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

 

| 5 juni , 2017


10.3.53

Update V10.3.53

MATTERS
– Exclusion of a task category now possible at task overview.

COLLECTION
– Fix for export function in automatic follow up.

RELATIONS
– Fix for adding new relations (screen in wrong modus)

DMS
– Fix for not showing attachments of an email.

TASKS
– Fix for the disability to change outlook-linked tasks in quickscan.
– All native dropdown controls have been replaced by new ones for easier import and compatibility with the latest Office updates for CLIDoc usage.
– At Advanced search the duration of the tasks will now also be shown well.
– Fix for showing the task log (F8> Log).

ACCOUNTING
– Fix regarding XML download in netbanking.

WEBVIEW
– Fix regarding error message when opening cases.



| 27 mei , 2017


10.3.52

Update V10.3.52

TASKS
– During bookme, the secretarial costs are automatically unchecked, if a non-declarable task is selected.
– When duplicating a task, an optional linked document is also included on the duplicate.
– In task details F8 the unique TaskID will now also be shown.
– Task details F8 now also shows what a (possible) original TaskID is for a duplicate.
– Quickscan added the option to search on TaskID.
– In task overview metadata the TaskID is added.

DMS
– Fix for missing XLSX preview.

COLLECTION > FOLLOW UP
– ‘Legal interest’, a filter that was no longer used is deleted.
– A new type of filter has been added: ‘Without Document’. This shows the follow-up actions without a linked document, but with a rappel task. When performing, the rappel tasks will be created.

COLLECTION > IMPORT
– Minor bugfixes.

COLLECTION > DETAILS
– The rappel task created when performing the automatic follow-up can be opened directly.
– The planning of the actions to be performed are improved. This will only show the date of the next task, when scheduled.

RELATIONS > IMPORT
– Relation import has been expanded to also recognize .msg person cards instead of VCF only (also for import from case transfer in webview).

WEBVIEW – LOGIN
– Link added to transfer a case if the user is not yet a customer.

ADMIN > CONFIGURATION > COLLECTION
– In actions, a checkbox called ’Creates rappel task’ is added.

DASHBOARD
– In KPI overview the ‘tasks for approval’ added at notifications.

REPORTS
– 031: Task status added in overview of task log (also from F8 on the detail of a task).



| 18 mei , 2017


10.3.51

Update V10.3.51 ADMIN – Fix for exporting users.- Fix for updating user rights for selected group.- Added option to specify an IP whitelist for users. – Addition of rights per user to indicate whether from the MOBILE version can be navigated to the FULL.- Setting added ‘enableDriverViatel’ to re-enable driver / viatel functionality.COLLECTION – At Configuration the export of job codes provided with the formulations.BILLING – At Sessions / History added search for invoiceNumber and structured communication.- Fix for expiration date credit note (immediately instead of after the expiration date of regular invoice).ACCOUNTING – At Tools > search, the search filter ‘person’ will now be applied to the analytical employee. CICERO CORE – web.config setting ‘isMobileOnly’ true / false can now be used (manually) in the appSettings to enforce that an instance only offers the mobile login instead of the full.DMS WEBMAIL – Fix regarding unable to open attachments with a # character in the name.- Fix regarding unable to forward / reply emails opened from the mobile dashboard.- Buttons added to search for TO / CC / BCC based on only case related party addresses, if applicable.DMS – Sort by file type enabled.- Option added to download some selected files with one push on the button.MATTERS – Fix regarding checklist filter for extended search.- Bulldozer expanded with collection specific fields.- When adding a party, added the option to show the details in the grid.- Search from dashboard now searches also the party credentials if you do not choose ID only.COLLECTION – Added option to export the overview of automatic follow up.- Added option to export a payment plan of a case.- Compensation schedule extended with staff / fixed amounts possibility.MOBILE – At joblogger, both CaseN0. and CaseName are displayed after searching / selecting a case.- Fixed various styling issues.- At tasks overview, a column added with CaseName.WEBVIEW – The actions of the automatic follow up will now be



| 18 mei , 2017


10.3.50

Update V10.3.50

– Stability update pro bono invoicing.



| 8 mei , 2017


10.3.49

Update V10.3.49

CICERO CORE
– Stability update.



| 3 mei , 2017


10.3.48

Update V10.3.48

CICERO CORE
– Stability update.



| 19 april , 2017


10.3.47

Update V10.3.47

CLIDoc (V1.9.0 – Update NOT mandatory!)
– DMS Attach screen can now be made fullscreen.

MOBILE
– Fix regarding return to login page if one was working on a tablet.

BILLING
– CICData code FL3.33 added regarding applied percentage office storage.

CAMPAIGNS
– Fix regarding response-filter.

MATTERS
– Fix regarding alignment of document management on certain browsers / devices.

TASKS
– When booking secretarial costs the number of pages is always filled in, if applicable during bookme.

ACCOUNTING
– The setting for ‘Automatic approve purchase invoices’ is now also used in uploader.

COLLECTION
– Fix for incorrect processing debt settlement.



| 5 april , 2017


10.3.46

Update V10.3.46

MATTERS
– Fix for reading right debtor.
– Fix for reading collection case.

COLLECTION
– Several fixes regarding automatic import.
– Fix for entering debts (debt priority previous debt is no longer adopted).

MOBILE
– Several optimizations regarding GUI.

BILLING
– Setting ‘useDebtorSpecificModelOnTestInvoice’ in ADMIN> Settings determines whether the different billing template should be used for a proof.



| 3 april , 2017


10.3.45

Update V10.3.45

BILLING
– Fix regarding postponement pro bono cases 21% VAT (per 01-09-2017).



| 3 april , 2017


10.3.44

Update V10.3.44

BILLING
– CICData codes FLTT, FLTTE, FLTTC, FLTTCE added/modified (see manuals for more information).

TASKS
– Fix regarding automatically refresh rates in bulldozer.

MOBILE
– Several optimizations for use tablet/mobile.