FAQ address management - Versionsgeschichte

Sgatzke am 8. März 2013 um 15:34 Uhr

2013-03-08T15:34:10Z

Sgatzke: /* Can I set up more than four address category levels? */

2013-03-05T15:59:11Z

‎Can I set up more than four address category levels?

Sgatzke: /* What happens when I delete categories? */

2013-02-22T15:55:37Z

‎What happens when I delete categories?

Sgatzke: /* Can I change of add categories? */

2013-02-22T15:52:34Z

‎Can I change of add categories?

Sgatzke: /* Can the categories change later? */

2013-02-22T15:50:47Z

‎Can the categories change later?

Sgatzke: /* Can I assign more than one entry to an address for an address category? */

2013-02-22T15:48:35Z

‎Can I assign more than one entry to an address for an address category?

Sgatzke: /* Can I assign more than one entry to a category? */

2013-02-22T15:47:32Z

‎Can I assign more than one entry to a category?

Sgatzke: /* The number of categories within a category level is limited? */

2013-02-22T15:46:56Z

‎The number of categories within a category level is limited?

Sgatzke: /* How should address the categories are set up make sense? */

2013-02-22T15:44:13Z

‎How should address the categories are set up make sense?

Sgatzke: /* How can I restore order to my address? */

2013-02-22T15:41:53Z

‎How can I restore order to my address?

@@ Zeile 44: / Zeile 44: @@
 ==== What happens when I delete categorie entrys? ====
-When categorie entrys are deleted, they are no longer available for segmenation or search purposes. Only when your WICE administrator deletes category entries while activiating the option "Delete data within this category" also all addresses that contain this category entry will be deleted.
+When categorie entry's are deleted, they are no longer available for segmentation or search purposes. Only when your WICE administrator deletes category entries while activating the option "Delete data within this category" also all addresses that are assigned to this category will be deleted.
-==== Can I assign addresses, new categories? ====
+==== Can I assign new categories to addresses? ====
-Yes, this happens on the category assignment in the module "campaigns". Here is my create an address list and allocated a new or existing address category.
+Yes, this happens at the category assignment option in the "campaigns" module. Here you can create an address list and allocated a new or existing address category to all addresses in your list. This only works with company addresses.
-==== Is it possible addresses, eg for link address relationships,? ====
+==== Is it possible to display relations between addresses? ====
-Addresses can be linked with one another for address relationships. The relationships are presented graphically.
+Addresses can be linked with one another to display their relationship as for example that one address is a customer of the other. The relationships are also automatically presented graphically.
-==== Can I block addresses for specific users? ====
+==== Can I set access rights for addresses to specific users? ====
-Yes, this is done via the user groups. Any address can be a "holder of this entry" to be determined. This allows you to control who has access to that address.
+Yes, this is done via the user groups and the rights management. Any address has an owner which determines in combination with the group rights who can access or edit/erase an address.
-==== I can at once specific addresses no longer see, but I know that they are in the system. Why is that? ====
+==== I can`t find a specific address no longer, but I know that they must be still in the system. What is the reason? ====
-In most cases this is due to the group rights. Here about the access rights are controlled by the addresses. Each address knows one or more "owners of this entry". Here the user groups are defined, are allowed access to that address. If an address is assigned to a user group, which do not belong to you, then you can usually not access this address.
+In most cases this is due to the group rights that control the access rights of all the addresses. Each address has one or more "owners of this entry". Here the user groups are defined, that are allowed access to that address. If an address is assigned to a user group, which you are not a member of or do not have reading permission, then you can`t usually access this address.
-Can ==== while importing assign user rights for addresses? ====
+==== Can I assign user righst to adresses while importing them? ====
-Yes, the settings in the profile "Default group address entry choice" are defined as the owner of the entry in the import.
+Yes, the settings that you have selected in the module "Profile" under "Address input default groups" are set as the owner of the entry when you perform an import.
-==== Why do not I see all user groups in the edit an address? ====
+==== Why do not I see all user groups while editing an address? ====
-You only see the user groups in which you are a member.
+You will always only see the user groups in which you are a member.
-==== Is there such thing as a "trash" for deleted addresses? ====
+==== Is there such thing as a "trash bin" for deleted addresses? ====
-Yes, you can address category as "wastebasket category" in the administration set up under "Filter Settings".
+Yes, you can set up an address category as wastebasket or trash category in the administration in the "Default Filters" menu.
-==== Can I retrieve deleted addresses again? ====
+==== Can I retrieve deleted addresses? ====
-Yes. Either you use a trash category. Then call on all addresses with this category, edit the appropriate addresses and
+Yes. Either you´ll have to check in your trash category. To remove an address from the trash just edit it an change ths category settings for the adress category 1 and deselect the trash. Alternatively, your WICE administrator can have look in the administration within the history of changes menu and undelete the address there.

@@ Zeile 29: / Zeile 29: @@
 ==== Can I set up more than four address category levels? ====
-It can be set up to four category levels. The year elan generated Experience shows that this is sufficient. Please also remember that the system will be operated by one man behind. Substantial increase masks the sources of error and reduce the acceptance by the employee.
+No. There are only up to four individual address categories for each adress type. Our experience over the years combined with the demands of our customers has cleary shown that this is sufficient. Please also bear in ming that the system needs to be operated by human beeings. A substantial increase in the input masks and fields leaves more rooms for individual errors and reduces the acceptance within your employees.
 ==== How should the address categories be set up to make sense? ====

@@ Zeile 43: / Zeile 43: @@
 Yes, the categories can be changed/edited or added at any time. The changes need to be made by a user with acceess to the WICE Administration.
-==== What happens when I delete categories? ====
+==== What happens when I delete categorie entrys? ====
-When categories are deleted, they are removed from the directory. Only when you delete "entries mitlöschen" is selected, all addresses that contain this category will be deleted.
+When categorie entrys are deleted, they are no longer available for segmenation or search purposes. Only when your WICE administrator deletes category entries while activiating the option "Delete data within this category" also all addresses that contain this category entry will be deleted.
 ==== Can I assign addresses, new categories? ====

@@ Zeile 40: / Zeile 40: @@
 Yes, each address can have multiple entries within one category. An address can be e.g. selected as a "Customer" and a "Partner" within the same category.
-==== Can I change of add categories? ====
+==== Can I change or add any categorie entrys? ====
 Yes, the categories can be changed/edited or added at any time. The changes need to be made by a user with acceess to the WICE Administration.

@@ Zeile 40: / Zeile 40: @@
 Yes, each address can have multiple entries within one category. An address can be e.g. selected as a "Customer" and a "Partner" within the same category.
-==== Can the categories change later? ====
+==== Can I change of add categories? ====
-Yes, the categories can be changed any time. The changes are automatically reflected in the addresses.
+Yes, the categories can be changed/edited or added at any time. The changes need to be made by a user with acceess to the WICE Administration.
 ==== What happens when I delete categories? ====

@@ Zeile 37: / Zeile 37: @@
 No you can add an unlimited number of entries to any address category.
-==== Can I assign more than one entry to a category? ====
+==== Can I assign more than one entry to an address for an address category? ====
 Yes, each address can have multiple entries within one category.

@@ Zeile 34: / Zeile 34: @@
 You can (but need not) set up to four categories for each address type with an unlimited number of entries in each category. Orientate yourself to the idea "from the general to the special." So, for example, Address-Category 1 includes = "customers, prospects, partners" - Category 2 = "hardware, software, services" - Category 3 = "A - Very important B - Important C - Less Important", etc.
-==== The number of categories within a category level is limited? ====
+==== Is The number of categories within a address category limited? ====
-No, per category level, any number of entries.
+No you can add an unlimited number of entries to any address category.
-Can ==== within a category level, several categories of an address assigned? ====
+==== Can I assign more than one entry to a category? ====
-Yes, it can be selected any number of categories.
+Yes, each address can have multiple entries within one category.
 ==== Can the categories change later? ====

@@ Zeile 25: / Zeile 25: @@
 There is a duplicate check automaticly performed when you add new addresses manually or within the Excel import. For an extensive cleanup of the address database we offer an optional plugin named the "Duplicate Killer" - a tool for the consolidation of your WICE address database.
-==== How can I restore order to my address? ====
+==== How can I categorize my addresses? ====
-The addresses are segmented into WICE Cloud Based CRM with known address categories. Up to four for this company and up to four contact categories. These categories can be used for specific searches, or to create mailing lists used for marketing campaigns.
+The addresses are segmented in WICE Cloud Based CRM by four individual address categories. Up to four of these categoriws can be used for each addresse type as company addresses, contact persons and employee adresses. These categories can be used for specific searches, or to create mailing lists used for marketing campaigns.
 ==== Can I set up more than four address category levels? ====