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

 

| 5 februari , 2016


10.2.64

Update V10.2.64

n.a.



| 1 februari , 2016


10.2.63

Update V10.2.63

n.a.



| 29 januari , 2016


10.2.62

Update V10.2.62

n.a.



| 23 januari , 2016


10.2.61

Update V10.2.61

n.a.



| 21 januari , 2016


10.2.60

Update V10.2.60

n.a.



| 18 januari , 2016


10.2.59

Update V10.2.59


GUI
– Help functionality includes search function; also search trough video tutorials.


TASKS
– Bookme now proposes case(s) based on e-mail address of the sender (if no case is found based on cicero tag in subject).
– Storeme now proposes case / relation based on e-mail address of the sender (if one case / relation is found).



| 14 januari , 2016


10.2.58

Update V10.2.58


CLIDoc – V1.7.4 (Update NOT mandatory!)
– Stability update.


TASKS
– When using the timer to create a bookme job the point of time will be ‘regressed’ based on the number of minutes spent.


ACCOUNTING
– Fix regarding import of coda-files with opening balance 0.


REPORTS
– Fix regarding reporting favorites using ‘enter’ key.


BILLING
– At final billing added the possibility to deviate from the invoice template.


GUI
– Several how-to manuals added at MATTERS / RELATIONS.



| 11 januari , 2016


10.2.57

Update V10.2.57


CLIDoc V1.7.2 (update NOT mandatory)
– Fix regarding wrong timer results.


COLLECTION
– Organi-export is now generated in ANSI format.


TASKS / MATTERS
– Sorting tasks grids optimized to sort by date (time sorting will also be included).
– At the open tasks presets added the ability to choose a distinction between ‘not started’ / ‘pending’ / ‘waiting
for someone else’.


REPORTS
– Fix regarding not showing report 036 in specific SQL configurations.



| 7 januari , 2016


10.2.56

Update V10.2.56


CLIDoc V1.7.1 (update NOT mandatory)
– Extensions and fixes regarding timer functionality.



| 7 januari , 2016


10.2.55

Update V10.2.55


CLIDoc V1.7.0 (update NOT mandatory)
– Fix regarding the non-appearance of the Bookme screen when sending e-mails.
– Expansion timer functionality (now housed in the setup window). Also with new mails / documents the timer functionality will now be invoked, if enabled.


ADMIN > Configuration
– Uploading office manuals only in doc(x) format.


GUI
– Several manuals updates/added.