Frank Alegria

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  1. 288 votes
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    planned  ·  12 comments  ·  weclapp Business Apps » Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  2. 97 votes
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    3 comments  ·  weclapp Business Apps » Verkauf  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  3. 18 votes
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    0 comments  ·  weclapp Business Apps » Verkauf  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 52 votes
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    2 comments  ·  weclapp Business Apps » Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 6 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  6. 9 votes
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    0 comments  ·  weclapp Business Apps » Import & Export  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  7. 30 votes
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    0 comments  ·  weclapp Business Apps » Verkauf  ·  Flag idea as inappropriate…  ·  Admin →

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    Es gibt opt. Workflow-Aktionen für Retouren. Über die Aktion “Retourenabholschein erzeugen” kann bereits vor Buchung des Wareneingangs ein Dokument in der Retoure erstellt werden. Über Formulare > Übersetzungen kann der Titel des Dokuments bei Bedarf auch angepasst werden.

    Darüber hinaus gibt es auch die Möglichkeit, einen Rücksendeschein zu erzeugen, auf dem der Kunde Retourengründe angeben kann.

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  8. 9 votes
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    1 comment  ·  weclapp Business Apps » Verkauf  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 145 votes
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    4 comments  ·  weclapp Business Apps » Sonstiges  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  10. 185 votes
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    21 comments  ·  weclapp Business Apps » Sonstiges  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 51 votes
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    4 comments  ·  weclapp Business Apps » Projektmanagement  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria commented  · 

    Ein eigenes Statusfeld kann man über Zusatzfelder erzeugen. Darin lässt sich ein Listenfeld (sogar mit Mehrfachselektion) erzeugen. Den Wert des Zusatzfeldes kann man schließlich in der Übersicht mit anzeigen, filtern und auch danach sortieren.
    Vielleicht hilft das ja weiter.

  12. 70 votes
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    7 comments  ·  weclapp Business Apps » Verkauf  ·  Flag idea as inappropriate…  ·  Admin →

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    Hierzu wurden in den letzten Monaten Verbesserungen vorgenommen. Rabatte und die Mengeneinheit werden jetzt auch auf der öffentlichen Angebotsseite angezeigt. Für die Rabatte ist es wichtig, dass die entsprechende Druckoption für Rabatte auf dem Angebotsformular aktiviert ist. Die Einstellung findet ihr im Formulardesigner.

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  13. 162 votes
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    2 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria commented  · 

    Insgesamt ist es sinnvoll Dokumente über OneDrive zu verwalten, da man dadurch die Dokumente leichter mit anderen Beteiligten teilen kann und alle Kundendokumente in einer Kundenordnerstruktur wieder findet.

    Frank Alegria supported this idea  · 
  14. 18 votes
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    0 comments  ·  weclapp Business Apps » Vertragsmanagement  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria shared this idea  · 
  15. 23 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  16. 45 votes
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    2 comments  ·  weclapp Business Apps » Finanzen & Buchhaltung  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 81 votes
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    2 comments  ·  weclapp Business Apps » Vertragsmanagement  ·  Flag idea as inappropriate…  ·  Admin →

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    Gute Neuigkeiten! Mit dem Release 21.01.1 ist es jetzt auch möglich, aus einem Auftrag oder einer Bestellung einen Vertrag anzulegen. Die optionalen Workflow-Aktionen können unter Einstellungen/Verkauf&Einkauf/Workflow-Aktionen aktiviert werden.

    Frank Alegria shared this idea  · 
  18. 33 votes
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    1 comment  ·  weclapp Business Apps » Vertragsmanagement  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 119 votes
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    2 comments  ·  weclapp Business Apps » Organizer  ·  Flag idea as inappropriate…  ·  Admin →

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    Frank Alegria supported this idea  · 
  20. 243 votes
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    15 comments  ·  weclapp Business Apps » Sonstiges  ·  Flag idea as inappropriate…  ·  Admin →

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    Liebe Community,


    unser Partner group24 AG hat das Plugin für die Mandatenfähigkeit fertiggestellt. Verbindet mehrere weclapp Instanzen, um Stammdaten einheitlich in verschiedenen Systemen zur Verfügung zu stellen.


    Weitere Informationen findet ihr im Store: https://store.weclapp.com/produkt/weclapp-sync/


    HIGHLIGHTS

    • Direkte Schnittstelle zwischen zwei oder mehreren weclapp Instanzen
    • Stets aktuelle Stammdaten
    • Synchronisierung von Kontakten, Interessenten, Lieferanten, Kunden und Artikelstammdaten in Echtzeit
    • Synchronisierungsrichtung bidirektional oder unidirektional
    • Individuelle Kundenanpassungen möglich
    • Instanz-Zuordnung über ein Zusatzfeld steuerbar
    • Übergreifende Verfügbarkeit der Stammdaten
    Frank Alegria supported this idea  · 
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