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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...

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 ...

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 ...

Title Widget Widget Description Activities Number of activities Click: Opens the overview page Available: Customer details Homepage dashboard General Functions in the title bar Icon Explanation + Creates a ne...

Title Widget Widget description Photos Number of photos Click: - opens the summary page   Available: - Homepage dashboard   Right: - Basic configuration - Roles - <Role> - Base - Pictures Photos Number of photos Cli...

Summary The photo detail page is used to display and edit a single photo. Only one photo is displayed on the photo detail page. The photo can be viewed in the normal view or in fullscreen. Additionally, the photo's metadata can be displayed. Via the functions ...

1. Photo Panel Icon Explanation Opens the file explorer to load a local picture into DeDeSales Opens the local camera of the respective device 2. Data Panel The Data PanelBar is only visible if editing at least one entry is possible...

If a new app version is available in the Apple Business Manager, this app can be updated manually in the App Store. Proceed as follows to update the app manually: 1.    Open the App Store 2.    Click on your user profile at the top right (1) and scroll down in...

Title Widget Widget Description Stocktaking Creates a new stocktaking order   Available:  Customer details General Kebab menu ( ) Type Menu item Explanation   Complete stocktaking The stocktaking order is complete...

General Information A product in the stocktaking process is always identified by the product number and the batch number (if the product is batch management required). Functions in the title bar Icon Explanation Back to In Basket Heade...

Title Widget Widget description Documents Number of documents Click:  Opens the overview page Available: Customer details Homepage dashboard General Kebab menu ( ) Type Menu item Explanation Orders Basic ...

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...

General Title <Workflow-Type> Workflow Kebab menu ( ) Type Menu item Explanation History Header 1. To switch to Edit mode Note: Only visible if you have not entered the workflow via the dashboard. Widgets 1. Files (not for ORDER ...

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...