Addresses - Versionsgeschichte

Sgatzke: /* Documents */

2013-08-08T14:39:26Z

‎Documents

Sgatzke: /* Appointments */

2013-08-08T14:26:27Z

‎Appointments

Sgatzke: /* Projects */

2013-08-08T14:14:58Z

‎Projects

Sgatzke: /* Account */

2013-07-26T14:52:45Z

‎Account

Sgatzke: /* Account */

2013-07-23T14:41:37Z

‎Account

Sgatzke: /* Account */

2013-07-23T14:40:44Z

‎Account

Sgatzke: /* Account */

2013-07-23T14:39:31Z

‎Account

Sgatzke: /* Account */

2013-07-23T14:38:32Z

‎Account

Sgatzke: /* Account */

2013-07-23T14:38:16Z

‎Account

Sgatzke: /* Account */

2013-07-23T14:37:46Z

‎Account

@@ Zeile 411: / Zeile 411: @@
 == Documents ==
-In this tab to the address you will find all documents or files that were associated with this address.
+In this tab you will find all documents or files that were associated with this address.
-{{Screenshot|Adressen_dokumente.png|768|All documents/files associated with this address list}}
+{{Screenshot|Addresses_doc.png|747|All documents/files listed associated with this address}}
-The documents may come from a note, an action, a task or a project task. About the
+The documents may come from an address note, a ticket note or a project task. With the corresponding column "Section" you can trace the origin of the documents. With the pull down menu, you can select if you want only display documents assigned with a specific media category, e.g. all offers, invoices, emails or visiting reports. You also see the date and time when the document was filed or produced.
-To display the documents according to your categories they must accordingly with when creating a media category can be fitted.
+To be able to display the documents according to the media category this must be assigned accordingly when adding the document or file.
-If you click on the document title in the "File" column, thus opens this file in the appropriate application, you can download these or additional options available. There is E.g. a document from an operation, so click on "Process action" in the column "found in" and get so to the action in this process where the document or the file has been deposited.
+If you click on the document title in the "File" column, the file will be opened in the associated application, or you can download it as an additional option. If the document was added for example as a ticket note, by clicking on "Ticket note" in the column Section you will get to the overview of all ticket notes in the ticket where the document or the file has been added.
-Select all files that are stored here to send those collected via email to any recipient. To do this, click the envelope button "' send documents via email"'. Now to choose the available files will be displayed. In the, you can list all HTML and TXT files display, which were deposited at the address, select a process in the delivery of email as a new process action should be deposited. If you have selected the desired files, click on compose email and enter the mask to create a new email.
+Select all files that are shown here to send those collected via email to any recipient. To do this, click the envelope button "send documents via email". Now you can choose from the available files. You can optionally select that also all HTML and TXT files will be display, Also select a ticket in which the email should be deposited as a new ticket note. If you have selected the desired files, click on compose email and you enter the mask to create a new email where the previously selected files have already been attached.

@@ Zeile 396: / Zeile 396: @@
 == Appointments ==
-This tab shows all dates associated with this address. You will learn here also the place and the resources booked along with the date.
+This tab shows all appointments associated with this address. You will see here the location and any resources booked along with the appointments.
-{{Screenshot|Adressen_termine.png|768|Overview of the current dates to the selected address}}
+{{Screenshot|Addresses_appt.png|630|Overview of all appointmens for the selected address}}
-Via the button "iCal" before the respective date, you can pass the date directly in iCal format to your local calendar. It starts each application, the iCal format is associated with that on your computer.
+Via the button "iCal" in front of each respective date, you can export the appointment directly in the iCal format to your local calendar. By clicking on it the application associated with the iCal format will start automatically.
-You can create a new visit report to a date here by clicking on the button visit report directly. Go directly to the mask to create a visit report.
+You can create also create a new visiting report for each appointment by clicking on the visting button icon. This will lead you directly to the mask to create the visiting report.
-{{Tipp|If you move your mouse pointer over the title of a date in the list, so a new window opens automatically as sog ToolTip with additional information about the date.}}
+{{Tipp|If you move your mouse pointer over the title of an appointment in the list, a new window opens with a tool tip opens automatically offering additional information about the appointment.}}
-Click on the title of the appointment to go to the detail view of the appointment in the calendar. Find more on the subject of dates here {{dokulink|Appointments}}
+Click on the title of the appointment to go to the detail view of the appointment in the calendar modile. For any more inforamtion about the features of the calendar module please click here: [[Appointments]]
-For dates that have already taken place, in which "Even past dates show" click the check box appears.
+By default only forthcoming appointment will be displayed here - if you want to also display appointments that have already taken place, activate the checkbox "Show past appointments" and these appointments will also be displayed.
-To create a new appointment for this address directly, click date click New and enter the mask to create a new appointment. The associated address is then automatically assigned to the appointment.
+To create a new appointment assigned with this this address, click pn the button '''New appointment''' to enter the mask to create a new appointment. The selected address is then automatically assigned to the appointment.
 == Documents ==

@@ Zeile 385: / Zeile 385: @@
 == Projects ==
-At the root of the address data the module "Projects" as a tab is displayed after selecting a desired address. Please click here for an overview of the projects associated with this address.
+All projects assigned to an address are displayed in the projects tab. Here you get an overview of the projects associated with this address.
-{{Screenshot|Adressen_projekte.png|769|View of all projects to the selected address}}
+{{Screenshot|Addresses_projects.png|622|View of all projects assigned to an address in the projects tab}}
-Please keep in mind that you can create new projects in the "Projects" module.
+Please keep in mind that you can create new projects only the in the "Projects" module.
 === Editing projects ===
-Did you click the desired title in the browser, so go to the overview of the project with its tasks. Further to the use of the module projects here {{dokulink|Projects}}
+By clicking on a project you will get to the detail view of the desired project where you can get all the related information and make any changes. For further information about the functions and feature in the project module please click here [[Projects]]
 == Appointments ==

@@ Zeile 363: / Zeile 363: @@
 By clicking on the account number in the No. column the assigned invoice in the PDF format can be displayed depending on your settings or the usage of the WICE Media Assistant plugin. A choice of options is displayed how you want to proceed with the file - you can send it for example optionally directly by fax or letter via our partner Fax.de or open it directly in the browser or in the default application. By clicking on the number in the column ticket the corresponding overview of the ticket notes appear where the invoice was originally created.
-By clicking on "Korr.", you can create a correction account for the selected invoice. After you create a correction invoice appears in the column "the appropriate invoice number in the correction invoice and the amount corrected by" or credits be adapted if necessary and represented the entries deleted.
+By clicking on "REPLACE", you can create a corrected invoice. After you create a corrected invoice it will appear in the column "Revisited by" and the amount or the credit balance will be updated if necessary and the corrected invoice entries will be displayed as crossed out.
-At the bottom of the screen, you will receive an overview of existing payments.
+At the bottom of the screen, you will receive an overview of all incoming payments.
-{{Screenshot|Kontokorrent_zahlungseingänge.png|769|Overview of previous payments to an address}}
+{{Screenshot|Incomingpayments.png|802|Overview of incoming payments for an address}}
-Here you see date the payment has been detected, the account to which the payment was collected and any remarks, such as partial payment or 1st rate etc, and the respective amounts.
+Here you can see date the payment has been added, the account to which the payment was assigned and any remarks, if it was a partial payment or a 1st rate etc, and the respective amounts.
-{{Hint|An overview of all open items or cash receipts in your system, in the module "Sales"}}
+{{Hint|An overview of all open items and unpaid invoices in your system, is available in the module "Sales"}}
 === Adding a new payment ===
-Want to register a payment now, so click on the appropriate link of new payment < b > register < / b >. It opens up the mask to register a payment.
+If you want to add a new payment now, click on '''[Register incoming payment]''' and the mask to add a new payment appears:
-{{Screenshot|Neuer_zahlungseingang.png|421|Mask to capture a new payment input}}
+{{Screenshot|Newincomingpayment.png|377|Mask to add a new payment}}
-Enter the date of the receipt of the payment. In the selection list, select the appropriate account, and enter the amount of the payment in the amount field. In the comment text field, you can enter a free comment on this payment has been received.
+Enter the date when the payment was received, by default today`s date will be assigned. In the drop-down menu select the appropriate invoice number and the total sum of the invoice will automatically be added in the amount field. If the payment differs from the full amount of the invoice, you can change the amount manually. In the text field "Remarks" you can enter further comments on this payment, if e.g. only a partial payment was revceived.
-If you enable the check box "The Bill is hereby fully paid", so you can assign payment receipts to save this Bill!
+By enabling the check box "Invoice is fully paid by this payment." you can not assign further payments for this invoice, unless you edit or erase the payment!
-Press now save on settings.
+Click now on '''Save''' to save your new payment.
-Then you can return to the tab account and your payment has been successfully registered. In addition, the receipt of payment in the overall list of the payments was registered. You can find this list in the module "Sales".
+Then you will return to the account tab and your payment has been successfully added. In addition the payment was also registered in the overall list of all the incoming payments, which can be found in the "Sales" module.
-If a payment is to be changed later, so click on the Edit button next to the desired entry. It opens then the mask to the editing of the receipt of the payment. Now enter your changes and click settings then click < b > save < / b >.
+If you need to change a payment later, click on the Edit button next to the desired entry. The mask to edit the payment will be opened and you can enter your changes and afterwards click on '''Save''' to apply your changes.
 == Projects ==

@@ Zeile 369: / Zeile 369: @@
 Here you see date the payment has been detected, the account to which the payment was collected and any remarks, such as partial payment or 1st rate etc, and the respective amounts.
-{{Hinweis|An overview of all open items or cash receipts in your system, in the module "Sales"}}
+{{Hint|An overview of all open items or cash receipts in your system, in the module "Sales"}}
 === Adding a new payment ===

@@ Zeile 356: / Zeile 356: @@
 In the field "customer discount", you can enter a percentage value. This value will then automatically be discounted on every article entered when creating opportunities in a ticket assigned to this address. So you can assign a general discount for all items ordered by this customer. After you have entered the value in the field, click on '''Save''' to apply your changes.
-{{Tipp|For customers with registered offices abroad, you can activate the check box "set tax=0 by default". This option causes will set the value for the value added tax for each selected article automatically to "0". This is helpful when adding new articles for a customer without having to manually change the tax for each item. Click here to activate the check box and to enable the option, and then click om '''Save''' to apply the changes. Please note that changing this setting will not affect any already existing chances.}}
+For customers with registered offices abroad, you can activate the check box "set tax=0 by default". This option will set the value for the value added tax for each selected article - added as an oppurtunity in a ticket - automatically to "0". This is helpful when adding new articles for a customer without having to manually change the tax for each item. Click here to activate the check box and to enable the option, and then click om '''Save''' to apply the changes. Please note that changing this setting will not affect any already existing chances.
 In the first part of the mask you see the created invoices. Unpaid amounts are displayed in the column "Credit" in red and have a leading minus.