the head and the name of the jo...

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 ...