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
Video tutorials

Online support
Video Tutorials and Help Articles

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

 

| 2 november , 2017


10.3.79

Update V10.3.79

DMS
– Added option to print directly from the browser (313851).
– File overview now ‘responsive’ and shows full filenames.

WEBMAIL/WEBDOC
– Added option to print directly from the browser (313851).

CICERO CORE
– Stability update.



| 28 oktober , 2017


10.3.78

Update V10.3.78

CLIDoc (V1.9.4 – Update NOT mandatory!)
– Stability update regarding office 365.
– Synchronization of modification calendar location back to CICERO.
– Fix for incorrect loading DMS from Outlook (with DMS Attach).

REPORTS
– 053 added: Year List Associés.
– 054 added: Revenue over period.
– 055 added: State Associates and Associates.
– 056 added: Financial movements.

DMS
– Several optimization applied (313791).

TASKS
– Open tasks now default shown with description (313896).
– Default focus on description field at Bookme if case and task have already been filled in (313580).
– Field ‘Location’ added to Joblogger / Bookme (also for sync to Exchange) (313867).
– Layout Joblogger changed (313867).



| 13 oktober , 2017


10.3.77

Update V10.3.77

CLIDoc (V1.9.3 – Update NOT mandatory!)
– Fix regarding error message to SHIFT + F9 (313243).

WEBMAIL
– Fix for unable to send (new) e-mails (313230).

TASKS
– Checkbox ‘Notification’ deleted; the functionality will be enabled automatically, if applicable (313274).

DMS
– Added functionality to extract archive files (zip / rar) with 1 push button in DMS (303308).

CAMPAIGNS
– Fix for sending emails via exchange together with custom var fields in the content of the mails (313346).



| 11 oktober , 2017


10.3.76

Update V10.3.76

RELATIONS
– Adaptation regarding automatic formulation in case of zip code/residence (313092).

TASKS
– At Rights we made a distinction between the ability to change and delete tasks from other users (admin> users) (310831).
– Added the ability to receive notifications for changes to a task (from the owner) (312612).



| 11 oktober , 2017


10.3.72

Update V10.3.72

– Stability update.



| 10 oktober , 2017


10.3.75

Update V10.3.75

DMS
– Several minor fixes regarding OneDrive connection.
– Webmail provided with filter to only show e-mails that were not booked.

ACCOUNTING
– Fix regarding undoing allocation payment on an invoice (312895).



| 6 oktober , 2017


10.3.74

Update V10.3.74

– Stability update.



| 4 oktober , 2017


10.3.73

Update V10.3.73

BILLING
– From the e-mail queue it is now possible to click on the case.
– Checks are now exportable to XLSX (309438).
– Fix PEPPOL check on KBO number (310985).

MATTERS
– At History and Favorites added the option to directly search further.

RELATIONS
– At History added the option to directly search further.
– Fix regarding VCF Upload (311500).
– Fix for removing purchase invoice after sending by e-mail.

DMS
– Fix regarding OneDrive connector initialization.
– Several minor fixes regarding OneDrive integration.

HOME
– Quicksearch functionality shifted to the left in the menu (for smaller screens).

TASKS
– Job Logger UI fix for touch devices, for selecting values in the dropdowns (311134).
– The sorting changed in all overviews, so if tasks have the same time (hour / minute), also the date of creation will be taken into account.

ACCOUNTING
– Fix for opening uploaded purchase invoices from the dashboard (310876).

ADMIN
– When compiling task templates, the default description is also included.
– Support OneDrive integration added.



| 21 september , 2017


10.3.71

Update V10.3.71

ACCOUNTING
– Fix for trimming credit notes on invoices.



| 18 september , 2017


10.3.70

Update V10.3.70

ACCOUNTING
– Expansion regarding allocation of several entries on invoices.