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Functions in the title bar Icon Explanation If licensed AI module is available, the chat is started Kebab menu ( ) Type Menu item Explanation Appointments Upcoming appointments from calendar management KPI KPI ...

General Users are responsible for operating the backend. They have nothing to do with the menu item Basic configuration - Employee. A user can also have a client, but this is not mandatory. You can restrict the views of backend users. Please read the section R...

General This section concerns the determination of what a User is allowed to do in the backend and should not be confused with the Roles in the Basic configuration area. Create a new Role using the green plus. Assign a meaningful name and press the "Next" butt...

At this point, you change the password of the backend user with which you are currently logged in. It is not possible to change the password of another user.

The Log files section is divided into 4 areas. It is recommended not to enable this section for all Users, as it could lead to confusion.  The Date can be freely selected, however the logs are Deleted after a certain period. System Here you can find, for examp...

Per diem rates If you have licensed the Daily reports module, you can enter per diem rates and corresponding deductions here. Multiple rules can be stored, e.g. for absences of 8 and 24 hours, or different amounts for different cultures. Use the green plus at ...

After the initial setup of the DeDeSales Client, you can activate the synchronisation for appointments and contacts as follows. Access permissions to the external apps are required; if necessary, permission prompts may appear when these settings are configured...

To be able to edit/update multiple records simultaneously, mass maintenance is used. Prerequisite: All Questions and possible Replies (e.g. in Dropdown lists) must have an ID. If there is no ID, this will be shown as a General Information in the mass maintenan...

You can start a workflow using this icon: If there are multiple workflows for the type, they are listed one below the other. The name comes from the task created in the backend. Basic Data First, fill in the basic data necessary for the workflow (corresponding...

Create Apple Business Manager Account If you want to use DeDeSales for iPhone/iPad, you need an Apple Business Manager account If you do not yet have an account, you must register here: Registration link:      https://business.apple.com/#/enrollment/form Instr...

PLIST Configuration via MDM If you use an MDM system, certain configuration parameters can be automatically assigned as key-value pairs via the PLIST. These include: "ServerURL", "FallbackURL" and "Device number" The server URL should be set at the profile lev...

Microsoft Azure App Registration #1 Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name Please use "DeDeSales KI MCP API" Supported account types Usually, "Accounts in this organisational directory only - ...

Summary The eCom system requires its own employee with a dedicated role. This role controls which functions the shop offers — just like with the field service client. Without an eCom licence, the main menu item eCom does not appear in the web backend. Procedur...

Attention, current limitation: Provisioning of data currently does not work for pictures. If you have changed pictures — container, login graphic or logo — please use the Rollout button in the Employee overview instead. The limitation has been reported; as soo...

Summary Containers are the advertising spaces of the shop. They are maintained under eCom \ Container. A container becomes effective in two steps: you create it, and you define how the area in which it appears is displayed. What a container is, which link type...

Summary Under eCom \ Texte you maintain the texts that the customer sees in the shop — legal texts, the cookie notification, and the confirmations after registration. Distinction: The texts of the e-mails are not here, but under Basic configuration \ Setting...

Summary Under eCom \ Pictures you upload the two fixed graphics of the shop: the graphic on the login page your logo for the menu bar, which appears after the customer logs in The required dimensions are listed in the service description on the Marketing C...

Summary From version 19 onwards, a picture can be marked as created with AI. The shop then automatically displays the note AI GENERATED above the picture. The marking is done with the checkbox Picture is AI generated below the picture. The checkbox is availabl...