WiseHelp - Help Center

Welcome to the versatile help service of WisePlatform and industry-specific solutions.

Articles

Articles provide insights into the overall structure and enhance understanding of WisePlatform's operations.

VIDEOs

Videos allow you to watch and listen to instructions while you work, making learning easier and helping to solve problems.

INSTRUCTIONS

Detailed instructions help you learn how to use the tools and easily review what you've already learned.

WEBINArs

Webinars are advanced materials for those already proficient in the basic use of the system.

Instructions for industry-specific solutions (WiseGolf, WiseGym, and WiseEvent) can be found at the bottom of the page.

The Guidance Center is continuously updated with new instructions and videos.
U = new instruction (added within the last two weeks)

WiseCRM
WiseCRM guides all areas of the system and enables precise management of customer information.

WiseContact - Contacts	A	V	K	W
Companies
Company listing (Companies Page)	A	V	O	W
Adding a company	A	V	O	W
Company card	A	V	O	W
People
Person Listing (People Pages)	A	V	O	W
Adding a Person	A	V	O	W
Person Card	A	V	O	W
Linking a Person to a Company	A	V	O	W
Inviting a Person to become a User	A	V	O	W
Two-Factor Authentication	A	V	O	W
Changing User Username	A	V	O	W
Merging User IDs	A	V	O	W
Search Tool	A	V	O	W
Billing tab	A	V	O	W
Groups	A	V	O	W
Work
WiseActivities - Activity Management	A	V	O	W
Tasks	A	V	O	W
WiseSign - Electronic signature	A	V	O	W
WiseCalendar - CRM-guided calendar	A	V	O	W
WiseRoles - Reading and updating ermissions	A	V	O	W
Creating and managing roles	A	V	O	W
Adding roles to users	A	V	O	W
Restriction on Role Assignment	A	V	O	W
Settings
Tags	A	V	O	W
Tag management	A	V	O	W
Adding a tag to an individual or company	A	V	O	W
Adding a tag to multiple contacts at Once	A	V	O	W
WiseManagement - Administration tools	A	V	O	W
WiseManagement - Share register	A	V	O	W
WiseManagement - Minutes of meetings	A	V	O	W
WiseManagement - Company establishment	A	V	O	W

WiseMarketing
Comprehensive CRM-guided marketing tools for all communication needs. Create content, automatically share it with updating target groups, andtrack results.

WiseCMS - Content Management System	A	V	O	W
WiseWebsite - homepage	A	V	O	W
Article Management
Creating a New Article	A	V	O	W
Article Settings	A	V	O	W
Image Size for the Article	A	V	O	W
Adding alt Text to an Image	A	V	O	W
Changing the Page Layout Style	A	V	O	W
Featured Article and its Settings	A	V	O	W
News or Updates Section on the Homepage	A	V	O	W
Higlighting Products in the Online store and their Settings	A	V	O	W
Setting Viewing Permissions	A	V	O	W
Restoring an Article	A	V	O	W
File Management (Media Libary)
File Management	A	V	O	W
Creating a PDF Link	A	V	O	W
Homepage Menus (Navigation)
Editing Menus	A	V	O	W
Homepage Slider Management
Adding, Removing, and Editing Sliders	A	V	O	W
Website Redirects
Redirecting to Another URL	A	V	O	W
Search Engine Optimization
Search Engine Optimization	A	V	O	W
WiseMail - Email Marketing	A	V	O	W
Emails
Email Marketing, New Message and Basic Information (Step 1)	A	V	O	W
Email Marketing, Message Content (Step 2)	A	V	O	W
Email Marketing, Defining Recipients (Step 3)	A	V	O	W
Email Marketing, Sending/Scheduling the Message (Step 4)	A	V	O	W
Personalizing the Message with the Recipient's Name	A	V	O	W
Mailing Lists
Creating Mailing Lists	A	V	O	W
Automating Mailing Lists with Tags	A	V	O	W
Unsubscribe Groups
Creating an Unsubscride Group	A	V	O	W
Bouncet	A	V	O	W
WiseSurveys - Data Collection	A	V	O	W
Creating a New From and Basic Settings (Step 1)	A	V	O	W
Desinging the Survey Using the Editor (Step 2)	A	V	O	W
Embedding the Survey into the Homepage or an Article (Step 3)	A	V	O	W
Conditional Section for Data Collection (Follow-up Questions)	A	V	O	W
Creating an NPS Survey with the Data Collection Tool	A	V	O	W
Generating Orders from the Data Collection Form	A	V	O	W
Forming Contratcts through the Data Collection Form	A	V	O	W
Limiting Reponse Counts in Data Collection	A	V	O	W
WiseEvent - Events	A	V	O	W
Creating a New Event		V	O
Drafting an Sending Invitations		V	O
Mass Editing Event Times	A	V	O	W
Creating a Recurring Event	A	V	O	W
Minimum Attendance and Automatic Cancellation for an Event	A	V	O	W
WiseAD - Advetising Management	A	V	O	W
WiseInfoTV - Display Control	A	V	O	W
WiseSMS - Text Messages	A	V	O	W
WiseApp - Mobile Applications	A	V	O	W

WiseSales

Sales system integration, where one product/inventory management controls all sales channels. All sales data automatically transfers to accounting.

WisePDM - Product and Inventory management

Products

Normal product

Membership product

Gift Card product

Contract Option product

Appointment product

Time-based pricing for appointments

Comments to add to appointments

Setting Accounting Account, Price and Tax Class for a product

Setting Discount price for a product

Categories

Categories (Online Store Menu)

Variants

Online Store Product Variants

Discount Codes

Online Store Discount Codes

Stock

Stock

Stock Products

Orders

Orders

Accounting report

Gift Cards

Extending Gift Card validity

Disabling a Gift Card

Open Gift Cards report

Reservations

Sales

Sales tracking

Sales reports

Quotations

Contracts

Contract invoicing

Campaign invoicing

Ending a contract

WiseSign - Electronic signature for contracts

Recurring card charges

Day sales

Settings

Cash register

Appointment payment at checkout

Voiding, Cancelling, and Refunding cash register transactions

Direct sales from cash register and "On Account" sales

Payment of invoice at checkout

Payment of online store order at checkout

Cash desks

Reports

Cash register sales report

Settings (Online Store)

Appearance

Shipping methods

WiseEconomy
A financial management suite where the system automatically gathers sales, purchase, and payroll data for accounting purposes. Through the web service channel, bank reconciliations and other banking materials are imported into the system.

WiseInvoice - Sales Invoices	A	V	O	W
Billing settings	A	V	O	W
Billing methods for sales invoices	A	V	O	W
Listing of sales invoices	A	V	O	W
Reviewing sales invoices	A	V	O	W
Status codes for sales invoices	A	V	O	W
Manual creation of sales invoices	A	V	O	W
Correcting payment method for sales invoices	A	V	O	W
Invoices with sending errors	A	V	O	W
Payment journal	A	V	O	W
Incoming reconcilable payments	A	V	O	W
Allocating payments via payment journal	A	V	O	W
Crediting sales invoices	A	V	O	W
Partial crediting of sales invoices	A	V	O	W
Mass crediting of sales invoices	A	V	O	W
Revamping cash sales report	A	V	O	W
WiseBill - Purchase invoices and receipts	A	V	O	W
Purchase invoice settings	A	V	O	W
Processing incoming purchase invoices	A	V	O	W
Adding purchase invoices to the system	A	V	O	W
Accounting for purchase invoices	A	V	O	W
Reviewing and approving purchase invoices	A	V	O	W
Removing/Creating product lines on purchase invoices	A	V	O	W
Paying purchase invoices	A	V	O	W
Crediting purchase invoices	A	V	O	W
Bookkeeping report for purchase invoices	A	V	O	W
Bank statements	A	V	O	W
Wire transfers	A	V	O	W
Copying wire transfers	A	V	O	W
Calculating tax from receipts	A	V	O	W
Adding receipts to the system	A	V	O	W
Processing receipts in the system	A	V	O	W
WisePay - Payroll invoices	A	V	O	W
Settings for purchase invoices for payroll	A	V	O	W
Payroll processing	A	V	O	W
Creating payroll items	A	V	O	W
Creating payroll agreements	A	V	O	W
Generating payroll invoices	A	V	O	W
Reviewing and approving payroll invoices	A	V	O	W
Paying payroll invoices	A	V	O	W
Adding tax card changes toi payroll invoices	A	V	O	W
Tax tab for payroll agreements	A	V	O	W
Exporting payroll information to income register	A	V	O	W
Sending separate information from the system	A	V	O	W
WiseAccounting - Accounting	A	V	O	W
Chart of accounts	A	V	O	W
Chart of accounts selections	A	V	O	W
Archiving accounting accounts (Locking)	A	V	O	W
Types of vouchers and voucher logic	A	V	O	W
Counter accounts for operations	A	V	O	W
Cost centers	A	V	O	W
Accounting summary page	A	V	O	W
VAT Period handling	A	V	O	W
Comparing periods in income statements and balance sheets	A	V	O	W
VAT Calculation	A	V	O	W
Sales reporting	A	V	O	W
Financial statements tool	A	V	O	W
WiseAccounting - Group solutions	A	V	O	W
WiseBudget -Budgeting tool	A	V	O	W
WiseWork - Time tracking	A	V	O	W
WiseWork - Project management	A	V	O	W
WiseWork - HR-Services	A	V	O	W