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When syncing Contacts and Appointments in DeDeSales via the Cloud, delays can occur, so that Objects do not appear or become retrievable immediately. This is because the two programmes do not communicate directly with each other, but the Cloud is in between. T...

On the dashboard, you can permanently display all appointments for the current day. Overdue appointments or appointments after today are not displayed. Display the Calendar management by opening the kebab menu and ticking Appointments:

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...

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 ...

In Portrait Mode, the information is displayed in a more compact form. Calendar Area Calendar Days with an underline indicate that at least one Appointment is stored here Current Day Week Days of week List View of Appointments on a Day Colour code Ti...

Week and Year Toggle functions between the views Day View / Work week / Week / View Month Today - Button Jumps to the current week of the day bar and selects Today. Day Bar (only Visible in Day View / Weekly Overview) Shows the Days of week and Day da...

Left: Time (hours) Right: Appointment, if one is selected. Appointment Height corresponds to real time Content (Only what fits is displayed; if the appointment height is insufficient, content is simply cut off) Colour code Customer Location Type ...

Weeks Appointment, if one is selected. The calendar can be scrolled vertically (endless) We show 4 Weeks + remainder. On the 1st of a Month, we always add the Month (abbreviated). Appointment Height is fixed (there is space for 5 appointments stack...

In Landscape view (except in View Month, where the map makes no sense) you can activate the map. You then jump to the identical period in the Map view.  If you open the Map view without customers, the area of the Home address is displayed, provided the Tour op...

Title Appointment list Current display period for Day/Week/Work week. In the View Month, the period always also includes the previous and following month.   Available Customer details only appointments for the selected customer and period ar...

Change agent 1. Lists all employees who have appointments and to whom the user has access. 2. Listing is done as with responsible a. Instead of the detail page, the corresponding employee is selected by clicking. 3. If an employee other than oneself is selecte...

An appointment of a series is being edited 1. Panel "Serial appointments" is not visible. 2. All amendments apply only to the selected appointment. 3. The date of the appointment must not be changed to a day on which another appointment of this series already ...

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...

Accessible via Calendar management > Triple-Point menu, when you are in the day, week, or work week view. Prerequisites  1. The customer must not be a distributor.  2. The customer must not be deleted.  3. The field Tour is required (controls the day of the we...

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...