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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...

The facing recording works without a DAILY REPORT and without visits. When a visit is completed, the facing for the customer is automatically activated for transfer. Once a facing is completed, only a new facing can be created. All recorded values are consid...

On the dashboard, you can permanently display all appointments for the current day. Overdue appointments or appointments after today are not displayed. Display the Calendar management by opening the kebab menu and ticking Appointments:

An appointment can be moved directly via Drag & Drop without opening or editing it. To do this, press and hold (Longpress) the desired appointment with the mouse or touch. The appointment will be highlighted in light grey and can then be dragged to the desired...

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 ...

Status 2024.03 - We do not guarantee that this guide is up to date. In case of uncertainties, please refer to the Apple Support page. We only provide a rough summary here for orientation. Prerequisite To create the redemption codes in ABM, an ABM account and a...

Title Calendar management Header Customer details View mode Eye icon (opens the customer masterdata) Edit mode Pencil icon (change customer)    i. Appointment end is updated and is start + Visit duration (if Visit duration is not available, 30 ...

Background Processing vs. Minimising You can continue working in other programmes during the Data Transfer. Caution when Minimising  Please note that minimising the client causes the Data Transfer to be Interrupted and will only be reactivated when you activat...

If the widget for the Visit is greyed out, then the Visit cannot be started.  This can be due to either the Day not being started, or a Visit with another Customer not being completed.  Cause: Visit Not Completed Display the "Visit" widget on the Dashboard. If...

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...

Title Widget Widget Description Company     Number of companies in this list Available: Opportunities General Functions in the title bar Icon Explanation + Allows the creation of new companies Only possible if s...

Title Widget Widget Description Completion Only active if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities". Completion Field Right Reference Status Won / Lost Closing code Code table: Opportunities Win Closing ...

Title Widget Widget Description Involved Quantity of assigned Employees Available: Opportunities General An Employee can be assigned to multiple Opportunities and an Opportunity can have multiple Employees. Only possible if set via...

Title: Name of the lead Kebab menu ( ) Type Menu item Explanation Show converted Extends the overview to leads with the Lead status "Converted" when active Show no lead Extends the overview to leads with the Lead status "No le...

Title Widget Widget Description <Name of the Query> There is one widget per CRM Form in the corresponding Type for which it is valid. For example Contact, Customer, Opportunity etc.     Header Back without Save Title: "Name of the Que...

In Portrait Mode, the information is displayed in a more compact form. Calendar Area Calendar Days with an underline indicate that at least one Appointment is stored here Current Day Week Days of week List View of Appointments on a Day Colour code Ti...

Week and Year Toggle functions between the views Day View / Work week / Week / View Month Today - Button Jumps to the current week of the day bar and selects Today. Day Bar (only Visible in Day View / Weekly Overview) Shows the Days of week and Day da...