Relations: Overzicht Applicatie

Relations: Overzicht Applicatie Tot 6:39
Relatie zoeken en toevoegen 0:50
Rubriek Identiteit 3:20
Rubriek Onderneming 4:02
Rubriek Contactadressen 4:09
Rubriek Documenten 4:35
Rubriek Dossier 4:43
Rubriek Relaties 4:51
Rubriek Varia 4:57
Rubriek e-ID 5:03
Rubriek CreditCheck 5:08
Rubriek Incasso 5:19
Rubriek Boekhouding 5:24
Import VCF 5:51
Published: jun 29th, 2015

Algemeen: Login, Dashboard en Menu

Login, Dashboard en Menu Tot 7:29
Dashboard: Overzichten 1:17
Personen zoeken 1:34
Dossiers zoeken 1:51
Vandaag 2:08
Kantoorprestaties 4:07
Menu: Onderdelen 5:13
Ciceroweb vanop smart phone of tablet 7:02

Published: jun 29th, 2015

Aangiften Opgave 325.50 en fiches 281.50 (Belcotax)

Accounting: Aangiften Opgave 325.50 en fiches 281.50 (Belcotax) Tot 7:29
Twee bepalende instellingen in CICERO voor 281 fiche 0:28
Gegevens controleren (Relations, Uitgebreid zoeken) 1:40
KBO-nummer 2:22
Opgave 325.50 (Belcotax) (Accounting, Aangiften) 4:18
Aangifte rapport genereren (individuele fiches 281.50 en samenvattende rapport 325.50) 5:53
Published: jun 11th, 2015
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Migratie naar MS365 en SharePoint

Voornaamste wijzigingen na Migratie (MS365/SharePoint)

ADMIN

Kantoor Configuratie – Settings – Sjablonen

RELATIONS

Contacts – CRM – GDPR – Messaging

MATTERS

Dossiers – WWFT – DPA

FILING – DMS – SHAREPOINT

Documentbeheer – CICERO365 addin – Filing – DMS – SharePoint
Knowlex – FAQ DMS

MS365 – TEAMS

Teams – Channels – Posts – Calls – (shared) Files
Teams – Kanalen – Berichten – Gesprekken – (gedeelde) Bestanden

TASKS

Timesheet – Tasks – Agenda – Follow-up

BILLING – E-INVOICING

Facturatie
FAQ Billing
x

REPORTS

Rapportages Management – Financieel – Prestaties
Statistieken – Exports

ACCOUNTING

Aankopen – Verkopen – Financieel – Diversen
Netbanking – Aangiften

CAMPAIGNS

Mailings – Events

COLLECTION

Invordering

WEBVIEW

Klantenportaal

CICERO LAWPACK V10 CHANGELOG

 

| 10 januari , 2018


10.3.93

Update V10.3.93

– Stability update.



| 9 januari , 2018


10.3.92

Update V10.3.92

TASKS
– (Web)Calendar display added.

MATTERS
– Option added (ADMIN> Configuration> KEI) to work with a general e-mail address (Additional) for KEI notifications.
– Added possibility to carry out a ‘Request case report’ for a specific KEI case.

COLLECTION
– Various fixes regarding the damage clause calculation (317230, 317541).



| 5 januari , 2018


10.3.91

Update V10.3.91

COLLECTION
– Several fixes and optimizations (317082,317085,317086,317087,317229,317230,317541,317549).

ADMIN
– At Configuration > simplified the KEI e-mail test functionality.

MATTERS
– Added instructions for KEI.



| 2 januari , 2018


10.3.90

Update V10.3.90

– Stability update.



| 18 december , 2017


10.3.89

Update V10.3.89

– Stability update.



| 18 december , 2017


10.3.88

Update V10.3.88

CLIDoc (V1.7.9 – Update not mandatory!)
– Fix regarding issue when dismissing reminders.

MATTERS
– Memo field now editable from the header of the screen (316023).
– INS functionality now also possible for memo field (same effect as with Joblogger).
– Various optimizations regarding the KEI connection.



| 29 november , 2017


10.3.87

Update V10.3.87

CLIDoc (V1.9.6 – Update NOT mandatory!)
– Performance optimization for sending and updating appointments / tasks.
– Automatic registry key fix when saving from the settings screen.

TASKS
– In Admin> Configuration added the option to book secretarial costs for non-billable tasks during bookme (315831).
– Fix regarding error message exchange after changing agenda task to other prestant (315870).
– Fix for unjustified / wrong display of approval status.

RELATIONS
– Fix regarding showing the wrong country immediately after creating a relation (315974).

MATTERS
– Several fixes and tweaks for KEI connection.



| 24 november , 2017


10.3.86

Update V10.3.86

WEBMAIL
– Several optimizations.
– The set ‘pane’ view will now be remembered.
– Added the possibility to fold mailbox folders.
– Fix regarding attaching documents from DMS together with OneDrive.

TASKS
– All overviews provided with attachment indicator if a file is attached to the task.
– Metadata on task-level expanded with the task group.
– At joblogger – metadata, the task ID is now visible.
– At metadata on tasks now visible if completed tasks have been approved.

CAMPAIGNS
– The overview immediately shows the number of attendees / registrations.
– Various small screen optimizations.

MATTERS
– Provided task overview with attachment indicator if a file is attached to the task.
– Metadata on task-level expanded with the task group.
– Several optimizations regarding KEI connection.
– Added option ‘template’.
– In the menu added the option ‘Templates’ with an overview of the template cases.
– At metadata on tasks now visible if completed tasks have been approved.

ACCOUNTING
– Pro bono import provided with reset option.

RELATIONS
– In the mobile version it is now possible to directly add a new relation from the search screen.



| 21 november , 2017


10.3.85

Update V10.3.85

ACCOUNTING
– At Netbanking – Third party funds, the option added to ignore the balance ‘in payment’ on the case.

WEBMAIL
– Fix for disrupted layout manual entered e-mail signatures.

TASKS
– Fix for possible error message for incorrect entries in joblogger.



| 21 november , 2017


10.3.84

Update V10.3.84

TASKS
– Fix for wrongfully saving attachments if they were not selected for storage.
– ‘Tasks for approval’ workflow now linked to a rights setting on admin> users.

MATTERS
– Several minor fixes regarding KEI connection.
– Several optimizations regarding WebDOC display of generated documents in the viewer.

DMS
– Fix for rights issue when moving folders.

WEBMAIL
– Fix for not being able to delete multiple mails simultaneously together with exchange EWS link.