FAQ Administration-Section: Unterschied zwischen den Versionen

Version vom 12. Februar 2013, 17:52 Uhr

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:

weiterführender Beitrag: 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.