====== Options (bottom left buttons)====== With the buttons from the bottom of the Reservations window you can: {{:en:personen:crmdms:2017-12-30_13h35_39.png?600|}} - [[en:personen:crmdms:drucken|Print]] or [[en:personen:crmdms:einstellungen#grundeinstellungen|Make basic settings]] - [[en:personen:crmdms:ticket|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//** and via the CRM window to the right of each person mask. Pressing the button **//Options//** opens the following window: {{:en:personen:crmdms:2018-01-01_17h19_37.png|}} Chapter [[en:personen:crmdms:drucken|Print]] summarizes all the information. ===== Print list===== PC CADDIE provides a variety of information. It can refer to a predefined data area, specific persons or categories: {{:en:personen:crmdms:informationen_drucken.png|}} ====Date/User/Sorting==== Under the tab //Date/User/Sorting//, you can first set the data area for printing. You decide whether only the main date or both the resubmission, creation, change or the date of completion must fit in the entered period of time. The more check-marks you set, the longer it takes to print the list, since each check-marks triggers a search through all the entries. For **//Print list//** it is best to use "All users" in the **//From://** and **//For://** fields. For **//Sorting//** we recommend the option "by category", but you can, of course, make the settings individually according to your needs. Use the tab **//Output//** to set which information should be printed. {{:en:personen:crmdms:ausgabe.png|}} ====Categories==== You can set which categories should be printed using the tab //Categories//. Here you also have the additional option of printing with new entries and with changes. {{:en:personen:crmdms:kategoriefilter.png|}} HINT: All categories will be printed if you have not activated any categories. You can define further filtering processes under the tab **//Status/Keyword/Person//**. Again, if nothing is activated, all statuses are printed. It is also possible to print based on a keyword, a person or a person filter. {{:en:personen:crmdms:status_stichwort_person.png|}} Press //**Print (F8)**// after all the settings are done according to your wishes. ====List of changed membership characteristics ==== Go to **//Persons/Reminder window//** and click on **//Options//** on the bottom-left of the window.\\ You will see this options and select **//Print list//**. {{:en:personen:crmdms:liste_drucken2.png|}} {{:en:personen:crmdms:merkmalliste1.png|}} Select the date here and check only the box **Main date in this area**. Additional selections would unnecessarily delay the creation of the list. Then go to the tab **//Categories//** and select **//CHRE - Change to record//** {{:en:personen:crmdms:kategorienfilter1.png|}} Then go on to **//Status/Keyword/Person//** and write the keywords as in the screenshot: {{:en:personen:crmdms:stichwort1.png|}} MERK02 designates the well-known field , which is called membership in most clubs. \\ MERK03 designates the known field , which is often called status or contribution status. \\ Of course you could also choose MERK04. However, this field is not needed in most clubs in addition to the distinction of memberships. Print now. Your list looks something like this: {{:en:personen:crmdms:merkmalliste3.png|}} SYMBOLS EXPLANATION: Look at a person for comparison. {{:en:personen:crmdms:merkmalbuchstaben.png|}} Membership = MERK02 \\ Status = MERK03 \\ The membership and contribution status are listed only with the numbers. \\ These are 1 - 9 and A to Z. On the list, however, A becomes 10, B becomes 11, C becomes 12, and so on. ===== Print Todo list ===== We have compiled this information in the chapter [[en:personen:crmdms:drucken#to-do_liste_drucken|Print Todo list]]. ===== Print Daily list===== Read how to [[en:personen:crmdms:drucken#tagesliste_drucken|Print the daily list]]. ===== Show CRM window ===== Pressing the buttons **//Show CRM window//** or **//Cancel//** return you to the previous window, from where you opened the Options. ===== Show appointment and task window ===== The button //Show task window// opens the Tasks window; can be used, for example, if you have opened the options from the person CRM window. ===== Show alarm window ===== You can open the window manually by pressing //Show alarm window//; normally, the window opens automatically at regular intervals. ===== Open messages list ===== If your telephone system is linked to Pcc, the incoming calls are displayed here. {{:en:personen:crmdms:nachrichtenliste_oeffnen.png|}} ====== Basic settings====== {{:en:personen:crmdms:2018-01-24_16h40_04.png|}} The basic settings can also be accessed via **//Setup/Program Options/CRM Settings//**. Go directly to [[en:personen:crmdms:einstellungen#automatischer_datenimport|Automatic data import]]. Go directly to [[en:personen:crmdms:einstellungen#personenbilder_-_parameter|Persons' images parameters]]. ===== Define or change categories ===== The CRM\DMS already contains some predefined categories. We will discuss the individual categories with their characteristics in the next section. However, we would like to point out that you can change the existing categories or define your own. Depending on the task area you need the CRM\DMS for, you may need some additional categories. To create a new category or to modify an existing one, please click on the button **//Define categories://** {{:en:personen:crmdms:2018-01-24_16h50_22.png|}} **//Edit//** (F7) changes an existing category and **//Delete//** (F5) removes it from the list with. We will now briefly show you how to create a new category. To do this, click **//New//** (F9); the following window opens: {{:en:personen:crmdms:2018-01-24_16h54_02.png|}} For example, you want to make sure that complaints are forwarded and addressed. All complaints should therefore be forwarded to the CEO immediately. In this case, it makes sense to open your own category. Under **//Short abbreviation//** we enter for this example "COMP" and under **//Description//** "Complaint". ==== Type ==== Select different category types under the Type tab. {{:en:personen:crmdms:2018-01-24_16h55_40.png|}} ===Information=== are normal entries without special additional criteria ===Project=== if this type is selected, a project directly opens instead of a simple ticket ===Encrypted information=== entries that are password protected ===Contact person=== these entries are by default highlighted in green and are used to store contact persons, for example for companies ===Persons' link=== these entries are blue by default and are used to link second data records ===Changes in the record=== are entries that document changes and logins in the dataset ===Customer status=== ??? We opted for "Information" in our example. {{:en:personen:crmdms:2018-01-24_17h01_52.png|}} Below you determine to which group the category should be assigned. These groups are fixed and cannot be changed. "Selectable in these situations" - here you decide when this type of entry can be created: whether from the CRM in the person mask, whether from a project, or whether this entry can only be created as a follow-up entry. In our case we activate the groups "Memo" and "Correspondence" and select all situations. ====Standard==== Here you can configure the entry so that not only the ticket pops up, but also help is displayed in text form. ===1 Standard-Text=== If you enter a text in this field, it automatically appears as a suggestion as soon as you make a new entry with this category in CRM\DMS. This gives you the option of providing support information to your employees, so that they have all the details for further processing. {{:en:personen:crmdms:2018-01-25_08h26_32.png|}} ===2 Selection of auto text=== This option allows you to make the entries somewhat uniform despite the free text, by predefined texts for the subject line and for the text field. So the individual points can be easily processed. For example, if you enter the following in the upper field for the **//standard text//**... Complaint regarding thefacility \\ Complaint regarding the place conditions \\ Complaint regarding staff \\ Complaint regarding other incidents Was there a lot going on this day? \\ Indication of the weather: \\ Mood of the customer: \\ Description of the problem: ... and then check the box, all lines before the empty line are queried as alternatives. You select a line, which is entered in the subject line. Anything that follows after an __empty line__ is then taken as an effective suggestion text and can be filled out by the employee. ===3 Document=== If the complaint has been received in writing, this can be integrated into the ticket here. ===4 Visibility=== Define who can change these entries by default and who they are visible to. ===5 Reminder / Status / Color=== If you want all tickets of this category to appear again in the event window at a later time, define the re-submission date here. In addition, you decide here on the urgency of the entry and in which color this is displayed. All the settings done here are considered standard for the category from now on. Attention: Please make sure that you do not set countless different colors for the categories. The CRM\DMS should remain clear. Only use colors if the information is to be highlighted. ===6 Mandatory inputs=== In our case, we would like to collect all complaints in the corresponding project. Put the first check-mark and the entry **//Must be assigned to a project//**. Thus, you can be sure that individual entries are not lost. If you want to know how much time is spent on a certain activity, you can enter the input with the check mark set to **//A time period must be entered//**. **//Save this booking in the timetable//** if you manage your calendar in PC CADDIE, and the appointments are also displayed in the corresponding timetable. ====Follow-up entry==== You can use follow-up entries to schedule the next actions to ensure that workflows continue automatically. So you can make sure nothing is forgotten and you don't have to write manual reminder notes. Our example is about a visitor who is interested in the course offer. His visit is documented with the category Prospective demand. This category is placed in such a way that another ticket opens and reminds me to ask the customer again if he needs further information: {{:en:personen:crmdms:2018-01-25_09h28_26.png|}} ===1 Category=== Select here the category in which the follow-up ticket will be assigned. ===2 and 4 Adjustment=== Define at what time the ticket should appear in the appointment window. If you do not enter anything, the follow-up entry will be set to today. If you would like the follow-up ticket to be displayed later in the appointment window, enter the time offset in hours in the upper or lower field. ===3 Several follow-up entries=== Check this box if the workflow is going to take more than just another step. In our example, this could be very useful if we would like to send the customer an offer for the various courses. The option "for a new entry" opens further tickets as soon as the first follow-up ticket is confirmed with OK. For "when done", the first ticket must have the status set to Completed before the following window opens: {{:en:personen:crmdms:2018-01-25_09h43_26.png|}} Here you can now check at your discretion to which category you assign the additional entry. In our case, it would be in addition to the follow-up ticket for the above offer. ===== Automatic data import ===== {{:en:personen:crmdms:2018-01-25_16h51_17.png|}} ===1 Import paths=== Here are the paths over which the import of data between mail program, scanner, fax, camera, etc and PC CADDIE is running. If you would like to configure a new device for import, we are happy to help; please contact support for this. ===2 Install the Outlook plugin=== This button takes you to the wizard that helps you link your Outlook with PC CADDIE for importing the emails. The following windows are displayed, which you can confirm with Ok: {{:de:personen:crmdms:2018-01-25_17h00_24.jpg|}} {{:de:personen:crmdms:2018-01-25_17h00_47.jpg|}} {{:de:personen:crmdms:2018-01-25_17h01_48.jpg|}} {{:de:personen:crmdms:2018-01-25_17h02_15.jpg|}} If this service is already installed, you would be asked in this process if you would like to repair or uninstall it. See [[en:personen:crmdms:dokumentanpccaddiesenden|Send DMS document to PC CADDIE]] for information about handling the import. ===== Person pictures - parameters ===== Back to the [[en:personen:crmdms:crmdms|Overview]].