Getting started

"Getting Started" is designed to make it as easy as possible for you to get started with the functions of Wice-CRM.

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Working with organisations and people:

Here we explain how you can easily create and manage your contacts in Wice CRM.

• Create new contacts as an organisation or person

• Create notes as a simple memo or todo

• Import an address file

Working with tickets:

What actually are tickets and how do you work with them in Wice CRM - you can find out everything about it here:

• To open a sales or service ticket

• You can create your own ticket types this way

• This is how easy it is to write an offer or an invoice

• To create a todo in a ticket

Setup and customisation of Wice CRM:

• You want to customise the colour of Wice

• To create a printed template in Wice CRM

Wice CRM and Outlook

• Using the Outlook Synchronizer to connect Wice with Outlook

Wice Inhouse

Here you will find answers to your questions about the operation of Wice-Inhouse on your own server or rented hardware.

• Wice log file

• Customise/Change the Wice Base URL

• Wice LDAP Connector

• Update requirement when updating to Wice 2015

• Installation of your own SSL certificate on your server

• Using OpenOffice and unoconv

• Google API key for map display

• Installation of the plugin "XInvoice" in Wice CRM 2020 from release 9-6* onwards