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Deleted Customers - SAP
In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.
Restrictions on the Display of Certain Fields
Only the maintainable fields that can be transferred to the ERP system are now displayed in the client.
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...
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...
Customers
Title Widget Widget Description Customers Number of customers General Kebab menu ( ) Type Menu item Explanation Create new customer --------------------------------------- Not assigned Also shows cus...
Addresses
Title Widget Widget Description Addresses Quantity of Addresses General Grid Click Swipe Views Address Details Table Column definition Name Visible Sort Full Text Explanation Type Always ...
Delivery points
Title Widget Widget Description Delivery points Quantity of Delivery points General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanation Name Alw...
Visiting times
Title Widget Widget description Visiting times General Functions in the title bar Icon Explanation Switches to the edit mode of the visiting times. Form Order Field Right Reference Monday morning fr...
Responsible
Title Widget Widget Description Responsible Quantity of persons responsible for the Customer. General Grid Click Swipe Views Details Table Column definition Name Visible Sort Full Text Explanatio...
Contacts
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...
Contacts on Homepage Dashboard (Additional Information)
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...
Edit / New Entry
Create activity Available: Customer details page Opportunities Leads Create activity + Available: 1. Activities overview in the customer Title: edit "Type" or "Create activity" When creating, the first type is preselected. A...