The installation went as expected. CD / DVD insert, Setup.exe and double-going.
To perform the installation, the guarantee number must be entered. Said And Done.
Then comes the first "Challenger". The software wants to know if I want to install the SQL Server database as a single, multi-user or multi-user client server.
Sounds harmless at first, since I use my laptop. For those who want to use the software in real-time operation, which should take professional advice by now. My clients CRM system also uses SQL. A super database. But also extremely huge range of functions. So this should be correctly configured. Love WISO editorial, here I hold online help for meaningful.
Then the software automatically and unasked connects to WISO / Buhl Server. Here, I'll always be skeptical. What data is transmitted?
Following I will enter my customer data. Well - I'm already WISO customer. So I entered my customer data. Unfortunately, without success. My Account number and my password are not accepted. Hm changed shortly password online and new attempt. Unfortunately again not working. Then came the information that the usage period has expired; Too bad. So on the third attempt simply issued as a new customer. It worked, and the period of use now seems to be no longer a problem. Solve problem with your Idenfizierung: My next request to W iso.
As next asks the Software Installation Wizard, if I want to register for free. I can tick either "YES" or nothing. I have a go tick nothing and click Next. Error message: Please make a selection. Well, I click "YES" and on it goes.
Here my data be transferred now.
After the start of the software. First, a very large update is loaded, I wait around 5 minutes (DSL 100,000 via cable Germany). Upon completion, the software reboots.
Now, the setup wizard will start to enter the company details. I give everything a perfectly normal. Even my HBCI bank account can I enter. My REINER SCT card reader is detected.
I enter my account information. Finally, I should enter into the software of my PIN HBCI card (in the software mind you, not in the card reader). No thanks, I use HBCI because I appreciate the security of the system. This I do not want to pry about the software. Consequently, I give my account not a.
Customer data:
Since I have now already more than 1,000 customer records, I just look for an import function (My said SQL database): Unfortunately, none - hmmm over 1000 records manually populating, again no thanks.
Suppliers:
Same as the customer data.
Function Office
The function schedule made me curious. So draufgeklickt. Unfortunately, man must also book a monthly function for 5,00 Euro. So nothing for me.
The Breiferstellung is now very intuitive. I like that.
When trying out I now find even the customers Import Wizard.
My SQL database can (as I see it) to be imported only through the detour Excel. I did not try that prefer.
So import the Outlook contacts for test purposes. Schade, again no success, but the error message: Failed to start the server.
I come to the conclusion that I do not continue to use the softare. The combination of complexity and subscription model and the fact that it comes to my customer data here, causing me to stay with my veteran CRM software without automated banking connection.
3 stars for the great range of functions.
