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Editing actions
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...
Panelbar
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...
Menus
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....
Excel Export
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 ...
Settings
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...
Sorting (Temporary)
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...
iOS
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 ...
iOS - Register Apple Business Manager
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...
Android
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...
iOS - PList Configuration
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...
iOS - Installation
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 ...
Operation of the Chat
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...
Promotions
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.
Data
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...
FAQ
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 ...
Prerequisites for the Connection
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...
Trigger
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 ...
Status bar left area (System and further links)
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...