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An area assignment can be used whenever you do not have a direct assignment between Employee and Customer. A new area is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing accordingly.

Type: Agent e-mails The type "Agent e-mail" is triggered in the following cases: Order suggestion Backlogs Item reference list Item image E-mail subscriptions With this type, you can set a standard signature for outgoing e-mails triggered by the client,...

If the client has not yet been set up, you will be taken directly to the Settings of the Dashboard after starting. The client setup can be done in 3 different ways. Manual Enter the Device number Enter the server URL. Hide Floating Numeric Input => by tick...

In order for the facing recording to be carried out, it must be activated via the role: (1) Basic configuration – (2) Role – select desired role - (3) ORDER – (4) Tick Facing Analysis

An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, press and hold (Longpress) the desired appointment with the mouse or touch. The appointment will be highlighted in light grey and can then be dragged to the desired...

Create suitable tours for you in the backend under Order support – Tour suggestion. In our example, these are the individual days of the week: These tours are transferred to the Tour field of the Debtors. That means you define via the Master data on which day ...

Status 2024.03 - We do not guarantee that this guide is up to date. In case of uncertainties, please refer to the Apple Support page. We only provide a rough summary here for orientation. Prerequisite To create the redemption codes in ABM, an ABM account and a...

Title Calendar management Header Customer details View mode Eye icon (opens the customer masterdata) Edit mode Pencil icon (change customer)    i. Appointment end is updated and is start + Visit duration (if Visit duration is not available, 30 ...

Title Widget Widget Description <Name of the Query> There is one widget per CRM Form in the corresponding Type for which it is valid. For example Contact, Customer, Opportunity etc.     Header Back without Save Title: "Name of the Que...

In Landscape view (except in View Month, where the map makes no sense) you can activate the map. You then jump to the identical period in the Map view.  If you open the Map view without customers, the area of the Home address is displayed, provided the Tour op...

Change agent 1. Lists all employees who have appointments and to whom the user has access. 2. Listing is done as with responsible a. Instead of the detail page, the corresponding employee is selected by clicking. 3. If an employee other than oneself is selecte...

An appointment of a series is being edited 1. Panel "Serial appointments" is not visible. 2. All amendments apply only to the selected appointment. 3. The date of the appointment must not be changed to a day on which another appointment of this series already ...

Title Tour optimisation General Kebab menu ( ) Type Menu item Explanation Tour optimisation     Personal locations Tour optimisation 1. Start (Location) 2. For each day from the view you came from, a block with the foll...

Accessible via Calendar management > Triple-Point menu, when you are in the day, week, or work week view. Prerequisites  1. The customer must not be a distributor.  2. The customer must not be deleted.  3. The field Tour is required (controls the day of the we...

Under Windows and Android, it is possible to copy static texts from the forms (e.g. Customer number (1)) to the Clipboard using the right mouse button (long press on Android). Note: Under Windows, there is no active feedback, but the text is in the Clipboard a...

Jobs and CRM queries consist of several parts, which are explained below and are the same in both cases. You add another level by right-clicking on the previous level. Level Explanation General Information 1 This is the head and the name of the jo...

1. Name Assign a meaningful name; ideally, the Sales rep. can already tell from the name what they need to do. 2. Priority Priorities can be set for jobs. This is not necessary in the CRM area, as the data record is always available. Priority General In...

By default, the display for the Tasks and in the CRM type is in the order of the questions from top to bottom. Depending on the type of data to be documented, however, a different view is sensible, for example a tabular view if the field service is to document...