Introduction
Dashboard
Addresses
Properties
Email
Calender
Tasks
Statistic-Kit
Statistic-Tab
Request manager
Showcase TV
Property tracking
Acquisition Cockpit
Marketing box
Success cockpit
Process manager
Groups
onOffice sync
Presentation PDFs
Billing
Smart site 2.0
Project management
Time recording
Property value analyses
Multi-Language-Module
Automatic brochure distribution
Multi-Object modul
Intranet
Audit-proof mail archiving
Marketplace
Favorite links
Boilerplates
Property import
onOffice-MLS
Portals
Address from clipboard
Mass update
Formulas and calculating
Quick Access
Templates
Settings
Customer communication
External Tools
Step by step
You are here: Home / Introduction / Structure of the surface / Menu bar content / Help
Introduction
Help
The help menu gives you important support in the use of the onOffice enterprise edition software. For example, you will find here the onOffice News, the links to the online help, the training videos and the onOffice Viewer.
You will find more detailed explanations of the individual functions in the individual navigation sub-items.
This list entry opens a popup in which you can enable onOffice employees to access your version for a defined period of time. If the user is not unlocked, he cannot log in as a supporter.
The activation can be easily requested from our support staff by sending an activation link in an email.
Only users with the appropriate user rights can unlock the software.
A manual and detailed explanation of the individual tabs can be found at the bottom of the page.
By clicking on this entry, a support password is created for your user. This consists of one letter and four numbers. The created password is valid for a total of 30 minutes and can be requested by the onOffice support employee when calling.
Tips & tricks
In this category we present the most important software changes. If possible there is already a link to the online help to give you more information about the application.
Beta phase
Here you can inform yourself in advance about upcoming changes. The tasks are planned, processed, checked and then checked again before being uploaded to the software. From this point on, the corresponding entry is moved to the “Software Changes” tab.
Known errors
Known errors are listed here.
Here you can quickly and easily add new users, top up your credit, etc.
With this point you can create your own credit account. A pop-up window opens in which you can enter your personal data. In addition, there is a selection option for your preferred payment method.
At this point you have the possibility to assign or remove another user from an existing credit account.
These menu items are directly linked to the onOffice Online Help, to the training courses or to the onOffice training videos .
With the help of different macros you can make your daily work easier and faster. The stored list shows you all macros and their application functions. Use the macros in your email templates, letters, brochures, etc. and let the software work for you.
Under menu you will find an overview of all macros. A short example of how to use macros in daily correspondence can be seen here.
The onOffice Viewer is a so-called remote maintenance tool. It is used for online trainings, problem solving and questions. One click is enough and the free download is automatically executed on your computer. This will save you valuable time to install the program on your computer and our support representative can monitor your monitor for the duration of the call. In this way we can better absorb mistakes.
The onOffice Viewer is available for both Windows and Mac operating systems. Simply select the onOffice Viewer for the operating system that is installed on your computer.
Here you can view all tickets/tasks that have been created for you or your colleagues in onOffice. In this overview you can see the progress of the individual tickets.
Please note that only one time slot can be booked per customer.
Do you have a question that is not so long in coming, which is best answered by telephone, or would you like to make an appointment for a longer consultation?
No problem, you can arrange a callback by clicking on the menu item ‘Callback Service’.
A popup opens in which you can describe the problem and select a callback time from free appointment slots.
Activation Support
In this popup you can decide which supporter of onOffice should get access to your version. You can also define how long access should be allowed.
With this tab you can define which onOffice employee or group gets access to your version as a supporter. Mailbox access and data export are Additional access rights for the supporter.
The Mailbox Access option can be enabled by administrators only. By activating the right, the support employee gets the right to assign the support user to a mailbox and to access it. This mailbox assignment is only automatically resolved after the activation period has expired. If the assignment is not resolved manually during the activation period, any other activated support staff member will also have access to this mailbox. He simply cannot assign new mailboxes without the right.
When assigning the “Data export” right, the support user gets rights to export data. Data export is possible only for the assigned period.
Please note that the activation time starts when you click on “Activate now”.
On this tab you can see for the last 6 months which user has enabled an onOffice employee / onOffice group for support access in your version.
The tab “Overview Logins” shows the exact time when the onOffice employee logged in and the reason for this.
Activation of the support access in 3 steps
- Who should get
access Select on the first tab Activation an onOffice employee / onOffice group in the first selector.
- What can the supporter see and for how long?
In the second step, you define whether the onOffice employee should have rights to the data export or e-mails of your version. In addition, the duration of the activation is specified. Possible values are 1 hour, 2 hours, 4 hours, Today, 1 week, 2 weeks, 1 month and Permanent.
The time counts from the release, not from the login of the onOffice employee.
- Enable access
By clicking the “Enable now” button, the selected user / group will be enabled for support in your version.
For the duration of 4 hours the onOffice employee can then access your onOffice enterprise version as a supporter. When the time is up, the user is automatically logged out.
