FAQ Appointments - Versionsgeschichte

Sgatzke am 25. April 2013 um 08:06 Uhr

2013-04-25T08:06:38Z

Sgatzke am 12. März 2013 um 15:41 Uhr

2013-03-12T15:41:59Z

Sgatzke am 12. März 2013 um 15:41 Uhr

2013-03-12T15:41:42Z

Sgatzke: Die Seite wurde neu angelegt: == FAQ - Frequently Asked Questions (FAQ) about the WICE Calendar/Appointments == Find answers to frequently asked questions (FAQ) to the address range of WICE Cloud B...

2013-01-25T15:55:55Z

Die Seite wurde neu angelegt: == FAQ - Frequently Asked Questions (FAQ) about the WICE Calendar/Appointments == Find answers to frequently asked questions (FAQ) to the address range of WICE Cloud B...

Neue Seite

== FAQ - Frequently Asked Questions (FAQ) about the WICE Calendar/Appointments ==

Find answers to frequently asked questions (FAQ) to the address range of WICE Cloud Based CRM.

==== How can I transfer from my previous calendar dates? ====
You must first activate the plugin vCard / iCal. In the plugin you will find an explanation of how you can transfer dates, for example from Outlook or Google Calendar.

==== Can I transfer events from the WICE-calendar to another calendar? ====
Yes, for this you need to activate the plugin vCard / iCal. In the plugin you will find an explanation of how you can transfer dates eg to Outlook or Google calendar.

Can also ==== series dates to be created? ====
Yes, if you select the date input the checkbox "recurring / multi-day event," after saving comes another dialog to define the recurring appointment.

==== I can suddenly no longer see all dates ====
First, you should check the settings drop-down menu above the calendar, if you have something set. If you set set in the left menu, "All Events" and in the menu next to the empty selection "---" and still not see all the dates, then it is related to the rights group. As with addresses, there are also dates "owner of this entry" to which access can be controlled on the dates. Ask your administrator, in which groups you are a member and you might need to change the settings.

==== I can not enter new dates ====
Then you probably have no such right. Ask your administrator how he hired the group rights.

==== Can I hide dates for other employees, such as for private events? ====
Yes, select the checkbox on a new date "date not readable by other users" from.

==== Can I also can remind you of an appointment? ====
Yes, you choose at the end of the input screen for a new event from the alarm function.

==== Can I Todos or reminders in the calendar? ====
No, reminders and to-do items have to look for anything on the calendar. Resubmissions enter notes via address or process actions. These will appear in the Dashboard tab in the "Reminders".

==== How can I enter an inspection report for a date? ====
First, go to the appropriate date and then select the small icon from the clipboard. This takes you to the input screen for the visit report.

==== Can I create new appointment or change the categories assigned colors? ====
Yes, that is possible. You will need access to the administration, however, because here all categories managed. There, you can also create new or modify existing categories appointment categories and also change the color assignment.

@@ Zeile 6: / Zeile 6: @@
 To synchronize your appointments from other calendars you need the WICE plugin vCard / iCal. Within the plugin you will find an explanation of how you can transfer your appointments, for example from your Outlook or Google Calendar.
-=== Can I also create recurring appointments? ====
+==== Can I also create recurring appointments? ====
 Yes, if you activate the check box "Recurring event" while entering a new appointment you will see a dialog after saving the appointment to define the details of the recurring appointment.
@@ Zeile 24: / Zeile 24: @@
 No, reminders and to-do items can not be managed via the calendar. To-do`s can be managed as ticket notes with holdfiles in a ticket or address note. These To-do`s will then appear in your Dashboard in the hold files tab.
-==== How can I enter a visiting report to an appointment? ====
+==== How can I create a visiting report for an appointment? ====
 First, select the appointment where you want to add the visiting report and then click on the appointment to open the details - here you´ll have to click on the visiting report icon which you find left of the edit icon to add a new visiting report. Please note that only if the appointment was created out ot a ticket note you`ll have the option to add a visiting report for this appointment.
 ==== Can I create new appointment categories or change the colors assigned to these categories? ====
 Yes, that is possible. You will need access to the administration, however, because all categories are managed there. There, you can also create new or modify existing appointment categories and also change the color assignment.

@@ Zeile 27: / Zeile 27: @@
 First, select the appointment where you want to add the visiting report and then click on the appointment to open the details - here you´ll have to click on the visiting report icon which you find left of the edit icon to add a new visiting report. Please note that only if the appointment was created out ot a ticket note you`ll have the option to add a visiting report for this appointment.
-==== Can I create new appointment categories or changed the colors assigned to these categories? ====
+==== Can I create new appointment categories or change the colors assigned to these categories? ====
 Yes, that is possible. You will need access to the administration, however, because all categories are managed there. There, you can also create new or modify existing appointment categories and also change the color assignment.

@@ Zeile 1: / Zeile 1: @@
 == FAQ - Frequently Asked Questions (FAQ) about the WICE Calendar/Appointments ==
-Find answers to frequently asked questions (FAQ) to the address range of WICE Cloud Based CRM.
+Find answers to frequently asked questions (FAQ) for the Calendar module of WICE CRM.
-==== How can I transfer from my previous calendar dates? ====
+==== How can I transfer my calendar dates from other calendars? ====
-You must first activate the plugin vCard / iCal. In the plugin you will find an explanation of how you can transfer dates, for example from Outlook or Google Calendar.
+To synchronize your appointments from other calendars you need the WICE plugin vCard / iCal. Within the plugin you will find an explanation of how you can transfer your appointments, for example from your Outlook or Google Calendar.
-==== Can I transfer events from the WICE-calendar to another calendar? ====
+=== Can I also create recurring appointments? ====
-Yes, for this you need to activate the plugin vCard / iCal. In the plugin you will find an explanation of how you can transfer dates eg to Outlook or Google calendar.
+Yes, if you activate the check box "Recurring event" while entering a new appointment you will see a dialog after saving the appointment to define the details of the recurring appointment.
-Can also ==== series dates to be created? ====
+==== I can no longer see all appointments in the calendar? ====
-Yes, if you select the date input the checkbox "recurring / multi-day event," after saving comes another dialog to define the recurring appointment.
+First, you should check the settings in the drop-down menu above the calendar and see which options are chosen here. If you have selected in the left menu, "List all" and in the menu next the empty selection "---" and you still not see all the dates, then it is probably related to the rights settings in the Administration. As with addresses, there are also settings for the "owner of this entry" and this is how access can be controlled on the appointments. Ask your administrator, to which user groups your user is assigned - he might need to change the settings.
-==== I can suddenly no longer see all dates ====
+==== I can not enter new appointments ====
-First, you should check the settings drop-down menu above the calendar, if you have something set. If you set set in the left menu, "All Events" and in the menu next to the empty selection "---" and still not see all the dates, then it is related to the rights group. As with addresses, there are also dates "owner of this entry" to which access can be controlled on the dates. Ask your administrator, in which groups you are a member and you might need to change the settings.
+Then you probably have no the required user rights. To add a new appointment you have click on the desired day/date and then you will see the page to add a new appointment. Check with you administrator if you have the necessary user rights.
-==== I can not enter new dates ====
+==== Can I hide dates for other employees, such as for private appointments? ====
-Then you probably have no such right. Ask your administrator how he hired the group rights.
+Yes, while adding a new appointment activate the check box "Entry not readable by other users (private appointment)" to mark an appointment as private.
-==== Can I hide dates for other employees, such as for private events? ====
+==== Can I also can remind me of an appointment? ====
-Yes, select the checkbox on a new date "date not readable by other users" from.
+Yes, you have to select the method for your reminder at the "Alarm" pull-down menu when entering a new appointment. You can choose to be reminded via Email or Message Pop-up or via SMS, but this last option only works when you have the WICE-Fax.de Plugin installed and activated. By setting the time you decide when your reminder will be send to you.
-==== Can I also can remind you of an appointment? ====
+==== Can I add To-do`s or reminders to the calendar? ====
-Yes, you choose at the end of the input screen for a new event from the alarm function.
+No, reminders and to-do items can not be managed via the calendar. To-do`s can be managed as ticket notes with holdfiles in a ticket or address note. These To-do`s will then appear in your Dashboard in the hold files tab.
-==== Can I Todos or reminders in the calendar? ====
+==== How can I enter a visiting report to an appointment? ====
-No, reminders and to-do items have to look for anything on the calendar. Resubmissions enter notes via address or process actions. These will appear in the Dashboard tab in the "Reminders".
+First, select the appointment where you want to add the visiting report and then click on the appointment to open the details - here you´ll have to click on the visiting report icon which you find left of the edit icon to add a new visiting report. Please note that only if the appointment was created out ot a ticket note you`ll have the option to add a visiting report for this appointment.
-==== How can I enter an inspection report for a date? ====
+==== Can I create new appointment categories or changed the colors assigned to these categories? ====
-First, go to the appropriate date and then select the small icon from the clipboard. This takes you to the input screen for the visit report.
+Yes, that is possible. You will need access to the administration, however, because all categories are managed there. There, you can also create new or modify existing appointment categories and also change the color assignment.