FAQ Administration-Section: Unterschied zwischen den Versionen

Aktuelle Version vom 25. April 2013, 16:20 Uhr

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

General

How can I set the trash bin category in WICE?

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 ticket status or the ticket status for closed tickets?

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 mandatory fiels when creating new adresses?

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 to use my own font when generating invoices?

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 ticket categories in WICE?

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 module

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.

Exchanging users

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: User replacement

Import XLS

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 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 these to the same company address?

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 addresses using the XLS-import?

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 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 a duplicate check when importing addresses?

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 custom fields, which I have created?

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 column titles/fields are available for an import?

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 need to be present?

No, you can not omit the column headers that are not needed in your Excel spreadsheet.

Can the same column title be used more than once in my Excel spreadsheet?

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.