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To create expense or daily reports for the employee via the backend, the checkbox Create agent reports must be selected.

Attention: Please note the General Information that Daily reports, Expenses, Visits and Reports cannot be documented on a secondary device. Please check whether you are using the main device and switch devices if necessary.

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...

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...

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...

  Standard report "DAILY REPORT" Expense report "Expense report" JSon API Individual report *all listed fields can be used as defined Name x x * Agent number x x (Visits), x (DailyReports) * Date x x * Week no. x * ...

In connection with SAP, deleted Customers are imported and displayed if the deletion date is in the penultimate Year or newer.

After creating a debtor mapping and performing a data transfer, the customer numbers in already existing orders (prior to the mapping creation) are updated to the new customer number.

Operation with Mouse and Keyboard does not Reach Search Field 1. You can still click, even if it looks like the mouse pointer does not touch the Search bar, it will still be activated.  2. Under Settings - Accessibility - Typing you could activate "Assistive T...

Several options are available for entering products. The appropriate method can be chosen depending on the use case. The following Functions offer different ways to Add products to the Cart. Order template Predefined product list created in the backend, e...