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You click on the lower right area "Map" in the 4x2 widget. If coordinates have been provided for you via the backend, the item is approximately in the middle of the window. You can zoom in or out on the map using the mouse wheel or finger gestures. Customer na...

Once you have entered the first Search Term, you can also Select customers via the radius search on the map. To do this, click on the + that appears in the menu and place the mouse pointer on the map. (If your screen is too small, you must leave the search mas...

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...

Register Application 1. Log in at https://entra.microsoft.com/ with an administrative Microsoft account. 2. Navigate in the navigation bar to Applications -> App registrations. Click on "+ New registration" and assign any name. Supported account types: Select ...

Title Widget Widget description Appointments     Number of today's appointments Click shows today's day in the calendar   Available      a. Cockpit      b. Customer details     Shows the first 4 customer appointmen...

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 Opportunities     1. Open opportunities (only those where I am assigned as Person in charge) / all open opportunities   Click: opens the summary page   Available         a. Customer details         b. Star...

Title Number Name General Kebab menu ( ) Type Menu item Explanation Request master data sheet Close opportunity only active if the opportunity is still In progress Customer only visible if not accessed via the Custome...

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 Contacts Number of contacts Available: Customer details Opportunities {{DDN-01@266#bkmrk-titel-icons}} Grid Click Swipe Views Contact details Table Action buttons ...

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 Widget Widget Description Leads 1. Released and within validity period   Click opens the summary page   Available Homepage dashboard Customer details Leads 1. The next 4 open leads (In progress and not expired), so...