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To create a complaint matrix, switch to the Basic configuration - Settings area and search or filter for the entry Complaint matrix. Create or edit entries  Create new entries using the green +. Then fill in the fields according to your specifications. meani...

Most displays are shown split into two parts. You can adjust this layout according to your preferences. Enlarge/reduce the window area on the left: Move the mouse over the line and wait until the double arrow appears. Hold down the left mouse button and releas...

In many areas, the data is presented in table form.  All views in table form can be sorted, filtered and Exported to Excel. To do this, right-click on the grey header bar. The column under the mouse cursor is sorted. "No sorting" resets the sorting. Filters ca...

Usually, there is the option to select the date range. A check prevents, for example, the From-Date from being later than the until-Date. You can enter the date using the Keyboard or click on the calendar icon to select a date with the mouse. Date Selection In...

In the Basic configuration > Employee section, it is possible to assign a web backend user to each employee. Through this assignment, as well as the assignment of the supervisor, it is possible to restrict a web backend user's access to employees and customers...

This area is divided into 2 parts. On the one hand, you have quick access to some functions and on the other hand, you can make settings here. The burger menu is only displayed on the dashboard. Settings  Menu Trip ...

You can customise widgets as follows: Right-click on a widget to open the corresponding context menu. On iOS and Android, use a long press. Delete Removes the widget Replace Replaces the widget with another that is not yet present on the dashboard Add Inserts ...

Here you create the employees who either receive a device or are assigned to a customer from the ERP system as employees (even if they do not receive a device). You can create as many employees as you like here. Provision of data for roll-out: If you are still...

This is where devices for employees are created. The first device is manually created by you and uses a licence. Up to 2 multi-device configurations can be created via the employee; these are linked to the licence of the main device.  There are devices used by...

Important General Information Translations in DeDeSales can be entered not only for foreign languages. You can also adjust the German standard texts according to your language usage in the same way. Please pay attention to the text length when translating. Esp...

Here the Configuration parameters for the clients (sales organisations / distribution channels) are created. Use the plus to create a new client or select an existing one from the list to modify data. Among other things, you can set client-specific Minimum ord...

Various things are controlled via the code tables. You can create new ones or, if provided, these are imported from the ERP system. A new code table is created via the plus. An existing one can be edited or deleted by selecting the desired entry and editing ac...

Show complaints If you have the corresponding user right for complaints, you can switch to complaint processing at this point. New Here, complaints newly created by the field service are displayed. Click on a complaint in the left list and you will see the sum...

In the Employee section, you have the selection between different evaluations of the daily reports. Daily/Trip report Here you can select a single day and, depending on the granted right (Administration / Roles - "Employee \ Is allowed to modify daily reports"...

To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be selected.

Attention: Please note the General Information that Daily reports, Expenses, Visits and Reports cannot be documented on a secondary device. Please check whether you are using the main device and switch devices if necessary.

Title Widget Widget Description Reports Number of travel reports General Kebab menu ( ) Type Reisekostenabrechnung Reisekostenabrechnung Functions in the title bar Icon Explanation Creation o...

Title Widget Widget Description Trip This widget is displayed when there is no trip for today yet.   On click Start is set to the current time. Location is taken from the last end of trip. End km from the last end of trip is taken as st...