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Customer details
Title Widget Widget description Customer details General Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Kebab me...
Details
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...
Detail page
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...
Listing
Title Widget Widget Description Listing Number of Items Available: Customer details Order Quotation General Kebab menu ( ) Type Menu item Explanation Transfer Order Transfers all products from the lis...
Sales Pipeline - Creating and Editing Leads
To be able to create leads, you must first maintain the lead definition. If you have questions about this, go to the Tasks & CRM section. You create leads under Sales Pipeline - Leads with the green + "Create a new lead definition". Choose a meaningful Name ...
Title E-Mail General The "E-Mail" widget allows you to send an e-mail directly from an opportunity or a lead to the contact, based on a centrally stored e-mail template. Available since version 21. How to create an e-mail template can be found under ...
Sales Pipeline - Opportunities
Under Sales pipeline → Opportunities you will see a summary of the sales processes (code table "Opportunities Sales process") with the column "Activated E-Mail Templates". Activate E-Mail Templates You select a sales process from the list. In the Assistant, yo...
Settings - E-Mail Templates (Opportunities & Leads)
General Central administration of the e-mail templates available for selection in the "E-Mail" widget for Opportunities and Leads. Available since version 21. Template list Tree structure with "Create New E-Mail Template" and the existing templates. Edit templ...
Invoice / Credit note / Direct debit
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of invoic...
Order / Contract
Header data Grid Click Swipe Views Items "Document flow" (from version 20) Table Column definition Name Visible Sort Full Text Explanation Status Red: if the status is "Cancelled". Green: if the statu...
Quotation
Header data Grid Click Swipe Views Items Table Column definition Name Visible Sort Full Text Explanation Number Visible DESC Yes Date Visible Type of quotation VisibleOnlyLandscape ...
Setup API Connection D365 F&O
Microsoft Azure App Registration Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name This should be a common name, e.g. "DeDeSales API Access" Supported account types Usually, "Accounts in this organisatio...
Filter
Filter The filter icon is located in various places. Here you can filter the view as desired. The fields to be filtered must first be set as filterable via the grid menu, Filters are not retained after leaving the page and must be activated anew each time. Th...
The Differences in the Area "Complete order"
As soon as you press the Completion button in the client and depending on the role settings, you get different options on how to proceed with the order. Save You can use the "Save" button if you may need to edit the order later because you received General Inf...
Item entry - Entry area
Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as Item entry - Grid. Header In portrait view, the Header starts with the definition from the grid area. Function Explanation Jumps back one item in ...
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same kebab menu as the grid area. Header In portrait view, the header starts with the definition from the grid area. Function Explanation Jumps one item back in the ...
The Differences in the Type Finalize the Customer Complaint
As soon as you press the Completion button in the client and depending on the role settings, you get different options on how to proceed with the order. Save You can use the "Save" button if you may need to edit the order later because you received General Inf...
Entry Area
Title Product entry General Kebab menu ( ) The entry area has the same Kebap menu as Item entry - Grid. Header In portrait view, the Header starts with the definition from the grid area. Function Explanation Jumps back one item in ...