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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 ...

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 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...

Title Widget Widget Description Unpaid invoices Total of unpaid invoices Available in: Homepage dashboard Customer details General Header Total of all unpaid amounts Total of all unpaid amounts that are past the Due Date The t...

Title Widget Widget Description Back Order Number of Back Orders Available: - Customer details page General Documents that are Completed are not included in the Back Orders. The exact logic is: Document must not be Completed Item m...

Title Widget Widget description Product numbers  Quantity of product numbers Available:  Customer detail page Column definition Name Visible Sort Full Text Explanation Colour code ForceVisible Picture ...

Title Widget Widget Description Notes Number of notes Available in: Customer details Contacts ORDER mask (in the kebab menu) Opportunities General Functions in the title bar Icon Explanation + Creates a new note...

General Title Note Header Switches to In progress mode Right: BASIS / customer master data - "May edit all Notes and Activities" Fields Name Explanation Employee   Date Non-business   Note In progre...

Title Widget Widget Description Distribution Available: Customer details Selection mask Title: Distribution status Dropdown "Template" Listing (if the customer has a listing) All active order templates that are enabled for o...

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...

Title Widget Widget Description Discounts Number of discounts Available: Customer details Product details General Grid Click Swipe Views Table Column definition Name Visible Sort Full Text ...

General Kebab menu ( ) Type Menu item Right   Create new customers <Role> / BASIS / Create new customers Grid Click Swipe Views Accounts (if it is a Key account) Table Map Column definition Name A...

Title Widget Widget Description Amendments Number of unread amendments Click on the icon shows the summary page with the new entries. Available: Homepage dashboard Customer details page Amendments Shows the latest ...

General Functions in the title bar Icon Explanation The AI function business card scan is only available for mobile devices (iOS and Android).  The image is scanned and sent to the server. It is then evaluated and the corresponding data r...