Questions and answers (FAQ)

Owned by Peter Schöll
Last updated: Nov. 05, 2024
5 min read

 

 

How does the mass editing of user-defined fields work?

In the overviews of contacts, projects and tasks, the 30 user-defined fields can also be changed using mass editing.

What is the Scopevisio API?

By providing the API, Scopevisio makes it possible to integrate the application into other programs.

API = Application Programming Interface, interface for application programming.

REST = Representational State Transfer .

Scopevisio offers you integrated processes beyond your cloud-based business software:

The REST API is a programming interface that enables the exchange of data and information on different systems - especially for web services. This is particularly necessary for mobile devices so that all systems and devices speak the "same language".

The API defines the form of the information and data that Scopevisio receives and sends back. This opens up interaction possibilities for developers, which include both data queries and the generation of data records. These are then available for the following process steps in Scopevisio.

The previous SOAP API will be supported by Scopevisio until 2021 and then no longer. Please note that new projects should be based exclusively on the new modern REST API.

The REST API provides a comprehensive reference of calls for programming the execution of the corresponding web services, and many core Scopevisio functions can be addressed externally.

The Scopevisio REST API is documented for programmers at swagger.
Further information on Scopevisio and the API can be found on the page of our OpenScope platform.

 

How does the image search for people work?

Contacts → People, double-click on the profile picture

The image search for people has been expanded to include the title and employer, which means a better hit rate can be achieved.

How do I share collections for documents?

The collection release column has been added to the tabular overview of documents. It shows the number of collection releases for the respective document. The collections are explicitly listed in the tooltip.

Why does the application not start?

If the application repeatedly fails to start via the desktop icon, please follow these instructions.

Windows

  1. Delete your Scopevisio desktop icon.

  2. Open the path C:\Users\Username\AppData\Local via My Computer.

Note: This folder is hidden by default for security reasons. However, you can access the directory by entering %localappdata% in the address line of a folder.

  1. Delete the directory "C:\Users\Username\AppData\Local\ScopevisioLauncher".

  2. Delete the directory "C:\Users\Username\AppData\Local\Scopevisio".

  3. Open the directory C:\Users\Username and rename the file .erpclient.properties.

  4. Log in to the download area via the customer lounge at www.scopevisio.com and restart your instances. This will create a new, working desktop link.

  5. If the problem is not resolved, please contact support on 0800 500 00 10.

Mac OS X

  1. Delete your Scopevisio desktop icon (if present).

  2. Start the "Terminal" program on your Mac. To start the program, enter the word Terminal in the Spotlight and then click on the Terminal search result under Programs.

  3. Execute the following command in the Terminal program:
    rm -rf ~/Library/Application\ Support/Scopevisio
    rm -rf ~/Downloads/Scopevisio*app
    rm -rf ~/Applications/Scopevisio*

  4. Open the directory User → User name and rename the file .erpclient.properties (if necessary, show the hidden files using "Shift+CMD+(dot)").

  5. Log in to the customer lounge on the website www.scopevisio.com via Login and download the Scopevisio application by clicking on Download.

  6. If the problem is not resolved, please contact support on 0800 500 00 10.

Mac OS X 10.8.5 (Mountain Lion), 10.9.5 (Mavericks) and 10.10 (Yosemite)

When you open the Scopevisio application, the following error message may appear:

If this is the case, please click on[OK] and open the Finder. As a rule, you will find the downloaded Scopevisio application in the "Downloads" folder.

There, right-click on the Scopevisio application file and select the 'Open' command from the context menu. The following message then appears:

Another case is when opening the Scopevisio application on your Mac is not supported because of the message 'Scan for malware'. Apple is becoming more restrictive here (as is Microsoft with Windows Defender) and generally no longer allows the installation of third-party software without warning.

Proceed as follows:

  • Navigate to the start icon for the Scopevisio application and select it,

  • right-click on the element while holding down the Control key,

  • then select 'Open' and the following dialog should appear:

The message can be confirmed once at this point and the application is then available without restrictions.

 

Problems logging in to the customer lounge?

1. error with the "Forgot password" function

You cannot log in and click on Forgot password. A confirmation link will be sent to your e-mail address. Attention! The confirmation link is only valid for a short time. It is therefore best to confirm the forgotten password request immediately.

Confirm the link, change your password and you will receive an error message when saving (see screenshot).

Clear your browser cache and try again. Click here for instructions on how to clear your browser cache.

2. error after successful login

You were able to log in successfully, but individual functions, such as inviting your tax advisor, cannot be executed successfully.

Clear your browser cache and try again. Click here for instructions on how to clear your browser cache.

3. error when webloggin the mobile apps

You want to log in to the mobile apps via the webloggin in the browser, but receive an error message.

Clear your browser cache and try again.

How to clear the browser cache:

Information that is no longer valid may be stored in the browser cache.

This can lead to problems that require the browser cache to be deleted.

You can usually find instructions on how to clear the cache on the help pages for the web browser you are using.

The instructions refer to the Mozilla Firefox browser.

  • In your browser, click on the menu button and select Settings.

  • Select the Privacy & Security section.

  • In the Cookies and website data section, click on the Remove data button.... The "Delete data" dialog opens.

  • Check the box next to Cached web content and click the Clear button.

  • You can now close the settings. The changes you have made will be saved automatically.

Internet Explorer, Opera and other browsers are not supported.

Password error in the customer lounge

You will receive the following error message when changing your password

  1. Possibility: Your newly selected password does not meet the requirements.
    Please note the password strength when assigning a password.

  2. Possibility: You do not have the "Contacts" rights profile.
    Please contact your administrator.