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Title Widget Widget Description Back Order Number of Back Orders Available: - Customer details page General Documents that are Completed are not included in the Back Orders. The exact logic is: Document must not be Completed Item m...

Create the Target agreement in the backend under Order support / Data collection / Target agreement. You have the option to download an Excel file and upload it again after filling it out. You can create individual records via the "Add Target agreement" button...

The Msg Root folder is checked directly, with known folders such as Junk, Deleted, Drafts etc. being ignored except for Inbox and SentItems. Thus, all user-created folders for the emails are taken into account. If the email is in the inbox or one of its subfol...

The E-Mail Attachments are stored in the Documents widget. At the top level, there is a folder "E-Mail Attachments" Clicking on it displays folders (All E-Mail Attachments with Date Descending and the Subject of the E-Mail) Same Subjects (without the prefi...

Here you get an overview of your currently issued licence. Licences can only be processed by DeDeNet. So if you want, for example, to have another device or a new module licensed, please contact DeDeNet GmbH.

The total import is started every night at a set time by a task. Use the button if you want to provide new data to all employees again during the day. WARNING: It may be that the total import takes longer, depending on the amount of data to be retrieved.

Evaluation - STATISTICS Download of the pre-generated data from the daily and visit reports

General Activate the Create new customer: Basic configuration / Role / <Role> / BASIS - Create new customers How new customers are further processed depends on your ERP system and other settings. See E-mail for shipping notification, no interface, JSon API or ...

In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.

You receive an overview of all definitions in the Summary under the Leads menu. You can export these as Excel. The name of the Lead All customers or a selected customer list If available, the associated Campaign The validity period of a Lead The status o...

Opportunities (win) Title Widget Widget Description All Opportunities (win) Change in % Change graphically Switch display variants "Month" | "Month / Previous year" | "Year" | "KEY DATE" | "Financial year".  Display of the concre...

Lists all open leads of the customer Title: Leads Functions in the title bar Icon Explanation + Adds the customer to another lead definition Grid Click Swipe Views Detail page 1st table Column Definition...

After creating a debtor mapping and performing a data transfer, the customer numbers in already existing orders (prior to the mapping creation) are updated to the new customer number.

Workflow - Summary - ongoing workflows The current owner of the workflow can be changed or the workflow can be deleted via the pencil icon. Colour code green: Status "In progress" red: Status "escalated" without colour code: not assigne...

There are 2 widgets available in the Orders type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Orders current month The basis for the count is the "Order date" field from the o...

There are 2 widgets available in the Quotation type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Quotations Current month The basis for the count is the "Order date" field fro...

There are 2 widgets available in the Leads area. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Leads processed today The basis are the Activities and SalesLead that were Created...

Opportunity Win Rate The rate is calculated from the won opportunities in relation to all opportunities: Total won opportunities divided by the total of won and lost opportunities (basis: last 12 months and only persons in charge opportunities). Red: The...