Projects
Create a new project
We consider the example of handling complaints to create a new project... select the category Project and conform with OK:
Describe it as a Project with complaints using the s... list of open projects and can be accessed:
In order to ensure that all the complaints tickets are as... cket.
Click on the project button on the right side. The following window opens:
The subject of the
enerator can be opened via Persons/… new, change, delete → select the person, and then click New. The ... ct.
2. Create the selected project manually.
3. Delete created projects from the system.
Please not... ou can see whether it has an automatic function under the „All“ column. This can be weekly of monthly ... re you can configure the project. The automatic mode can be determined below..
Note:
The option „Show
rd setting, unless it refers to a private or confidential matter. Entries that are only intended for you have your name in the for field and private in th... d the ticket and to the person or group of people defined in the „for“ field.
Create a new entry
New ... button New or use the key combination Ctrl + F6.
Define the category to which your entry is assigned:
s automatically started. You can also access it under Persons/Reminder window:
Only those tickets and projects directly related to their user or to the u... they belong are listed here. These settings are made in the Password management. A detailed description of the entries can be found section Ticket. Only t
an entry. These can be found in the CRM window under the tab Data record changes. Double-click to ope... example, you want to enter a password or a PIN code, you can password protect it with the category CR... fter confirmation with OK, please enter the PIN code or any other information worthy of protection:
C
ibilities to access the Options. Via Persons/Reminder window and via the CRM window to the right of ea... s all the information.
Print list
PC CADDIE provides a variety of information. It can refer to a predefined data area, specific persons or categories:
Date/User/Sorting
Under the tab Date/User/Sorting, you can first set the
PC CADDIE gives you the possibility to print a predefined data area, specific persons or categories:
P... st
You can first set the data area for printing under the tab Date/User/Sorting. You set whether only ... if you have not activated any categories.
You can define further filtering processes under the tab Status/Keyword/Person. Again, if nothing is activated,
The original document remains in the original folder. PC CADDIE saves an additional document in the „Attached“ folder. If you have a lot to import at a later stage or... ting out, you simply have to open the affected folder and PC CADDIE and then import the documents
The original document remains in the original folder. PC CADDIE saves an additional document in the „Attached“ folder. If you have a lot to import at a later stage or... ting out, you simply have to open the affected folder and PC CADDIE and then import the documents
support for your employees and the foundation needed to turn your business into a profit center.
But... kets. Projects are, so to speak, their digital folders, allowing you to keep a clear overview of all c... schedule ToDos and appointments, and to get reminders about them. Tickets are subordinated to the ind... ojects
Print
Options (bottom left buttons)
Grundeinstellungen
Special ticket categories
Transfer
Explorer, then the document will be copied to the desired location in Explorer.
Holding down the contr... ave incoming and outgoing emails in the CRM\DMS under the appropriate persons. Please contact PC
PC CADDIE and Thunderbird
Adding attachments from CRM\DMS with Thunderbird e-mails is as easy as with Outlook.
It is also ... save emails in PC CADDIE via a button in Thunderbird. For this purpose, we have developed a Thunderbird add-on. Contact the Support if you want to us
d to store all information such as invoices, reminders, letters, emails etc. directly with this person... makes sense, so you also see which employee has made changes regarding a customer. You can also create... son was newly created, and which persons are included in the family summary.
Todo: all unfinished pro... stored for this person are listed here.
Correspondence: all letters sent/received by post are stored