New: Choice between Kanban Board (all sales projects at a glance by status) or List View

In the sales projects view, you can choose between the Kanban Board (Tile View) or the List View.

Kanban Board (Tile View)

The Kanban Board shows all sales projects in a sales process by status/phase.

List View

In the List View, the sales projects are displayed in the selected phase.

With the button on the left (see marking), you can switch between the Kanban Board (Tile View) and the List View. With the button on the right you can define the sorting in the Kanban Board. About sorting: If you click on a selection (e.g. volume) at once, it will be sorted from bottom to top, if you click twice, the sorting changes from top to bottom.

A user with administrator rights can specify the information displayed in the Kanban Board tiles and in the List View in the Administration under Customer Data/Overview.

Administration/Overview/Tile View (Kanban Board)

Administration/Overview/List view

Here the desired information can be moved from the left area to the right area and the order of the information displayed can also be specified.