| Term | Description |
| Actions/Menu items | Actions are processing options for an enquiry. They are defined on the right-hand side of the detailed view of an enquiry depending on the user role, enquiry type and enquiry status. |
| Add-on | Add-ons are small programs that extend the functionality of the browser. Depending on the browser model, they may also be called “extensions”. |
| Avatar | The avatar in Contacts refers to the graphic representation as a personification of the user at the top right of the enquiry list. |
| Browser cache | A cache is generally software or hardware that temporarily captures and stores data so that the user can quickly access it in the future. If you have a problem with Contacts, a good first step is to clear your browser’s cache. This will not always fix the problem, but it is an important first diagnostic step before you assume that a more complicated problem is the cause. You can either clear your browsing history or opt for a more thorough cache clean-up by including cookies and other website data when clearing the cache. |
| Business unit | A business unit is the highest instance of order in the IT system and represents a self-contained unit in the system in both data and organisational terms. In Finstral Contacts, the Finstral company and each dealer partner all represent a single independent business unit. Business units can assign enquiries to each other but cannot see the data entered within a business unit. |
| Closure rate | The closure rate is the ratio between enquiries received and offers issued, enquiries received and orders placed, and offers issued and orders placed. |
| Cloud | The term Cloud is short for cloud computing. A cloud consists of remotely located servers that can be accessed at any time from any location via a secure and protected internet connection. In the Finstral Cloud, the digital sales tools for window sales are conveniently available under one roof:
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| Composer | Finstral Composer is a tool to configure Finstral products and create Finstral offers. |
| Contact type | There are three different contact types in Finstral Contacts: private clients, commercial clients and planners (architects). |
| Contacts/Enquiry ID | The ID is a unique, automatically generated number for each enquiry. It consists of 11 digits, with the first 8 digits giving the date and the last 3 digits showing a chronological sequence of digits. |
| Customer journey | The customer journey is the customer experience. It refers to the individual phases that potential customers go through before they decide to buy the products. |
| Dashboard | Dashboards are graphical user interfaces that serve to visualise data. |
| Drop-down(-list) | A drop-down list is a drop-down selection menu in a user interface that allows a user to select a value from a given list of values. |
| Due date | The due date indicates the date on or before which the next processing step is recommended. If the processing occurs on time, this will be indicated with a green dot. Otherwise, orange or red dots are shown. Ideally, there should never be a red dot in the due date column of your enquiry list. |
| Enquiry history | The enquiry history is visible in the detailed view of each enquiry in the middle of the screen. This history shows the history of an enquiry, i.e. you can for example read notes or see which steps have in the past occurred with this enquiry. As soon as you carry out an action, an automatic entry is made in the enquiry history. |
| Enquiry status | The enquiry status indicates at which process step of the sales and advisory process the potential customer is currently located. The status changes accordingly once the actions have been carried out. |
| Enquiry type | The enquiry type describes the approximate content of the enquiry. There are nine enquiry types in Finstral Contacts. |
| Key figures | Key figures are measurements that present highly complex business issues in as transparent a way as possible. They thus become both the basis of and an important instrument for management and controlling. |
| Screen | (Input) screens are forms that allow the user to enter certain data in a predefined format. |
| Toggle button | The toggle button is a button switch that switches between two views in the enquiry list in Contacts: you can either see all enquiries (including those for which members of your team are responsible for processing) or only your enquiries (for which only you are responsible for processing). |
| User experience | The term User Experience, (in short: UX) is the experience that the user has when using a product (here: Contacts application). The three components of the user experience that are in practice significant are:
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| Web application | A web application is application software that can be accessed in the browser of various end devices via the internet, which is why it requires no prior installation or download. It will work on all operating systems and devices (e.g. tablets, smartphones, etc.). The provider of a web application (Finstral) can implement updates in the software at any time without further problems. All users thus always have the latest and most secure version. |