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6.5 Columns in customer lists
Depending on screen- or window width, the customer list is displayed in two, three or four columns.
The first two columns are always visible.
l
Column 1 shows the customer name, including ZIP code and city.
l
Column 2 contains an icon for the call status (see next section).
l
l
Column 3 shows the date of the last call or "New Customer" for customers that have not been
called yet, including due date as a percentage of the call interval and the call interval. For customers without call interval, "no call interval" is displayed.
In the 4th column, if available, the call note and report of the last call are shown.
6.6 Icons in customer lists
As mentioned in the previous sections, you can find symbols in the second column of customer lists.
They help you identifying the "call status" of each customer at a glance. The symbols are:
A
For this customer there is a manually created appointment in the calendar.
*
This is a new customer because no "last call" has been entered yet.
m
This customer is to be scheduled manually (appointment/reservation).
!
A call would be due now according to the call interval of this customer.
!!
A call is already overdue according to the call interval of this customer.
These symbols can also be displayed in combination, e.g. mT!! for a customer that needs to be scheduled manually, whose call is has been overdue according to call interval, but the appointment has
already been added to your calendar.
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