En:Customer list - Versionsgeschichte

IsabellaTeodori: /* Häufige Fragen und Probleme */

2024-11-05T09:43:59Z

Häufige Fragen und Probleme

← Older revision		Revision as of 11:43, 5 November 2024
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	Note: Please note that the formatting of the export customer list is not identical to the import customer list.		Note: Please note that the formatting of the export customer list is not identical to the import customer list.

	== ~~Häufige Fragen und Probleme~~ ==		== Frequently asked questions and problems ==

	===~~Ich finde einen Kunden nicht~~===		===I cannot find a customer===
	~~Wenn Du bestimmte Kunden/ Kundinnen suchst~~, ~~von denen Du weißt, dass Du sie angelegt hast und sie hier nicht erscheinen, solltest du im~~ '''~~Status~~''' ''~~Kunden und Karteileichen~~'' ~~auswählen~~, ~~da der Kunde möglicherweise als Karteileiche geführt wird~~.		If you are looking for certain customers that you know you have created and they do not appear here, you should select ''Customers and partial corpses'' in the '''Status''', as the customer may be listed as a partial corpse.

	===~~Kann ich meine Daten auch in~~ Outlook ~~importieren~~?~~===~~		===Can I also import my data into Outlook?
	~~Der Import in~~ Outlook ~~sollte möglich sein~~, da Winestro.Cloud ~~aber nicht direkt auf Deinem~~ PC ~~installiert ist~~, ~~ist der direkte Import nicht möglich~~. ~~Der indirekte Import gestaltet sich aber recht einfach~~. ~~Gehe hierzu wie folgt vor~~ (~~neuestes~~ Office):		It should be possible to import into Outlook, but as Winestro.Cloud is not installed directly on your PC, direct import is not possible. However, indirect import is quite simple. Proceed as follows (latest Office):

	- ~~exportiere alle Kunden/ Kundinnen über den blauen Pfeil links oben in der Liste~~		- export all customers via the blue arrow at the top left of the list

	(~~Hier könnte je nach Version~~, ~~eine Fehlermeldung von~~ Outlook ~~erscheinen~~. In ~~diesem Fall öffne die Liste~~ in Excel ~~und speichere~~ (~~Datei~~ / ~~speichern unter~~) ~~diese als "CSV für Macintosh"~~ (~~kommagetrennt~~) ab.		(Depending on the version, an error message from Outlook may appear here. In this case, open the list in Excel and save it (File / Save as) as “CSV for Macintosh” (comma-separated).

	1) ~~Gehe in~~ Outlook ~~oben links auf~~ ''~~Datei~~''		1) In Outlook, go to ''File'' at the top left

	2) ~~Gehe auf~~ ''~~Öffnen und Exportieren~~''		2) Go to ''Open and export''

	3) ~~Klicke auf~~ ''~~Importieren~~ / ~~Exportieren~~''		3) Click on ''Import / Export''

	4) ~~Wähle~~ ''~~aus anderen Programmen oder Dateien importieren~~''		4) Select ''Import from other programs or files''

	5) ~~Wähle~~ ''~~durch Trennzeichen getrennte Werte~~''		5) Select ''Delimited values''

	6) ~~Wähle die Datei und triff ggf. eine Feldzuordnung~~		6) Select the file and make a field assignment if necessary

	7) ~~Jetzt einfach alles Weitere bestätigen~~		7) Now simply confirm everything else

	~~Wir bieten zudem eine~~ [https://www.winestro.wiki/index.php?title=Office-365/Outlook_Integration \| Office-365/Outlook ~~Integration~~] an, ~~die Deine Mails~~, Outlook~~-Kontakte und vieles mehr mit~~ Winestro.Cloud ~~synchronisiert~~.		We also offer [https://www.winestro.wiki/index.php?title=Office-365/Outlook_Integration \| Office-365/Outlook integration], which synchronizes your emails, Outlook contacts and much more with Winestro.Cloud.

	[https://support.office.com/de-de/article/Importieren-von-Kontakten-in-Outlook-bb796340-b58a-46c1-90c7-b549b8f3c5f8\| ~~Hier~~] ~~noch einmal~~ in ~~Bildern~~.		[https://support.office.com/de-de/article/Importieren-von-Kontakten-in-Outlook-bb796340-b58a-46c1-90c7-b549b8f3c5f8\| Here] once again in pictures.

IsabellaTeodori am 5. November 2024 um 09:42 Uhr

2024-11-05T09:42:13Z

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	=== 7. Change sorting ===		=== 7. Change sorting ===
	You can sort the list by clicking on the corresponding arrows. Here you can sort in ascending or descending order by customer number, company name, customer name and telephone number.		You can sort the list by clicking on the corresponding arrows. Here you can sort in ascending or descending order by customer number, company name, customer name and telephone number.


			== Import customer data ==
			Read the article on [[Kundendatenimport]].


			== Export customer data ==
			Click on <i class=“far fa-file-export navFont nb fa-2x” style=“color:#043149”></i> to download the entire customer list in CSV format. This file can be edited with Excel or OpenOffice.

			Note: Please note that the formatting of the export customer list is not identical to the import customer list.

			== Häufige Fragen und Probleme ==

			===Ich finde einen Kunden nicht===
			Wenn Du bestimmte Kunden/ Kundinnen suchst, von denen Du weißt, dass Du sie angelegt hast und sie hier nicht erscheinen, solltest du im '''Status''' ''Kunden und Karteileichen'' auswählen, da der Kunde möglicherweise als Karteileiche geführt wird.

			===Kann ich meine Daten auch in Outlook importieren?===
			Der Import in Outlook sollte möglich sein, da Winestro.Cloud aber nicht direkt auf Deinem PC installiert ist, ist der direkte Import nicht möglich. Der indirekte Import gestaltet sich aber recht einfach. Gehe hierzu wie folgt vor (neuestes Office):

			- exportiere alle Kunden/ Kundinnen über den blauen Pfeil links oben in der Liste

			(Hier könnte je nach Version, eine Fehlermeldung von Outlook erscheinen. In diesem Fall öffne die Liste in Excel und speichere (Datei / speichern unter) diese als "CSV für Macintosh" (kommagetrennt) ab.

			1) Gehe in Outlook oben links auf ''Datei''

			2) Gehe auf ''Öffnen und Exportieren''

			3) Klicke auf ''Importieren / Exportieren''

			4) Wähle ''aus anderen Programmen oder Dateien importieren''

			5) Wähle ''durch Trennzeichen getrennte Werte''

			6) Wähle die Datei und triff ggf. eine Feldzuordnung

			7) Jetzt einfach alles Weitere bestätigen

			Wir bieten zudem eine [https://www.winestro.wiki/index.php?title=Office-365/Outlook_Integration \| Office-365/Outlook Integration] an, die Deine Mails, Outlook-Kontakte und vieles mehr mit Winestro.Cloud synchronisiert.

			[https://support.office.com/de-de/article/Importieren-von-Kontakten-in-Outlook-bb796340-b58a-46c1-90c7-b549b8f3c5f8\| Hier] noch einmal in Bildern.

IsabellaTeodori: /* 1. Customer roles */

2024-11-05T09:39:28Z

1. Customer roles

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	=== 1. Customer roles ===		=== 1. Customer roles ===
	Here you can filter for certain assigned roles such as [[Employee \| Employee]], [[en: New customer#Supplier\|Suppliers]], [[en: New customer#Producer\| Producers]] and [[Export agent \| Export agents]], [[en: New customer#Lessor\| Lessor]] and [[Commissions\|Commission recipient]].		Here you can filter for certain assigned roles such as [[Employee \| Employee]], [[en:New customer#Supplier\|Suppliers]], [[en:New customer#Producer\| Producers]] and [[Export agent \| Export agents]], [[en:New customer#Lessor\| Lessor]] and [[Commissions\|Commission recipient]].

	=== 2. Filter search fields ===		=== 2. Filter search fields ===

IsabellaTeodori: /* Options for individual customers */

2024-11-05T09:39:10Z

Options for individual customers

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	=== Options for individual customers ===		=== Options for individual customers ===
	In the lower right box (see picture) you can edit customer data directly		In the lower right box (see picture) you can edit customer data directly
	<i class=“far fa-edit navFont ny fa-2x” style=“color:#b56200”></i>, view the [[en: Customer-Card \| Customer index]] <i class=“fas fa-search navFont nb fa-2x” style="color: #064C73“></i>, create a [[en: New order \| new order]] for this customer <i class=”far fa-file-plus navFont ng nb fa-2x“ style=”color:#029203“></i>, jump to the customer's last order <i class=”far fa-clipboard-list-check navFont nb fa-2x“ style=”color: #043149“></i>, write an email to the customer <i class=”far fa-envelope navFont nb fa-2x“ style=”color: #043149“></i>, create a parcel label for the customer <i class=”far fa-box navFont ny fa-2x“ style=”color:#b56200“></i>, upload customer files <i class=”far fa-save navFont nb fa-2x“ style=color:#064C73”></i>.		<i class=“far fa-edit navFont ny fa-2x” style=“color:#b56200”></i>, view the [[en:Customer-Card \| Customer index]] <i class=“fas fa-search navFont nb fa-2x” style="color: #064C73“></i>, create a [[en:New order \| new order]] for this customer <i class=”far fa-file-plus navFont ng nb fa-2x“ style=”color:#029203“></i>, jump to the customer's last order <i class=”far fa-clipboard-list-check navFont nb fa-2x“ style=”color: #043149“></i>, write an email to the customer <i class=”far fa-envelope navFont nb fa-2x“ style=”color: #043149“></i>, create a parcel label for the customer <i class=”far fa-box navFont ny fa-2x“ style=”color:#b56200“></i>, upload customer files <i class=”far fa-save navFont nb fa-2x“ style=color:#064C73”></i>.

	== The search function ==		== The search function ==

IsabellaTeodori am 5. November 2024 um 09:38 Uhr

2024-11-05T09:38:02Z

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	<i class=“far fa-edit navFont ny fa-2x” style=“color:#b56200”></i>, view the [[en: Customer-Card \| Customer index]] <i class=“fas fa-search navFont nb fa-2x” style="color: #064C73“></i>, create a [[en: New order \| new order]] for this customer <i class=”far fa-file-plus navFont ng nb fa-2x“ style=”color:#029203“></i>, jump to the customer's last order <i class=”far fa-clipboard-list-check navFont nb fa-2x“ style=”color: #043149“></i>, write an email to the customer <i class=”far fa-envelope navFont nb fa-2x“ style=”color: #043149“></i>, create a parcel label for the customer <i class=”far fa-box navFont ny fa-2x“ style=”color:#b56200“></i>, upload customer files <i class=”far fa-save navFont nb fa-2x“ style=color:#064C73”></i>.		<i class=“far fa-edit navFont ny fa-2x” style=“color:#b56200”></i>, view the [[en: Customer-Card \| Customer index]] <i class=“fas fa-search navFont nb fa-2x” style="color: #064C73“></i>, create a [[en: New order \| new order]] for this customer <i class=”far fa-file-plus navFont ng nb fa-2x“ style=”color:#029203“></i>, jump to the customer's last order <i class=”far fa-clipboard-list-check navFont nb fa-2x“ style=”color: #043149“></i>, write an email to the customer <i class=”far fa-envelope navFont nb fa-2x“ style=”color: #043149“></i>, create a parcel label for the customer <i class=”far fa-box navFont ny fa-2x“ style=”color:#b56200“></i>, upload customer files <i class=”far fa-save navFont nb fa-2x“ style=color:#064C73”></i>.

	== ~~Sortierung ändern~~ ==		== The search function ==
			[[Datei:Kundensuche.png\|500px\|thumb\|right\|Overview of the relevant fields for the search function]]

	~~Die Sortierung der Liste können Sie im entsprechenden Dropdown Menü auswählen und durch den Button ''sortieren'' ausführen~~.		The default setting is to search all data fields first - but you can make the search even more precise and narrow it down as described below. This will give you fewer possible hits in your search.

	== ~~Kundendaten importieren~~ ==		=== 1. Customer roles ===
	~~Mehr Informationen dazu findest Du hier~~ [~~https~~:~~//www.winestro.wiki/index.php?title=Kundenliste~~#~~Kundendaten_importieren hier~~]		Here you can filter for certain assigned roles such as [[Employee \| Employee]], [[en: New customer#Supplier\|Suppliers]], [[en: New customer#Producer\| Producers]] and [[Export agent \| Export agents]], [[en: New customer#Lessor\| Lessor]] and [[Commissions\|Commission recipient]].

	== ~~Kundendaten exportieren~~ ==		=== 2. Filter search fields ===
	~~Mit einem Klick auf <i class~~=~~"fas fa-file-export navFont nb fa-2x" style~~=~~"color:#064C73"></i> erhalten Sie ihre gesamte Kundenliste als Download im~~ .~~csv~~-~~Format~~. ~~Diese Datei können Sie mit Excel oder OpenOffice bearbeiten~~.		Here you can restrict the search to very specific fields. For example, you can only search for first names, telephone numbers or e-mail addresses and hide all other information. As soon as you remove the search restriction, all data fields are queried. You can remove the search restriction by setting the drop-down menu back to '''All fields'''.

	== ~~Häufige Fragen und Probleme~~ ==		=== 3. Search field ===

	~~===Ich finde einen Kunden nicht===~~		In many areas of the program, you have the option of searching for specific entries. To do this, type into the search field and enter any search term (e.g. the surname). The program will then show you all hits that match the keyword. It is also an intelligent search function, so you only have to enter the first few letters of a search term to find the desired entry.
	If you ~~are looking~~ for ~~a particular customer~~ that you ~~know you~~ have ~~created and it does not appear here, you should put~~ a ~~tick in ''old''. This means that~~ the ~~search will now also take into account your deadbeats~~.

	~~===Can I also import my data into Outlook?===~~		Example: You want to search for a Max Mustermann from Koblenz. It is sufficient if you only enter parts of the search term. For example: Ma Mu Kobl, or Max Must or Must Kob.
	~~The import into Outlook should be possible, but since Weinbau-online~~ is ~~not installed directly on your PC,~~ the ~~direct import is not possible~~. ~~The indirect import~~, ~~however~~, ~~is quite simple~~. ~~Proceed as follows (latest Office):~~		If a search gives you only one result, you can open the desired customer file directly by clicking on '''ENTER'''.

	~~- Export all customers by clicking on the blue arrow~~ in the ~~top left-hand corner of the list~~.		=== 4.Search in ===
			In this area you can decide in which categories the search should take place. For example, you can decide to search for customers only or also for contact persons or delivery addresses.

	~~(Depending on the version, an error message may appear in Outlook~~. ~~In this case, open the list in Excel and save (File~~ / ~~Save As) it as "CSV for Macintosh" (comma separated))~~.		=== 5. Status ===
			Decide whether you only want to search active customers or whether your search should also include [[[En:Deadbeats /Old Customer\|Old Customers]].

	~~1) In~~ your ~~Outlook~~, go to ~~''File'' in the upper left corner~~.		=== 6. Further search options ===
			To make your search even more precise, you can also select your customer search according to specific customer groups, price groups or customer selections.

	~~2) Go to ''Open and Export''~~.		=== 7. Change sorting ===
			You can sort the list by clicking on the corresponding arrows. Here you can sort in ascending or descending order by customer number, company name, customer name and telephone number.
	~~3) Click~~ on ~~''Import / Export''.~~

	~~4) Select "Import from other programs or files".~~

	~~5) Select "Separated values".~~

	~~6) Select~~ the ~~file and make a field assignment if necessary~~.

	~~7) Now simply confirm everything else~~


	~~[https://support.office.com/de-de/article/Importieren-von-Kontakten-in-Outlook-bb796340-b58a-46c1-90c7-b549b8f3c5f8\|~~ Here~~] again~~ in ~~pictures~~.

IsabellaTeodori: /* Customer data */

2024-11-05T09:28:55Z

Customer data

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	=== Customer data ===		=== Customer data ===
	In the top right-hand box (see image), you can [import https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_importieren] <i class=“far fa-file-import navFont nb fa-2x” style=“color:#043149”></i>, [export https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_exportieren] <i class=“far fa-file-export navFont nb fa-2x” style=“color:#043149”></i> and create a [[en:New Customer \| new customer]] <i class="far fa-plus-square navFont ng fa-2x" style="color:#029203"></i>.		In the top right-hand box (see image), you can [import https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_importieren] <i class=“far fa-file-import navFont nb fa-2x” style=“color:#043149”></i>, [export https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_exportieren] <i class=“far fa-file-export navFont nb fa-2x” style=“color:#043149”></i> and create a [[en:New Customer \| new customer]] <i class="far fa-plus-square navFont ng fa-2x" style="color:#029203"></i>.

			=== Options for individual customers ===
			In the lower right box (see picture) you can edit customer data directly
			<i class=“far fa-edit navFont ny fa-2x” style=“color:#b56200”></i>, view the [[en: Customer-Card \| Customer index]] <i class=“fas fa-search navFont nb fa-2x” style="color: #064C73“></i>, create a [[en: New order \| new order]] for this customer <i class=”far fa-file-plus navFont ng nb fa-2x“ style=”color:#029203“></i>, jump to the customer's last order <i class=”far fa-clipboard-list-check navFont nb fa-2x“ style=”color: #043149“></i>, write an email to the customer <i class=”far fa-envelope navFont nb fa-2x“ style=”color: #043149“></i>, create a parcel label for the customer <i class=”far fa-box navFont ny fa-2x“ style=”color:#b56200“></i>, upload customer files <i class=”far fa-save navFont nb fa-2x“ style=color:#064C73”></i>.

	== Sortierung ändern ==		== Sortierung ändern ==

IsabellaTeodori: /* The search function */

2024-11-05T09:26:16Z

The search function

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	Here you have the option of checking which order is unfinished and editing it directly.		Here you have the option of checking which order is unfinished and editing it directly.
	Tip: Open the list e.g. by clicking on the middle mouse button (or right-click: open in new tab) to open it in a new window.		Tip: Open the list e.g. by clicking on the middle mouse button (or right-click: open in new tab) to open it in a new window.

	~~== The search function ==~~

	As soon as you make an entry in the search field, the search starts automatically. Now you will only be shown the customers who match your search query. You can search for a wide variety of entries, such as names, telephone numbers or places. It is also possible to search for incomplete words.

	The search can also be filtered. For example, you can search only for a customer number or only for a postcode; the other fields of the customer file are ignored. By ticking the box ''old'', customers who are marked as deadbeats are also included in the search.
	~~[[Datei:Suchfeld Kunden.jpg\|miniatur\|Kundensuche]]~~

	=== Customer data ===		=== Customer data ===
	In the top right-hand box (see image), you can [import https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_importieren] <i class=“far fa-file-import navFont nb fa-2x” style=“color:#043149”></i>, [export https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_exportieren] <i class=“far fa-file-export navFont nb fa-2x” style=“color:#043149”></i> and create a [[en:New ~~customer~~ \| new customer]] <i class="far fa-plus-square navFont ng fa-2x" style="color:#029203"></i>.		In the top right-hand box (see image), you can [import https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_importieren] <i class=“far fa-file-import navFont nb fa-2x” style=“color:#043149”></i>, [export https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_exportieren] <i class=“far fa-file-export navFont nb fa-2x” style=“color:#043149”></i> and create a [[en:New Customer \| new customer]] <i class="far fa-plus-square navFont ng fa-2x" style="color:#029203"></i>.

	== Sortierung ändern ==		== Sortierung ändern ==

IsabellaTeodori am 5. November 2024 um 09:25 Uhr

2024-11-05T09:25:14Z

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	\|}		\|}
	The customer list shows you all your customers with the most important information and their current status. You can also search or filter the list to find the right customer more quickly.		The customer list shows you all your customers with the most important information and their current status. You can also search or filter the list to find the right customer more quickly.


	=== Status of the customer ===		=== Status of the customer ===
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	[[Datei:Suchfeld Kunden.jpg\|miniatur\|Kundensuche]]		[[Datei:Suchfeld Kunden.jpg\|miniatur\|Kundensuche]]

	~~'''Beispiel'''~~		=== Customer data ===
			In the top right-hand box (see image), you can [import https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_importieren] <i class=“far fa-file-import navFont nb fa-2x” style=“color:#043149”></i>, [export https://www.winestro.wiki/index.php?title=Kundenliste#Kundendaten_exportieren] <i class=“far fa-file-export navFont nb fa-2x” style=“color:#043149”></i> and create a [[en:New customer \| new customer]] <i class="far fa-plus-square navFont ng fa-2x" style="color:#029203"></i>.
	~~Sie wollen nach einem Max Mustermann aus Koblenz suchen~~. ~~Es reicht aus, wenn Sie nur Teile des Suchbegriffs eingeben~~. ~~Zum Beispiel~~: ~~Ma Mu Kobl~~, ~~oder Max Must oder Must Kob~~.

	~~Gibt Ihnen eine Suche nur noch ein Ergebnis an, können Sie mit einem Klick auf '''ENTER''' direkt die gewünschte Kundenkartei öffnen~~.

	== Sortierung ändern ==		== Sortierung ändern ==

IsabellaTeodori am 5. November 2024 um 09:22 Uhr

2024-11-05T09:22:49Z

← Older revision		Revision as of 11:22, 5 November 2024
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	\| customer list		\| customer list
	\|}		\|}


	The customer list shows you all your customers with the most important information and their current status. You can also search or filter the list to find the right customer more quickly.		The customer list shows you all your customers with the most important information and their current status. You can also search or filter the list to find the right customer more quickly.

IsabellaTeodori am 5. November 2024 um 09:22 Uhr

2024-11-05T09:22:40Z

← Older revision		Revision as of 11:22, 5 November 2024
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	\| customer list		\| customer list
	\|}		\|}
	~~[[File:Kundenliste 2019.png\|miniature\|Overview of customer]]~~