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Involved
Title Widget Widget Description Involved Quantity of assigned Employees Available: Opportunities General An Employee can be assigned to multiple Opportunities and an Opportunity can have multiple Employees. Only possible if set via...
Overview Page Lead Definitions
Title: Name of the lead Kebab menu ( ) Type Menu item Explanation Show converted Extends the overview to leads with the Lead status "Converted" when active Show no lead Extends the overview to leads with the Lead status "No le...
Portrait Mode
In Portrait Mode, the information is displayed in a more compact form. Calendar Area Calendar Days with an underline indicate that at least one Appointment is stored here Current Day Week Days of week List View of Appointments on a Day Colour code Ti...
Landscape Mode
Week and Year Toggle functions between the views Day View / Work week / Week / View Month Today - Button Jumps to the current week of the day bar and selects Today. Day Bar (only Visible in Day View / Weekly Overview) Shows the Days of week and Day da...
Datasync
There are several places that do not require no data provision from the backend: DataSync Document Leads FacingSummary Activity Settings DeDeQuery Appointments With DataSync, the clients always transfer the amendments to and from the server. This...
Difference between Tasks / CRM
Tasks Tasks are hidden after saving. Under certain circumstances (setting in the backend) they can also be performed more frequently. Each completed task results in its own data record CRM CRM can be created for Customers, Contacts, New customers, etc. The da...
Why is an appointment created when I have visited a customer?
For a visit that is started without an appointment, an appointment can be created afterwards. The appointment and the visit are stored in the Activities for the customer. This setting is available in the backend under Basic configuration - Settings - Update ap...
Turnover
Title Widget Widget Description Turnover Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Last year" | "Year" | "Financial year". The last selected variant is saved and preselect...
KEY DATE
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year". The last selected variant is saved and preselected at the next ...
Target/Actual
Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year". The last selected variant is saved and preselected at the next start. D...
Order value
Title Widget Widget description Order intake Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year". The last selected variant is saved and preselected at the next s...
Special Features for Key Account
Key Account Extensions Requires the Key account module and the selection of a Key account customer. If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account. From version 10: Instea...
Workflow Summary
Title Widget Widget Description Workflow Number of open workflows Colour code: The corner turns yellow if you are the owner of an open workflow. Click: opens the summary page Available Customer details Start page dashboard ...
Tab bar of the Stocktaking entry mask
The tab bar contains further information about the currently selected product or offers you the possibility to make additional entries. Depending on the activated rights, the tabs may not be visible or contain less information. TAB: POS The display of the indi...
Workflow Types
There are different types of workflows that can be used. Automatic Workflows 1. ORDER / Quotation Workflow is triggered when one of the following conditions from <Role>/Workflow applies: ORDER / Quotation Condition Header discount ...
Opportunities - Create CRM Definition
If you want to create CRM Tasks for the Opportunities, please switch to the Type Tasks & CRM. If a query must be completed when closing an Opportunity, it must be created with the ID "CLOSE". This means that an Opportunity can only be Completed if the query is...
Lead - Evaluation
To evaluate the documented data from the leads, open the Type Sales pipeline - Leads. Select the desired lead definition and switch to the tab CRM Evaluation. These lists can be exported to Excel as usual.
Attachments in Order templates
Accessible: TripplePoint via the Order templates widget in an Order template Grid Click Swipe Views Opens the attachment Delete File, if permission is granted Table Column definition Name Visible Sort Full Text Explanati...