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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 - KontaktitAVKW
  • Companies
  • Company listing (Companies Page)
AVOW
  • Adding a company
AVOW
  • Company card
AVOW
  • People
  • Person Listing (People Pages)
AVOW
  • Adding a Person
AVOW
  • Person Card
AVOW
  • Linking a Person to a Company
AVOW
  • Inviting a Person to become a User
AVOW
  • Two-Factor Authentication
AVOW
  • Changing User ID
AVOW
  • Merging User IDs
AVOW
  • Search Tool
AVOW
  • Billing tab
AVOW
  • Groups
AVOW
Work
  • WiseActivities - Activity Management
AVOW
  • Tasks
AVOW
  • WiseSign - Electronic signature
AVOW
  • WiseCalendar - CRM-guided calendar
AVOW
WiseRoles - Reading and updating ermissionsAVOW
  • Creating and managing roles
AVOW
  • Adding roles to users
AVOW
  • Restriction on Role Assignment
AVOW
Settings
  • Tags
AVOW
  • Tag management
AVOW
  • Adding a tag to an individual or company
AVOW
  • Adding a tag to multiple contacts at Once
AVOW
WiseManagement - Administration toolsAVOW
WiseManagement - Share registerAVOW
WiseManagement - Minutes of meetingsAVOW
WiseManagement - Company establishmentAVOW
WiseMarketing
Comprehensive CRM-guided marketing tools for all communication needs. Create content, automatically share it with updating target groups, andtrack results.





WiseCMS - Content Management SystemAVOW
WiseWebsite - homepageAVOW
  • Article Management
  • Creating a New Article
AVOW
  • Article Settings
AVOW
  • Image Size for the Article
AVOW
  • Adding alt Text to an Image
AVOW
  • Changing the Page Layout Style
AVOW
  • Featured Article and its Settings
AVOW
  • News or Updates Section on the Homepage
AVOW
  • Higlighting Products in the Online store and their Settings
AVOW
  • Setting Viewing Permissions
AVOW
  • Restoring an Article
AVOW
  • File Management (Media Libary)
  • File Management
AVOW
  • Creating a PDF Link
AVOW
  • Homepage Menus (Navigation)​​​​​​​
  • Editing Menus
AVOW
  • Homepage Slider Management
  • Adding, Removing, and Editing Sliders
AVOW
  • Website Redirects
  • Redirecting to Another URL
AVOW
  • Search Engine Optimization
  • Search Engine Optimization
AVOW
WiseMail - Email MarketingAVOW
  • Emails
  • Email Marketing, New Message and Basic Information (Step 1)
AVOW
  • Email Marketing, Message Content (Step 2)
AVOW
  • Email Marketing, Defining Recipients (Step 3)
AVOW
  • Email Marketing, Sending/Scheduling the Message (Step 4)
AVOW
  • Personalizing the Message with the Recipient's Name
AVOW
  • Mailing Lists​​​​​​​
  • Creating Mailing Lists
AVOW
  • Automating Mailing Lists with Tags
AVOW
  • Unsubscribe Groups​​​​​​​
  • Creating an Unsubscride Group
AVOW
  • Bouncet
AVOW
WiseSurveys - Data CollectionAVOW
  • Creating a New From and Basic Settings (Step 1)
AVOW
  • Desinging the Survey Using the Editor (Step 2)
AVOW
  • Embedding the Survey into the Homepage or an Article
AVOW
  • Conditional Section for Data Collection (Follow-up Questions)
AVOW
  • Creating an NPS Survey with the Data Collection Tool
AVOW
  • Generating Orders from the Data Collection Form
AVOW
  • Forming Contratcts through the Data Collection Form
AVOW
  • Limiting Reponse Counts in Data Collection
AVOW
WiseEvent - EventsAVOW
  • Creating a New Event

VO
  • Drafting an Sending Invitations

VO
  • Mass Editing Event Times
AVOW
  • Creating a Recurring Event
AVOW
  • Minimum Attendance and Automatic Cancellation for an Event
AVOW
WiseAD - Advetising ManagementAVOW
WiseInfoTV - Display ControlAVOW
WiseSMS - Text MessagesAVOW
WiseApp - Mobile ApplicationsAVOW
WiseSales
Sales system integration, where one product/inventory management controls all sales channels. All sales data automatically transfers to accounting.





WisePDM - Product and Inventory managementAVOW
  • Products
  • Normal product
AVOW
  • Membership product
AVOW
  • Gift Card product
AVOW
  • Contract Option product
AVOW
  • Appointment product
AVOW
  • Time-based pricing for appointments
AVOW
  • Comments to add to appointments
AVOW
  • Setting Accounting Account, Price and Tax Class for a product
AVOW
  • Setting Discount price for a product
AVOW
  • Categories
  • Categories (Online Store Menu)
AVOW
  • Variants
  • Online Store Product Variants
AVOW
  • Discount Codes
  • Online Store Discount Codes
AVOW
StockAVOW
  • Stock
AVOW
  • Stock Products
AVOW
Orders
  • Orders
AVOW
  • Accounting report
AVOW
  • Gift Cards
AVOW
  • Extending Gift Card validity
AVOW
  • Disabling a Gift Card
AVOW
  • Open Gift Cards report
AVOW
  • Reservations
AVOW
Sales



  • Sales tracking
AVOW
  • Sales reports
AVOW
  • Quotations
AVOW
  • Contracts
AVOW
  • Contract invoicing
AVOW
  • Campaign invoicing
AVOW
  • Ending a contract
AVOW
  • WiseSign - Electronic signature for contracts
AVOW
  • Recurring card charges
AVOW
  • Day sales
AVOW
  • Settings
AVOW
  • Cash register
AVOW
  • Appointment payment at checkout
AVOW
  • Voiding, Cancelling, and Refunding cash register transactions
AVOW
  • Direct sales from cash register and "On Account" sales
AVOW
  • Payment of invoice at checkout
AVOW
  • Payment of online store order at checkout
AVOW
  • Cash desks
AVOW
  • Reports
AVOW
  • Cash register sales report
AVOW
Settings (Online Store)AVOW
  • Appearance
AVOW
  • Shipping methods
AVOW
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 InvoicesAVOW
  • Billing settings
AVOW
  • Billing methods for sales invoices
AVOW
  • Listing of sales invoices
AVOW
  • Reviewing sales invoices
AVOW
  • Status codes for sales invoices
AVOW
  • Manual creation of sales invoices
AVOW
  • Correcting payment method for sales invoices
AVOW
  • Invoices with sending errors
AVOW
  • Payment journal
AVOW
  • Incoming reconcilable payments
AVOW
  • Allocating payments via payment journal
AVOW
  • Crediting sales invoices
AVOW
  • Partial crediting of sales invoices
AVOW
  • Mass crediting of sales invoices
AVOW
  • Revamping cash sales report
AVOW
WiseBill - Purchase invoices and receiptsAVOW
  • Purchase invoice settings
AVOW
  • Processing incoming purchase invoices
AVOW
  • Adding purchase invoices to the system
AVOW
  • Accounting for purchase invoices
AVOW
  • Reviewing and approving purchase invoices
AVOW
  • Removing/Creating product lines on purchase invoices
AVOW
  • Paying purchase invoices
AVOW
  • Crediting purchase invoices
AVOW
  • Bookkeeping report for purchase invoices
AVOW
  • Bank statements
AVOW
  • Bank transfers
AVOW
  • Copying bank transfers
AVOW
  • Calculating tax from receipts
AVOW
  • Adding receipts to the system
AVOW
  • Processing receipts in the system
AVOW
WisePay - Payroll invoicesAVOW
  • Settings for purchase invoices for payroll
AVOW
  • Payroll processing
AVOW
  • Creating payroll items
AVOW
  • Creating payroll agreements
AVOW
  • Generating payroll invoices
AVOW
  • Reviewing and approving payroll invoices
AVOW
  • Paying payroll invoices
AVOW
  • Adding tax card changes toi payroll invoices
AVOW
  • Tax tab for payroll agreements
AVOW
  • Exporting payroll information to income register
AVOW
  • Sending separate information from the system
AVOW
WiseAccounting - AccountingAVOW
  • Chart of accounts
AVOW
  • Chart of accounts selections
AVOW
  • Archiving accounting accounts (Locking)
AVOW
  • Types of vouchers and voucher logic
AVOW
  • Counter accounts for operations
AVOW
  • Cost centers
AVOW
  • Accounting summary page
AVOW
  • VAT Period handling
AVOW
  • Comparing periods in income statements and balance sheets
AVOW
  • VAT Calculation
AVOW
  • Sales reporting
AVOW
  • Financial statements tool
AVOW
WiseAccounting - Group solutionsAVOW
WiseBudget -Budgeting toolAVOW
WiseWork - Time trackingAVOW
WiseWork - Project managementAVOW
WiseWork - HR-ServicesAVOW



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Didn't find what you were looking for?

Send a support request from your system's admin panel by clicking the "support" icon (person with headset).

If possible, send the support request from the page where you encountered the issue, so the system can include the page URL in the request.

Our support team works on weekdays from 8:00 AM to 5:00 PM.

You can send a support request at any time, and we will respond as soon as possible.


Are you a partner of our customer and need to contact support?

Third parties can send us support requests using a separate form, which you can access here.


Support phone

On weekdays klo 9.00 - 16.00

030 030 0210

(1,19 e / min (landline and mobile)


Give us feedback on the Help Center.