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Yearly Archives: 2023

Merging two customer records

16. October 2023

Major May 2023 Update

15. May 2023

Dynamic fields in call report

15. May 2023

Call interval can be changed directly in call report

15. May 2023

View full report text in report list and customer list

15. May 2023

Recent Posts

  • Major June 2025 update
  • Subscribe to Outlook calendar
  • Warnings for appointments
  • Extended search with relative date filters
  • Maps receive improved print mode
  • Territory optimization: map gets new display modes
  • Single sign-on in combination with Microsoft Dynamics CRM Online
  • Major December 2024 Update
  • Improvements for export and import
  • Territory optimization: Display areas, area names and key figures on map
  • Territory optimization: New export options
  • Territory optimization: Maximum workload adjustable per territory
  • Territory optimization: Display idle times in detail
  • Limit increase at workspaces for organization and user groups
  • Major August 2024 Update
  • Single sign-on (SSO) with Microsoft: Setup
  • Single sign-on (SSO) with Microsoft: Login
  • Extension of the user management
  • Extension of the display of custom fields
  • Report list receives “New other report” button
  • Territory optimization: Search for suitable home locations for a territory
  • Territory optimization: Extended overnight stay and driving speed settings
  • Territory optimization: Further improvements
  • More custom fields possible
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