Dashboard

Dashboard

After a successful login the first thing you will see is the start screen of your dashboard. On this screen to which you get automatically after you have successfully logged in you see at a glance an overview of your current today's and tomorrow's appointments.

Screenshot: View of the dashboard showing the optional chart & report manager plugin

The miniature graphics which you see here, displayed below your schedule, originate from the chart & report manager plugin if this has been configured in the plugin. Depending on whether you have in use the light or the full version of the plugin almost unlimited statistically analysis options are available.

Different tabs can be displayed as your default setting. There are tabs available for the WICE Views, personal tasks, tickets, hold-files and project tasks.

The column for the internal news is located on the right side of the dashboard. The news are generated via an integrated news editor. Here corporate news may be posted for all users. Optionally the plugin WICE-RSS reader is available, if you directly want to display RSS feeds of external providers in the news column.

Find out more in the Profile module in the menu bar how you can adapt these settings in the Dashboard yourself according to your wishes. You can adjust which information from the individual modules is displayed.

Menu bar

The menu bar is located in the left pane of the browser window. Via this menu you usually enter the individual modules of your WICE installation. Your WICE administrator has previously set which modules and plugins are available for you - if in doubt please inquire directly to him or an employee with access to the WICE administration.

Enter each of the modules directly by clicking on the module name. The function "New Window" underneath the menu list opens a new window in WICE where you can work as well as in the original window e.g. while working in the module "Addresses" in the first window you can work with any other or the same module in the other window(s), making the work easier, comfortable and more effective. Up from WICE Release X5 or higher you can also click on any module with the right mouse button to open the selected module in a new browser tab or window.

By clicking on the envelope "Email" your default mail account appears directly in a new window of your browser, so that you can directly access your emails from the WICE CommCenter. You will also see additionally the number of E-mails in the Inbox of the account.

If you on click on "Messages" underneath the Email button, you get to the overview of the internal messages you received in the CommCenter.

When using the Fax.de plugin, a symbol to directly access your fax Inbox in the Fax.de plug-in is displayed here as well. When you click on it you reach the overview of all the faxes received.

To finish up your work in WICE, click on "Logout" and you will be logged out.

Below these symbols your current login name and the name of your WICE mandant is displayed.

Appointment overview

In this window you will see a preview of your next 5 appointments in the coming days or weeks. The day of the week, as well as the title of the appointment is shown here with the actual times of the appointments. By clicking on the title of the appointment, you will automatically reach the module "Appointments", with the detail view of the respective day to learn more about the details of the appointment.

To add new appointments you have to change to the appointment module or if you want to associate the appointment with an address, you will have to search the desired address and go to the appointment tab to create the appointment or add a new ticket note using the appointment option.

Tipp: You can open almost all linked entries, like for example the individual appointments or your tasks in the to do lists when using a Desktop/Laptop computer with a click of the right mouse button, in WICE Cloud Based CRM depending on the browser, in a new tab or in a new browser window. By using this option the view of the previous window is preserved for you and you can easily work with multiple Windows/tabs in the individual modules.

WICE-Views

In the WICE-Views tab you will see your previously created WICE-Views. These are special bookmarks with which you can access with one click your frequently used information provided by WICE. You can create WICE-Views in the addresses, ticket or project module.

You define a WICE-View by clicking in the WICE-View icon at the top right of each mask where this feature is available. We want to demonstrate this by creating a new WICE-View for a selection of addresses: click the main menu item "Adresses" to enter the module. In the upper right corner next to the "Go"button you see go the WICE-View icon.

Screenshot: Address module with WICE-View icon to create a new view with visible tool tip in the upper right corner

By clicking on it the input mask for the WICE-View opens:

Screenshot: Mask to create a new WICE views

Enter a name for your WICE-View, and then click on Save to complete the creation of the new view. A message informs you that your WICE-View has been saved.

On the dashboard your new WICE-View is now available in the WICE-View tab. Each click on a WICE-View is counted and the top 5 WICE-Views will always be displayed always next to your schedule on the dashboard.

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Screenshot: Overview of your WICE-Views Top5

Editing and deleting WICE-Views

Screenshot: Overview of your WICE-Views WICE views on the dashboard tab.

To edit an existing WICE-View click in the WICE-Views tab on the Edit button and you can not change the criteria for your selection here, but only change the name of the respective view. To permanently delete a WICE-View, click on the delete button in front of the respective view. A confirmation message is displayed to confirm that if you really want to delete the view. If you approve this the WICE-View is finally removed from the list.

If you click on a WICE-View now a new window opens and displays the respective information. You can continue using the normal features in this mask.

Personal tasks

In the tab for your personal tasks you can manage your important personal tasks while these are only available for the respective user and not linked with any other entries, like tickets or address notes in WICE.

Screenshot: Your personal tasks at a glance

At a glance, you see your tasks, as well as their assigned priority. You can edit these tasks or delete them by clicking on the respective icons.

You can sort your personal tasks by the task title, date and priority by clicking on the corresponding column header.

Hint: Your personal tasks in WICE can not be read or edited by other users. They appear only in the dashboard of the actual user and are not linked with other modules or functions

Creating a new personal task

To define a new task, click New task. A new pop-up window opens. Enter any text to describe the to be completed task. Then set the priority to mark the importance (of 1... 10) for this task. In addition you can select a date while by default the current date is selected. When you have completed your inputs click on Save. The new task is now added to the list of the personal tasks in the dashboard.

Tickets

Switch now to the ticket tab in the dashboard. You can see the list of tickets for which you were assigned to as the responsible employees, shown with the ticket subject, status and priority.

Screenshot: Overview of your tickets in the dashboard

Please note that new tickets can only be created in the module "Addresses" in the detail view of an address->tab tickets or in the "Tickets" module. If you want to know more about the individual ticket or edit any of them, right click on the desired ticket in the column task. You will directly get to the overview of the ticket notes of the selected ticket. For more informations about tickets in general and all the related featuree please have a look here: Tickets

Hold-files

In the hold-files tab you see a list of your pending hold-files that are assigned to you.

Screenshot: Overview of your hold-files on the dashboard

In the list you see your hold-files displaying the priority, the text of the hold-file with you imminent to-do as well as the date when the hold-file was created and the date when the task should have been done. In the field "show hold files for... next day(s)" you can enter the number of the days to be displayed. We recommend to choose no more than 3 days here because while working with WICE for a longer period of time the list might get very long. With the check box "show forwarded holdfiles" you can display the list of hold files that you have forwarded to other employees to check whether these were done yet. Click directly on a hold-file in the subject column. This will take you either directly to the respective address and here to the tab "Notes" or if the hold-files was created from a ticket note to the overview of the ticket notes in the respective ticket. In both cases you can then choose further options to deal with the to-do that has been assigned to you.

The latest hold file is always shown first in the list. A different collation you can get through clicking on the available column headers.

Hold files which should have been already done and are therefore long overdue are shown a date printed in bold letters in the list.

You can only create a new hold-file in the Ticket or Address module of WICE!

Project tasks

In the project tasks tab the projects with the corresponding tasks are displayed, in which you are involved.

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Screenshot: Overview of your project tasks in the home area

You see the name, the task, as well as begin and end the task, as well as its priority and status at a glance. You create new projects and new project tasks only in the "Projects" module.

Want details about the project, click in the project column, click the desired project. Go immediately to the task overview of the project, in the module "Projects" where you can edit project tasks or create new project tasks.

If you want to leave a feedback on a project task immediately, click at the column item on the desired task and go directly to the overview of the feedback on this task in the project module.

You can find any more information here: Projects

In addition, you can define a status for each task. The statuses are displayed with flag icons in the item overview to the individual tasks. What flag symbol for which status is your WICE administrator has previously positioned.

News

A column for important internal messages is located on the right side of the module "Home".

Screenshot: News column in the dashboard

These messages are available for each employee. So corporate messages intended for all employees, can be published. If necessary, the administrator can set here also a vote to make it match the user about current topics.

To see a brief description, along with a price. If you want to learn more detailed information about a message, click on "more >".

Screenshot: Detailed view of a news

You will now see the additional information. On the right side, you have the opportunity to select all existing messages and viewing. In this view appears on the button news archive.

In the creation of new messages, you have the possibility to display pictures and embed HTML links. See this "message rebuild following chapter".

Creating news

To create a new message, click on "New". You will now receive an editing window for new news articles.

Screenshot: Mask to create a new news for the home area

• You enter a heading "Title" in this entry box < br > • To "Short" In the input field "Short" so as they should appear in the home area, enter a short description.< br > • "Hold", you enter here the full text to the newly created message. This text is visible if you at home after the brief description of a message on "more >" click. In this window, you can use the WYSIWIG editor, that means you can, like in a simple word processor, edit the text of the news, to adapt to such as the font size and color or insert bulleted lists etc. and can see as well as portrayed the final news in WICE.< br > • "Image", click Browse. Go to the Explorer view of your computer. There, choose a desired image in any format. The image is then within the long text of a message to display.< br > • "Options" select the check box here if you want that to send an email notification to send new news to all users (except disabled user!) with a valid email address.

Editing news

To edit a message, click Edit. You will receive the same editing window like in the new system. Now make your changes in the already written text and finally again click Settings save.

Deleting news

This please keep in mind that you can not undo a deletion! After you click on Delete you receive a security warning. Now to finally confirm the deletion press the OK button. The news will be deleted.