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Book Index

Task bar

The task bar appears on the left of the form as soon as you select a customer. It contains various forms showing more detailed customer data. Each form allows you to register a new message by using the Add message option on the toolbar at the top right. Other additional options on the toolbar vary by form.

CRM - Expand task bar

Click the icon to show or hide the explanation of the menu bar.

In this folder

Business information

Cockpit

Messages and actions

Sales offers

Sales orders

Sales contracts

Open items

Invoiced turnover

Service messages

Service contracts

Objects

Parts

Selections