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Status bar right area (Employee and Customer Search)
In the right area of the status bar you will find the search function in the backend. 1. Search Filter First select via the Dropdown list whether you want to search for Customers or Employees 2. Search Criterion You can scroll through the Dropdown list and c...
TAPI Installation
Installation After the installation is completed, the corresponding TAPI client icon will appear in the system tray. Right-click here to open the Settings: Enter the desired Data at this point: User: Your Sales rep. Number from the backend Password: You set th...
MCP Server Connection
Microsoft Azure App Registration #1 Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name Please use "DeDeSales KI MCP API" Supported account types Usually, "Accounts in this organisational directory only - ...
ORDER, Complaint, ...
ORDER, Quotation and Complaint entry
General Operating Instructions
Trip & Trip Reports
Requires the Daily reports module
Facing
Data Transfer
Best Practises
Workflows
Appointments
Requires the Daily reports module
Opportunities & Leads
Requires the LEAD MANAGEMENT Module
Tasks & CRM
Customers
Widgets
Stocktaking
STATISTICS
Requires the STATISTICS Module
Exchange
Requires the Exchange Module