Knowledge Base

CUSTOMER DISPLAY: ADD PROCESS STATE

  • Go to CUSTOMER DISPLAY LAYOUT under the LAYOUTS & TEMPLATES menu item
  • Choose the desired customer display layout
  • Go to the Process states tab at the bottom
  • Click on Add
  • Choose the desired process type in the "Type" field
  • Enter the desired display time in the "Display duration (in sec.)" field
  • Choose the desired follow-up process type in the "Successor type" field
  • Click on Save
  • Proceed in the same manner for each sales process status
  • Click on the arrow icon to return to the previous view
     
Detailed Description

In CiRRUS, you can design a customer display for each individual sales process.

To design a layout, go to the LAYOUTS & TEMPLATES menu item and open CUSTOMER DISPLAY LAYOUT. You are now in the customer display layout view. Choose the desired customer display layout.

Now go to the Process states tab at the bottom and click on Add. Choose the desired process type from the dropdown menu in the "Type" field. Enter the desired display time of the chosen process status in the "Display duration (in sec.)" field. Choose the desired follow-up type from the dropdown menu in the "Successor type" field.

Click on Save to save your settings. Proceed in the same manner for each sales process status. Click on the arrow icon to return to the previous view.

You now have defined the basic data for each individual process status and can continue with designing the corresponding layouts.
 

When using CiRRUS via a mobile device, it may happen that texts are translated independently by the device/browser. For an error-free use, we recommend to deactivate this translation function on the device. // The content shown in the video may differ from your own layout. // For the sake of simplicity and readability, only the masculine form is used in the descriptions.
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