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Tasks - Overview list
In the overview list of tasks, the tasks with the associated customers are shown: By free text input in the input field above can be searched for customers for whom tasks exist. About the symbolFurther filters can be called that restrict or expand ...
Overview of settings
Open after calling the settingsGet a menu net. On the left side which can find and call up the areas / subareas, to the right of them the actual settings are made. Clicking on an area opens it and the sub-areas become visible: The settings are closed ...
Import control
For active imports e.g. from dealer management systems or manual installation of vehicle lists, aControlein the area of notification history. AboutMessages - HistoryAn overview of imports can be accessed Over a period of up to 12 months, imports can ...
Bringing customers
Customer contacts can be merged from the customer overview. For this purpose, the corresponding customers are selected and the Merg option is selected in the drop-down: The following page corresponds toCustomer processingwith drop-down selections in ...
Tasks - Details page
On the detail page of tasks the task with all related communication is shown: Task details The task details show the task type (other types can be used in theSource Managementbe created), the due date and the current editor. The editor can have the ...