https://doku.pccaddie.com/ 2026-04-05T04:49:13+00:00 https://doku.pccaddie.com/ https://doku.pccaddie.com/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:abfragenbeimspeichervorgang&rev=1752932347&do=diff Queries during the saving process If the save process is cancelled, Pcc asks a query: For example, if you want to move documents from the „Secretariat/Letters“ folder to Pcc, you have the following options for the original file: * With the first option text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:crmdms&rev=1752932347&do=diff CRM\DMS With the CRM\DMS add-on module, you can expand your Pcc customer management with essential task, appointment and information functions for seamless documentation. This module, when used by the entire team, is an indispensable competence support for your employees and the basis for your company to become a profit centre. text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:crminderpersonenmaske&rev=1752932347&do=diff CRM in the person mask If you open a person, the person appointment window appears to the right of the main window, which is used to file all information such as invoices, reminders, letters, emails etc. directly with this person. The big advantage of this is that you can save a lot of paper and space and store all the information in one place for this person. Changes to data records can also be tracked so that you know exactly who has changed what for which person. This is why password manag… text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:dokumentancrmsenden&rev=1752932347&do=diff Send document to CRM In Explorer or My Computer, right-click on a document that you want to send to Pcc. Then select the option Send an/Pcc: The following window opens in Pcc: :!: The original document remains in the original folder. Pcc saves an additional document in the text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:dokumentanpccaddiesenden&rev=1752932347&do=diff Send document to PC CADDIE In Explorer or My Computer, right-click on a document that you want to send to Pcc. Then select the option Send an/Pcc: The following window opens in Pcc: :!: The original document remains in the original folder. Pcc text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:drucken&rev=1752932347&do=diff Print PC CADDIE gives you the option of printing a predefined data area, specific persons or categories: Persons/to do list or Persons/daily list Under the tab Date/user/sorting tab, you can first define the data area for printing. You determine whether only the main date or both the resubmission, new creation, change or completion date should be displayed. For the function text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:einstellungen&rev=1752932347&do=diff CRM settings (Options button at the bottom left) You can use the buttons at the bottom of the appointment window to: * print processes or make basic settings * create a new entry * Edit the selected entry Options - Print and settings. PC CADDIE gives you two options for options to call up the options. Via text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:emaildirektausderpersonerstellen&rev=1752932347&do=diff Create e-mail directly from the person To create an e-mail, simply click on the envelope behind the person mask. E-Mail: Outlook opens automatically and the email for the person in question can be created. To create an e-mail for a contact person, simply activate the contact person and click Ctrl + M. Outlook opens and an e-mail can be created directly for the contact person. text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:pccaddieundoutlook&rev=1752932347&do=diff PC CADDIE and Outlook Each attachment in CRM\DMS can simply be copied to Outlook as an attachment: :?: For example, would you like to send a letter via e-mail? Move the cursor to the line in which the letter is located and press Ctrl + C for Copy. text/html 2025-07-19T13:39:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:pccaddieundthunderbird&rev=1752932347&do=diff PC CADDIE and Thunderbird Attaching attachments from CRM\DMS to emails with Thunderbird is just as easy as with Outlook. It is also possible to save emails in Pcc via a button in Thunderbird. We have developed a Thunderbird add-on for this purpose. If you are interested, please contact the text/html 2025-07-19T13:39:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:projekte&rev=1752932348&do=diff Projects Create a new project To create a new project, let's take the example of handling complaints. As we all know, complaints are the best way to improve, but only if they are taken seriously and not forgotten. We therefore create a project so that the individual complaints can be filed appropriately and saved with the right person. text/html 2025-07-19T13:39:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:taeglichesanwendendescrm&rev=1752932348&do=diff Special ticket categories Some categories briefly explained Data record link The category ALINK category is used if you want to link a person to a company or another person. As a rule, this is not the contact person of a company, but perhaps an employee or a reference person. You can then see the connection at first glance in the person mask. Firstly, check whether the person you want to link is already stored in PC CADDIE or has yet to be created. Then click on the NEW button in the CRM/DMS… text/html 2025-07-19T13:39:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:terminfenster&rev=1752932348&do=diff Appointment window The password management is used to define which employees have access to this module. If the employee logs on to Pcc, the appointment window is started automatically. However, you can also go to Persons/Appointment window to access it: text/html 2025-07-19T13:39:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:ticket&rev=1752932348&do=diff Tickets Everything that is saved or stored as information in PC CADDIE takes the form of a new entry. You can save this as such or assign it to a corresponding project. The visibility setting is important here. Although tickets are assigned to a specific person, they can be viewed by anyone as long as the text/html 2025-07-19T13:39:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:crm_erp:crmdms:ticketsuebertragen&rev=1752932348&do=diff Transfer all entries or individual projects in CRM By pressing the key combination Shift + F9 in the CRM window of a person opens the following dialogue: Determine where the entries should be transferred to and restrict the date field if necessary. Then confirm with