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Product training - 1st day
Version 7.0: January 2006
CAS genesisWorld Product Training I
CAS Software AG
CAS genesisWorld Product Training I
CAS Software AG
Head Office: Karlsruhe Founded in: 1986 Stock Corporation in: 1998 Foundation of Map&Guide: 2000 Board of Management: Martin Hubschneider,
Ludwig Neer and Frank Widmayer Employees: 115 Currently active in: D, CH, A, I, GR, H and RO
CAS genesisWorld Product Training I
Shareholdings
PTV AGSoftware solutions forTraffic, Mobility and Logistics.310 employees 22,5% CAS
YellowMap AGAn electronic directory with integrated mapping and routing technology.17 employees 65% CAS
CAS Software AGLeading German company offering CRM and information management solutions."Well informed. Anytime. Anywhere."115 employees100% CAS
LeserAuskunft GmbHLeading content provider in Europe listing all available print media products.5 employees 50% CAS
Varta-Führer AGAn hotel and restaurantguide.12 employees 10% CAS
Map & Guide GmbHSpecialist for standard software based on digital maps.70 employees 100% subsidiary of PTV AG
CAS genesisWorld Product Training I
Our Products
CAS genesisWorldCRM groupware to enable a customer-centric view for more business success
CAS teamWorksIntranet groupware to organizethe internal processes more effective
CAS ContactProfessional address andcontact management
CAS genesisWorld Product Training I
References
Isabellenhütte
CAS genesisWorld Product Training I
CAS genesisWorld ile...
Tum datalar tek database de toplanir. Her kullanici ihtiyaci olan datayi bu databaseden alir. Bir bilgiyi database buyumeden herhangi bir datayla
iliskilendirebilirsiniz.(link with) Telefon konusmalarinizi organize edebilir,mail alip
gonderebilir,maillerinizi arsivleyip MicWord ile mailler gonderebilirsiniz.
Extra olarak ERP nizdeki datalara CAS genesisWorld ile ulasabilirsiniz.
CAS genesisWorld Product Training I
Calisma Metaryelleri
Appointments
Tasks
Events
Holidays
Addresses
Projects
Documents
E-mails
Phone calls Opportunities
CAS genesisWorld Product Training I
Konfigirasyon
DatabaseMS SQL Server
MSDEOracle
DatabaseMS SQL Server
MSDEOracle
WindowsClient
WindowsClient
WebClient
WebClient
WindowsClient
WindowsClient
Application ServerApplication Server
HTTP serverHTTP server
ADO
DCOM
CAS genesisWorldManagement Console
CAS genesisWorldManagement ConsoleDCOM
CAS genesisWorld Product Training I
DocumentsWord-DocumentsExcel-Workbooks
PresentationsImages
Other Data
Address
ActivitiesAppointments
TasksEvents
HolidaysPhone calls
ProjectsE-mails
Baglantilar(Links)
ERP dataOpportunities
Customer dossier
CAS genesisWorld Product Training I
Temel Bilgiler
Giris Yapma Calisma Alani Navigator
CAS genesisWorld Product Training I
Logon Screen
Kullanici Adi(username)
Parola (case sensitive)
Apllication Server Adi
CAS genesisWorld Product Training I
Calisma Alani
Title barMenu bar
Toolbar
Program navigator
Gorunum
Status bar
CAS genesisWorld Product Training I
Program Navigator
Gorunumler
Klasorler
Profil
Program navigator
Goster /Gizle program navigator
Navigation icin drop
down menuleri kullanin
Sunucu
CAS genesisWorld Product Training I
Kullanim
surukle & birak ile Menu yerlerini ayarlayabilirsiniz
Iki kez tiklayarak yeniden adlandirabilirsiniz
Sectikten sonra DEL e basarak silebilirsiniz.
expand / collapse tree
CAS genesisWorld Product Training I
Veri lerle calismak
CAS genesisWorld kayitlari(records)
Records— olustur/ duzenle— sil / geri al— Link(koprule)
CAS genesisWorld Product Training I
CAS genesisWorld Records
Appointments
Tasks
Events
Holidays
Addresses
Projects
Documents
E-mails
Phone calls
Opportunities
Activities
CAS genesisWorld Product Training I
New Record – an Appointment
Menu bar: Dosya; Yeni; Appointment...(Randevu-Termin)
Termin konusu?
Tarih &saat?
Kaydet & Kapa
Kaydet
Kaydet & Yeni Termin
CAS genesisWorld Product Training I
Kayitlari Duzeltme(editing records)
Cift tiklamayla bir kaydi acin
Girmis oldugunuz degerleri degistirin.
Save & Close
Save
CAS genesisWorld Product Training I
Kayitlari kopruleme(linking records)
Appointment
Existing Address:Existing Address:Mrs Bruser
New task:New task:Send company profile
CAS genesisWorld Product Training I
Kopru olusturma(Creating a link)
Yeni bir kayitla koprule
Dossier &link navigator Ilgili
kayitlar
Varolan bir kayitla koprule
CAS genesisWorld Product Training I
Koprulenecek datayi arama
Aranan bilgi
Kayit turu
Arama alani
Arama sonucu
Koprule&KapaKopru
CAS genesisWorld Product Training I
Silme & Geri Alma
Kaydi tiklayin: DEL e basin veya =>
GeriDonusum kutusundan kaydi tiklayin veYa daKayda sag tiklayip Restore secenegini tiklayin.
CAS genesisWorld Product Training I
Kaydi Template olarak kaydetmek.
Save as template
CAS genesisWorld Product Training I
Template kullanmak
CTRL key + Menu bar: File; New; Appointment...
Select anduse the template
CAS genesisWorld Product Training I
Alternatively:
Select & use template
CAS genesisWorld Product Training I
The Notes Field
CAS genesisWorld Product Training I
The Recurrences Tab
Recurrences: Definition of periodic activities
CAS genesisWorld Product Training I
The More Tab
More: Additional fields, defined by the administrator
CAS genesisWorld Product Training I
The Journal Tab I
Journal: all changes to the data are recorded here
CAS genesisWorld Product Training I
The Journal Tab II
You can open a journal entry with a double-click for a detailed reading
CAS genesisWorld Product Training I
The Dossier Tab
Dossier: all links are displayed in a chronological order. Only the selected record types are concerned.
Overview: all links are displayed ordered by record type.
CAS genesisWorld Product Training I
Searching records
Global search Filter search Search field toolbar Search in the lists
CAS genesisWorld Product Training I
Global Search
Menu bar: Search; Global search
Search items
Record type
F3 key
Search fields
List of recent searches
Display results in a dossier
Calculate number of results
CAS genesisWorld Product Training I
Filter search
Save new or open existing search criteria
Table field
Condition
Filter value
and / or
CAS genesisWorld Product Training I
Use the search field toolbar
Enter the search criteria Start query
Criteria as in global search
Record code+Field name+ Criteria(=)+Search item
RReeccoorrdd ttyyppee CCooddee Address ADR Document DOC Appointment APP Task TODO Event TASK Holiday HOL Project PRJ Opportunity OPP
CAS genesisWorld Product Training I
Filtering the Lists
With the 3rd character the filter is activated
CAS genesisWorld Product Training I
Security
Owner rights Group rights External access
CAS genesisWorld Product Training I
User-sensitive?
If a record type is user-sensitive or not is determined by the administrator.
You can recognize user-sensitive record types by the participant button.
Record types, that are not user-sensitive, are always "public".
CAS genesisWorld Product Training I
Participants on a Record
CAS genesisWorld Product Training I
Owner Rights I
Selected Participants
Add highlighted participant to selection
Delete highlighted participant from selection
Available Participants
Invite highlighted participant – only for appointments and events
CAS genesisWorld Product Training I
Members with full rights of a group: : see each other in the participant list of the user-
sensitive records, and
have read only access rights to the records of other group members.
Group Membership
You can deactivate the access rights based on a group membership. This function is only available if the administrator has given you the necessary rights:
CAS genesisWorld Product Training I
can be assigned for all record types separately, and
can be assigned to every existing user in CAS genesisWorld.
Note: Changes made take effect after restarting the client to which you assigned external access.
External access
CAS genesisWorld Product Training I
Owner Rights II
CAS genesisWorld Product Training I
Granting External Access I
You can assign external access only if the administrator has given you the necessary rights:
Select the user you want to assign external access
This right is valid for all record types
CAS genesisWorld Product Training I
Granting External Access II
Click here to determine the external access for a single record type
Select a user
CAS genesisWorld Product Training I
Example: External Access I
User2 has no access rights as standard
All record types are set to the standard value
Result: User2 has no external access
User1 assigns external access
CAS genesisWorld Product Training I
Example: External Access II
Result: User2 can read only the available and occupied time slots in User1s calendar.
User2 receives the right "See times in the calendar" for record type Appointments
User1 gewährt FremdzugriffUser1 assigns external access
CAS genesisWorld Product Training I
External access can be assigned to all users in CAS genesisWorld and for each single record type.
Owner rights are always valid for only one record.
External access and owner rights together determine the access right for a single record.
In the participant selection of a record external access can be determined for all users, who have external access to your data. This change is only valid for this record.
Putting it all Together
CAS genesisWorld Product Training I
On the Record I
External access = Read only
Result for User2 = Full rights
Owner right = Full rights
CAS genesisWorld Product Training I
On the Record II
Result for User2 = Read only
Owner right = Read only
External access = Full rights
CAS genesisWorld Product Training I
Example
User1 has granted external access with full rights to User2 and User3.
User1 creates a data record, selects User2 as a participant and assigns him the permission read only.
User2 now is only able to read this record.
User3 can access the record with full rights.
CAS genesisWorld Product Training I
Private Records
Private for everyone who has received external access through group membership or explicitly
For appointments also in the record window possible
Participants of the record
CAS genesisWorld Product Training I
Confidential Record
Confidential for everyone who has received external access through group rights or explicitly
For appointments also in the record window possible
Participants of the record
CAS genesisWorld Product Training I
Private – Confidential?
Private records can only be accessed by users, who are participants of the record.
Confidential records can be accessed by
- users who are participants of the record and
- who received the external access right "Full rights, access on confidential"
CAS genesisWorld Product Training I
Public Records
The record has the specific participant "All (public)". That means it is public.
Owner rights for all users
CAS genesisWorld Product Training I
Address Management
Company address Contact person Individual contact
CAS genesisWorld Product Training I
Company address
Menu bar: New; Address; Company
Country format
Company name
Company address
Switchboard fax / phone number und e-mail
Contact persons
CAS genesisWorld Product Training I
Contact Person
Information about the contact person
Company information
Synchronizes the address fields to contact person if company address changes
Menu bar: New; Address; Contact person
CAS genesisWorld Product Training I
Individual Contact
Company and a contact person in one record
CAS genesisWorld Product Training I
Individual Contact Company
List of the individual contacts
List of the contact persons
CAS genesisWorld Product Training I
Dublicate Check I
CAS genesisWorld Product Training I
Duplicate Check II
Returns to the record, the address can be edited
Excludes both addresses from future duplicate checks
Saves the address despite the duplicate
CAS genesisWorld Product Training I
Eliminating Duplicates
CAS genesisWorld Product Training I
Distribution Lists
Creating / editing distribution lists
Addresses and distribution lists
Working withdistribution lists
CAS genesisWorld Product Training I
Creating Distribution Lists
Highlight the1st entry,press CTRL key,click onlast entry.
Highlight the 1st entry,press CTRL key,click on 2nd, then on 3rd entry, etc.
Menu bar: Edit
Save as distribution list
Add to an existing distribution list
CAS genesisWorld Product Training I
Look for a Distribution List
Menu bar: Tools; Open distribution list
Create a new distribution list
Existing distribution lists
Distribution list =A group of addresses
CAS genesisWorld Product Training I
Editing Distribution Lists
Add / Remove addresses
Add / Remove distribution lists
CAS genesisWorld Product Training I
Working with Distribution Lists
Highlight and merge distribution lists
Write to distribution list = all addresses in the list receive a letter
Send to distribution list= all addresses in the list receive an e-mail
CAS genesisWorld Product Training I
Distribution List Tab in Addresses
Address is in this distribution list
Address can be added to or removed from other distribution lists
CAS genesisWorld Product Training I
Activities
Appointments
Tasks
Events
Holidays
Activities
CAS genesisWorld Product Training I
Appointment Management
Appointment management Calendar views Calendar settings
CAS genesisWorld Product Training I
Create a New Appointment
Menu bar: File; New; Appointment
Subject
Date & time
Category
Keywords
Participants
Resources
Notes
CAS genesisWorld Product Training I
Inviting Participants
Invite participant
Invited participant
Selected participant
Calendar view
CAS genesisWorld Product Training I
Accept or Decline
Open the appointment
Accept or decline
Invitations are specially marked
CAS genesisWorld Product Training I
Using the Context-sensitive Menu
Choose between appointment, holiday or event.
Select a time slot and right-click the selection
CAS genesisWorld Product Training I
Editing Appointment Data
Select an appointment and right-click it to activate the context-sensitive menu
Edit
Delete
Duplicate
Postpone
CAS genesisWorld Product Training I
Task Management
Task Management
CAS genesisWorld Product Training I
New Task
Menu bar: File; New; Task
Subject
Status
Start / due date & time
Notes
Category
Priority
CAS genesisWorld Product Training I
Editing Tasks
New
Edit globally
Delete
Duplicate
Edit
Select a task and right-click it to activate the context-sensitive menu
CAS genesisWorld Product Training I
Filtering the Task Block
Change view formatFilter tasks
CAS genesisWorld Product Training I
Follow Ups
Task is already linked to an address
CAS genesisWorld Product Training I
Converting Activities
Use drag & drop to convert an appointment into a task
This function works between all activity lists
CAS genesisWorld Product Training I
Phone Calls
Planning calls Phone call views
CAS genesisWorld Product Training I
Planning phone calls
Link the phone call with an address
Status
CAS genesisWorld Product Training I
Phone Call Views
Work automatically, if a phone interface has been configured.
You can also plan and administrate phone calls manually without an interface.
CAS genesisWorld Product Training I
Document management
Document archive Document views Document records
— create— save— edit
Managing versions
CAS genesisWorld Product Training I
Document Archive & Meta-Data
DatabaseDocumentmeta-data
RightsLinks
Journal
Document archive--100
-- 101 -- gW123E53R234.doc -- gW9Z790I9EU0.ppt
Document archive--100
-- 101 -- gW123E53R234.doc -- gW9Z790I9EU0.ppt
CAS genesisWorld Product Training I
Open and Save
Open the corresponding document(depending on file format)
Change & save
Open with double click
CAS genesisWorld Product Training I
Writing a Letter to an Address
1. Select address(es)
4. Start MS Word
3. Select document template
2. Context-sensitive menu
CAS genesisWorld Product Training I
Statically or Dynamically?
Statically: Creates a merged document by merging the data from the data source into the main document.
Dynamically: Opens the main document. You can output the merge result by printing or creating a new merged document.
CAS genesisWorld Product Training I
CAS genesisWorld - Microsoft Word
Mail merge
Insert data fields
Replace field variables
Settings
Back to CAS genesisWorld
Insert address lines
CAS genesisWorld Product Training I
Managing Versions I
List of existing versions
Create versions automatically – a version will be created every time you change this document.
Create versions manually
CAS genesisWorld Product Training I
Managing Versions II
Select a version and open it as a read only file with this icon.
CAS genesisWorld Product Training I
DocumentPort
Supports multiple selection of documents and automatic
keyword generation
CAS genesisWorld Product Training I
Document Templates
Creating document templates
Templates fromexisting files
Editing templates
CAS genesisWorld Product Training I
Creating Document Templates
New template from file
Tools / Document templates
Delete template
Edit template
CAS genesisWorld Product Training I
Template from an Existing Template
Enter name for template
Edit template
CAS genesisWorld Product Training I
Creating an Empty Word Template
Enter name for template
Edit template
CAS genesisWorld Product Training I
Editing templates
Insert fields and field variables
CAS genesisWorld Product Training I
... we wish you successful and easy working with