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By default, the display for the Tasks and in the CRM type is in the order of the questions from top to bottom. Depending on the type of data to be documented, however, a different view is sensible, for example a tabular view if the field service is to document...

At least one question must be created on each page; otherwise, the pages will not be displayed Questions are created by right-clicking on the page: 1. Type: Question Type Behaviour Single Choice Only one answer option can be selected at a time. ...

Special features for question types SingleChoice, DropDown or Multichoice Now the reply options for the question must be created Right-click on the previously created question, select new reply option: Text: Mandatory field. Here you enter what the reply can b...

It is possible to add further branching for SingleChoice / MultiChoice and Dropdown lists depending on the Replies. Advanced example with nested subpages. We ask about 4 Colours and want to extend each Reply with justifications. Step 1 After creating a new Pag...

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...

1. Save / Create a copy You can copy a Job or a CRM with the button "Save / Create a copy" in the same Type. That means a query in the Customers Type will also be copied into the Customers Type. The new name will be "Copy of ...". A new ID must be created for ...

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...