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461 total results found

Editing actions

Client Controls Controls

Delete  In various places, this button can be used to delete text entries. In Searching, the text is deleted; for example, when creating prospects, you can delete the fields, but if you do not save the change, the deletion will be discarded. New With the + in...

ddn_quelle
477

Panelbar

Client Controls Controls

Expanding a Panelbar Just like when collapsing a Panelbar, you can expand it again to enter the information. The lower button is found within the upper one. A click on it opens the entry. Collapsing a Panelbar  In various places (e.g. at the Conclusion of ord...

ddn_quelle
478

Menus

Client Controls Controls

Burger Menu  This menu is only available on the dashboard. Here you have access to some Functions, such as Trip reports, Contacts, etc., if the corresponding widgets are not displayed. Kebap Menu  In various places, you will find a menu in the upper blue area....

UIElement
Kebap-Menü
UIElement
Burger-Menü
UIElement
Meatballs-Menü
ddn_quelle
479

Excel Export

Client Controls Controls

Excel export This function exports the content of the grid into an Excel document (xlsx format) 1. Only the currently visible columns are exported. 2. The set filter is taken into account during the export. 3. The sort corresponds to the current display in ...

ddn_quelle
480

Settings

Client Controls Controls

This menu allows you to configure your view, set the default sorting, and determine which fields you want to apply a filter to. The values remain saved when the client is closed (unlike with the filter). You save the amendments via the tick at the top right of...

ddn_quelle
481

Sorting (Temporary)

Client Controls Controls

Sort Order The default sort order can be changed in the current view by clicking on a column header. First click: Ascending order of the selected column (further sorting is done according to the default sort order).  Second click: Descending order of...

ddn_quelle
482

iOS

System Requirements Client Hardware Requirements

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 ...

Kontexttyp
System
Plattform
iOS
Zielgruppe
Admin
Typ
Übersicht
Thema
Systemanforderungen Client
ddn_quelle
483

iOS - Register Apple Business Manager

System Requirements Client Client Provision / Deployment

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...

Kontexttyp
BackendUI
Plattform
iOS
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Client Deployment
ddn_quelle
485

Android

System Requirements Client Client Provision / Deployment

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...

Kontexttyp
BackendUI
Plattform
Android
Zielgruppe
AdminBackend
Typ
Übersicht
ddn_quelle
486

iOS - PList Configuration

System Requirements Client Client Provision / Deployment

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...

Kontexttyp
BackendUI
Plattform
iOS
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
Client Deployment
ddn_quelle
487

iOS - Installation

System Requirements Client Client Provision / Deployment

Standard installation The standard installation is done via an MDM system. Redemption codes / Vouchers Alternatively, you can issue redemption codes for your Employees in your Apple Business Manager account. The installation then takes place, for example, via ...

ddn_quelle
488

Operation of the Chat

Client AI "Sally"

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...

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Erklärung
Thema
KI Agent
UIBereich
KI Agent
ddn_quelle
489

Promotions

Client AI "Sally"

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.

Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Übersicht
Thema
KI unterstützte Aktionen
UIBereich
KI Agent
Kontexttyp
UI
Plattform
iOS
ddn_quelle
490

Data

Client AI "Sally"

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...

Kontexttyp
UI
Plattform
iOS
Plattform
Android
Plattform
Windows
Zielgruppe
Anwender
Typ
Übersicht
Thema
Auslesbare Daten für die KI
UIBereich
KI Agent
ddn_quelle
491

FAQ

Client AI "Sally"

Red Error Messages If you receive an error message, it is usually due to too much data being requested to read. Leave the chat window and ask the question again, but more precisely. Reasoning In rare cases, the AI may output its reasoning process. This cannot ...

ddn_quelle
492

Prerequisites for the Connection

Client AI "Sally"

After you have purchased the AI licence from DeDeNet, we establish the necessary connections between the AI and your backend. AI Provider You choose an AI provider (e.g. OpenAI, Anthropic, xAI or similar) and negotiate the terms for token consumption and wheth...

ddn_quelle
493

Trigger

Backend Opportunities & Leads Lead

Triggers can be defined to execute automatic actions in DeDeSales, e.g. calling a website, creating an activity, or sending an email. Use the green plus to create a new definition Click on an existing trigger to edit it In the summary you can see when the ...

ddn_quelle
495

Status bar left area (System and further links)

DeDeSales Backend

The status bar shows you the following information in the left area: 1. System Here you can see which system you are in and which version the corresponding system has 2. further menu entries Support/Service Send an e-mail that is sent directly to the ticket...

ddn_quelle
496