Search Results

In the menu item Basic configuration – Settings, you can control the behaviour of the Facing note in widget capture. Facing archive Here you specify, by a date in the past, which old Facing values are still made available to the client as historical data. Faci...

Via the backend under Evaluation – STATISTICS you can evaluate the documented Facings. Facing analysis Select the date range you want to evaluate. All documented Facings will be downloaded as an Excel file. Facing Orders Here you will find the documented Facin...

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 ...

Through the backend, you have the option to automatically complete the travel reports of employees. Basic configuration - Settings - select "Automatically complete daily reports" Enter the number of days during which travel reports may remain open and can be m...

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...

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...

At least one question must be created on each page; otherwise, the pages will not be displayed Questions are created by right-clicking on the page: 1. Type: Question Type Behaviour Single Choice Only one answer option can be selected at a time. ...

Special features for question types SingleChoice, DropDown or Multichoice Now the reply options for the question must be created Right-click on the previously created question, select new reply option: Text: Mandatory field. Here you enter what the reply can b...

It is possible to add further branching for SingleChoice / MultiChoice and Dropdown lists depending on the Replies. Advanced example with nested subpages. We ask about 4 Colours and want to extend each Reply with justifications. Step 1 After creating a new Pag...

1. Save / Create a copy You can copy a Job or a CRM with the button "Save / Create a copy" in the same Type. That means a query in the Customers Type will also be copied into the Customers Type. The new name will be "Copy of ...". A new ID must be created for ...

Online Files Employee and Customer files can be imported via API from the NextCloud system. It should be noted that the files are provided online and are not uploaded to the DeDeSales server. Settings Call up Basic configuration - Settings - NextCloud Integrat...

First, create a job or contact/customer CRM definition. Pay attention to the status and the assigned customer list.  Then switch to the Tasks - Customer Satisfaction type. Enter the link to the success page (Mandatory) Enter the link to the cancellation pag...

Order and Complaint workflows are attached to specific role rights by default and cannot be influenced here. Individual Workflows For individual workflows, you define a definition. The name of the workflow should be a short description of the workflow. For e...

A workflow can consist of various steps that either build on each other or interact differently among themselves. 1. Select the definition of the workflow via the drop-down menu (Mandatory field). 2. Assign a name (Mandatory field). 3. If your workflow consist...

Once a job is completed in the DeDeSales Client, there is no longer any possibility to edit it there. However, it occasionally happens that the user has made errors during input that prevent automatic evaluation of the job or distort the data. For this purpose...

  Standard report "DAILY REPORT" Expense report "Expense report" JSon API Individual report *all listed fields can be used as defined Name x x * Agent number x x (Visits), x (DailyReports) * Date x x * Week no. x * ...