Search Results

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...

Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year".  The last selected variant is saved and preselected at the next ...

Title Widget Widget Description KEY DATE Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year".  The last selected variant is saved and preselected at the next start. D...

Title Widget Widget description Order intake Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year".  The last selected variant is saved and preselected at the next s...

Key Account Extensions Requires the Key account module and the selection of a Key account customer. If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account. From version 10: Instea...

Title Widget Widget description Documents Number of documents Click:  Opens the overview page Available: Customer details Homepage dashboard General Kebab menu ( ) Type Menu item Explanation Orders Basic ...