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Title Widget Widget Description Company     Number of companies in this list Available: Opportunities General Functions in the title bar Icon Explanation + Allows the creation of new companies Only possible if s...

Title Widget Widget Description Completion Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". Completion Field Right Reference Status Won / Lost Closing code Code table: Opportunities Win Closing ...

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...

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...

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...

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...

Left: Time (hours) Right: Appointment, if one is selected. Appointment Height corresponds to real time Content (Only what fits is displayed; if the appointment height is insufficient, content is simply cut off) Colour code Customer Location Type ...

Weeks Appointment, if one is selected. The calendar can be scrolled vertically (endless) We show 4 Weeks + remainder. On the 1st of a Month, we always add the Month (abbreviated). Appointment Height is fixed (there is space for 5 appointments stack...

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...

Title Appointment list Current display period for Day/Week/Work week. In the View Month, the period always also includes the previous and following month.   Available Customer details only appointments for the selected customer and period ar...

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...

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...

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...

Title First name Last name Details Functions in the title bar Icon Explanation Starts a workflow Only visible if the "Workflow" module is licensed and there is a corresponding workflow. Kebab menu ( ) Type Menu item ...

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...