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Service Description Opportunities & Leads
ORDER, Complaint, ...
ORDER, Quotation and Complaint entry
STATISTICS
Requires the STATISTICS Module
Optimisation
Title Tour optimisation General Kebab menu ( ) Type Menu item Explanation Tour optimisation Personal locations Tour optimisation 1. Start (Location) 2. For each day from the view you came from, a block with the foll...
Special Features for Key Account
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...
Hierarchy
Requires the Module: Key account Title Widget Widget Description Hierarchy Available: - Customer details page Grid Click Swipe Views Switches to the Customer masterdata, if available Turnover Table C...
Product recommendations
Required licence: AI Module Product recommendations are determined based on products already purchased or obtained. Basic configuration - Settings - "AI: Product recommendations" Select your preferred source. You can choose between Documents (defaul...