Search Results

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...

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...

Detail Page Attention! If the matching record for the activity is available, the corresponding record is displayed instead of the Activity Detail Page, partly in In progress mode. Type of activity View General Information Visited Customer Visit...

Title Widget Widget Description Follow-ups 1. Quantity of entries with a follow-up date that are not Completed.   Click: Summary page (Display is pre-filtered to Follow-up date < Today) Available: Homepage dashboard Follow-ups ...

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 ...

The presentation mode for photos is used to display photos in an enlarged view. In presentation mode, the currently selected photo is shown on a black background. No photo data is displayed in presentation mode. Presentation mode includes the areas of photo di...

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 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...