https://doku.pccaddie.com/ 2026-04-05T02:27:15+00:00 https://doku.pccaddie.com/ https://doku.pccaddie.com/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:abfragenbeimspeichervorgang&rev=1752932372&do=diff Queries during the saving process If the save process is aborted, Pcc makes the query: If, for example, 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 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:crmdms&rev=1752932372&do=diff CRM\DMS With the add-on module CRM\DMS you can extend your Pcc customer management with essential task, appointment and information functions for complete documentation. When used by the entire team, this module is an indispensable source of support for your employees and the foundation needed to turn your business into a profit center. text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:crminderpersonenmaske&rev=1752932372&do=diff CRM in the person mask If you open a person, the Person's Appointment window, which is used to store all information such as invoices, reminders, letters, emails etc. directly with this person, appears to the right of the main window. The big advantage is that you can save a lot of paper and space and put all the information bundled together with this person. Also record changes can be tracked, so that you know exactly who changed what for each person. Therefore, the password management makes s… text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:dokumentancrmsenden&rev=1752932372&do=diff Send document to CRM Right-click a document that you want to send to Pcc using Explorer or My computer. Then select the option Send to Pcc: The following window opens in Pcc: :!: The original document remains in the original folder. Pcc saves an additional document in the text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:dokumentanpccaddiesenden&rev=1752932372&do=diff Send document to PC CADDIE Right-click a document that you want to send to Pcc using Explorer or My computer. Then select the option Send to Pcc: The following window opens in Pcc: :!: The original document remains in the original folder. Pcc saves an additional document in the text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:drucken&rev=1752932372&do=diff Print PC CADDIE gives you the possibility to print a predefined data area, specific persons or categories: Persons/Todo list or Persons/Daily list You can first set the data area for printing under the tab Date/User/Sorting. You set whether only the main date or also the resubmission, new entry, change or the date of completion should be displayed. For the function text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:einstellungen&rev=1752932372&do=diff Options (bottom left buttons) With the buttons from the bottom of the Reservations window you can: * Print or Make basic settings * create a new entry * edit the selected entry Options - Print and Settings. PC CADDIE gives you two possibilities to access the Options. Via Persons/Reminder window text/html 2025-07-19T13:39:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:emaildirektausderpersonerstellen&rev=1752932372&do=diff Create an e-mail directly from the person's mask To create an e-mail, simply click on the envelope from the bottom of the personal mask, at the end of the e-mail field: Outlook opens automatically and the email for that person can be created. To create an e-mail for a contact person, just activate the contact person and click on Ctrl + M. Outlook will open and an e-mail for the contact person can be created directly. text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:pccaddieundoutlook&rev=1752932373&do=diff PC CADDIE and Outlook Each attachment in the CRM\DMS can be easily copied as an attachment in Outlook: :?: For example, do you want to send a letter via e-mail? Move the cursor to the line where the letter is located and press Ctrl + C for Copy. text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:pccaddieundthunderbird&rev=1752932373&do=diff PC CADDIE and Thunderbird Adding attachments from CRM\DMS with Thunderbird e-mails is as easy as with Outlook. It is also possible to save emails in Pcc via a button in Thunderbird. For this purpose, we have developed a Thunderbird add-on. Contact the text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:projekte&rev=1752932373&do=diff Projects Create a new project We consider the example of handling complaints to create a new project. Complaints are known to be the best way to improvement, but only if they are taken seriously and not forgotten. So we open a project, so that the individual complaints can be filed accordingly and immediately stored for the right person. text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:taeglichesanwendendescrm&rev=1752932373&do=diff Special ticket categories Brief explanation of some categories DLINK (Data link) The DLINK category is used when you want to associate a person with a company or another person. It is usually not the contact person of a company, but maybe an employee or a reference person. You will then see the summary in the person mask at first glance. First of all, check whether the person you want to link to is stored in PC CADDIE or has yet to be created. Then click on the button NEW in the CRM/DMS windo… text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:terminfenster&rev=1752932373&do=diff Reservation window The employees that can access this module are specified in the Password management. If the employee logs in to Pcc, the appointment window is automatically started. You can also access it under Persons/Reminder window: Only those tickets and projects directly related to their user or to the user group to which they belong are listed here. These settings are made in the text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:ticket&rev=1752932373&do=diff Tickets Everything stored in PC CADDIE or entered as information takes the form of a New entry. You can save this as such or assign it to a corresponding Project. The visibility setting is very important. Although tickets are assigned to a specific person, they can be viewed by everybody, as long as text/html 2025-07-19T13:39:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://doku.pccaddie.com/doku.php?id=en:personen:crmdms:ticketsuebertragen&rev=1752932373&do=diff Transfer all entries Pressing the key combination Shift + F9 in a person's CRM window opens the following dialog: Set where the entries are to be transferred and, if necessary, restrict the date field. Then confirm with OK. :!: All entries (in the selected period) will be deleted from the original person and will be displayed to the new person instead. Only the entry for the new creation of the person and the record changes remain with the original person.