FAQ address management: Unterschied zwischen den Versionen

Version vom 22. Februar 2013, 17:48 Uhr

FAQ - Frequently Asked Questions (FAQ) to address management

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

Which addresses can be managed?

WICE Cloud Based CRM can manage all types of addresses. WICE differentiates between company addresses, contact persons with or without beeing assigned to a company, your employees addresses and private addresses.

How many addresses can be stored

There is no limitation on the number of addresses that can be stored. We have over 100,000 customers with addresses in the system.

Can multiple contacts / contacts can be stored per company?

Yes, it can be stored as many contacts per company addresses.

How addresses can be imported into the system?

Addresses are imported most comfortable on Excel spreadsheets. In the first row of the spreadsheet only the columns needed for the WICE conventions are named. This is pretty self-explanatory (eg address_company.name for the company name).

Is there an explanation of the fields for the address import?

Yes, on the declaration page of the address import the fields are explained.

weiterführender Beitrag: Address-Import (Excel)

How can addresses be exported?

Individual addresses can be exported directly in the vCard format. Address lists can be exported in the CSV format (text) or as an Excel file.

How are address duplicates avoided?

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 categorize my addresses?

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?

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.

How should the address categories be set up to make sense?

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.

Is The number of categories within a address category limited?

No you can add an unlimited number of entries to any address 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. An address can be e.g. selected as a "Customer" and a "Partner" within the same category.

Can the categories change later?

Yes, the categories can be changed any time. The changes are automatically reflected in the addresses.

What happens when I delete categories?

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.

Can I assign addresses, new categories?

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.

Is it possible addresses, eg for link address relationships,?

Addresses can be linked with one another for address relationships. The relationships are presented graphically.

Can I block addresses for 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.

I can at once specific addresses no longer see, but I know that they are in the system. Why is that?

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.

Can ==== while importing assign user rights for addresses? ==== Yes, the settings in the profile "Default group address entry choice" are defined as the owner of the entry in the import.

Why do not I see all user groups in the edit an address?

You only see the user groups in which you are a member.

Is there such thing as a "trash" for deleted addresses?

Yes, you can address category as "wastebasket category" in the administration set up under "Filter Settings".

Can I retrieve deleted addresses again?

Yes. Either you use a trash category. Then call on all addresses with this category, edit the appropriate addresses and Change the address category. Alternatively, the administrator can go in the administration to make the change history and undo the deletion.