FAQ Administration-Section - Versionsgeschichte

Sgatzke am 25. April 2013 um 14:20 Uhr

2013-04-25T14:20:49Z

Sgatzke am 12. Februar 2013 um 15:52 Uhr

2013-02-12T15:52:30Z

Sgatzke: Die Seite wurde neu angelegt: Here you will find the most frequently asked questions about the area of administration in WICE. General === === ==== How can I set the wastebasket category in ...

2013-02-12T15:51:47Z

Die Seite wurde neu angelegt: Here you will find the most frequently asked questions about the area of administration in WICE. General === === ==== How can I set the wastebasket category in ...

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Here you will find the most frequently asked questions about the area of administration in WICE.

General === ===

==== How can I set the wastebasket category in WICE? ====
To do this, first go to the categories and place here in the corporate address Category 1 a corresponding category, such as Trash to. Now go to the Filter Preferences and select the previously set up under category "Trash category for company addresses" from. Finally, you must save your entries yet.

==== How can I set a default task status or? The scan status for closed operations ====
You do this before using the menu for the filter presets. Set the desired statuses under "Operation Status default (for new activities)" and "Operation Status Closed" and then save your settings.

==== Can I specify which addresses when creating new fields must be filled? ====
You are given the menu "mandatory" are available. Here you can for the company addresses, contact persons and employees, as well as activity categories define which fields are mandatory when creating a new entry, so that the entry can be created.

==== I would like when generating invoices to use my own font? ====
You can in the "PDF print" deposit any TTF font, which is then used in all chance based documents.

==== How can I create a new address or activity categories in WICE? ====
New categories set up in the administration under one category. Please refer to the instruction to delete existing categories! You can then select from the drop-down menu the desired Kategorienart and setting up new categories, or rename existing. Please note that you can always look for the addition or deletion still must save the respective changes.

==== Deleting employees in the address area ====
It is in WICE imperative that a user is associated with a valid employee. An employee who is a User Account (regardless of whether it is expired or revoked) combined can not be deleted or disabled. To delete or disable such an employee in the address area or you must first leave the Useracccount either be linked to another employee, or removed completely.

==== Exchange users (user change) ====
If you want to replace an existing user with a new user, then you can edit and rename the old user. Before a new employee must be created and renamed the user must be associated with this. In the following article we will explain step by step how to do it:
{{Dokulink | User replacement}}

Import XLS === ===

==== I want to add contacts to my company addresses. How must the import file? ====
Thus WICE can assign contacts to correct an existing company addresses, the company addresses, ideally along with the zip code or the customer number, stored as such in WICE be present. The field adress_company.name, so the company must necessarily be present in order for the contact person can be assigned to the Company addresses.

==== How can I import multiple contacts into a file and assign the same business addresses? ====
This requires that each partner in a separate line in the import file must be present along with the address of the company address. Thus, the import WICE recognize the existing company address and then add only the new contact.

==== Can I update existing (master) data using an import? ====
This is possible by activating the import in Step 3 of the import of the item to update master data. Please note that such an import can not be undone. Only columns that are present in the import file will be updated.

==== Can I undo an import? ====
You can import any, except this was with the option to update master data carried out, up to 24 hours to make the implementation of the import reverse. Proceed in XLS import under Step 1 "special" to reverse the function of the previous import. From the list you can select the basis of the timestamps in importing, do you want to undo.

==== Can I do about importing a duplicate check? ====
Yes, you can in the 3rd Step specify which fields of the import criteria and a duplicate check your import file is to be performed.

==== Can I import content in additional fields, which I've created? ====
That is possible. The column header for additional fields must be in the format custom.Name extra field can be used. It is important that the notation is identical to the name of the additive in the field WICE here. Spaces must be replaced with underscores!

==== Which fields do I have to import data available? ====
An overview of all fields with appropriate names such as these must be named in your spreadsheet, you can find in the WIKI under Administration-> addresses-Import (Excel).

==== Do all column headers in my import file exist? ====
No, you can not omit the column headings need in your Excel spreadsheet.

Can be the same ==== column title more than once in my Excel spreadsheet? ====
This is possible and useful, especially if you eg address in a category you want to assign a listing several categories, then you need this column title repeatedly hold in your import file. For text fields, such as the comments box at a business address, this should be in your import file multiple times, you can use the Step 3 of the import select a delimiter for the contents of the different columns.

@@ Zeile 3: / Zeile 3: @@
 === General ===
-==== How can I set the wastebasket category in WICE? ====
+==== How can I set the trash bin category in WICE? ====
-To do this, first go to the categories and place here in the corporate address Category 1 a corresponding category, such as Trash to. Now go to the Filter Preferences and select the previously set up under category "Trash category for company addresses" from. Finally, you must save your entries yet.
+To do this first go to the categories and add here in the company address category 1 a corresponding category, such as Trash bin. Now go to the default filters menu and select the previously added category at the pull down menu "Default trash category". Finally you must save your changes.
-==== How can I set a default task status or? The scan status for closed operations ====
+==== How can I set a default ticket status or the ticket status for closed tickets? ====
-You do this before using the menu for the filter presets. Set the desired statuses under "Operation Status default (for new activities)" and "Operation Status Closed" and then save your settings.
+You can do this by defining these statuses in the default filters menu. Choose the desired default status at the "Default ticket status (for new tickets)" and the ticket status for closed statuses at the "Closed tickets status pull down menus and then save your settings.
-==== Can I specify which addresses when creating new fields must be filled? ====
+==== Can I specify mandatory fiels when creating new adresses? ====
-You are given the menu "mandatory" are available. Here you can for the company addresses, contact persons and employees, as well as activity categories define which fields are mandatory when creating a new entry, so that the entry can be created.
+You can define the mandatory fields when adding/editing addresses and tickets in the menu "mandatory fields". Here you can for the company, contact persons and employees addresses as well as the ticket categories define which fields are mandatory when creating or editing an entry.
-==== I would like when generating invoices to use my own font? ====
+==== I would like to use my own font when generating invoices? ====
-You can in the "PDF print" deposit any TTF font, which is then used in all chance based documents.
+You can upload the font in the "PDF print configuration" menu and upload any TTF font which is then used in all chance based documents.
-==== How can I create a new address or activity categories in WICE? ====
+==== How can I create a new address or ticket categories in WICE? ====
-New categories set up in the administration under one category. Please refer to the instruction to delete existing categories! You can then select from the drop-down menu the desired Kategorienart and setting up new categories, or rename existing. Please note that you can always look for the addition or deletion still must save the respective changes.
+New categories are set up in the administration in the categories menu. Please read the instructions carefully before deleting any existing categories! You can then select from the drop-down menu the desired category and add new categories or rename existing categories. Please note that you always have to save any changes after adding or editing any category for the changes to take effect.
-==== Deleting employees in the address area ====
+==== Deleting employees in the address module ====
-It is in WICE imperative that a user is associated with a valid employee. An employee who is a User Account (regardless of whether it is expired or revoked) combined can not be deleted or disabled. To delete or disable such an employee in the address area or you must first leave the Useracccount either be linked to another employee, or removed completely.
+It is imperative in WICE that a user is connected with a valid employee. An employee who is connected with a user Account (regardless of whether it is expired or locked) can not be deleted or disabled. To delete or disable such an employee in the address module you must first either connect the user account with another employee or remove it completely.
-==== Exchange users (user change) ====
+==== Exchanging users ====
-If you want to replace an existing user with a new user, then you can edit and rename the old user. Before a new employee must be created and renamed the user must be associated with this. In the following article we will explain step by step how to do it:
+If you want to replace an existing user license with a new user, then you can edit and rename the old user. Before a new employee must be added to be able to connect this employee with the new user. In the following article we will explain step by step how to do it:
-{{Dokulink | User replacement}}
+[[User replacement]]
 === Import XLS ===
-==== I want to add contacts to my company addresses. How must the import file? ====
+==== I want to add contacts to my company addresses. How does the import file needs to be configured? ====
-Thus WICE can assign contacts to correct an existing company addresses, the company addresses, ideally along with the zip code or the customer number, stored as such in WICE be present. The field adress_company.name, so the company must necessarily be present in order for the contact person can be assigned to the Company addresses.
+Thus WICE can assign contacts to correct and existing company addresses, the company addresses, ideally along with the zip code or the customer number, stored as in WICE must be present. The field "address_company.name" (the name of the company) must necessarily be included in order for the import to work and for the new contact person(s) to be assigned to the Company addresses.
-==== How can I import multiple contacts into a file and assign the same business addresses? ====
+==== How can I import multiple contacts into a file and assign these to the same company address? ====
-This requires that each partner in a separate line in the import file must be present along with the address of the company address. Thus, the import WICE recognize the existing company address and then add only the new contact.
+This requires that each new contact person is in a separate line of the import file and must be present along with the name of the company. Thus, the import WICE recognize the existing company address and then adding only the new contact person.
-==== Can I update existing (master) data using an import? ====
+==== Can I update existing addresses using the XLS-import? ====
-This is possible by activating the import in Step 3 of the import of the item to update master data. Please note that such an import can not be undone. Only columns that are present in the import file will be updated.
+This is possible by activating the respective feature "Update address data" in Step 3 of the import. Please note that such an import can not be reverted. Only fields that are present in your Excel file will be overriden.
 ==== Can I undo an import? ====
-You can import any, except this was with the option to update master data carried out, up to 24 hours to make the implementation of the import reverse. Proceed in XLS import under Step 1 "special" to reverse the function of the previous import. From the list you can select the basis of the timestamps in importing, do you want to undo.
+You can undo any import, which was conducted with the XLS import module, except if the import was done with the activated option to update already existing data, up to 24 hours after the import was done. Proceed to the XLS import to the section "Revert after import" in Step 1 to revert the previous import(s). From the list you can select the imports available by their timestamps and choose which one(s) to revert.
-==== Can I do about importing a duplicate check? ====
+==== Can I do a duplicate check when importing addresses? ====
-Yes, you can in the 3rd Step specify which fields of the import criteria and a duplicate check your import file is to be performed.
+Yes, you can specify in the 3rd Step which fields should be included in the duplicate check. The import log shows you an overview of any address or contact person that was identified through this process as a duplicate.
-==== Can I import content in additional fields, which I've created? ====
+==== Can I import content in custom fields, which I have created? ====
-That is possible. The column header for additional fields must be in the format custom.Name extra field can be used. It is important that the notation is identical to the name of the additive in the field WICE here. Spaces must be replaced with underscores!
+That is possible. The column header tol assign the content from the import file to these custom fields must be in the format "custom.*" The "*" needs to be replaced with the exact name of the custom field. Here it is important that the notation is identical to the name of the custom field in WICE. Spaces must be replaced with underscores!
-==== Which fields do I have to import data available? ====
+==== Which column titles/fields are available for an import? ====
-An overview of all fields with appropriate names such as these must be named in your spreadsheet, you can find in the WIKI under Administration-> addresses-Import (Excel).
+An overview of all fields with the corresponding column titles such as these must be named in your spreadsheet, you can find in the WIKI under Administration->[[Address-import (Excel)]]
-==== Do all column headers in my import file exist? ====
+====  Do all column headers in my import file need to be present? ====
-No, you can not omit the column headings need in your Excel spreadsheet.
+No, you can not omit the column headers that are not needed in your Excel spreadsheet.
-==== Can be the same column title more than once in my Excel spreadsheet? ====
+==== Can the same column title be used more than once in my Excel spreadsheet?  ====
-This is possible and useful, especially if you eg address in a category you want to assign a listing several categories, then you need this column title repeatedly hold in your import file. For text fields, such as the comments box at a business address, this should be in your import file multiple times, you can use the Step 3 of the import select a delimiter for the contents of the different columns.
+This is possible and useful, especially if you, for example, want to assign an address to more than one address category, then you need this column title repeatedly in your import file. For text fields, such as the "remarks" at a company or contact person address, this could be in your import file multiple times, you can use the Step 3 of the import to select a delimiter for the contents of the different columns.

FAQ Administration-Section - Versionsgeschichte

Sgatzke am 25. April 2013 um 14:20 Uhr

Sgatzke am 12. Februar 2013 um 15:52 Uhr

Sgatzke: Die Seite wurde neu angelegt: Here you will find the most frequently asked questions about the area of ​​administration in WICE. General === === ==== How can I set the wastebasket category in ...

Sgatzke: Die Seite wurde neu angelegt: Here you will find the most frequently asked questions about the area of administration in WICE. General === === ==== How can I set the wastebasket category in ...