CRM在线云办公系统功能列表说明 -enadmin2023-02-03T16:08:21+08:00

功能模块	功能归属	功能名称	functional module	Functional attribution	Function name					Function description
主页	ALL	我的主页	homepage	ALL	My Home Page	Internal notice/announcement				Display internal notifications/announcements.
						Service provider notification announcement (admin)				Scroll to display the service provider notification announcement.
						Target plan		My goal		Show my goal plan.
								Department objectives		Display department target plan.
						Follow up with customers				Displays a list of customers to follow up.
						Note				The menu item on the right supports adding, modifying and deleting, and the color is adjustable;
						After-sales support				Click the right menu item to contact customer service QQ directly.
						Work order				Click the menu item on the right to submit the online work order directly.
						Use Help				Right menu item, view Help Center.
						Spit out a slot				Right menu item, feedback or suggestions.
						Applet				The menu item on the right, the QR code of the applet, and the WeChat scanning code directly bind the account.
		个人中心			Personal Center	essential information		head portrait		View or change the avatar and upload pictures within 500K.
								user name		View the user name, which cannot be changed here.
								full name		View or change the name.
								phone number		View or change the mobile number.
								QQ		View or change QQ.
								password		Change the password.
						Other information		department		View department information.
								position		View position information.
消息管理	ALL	消息列表	Message management	ALL	Message list	Customer follow-up reminder	details	Customer avatar		Display the customer avatar and click to switch to the customer details page.
								Customer name		Displays the customer name.
								Revisit Days		Display the return visit time.
								Customer telephone		Displays the customer's phone number.
								Reminder content		Display the reminder content.
							Read/Unread			Click to switch the read/unread status.
							delete			Click to delete this message.
						Customer recycling reminder	details	Customer avatar		Display the customer avatar and click to switch to the message list page.
								Customer name		Displays the customer name.
								Revisit Days		Display the return visit time.
								Customer telephone		Displays the customer's phone number.
								Reminder content		Display the reminder content.
							Read/Unread			Click to switch the read/unread status.
							delete			Click to delete this message.
						Audit reminder	details	Customer avatar		Display the customer avatar and click to switch to the customer details page.
								Customer name		Displays the customer name.
								Revisit Days		Display the return visit time.
								Customer telephone		Displays the customer's phone number.
								Reminder content		Display the reminder content.
							Read/Unread			Click to switch the read/unread status.
							delete			Click to delete this message.
						New product launch reminder		time		Displays the launch time of the new product.
								Add people		Displays who added the new product.
								details		Click to display the details.
								Read/Unread		Click to switch the read/unread status.
								delete		Click to delete this message.
						User message reminder	details	title		Displays the message title.
								Sender		Show sender.
								Sending time		Displays the sending time.
								Message content		Displays the message content.
							Read/Unread			Click to switch the read/unread status.
							delete			Click to delete this message.
客户管理	CRM	客户列表	customer management	CRM	Customer list	Total number of customers				Displays the number of all valid customers in the system.
						Number of my customers				Displays the number of all valid customers for the current user.
						Add new customer		Customer name		Fill in the customer name.
								Corporate legal person		Fill in the company legal person.
								Company website		Fill in the company website.
								company size		Fill in the company size.
								source		Fill in the customer source.
								industry		Fill in the industry of the customer.
								Region (province/city/county)		Fill in the customer's region.
								address		Fill in the detailed address of the customer's company.
								contact number		Fill in the contact number of the customer company.
								QQ		Fill in the customer company QQ.
								WeChat		Fill in the customer's WeChat.
								mailbox		Fill in the customer's company mailbox.
								Intention degree	strong	Select the degree of customer intention.
									commonly
									Cooperated
									nothing
								Next return visit time		Add the next return visit date, which will be displayed in the follow-up customer column on the home page.
								head portrait		Upload the customer's avatar and limit the images within 500K;
								Business phase	Qualification review	Select the business stage of the customer. The name of the business stage can be customized. In addition to the transaction stage, other stages can decide whether to enable.
									requirement analysis
									Value suggestions
									Identify decision makers
									Proposal or quotation
									Negotiation or review
									Win Close
									Close the lost order
									Close due to lost order due to competition
									Leads of lost orders
									deal
								remarks		Note other information.
						Import		Customer information import template		The import template can be downloaded. The import is limited to. xls and. xlsx formats and files within 50MB.
						export				Export all customer information in table form.
						Filter Find		state	Valid	Filter by customer.
						(Empty)			invalid
								mailbox		Filter by customer mailbox.
								classification	Non-public	Filter by public customer or not.
									public
								Search transaction	deal	Filter by transaction or not.
									Not closed
								Intention state	Intense	Filter by intention status.
									General intention
									Cooperated
									Intention None
								Customer name/telephone/QQ		Filter by customer name/phone/QQ.
								Start Date - End Date		Filter by customer creation date.
								Start return visit date - end return visit date		Filter by customer return visit date.
								sort	Ascending order	Sort in ascending order.
									Descending order	Sort in descending order.
									Customer name	Sort by customer name.
									Next return visit date	Sort by the next return visit date.
									Last return visit date	Sort by the last return visit date.
								Customer's department		Filter by customer's department.
								Customer's user		Filter by the customer's user, and select the department before selecting the user.
						Customer details	Customer name			Displays the customer name.
							Customer avatar			Display the customer's avatar.
							Customer intention			Display the degree of customer intention.
							Client landline			Displays the customer company's landline.
							Customer mobile phone		send message	Display the customer's mobile phone and click to send a message.
							Customer QQ		Online communication	Display customer QQ, click to communicate online.
							mailbox		send emails	Display the customer's mailbox. Click to send the email.
							region			Displays the customer's region.
							Contact address		Map	Display the customer contact address and click the map to navigate.
							First record			Displays the first added record.
							Next return visit			Display the next return visit record.
							remarks			Displays note information.
							ascription			Displays which user the customer belongs to.
							edit			Click to edit customer information.
							state			Click to modify the transaction status.
							delete			Click Delete as invalid customer.
							contacts	New contact	full name	Fill in the contact name.
									Gender	Select the contact gender.
									department	Fill in the department of the contact person.
									post	Fill in the position information of the contact person.
									Home address	Fill in the contact's home address.
									contact number	Fill in the contact number.
									QQ	Fill in the contact QQ.
									WeChat	Fill in contact WeChat.
									mailbox	Fill in the contact email.
									date of birth	Fill in the contact's birth date.
									hobby	Fill in the contact's hobbies.
									Photo	Upload contact photos within 500K.
									remarks	Fill in comments.
								details		Displays contact details.
								delete		Delete contact.
							Certificate management	Add a new certificate	name	Fill in the name of the certificate.
									picture	Upload ID image.
									remarks	Fill in comments.
								delete		Delete the certificate.
							Recent return visit	New return visit	Overview of return visit	Add return visit information.
									Next return visit	Set the next return visit date.
								edit		Edit the return visit information.
							place order			Submit a new order.
							View closed orders	Order No		View all orders that have been closed by the customer.
								amount of money
								Order status
								contract
								details
							After-sales information	Add after-sales service	Add after-sales overview	Record the after-sales situation for later follow-up.
							Collection record	Add Collection Record	Collection overview	Record the collection for the convenience of verification and statistics.
									Collection (received/uncollected)
									amount of money
							Conversation record	Add conversation record	Conversation title	Record the details of the conversation. You can use text records or directly upload txt text files.
									Text format (text/txt file)
									Conversation content
								Download conversation record		Click to download the conversation record text document.
						edit				Edit customer details.
						transfer		Transfer customers		The administrator can transfer at will, the department manager can only transfer between departments or sub-departments, and the sales specialist can only transfer within the department.
						Transaction status		Closed/not closed		When the transaction status is modified, the current business phase will automatically switch to the transaction status.
						delete		Delete/Restore		This deletion marks the customer as invalid. It will not be deleted from the system and can be recovered.
						Completely delete (admin)				This customer is completely deleted from the system and cannot be recovered after deletion.
		我的客户			My customers					The function is the same as that of the customer list, which displays the customers added or obtained from the public library.
		客户归属查询			Customer attribution query		corporate name			Query whether the current customer exists in the database and who owns it by company name. If the ownership is not displayed, it is a public customer.
							Telephone			Query by phone whether the current customer exists in the database and who owns it. If the ownership is not displayed, it is a public customer.
							QQ			Query by QQ whether the current customer exists in the database and who owns it. If the ownership is not displayed, it is a public customer.
							WeChat			Query by WeChat whether the current customer exists in the library and who owns it. If the ownership is not displayed, it is a public customer.
							mailbox			Query by mailbox whether the current customer exists in the database and who owns it. If the ownership is not displayed, it is a public customer.
		扫描名片（MBL）			Scan business card (MBL)		corporate name			Mobile phone photo scanning customer business card information is added to the warehouse.
							Telephone
							Company mailbox
							company website
							Company address
							contacts
							position
							phone number
公告管理	ALL	公告列表	Announcement management	ALL	Announcement list		Announcement Title			Displays the announcement title.
							Announcement time			Displays the time of the announcement.
							Publisher			Displays the user who published the announcement.
							edit	title		Edit and modify the announcement title.
								label		Edit and modify the announcement label.
								content		Edit and modify the announcement content.
							delete			Delete this announcement.
							details			View the announcement details.
							Up			The announcements are sorted up.
							down			Announcements are sorted down.
		发布公告			Announcement	title				Fill in a new announcement title.
						label				Fill in the new bulletin label, with multiple labels separated by commas.
						content	file	New Document		Edit a new document.
								Restore the last draft		Restores the last draft.
								Print		Print the announcement content.
								document property		Write document properties.
							edit	revoke		Undo the current operation.
								repeat		Repeat the undo operation.
								shear		Cut the selection.
								copy		Copy the selection.
								paste		Paste copied or cut content.
								Paste as Text		Paste in text format.
								Select All		Select all.
								Find and replace		Find or replace content.
							insert	Insert/Edit Picture		Insert or edit a picture.
								Insert/Edit Link		Insert or edit a link.
								Special symbols		Insert a special symbol.
								Horizontal split line		Insert a horizontal split line.
								Anchor point		Insert an anchor.
								Page break		Insert a page break.
								Date/Time		Insert the date and time.
								nonbreaking space		Insert uninterrupted spaces.
								Template		Insert a template.
							view	Show invisible characters		Displays invisible characters.
								Show block border		Displays the block border.
								Gridlines		Displays grid lines.
								Full screen		Full-screen editing.
							format	bold		Set the font to bold.
								italic		Set the font to italic.
								Glide line		Sets the font to underline.
								Strikethrough		Set font plus strikeout.
								Superscript		Set font superscript.
								subscript		Set the font subscript.
								Clear Format		Clear all formats.
							form	Insert Table		Insert a table.
								Table Properties		Set table properties.
								Delete Table		Delete the table.
							Cells	cell properties		Set cell properties.
								merge cell		Merge cells.
								split cell		Split cells.
							that 's ok	Insert Above		Insert a row above.
								Insert below		Insert a row below.
								Delete Row		Delete the current row.
								Row Properties		Set row properties.
								Cut Row		Cut the current row.
								Copy Row		Copy the current row.
								Paste Above		Paste above.
								Paste below		Paste below.
							column	Insert on the left		Insert a column on the left.
								Insert on the right		Insert a column on the right.
								Delete Column		Delete the current column.
							tool	Spelling		Spelling.
								source code		Displays the source code.
							title	Title 1		Set the title style.
								Title 2
								Title 3
								Title 4
								Title 5
								Title 6
							text	bold		Set the font to bold.
								italic		Set the font to italic.
								Glide line		Sets the font to underline.
								Strikethrough		Set font plus strikeout.
								Superscript		Set font superscript.
								subscript		Set the font subscript.
								code		Edit in code form.
							block	paragraph		Paragraph.
								quote		quote.
								Div block		Div block.
								Preformatted text		Preformatted text.
							Alignment	Align Left		Align the content to the left.
								Center		The content is centered.
								Align Right		Align the content to the right.
								Justify		Align the content at both ends.
							Bullets	default		Insert the default symbol.
								Hollow circle		Insert a hollow circle symbol.
								disc		Inserts a filled circle symbol.
								block		Insert a square symbol.
							Numbering list	default		Insert the default numeric number.
								Small English letters		Insert a lowercase letter number.
								Small Greek		Insert a lowercase Greek letter number.
								Small Roman		Insert a lowercase Roman letter number.
								Capital letters		Insert the number of uppercase letters.
								Capital Roman		Insert an uppercase Roman letter number.
							decrease indent			Decrease indent.
							Increase Indent			Increase Indent.
文档管理	OA	文档分类管理	Document management	OA	Document classification management	New document classification		Document classification name		Fill in the document classification name.
								Category parent		Select a parent classification.
						Modify document classification		Document classification name		Fill in the document classification name.
								Category parent		Select a parent classification.
						Delete Document Classification				Delete document classification.
		文档列表			Document list	Search Documents				Search for documents by document title.
						New document		title		Add a document title.
								Document classification		Select a document classification.
								enclosure		Add document attachments.
								remarks		Add comments.
						details		title		Displays the document title.
								Document classification		Displays the document classification.
								enclosure	download	Download the document attachment.
									preview	Preview document attachments.
								remarks		Show note details.
						edit		title		Edit and modify the title.
								Document classification		Edit and modify the document classification.
								enclosure		Add multiple document attachments.
								Attachment uploaded	download	Download the uploaded attachment.
									delete	Delete the attachment transferred above.
									preview	Preview the uploaded attachment.
								remarks		Edit and modify comments.
						delete				Delete the document.
销售管理	CRM	销售任务	Sales management	CRM	Sales task	Task Search				Query tasks by start date - end date.
						New task		Designated department		Select a department.
								time		Set the time period.
								target		Set goals.
								Related products		Select the associated product.
								Personal goals		Set personal goals.
						details		department		Display department.
								Related products		Display associated products.
								target		Display the set goal.
								Completion degree		Displays the degree of completion.
								Completed		Displays the number of completed.
								Number of compliance		Display the number of people who meet the standard.
								Days Remaining		Displays the number of days remaining.
								edit		Edit and modify the task details.
								delete		Delete this task.
								Employee ranking		Display the employee ranking list.
								Sales during the task period		Display the sales during the tenure.
						edit		Designated department		Edit and modify the department.
								time		Edit the modification time.
								target		Edit and modify the target.
								Related products		Edit and modify the associated product.
								Personal goals		Edit and modify personal goals.
						delete				Delete the task.
		订单列表			Order List	New order		order number		Automatically generated by the system.
								customer		Select a customer and enter the customer's name, phone number, QQ, email or company name for fuzzy query.
								Transaction time		Select the closing time.
								product	Product name	Selected products.
									quantity	Fill in the quantity.
									Unit Price	Fill in the unit price.
									total	Total amount of individual products.
									operation	Delete the product.
									Total amount	Displays the total amount of all added products.
								Order remarks		Fill in the remarks.
								Select the approval process		Select the approval process.
						export				Export the list of all orders.
						Search orders		Search Audit Status	undetermined	Search for orders in pending status.
									adopt	Search for orders with passed status.
									reject	Search for orders in rejected status.
									Under review	Search for orders under review.
								Customer: name/telephone/QQ		Search for orders by customer name, phone number or QQ.
								Start Date - End Date		Search for orders by start date to end date.
						details		Customer name		Displays the customer name.
								head portrait		Display the customer's avatar.
								contact number		Displays the customer contact number.
								QQ		Display customer QQ, click to communicate online.
								Audit status		Displays the audit status.
								Order number		Displays the order number.
								Transaction time		Display the closing time.
								remarks		Show note details.
								Total amount		Displays the total order amount.
								Add people		Displays who added the order.
								List details	product	Displays the inventory product name.
									quantity	Displays the inventory product quantity.
									Unit Price	Displays the unit price of the list product.
									total	Displays the total amount of a single product in the inventory.
									Total amount	Displays the total amount of all products in the list.
								Audit details	head portrait	Displays the reviewer's avatar.
									user name	Displays the approver user name.
									department	Displays the approver's department.
									full name	Displays the name of the approver.
									findings of audit	Display the audit results.
								Business contract	Contract No	Display the contract number. Click to view the contract information.
									Contract name	Display the contract name. Click to view the contract information.
									Signing time	Displays the signing time.
						edit		order number		Edit and modify the order number.
								customer		The customer is locked and cannot be changed.
								Transaction time		Edit and modify the closing time.
								product	Product name	Edit and modify the product.
									quantity	Edit and modify the product quantity.
									Unit Price	Edit and modify the product unit price.
									total	Generate the total amount of a single product.
									operation	Delete the product.
									Total amount	Generate the total amount of all added products.
								Order remarks		Edit and modify comments.
								Select the approval process		The approval process is locked and cannot be changed.
						delete				Delete the order.
						transfer		Select department	Select user	Orders are transferred between users.
						locking				The order is locked and cannot be edited.
		订单审核			Order review	Find Order		salesman		Find orders by salesperson.
								Search Audit Status	undetermined	Search for orders in pending status.
									adopt	Search for orders with passed status.
									reject	Search for orders in rejected status.
									Under review	Search for orders under review.
								Customer: name/telephone/QQ		Search for orders by customer name, phone number or QQ.
								Start Date - End Date		Search for orders by start date to end date.
						details		Customer name		Displays the customer name.
								head portrait		Display the customer's avatar.
								contact number		Displays the customer contact number.
								QQ		Display customer QQ, click to communicate online.
								Audit status		Displays the audit status.
								Order number		Displays the order number.
								Transaction time		Display the closing time.
								remarks		Show note details.
								Total amount		Displays the total order amount.
								Add people		Displays who added the order.
								List details	product	Displays the inventory product name.
									quantity	Displays the inventory product quantity.
									Unit Price	Displays the unit price of the list product.
									total	Displays the total amount of a single product in the inventory.
									Total amount	Displays the total amount of all products in the list.
								to examine	Review comments	Fill in the review comments.
									Approved	The selected order is approved.
									Failed to pass the review	Select to reject the approval.
								Audit details	head portrait	Displays the reviewer's avatar.
									user name	Displays the approver user name.
									department	Displays the approver's department.
									full name	Displays the name of the approver.
									findings of audit	Display the audit results.
						to examine		adopt		The selected order is approved.
								Fail		Select to reject the approval.
		审核流程管理			Audit process management	New process		Process name		Add a process name.
								Add node	Select Approver	Select the process approver.
						set up		Process name		Modify the existing process name.
								Approver		Modify the existing process approver.
						delete				Delete this process.
分析统计	CRM	部门排名	Analysis and statistics	CRM	Department ranking		Participating in ranking department setting			Select the department to participate in the ranking. All departments are displayed by default.
							Filter time period			Filter the department ranking in the time period to be displayed.
		员工排名			Employee ranking		Filter time period			Filter the employee ranking in the time period to be displayed.
		产品分类排名			Product classification ranking		Filter time period			Filter the product classification ranking within the time period to be displayed.
		部门业绩分析			Department performance analysis		Filter time period			Filter the circular chart of the performance of all departments in the time period to be displayed
		员工业绩分析			Employee performance analysis		Filter time period			Filter the performance analysis bar chart and ring chart of all employees in the time period to be displayed.
		产品分类业绩分析			Product classification performance analysis		Filter time period			Filter the performance analysis ring chart of all products in the time period to be displayed.
		部门业绩走势			Departmental performance trend		Select department			Select the department to display.
							Filter time period			Filter the line chart of department performance trend in the time period to be displayed.
		员工业绩走势			Employee performance trend		Filter time period			Filter the bar chart of all employees' performance in the time period to be displayed, and click the corresponding employee to view the linear chart of the employee's performance trend in the time period.
		产品分类业绩走势			Performance trend of product classification		Select product classification			Select the product classification you want to view.
							Filter time period			Filter the performance trend line chart of this category in the time period to be displayed.
		业绩目标分析			Performance target analysis		particular year			Select the performance target year to view.
							type	order		Filter and view the bar chart of the target performance and actual performance of the order.
								Number of contracts		Filter and view the histogram of the target performance and actual performance of the number of contracts.
								Contract amount		Filter and view the histogram of target performance and actual performance of contract amount.
								Contract payment amount		Filter and view the histogram of the target performance and actual performance of the contract payment amount.
								Product sales		Filter and view the histogram of target performance and actual performance of product sales.
								Product sales		Filter and view the histogram of target performance and actual performance of product sales.
								Sales volume by product category		Filter and view the histogram of target performance and actual performance of product category sales.
								Sales by product category		Filter and view the bar chart of target performance and actual performance of product category sales.
							department			Select a department.
							user			Select a user. Select a department before selecting a user.
客户合同管理	CRM	客户合同文件管理	Customer contract management	CRM	Customer contract document management	New contract		Contract No		Fill in the contract number.
								customer		Select a customer.
								Contract name		Fill in the contract name.
								first party		Fill in Party A.
								Party B		Fill in Party B.
								Contract Commencement Date		Select the contract effective date.
								Contract termination date		Select the contract termination date.
								enclosure		Add attachments.
								remarks		Fill in comments.
						Search contract		Contract No		Query contracts by contract number.
								Contract name		Query contracts by contract name.
						details		Contract No		Displays the contract number.
								Contract name		Displays the contract name.
								customer		Display the customer name. Click the name to open the customer details page.
								first party		Show Party A.
								Party B		Show Party B.
								effective date		Displays the effective date.
								End date		Displays the end date.
								enclosure	download	Download attachments.
									preview	Preview attachments online.
								remarks		Displays note information.
						edit		Contract No		Edit and modify the contract number.
								customer		Modify the customer.
								Contract name		Modify the contract name.
								first party		Modify Party A.
								Party B		Modify Party B.
								Contract Commencement Date		The effective date of the modification.
								Contract termination date		Modify the end date.
								enclosure	upload	Upload new attachments. Multiple attachments can be uploaded.
									download	Download the uploaded attachment.
									delete	Delete the uploaded attachment.
									preview	Preview uploaded attachments
								remarks		Modify the note information.
						delete				Delete this contract.
						locking				This contract is locked and cannot be modified or deleted after locking.
工作任务	CRM	客户回访	Work tasks	CRM	Client Review		Today's return visit			Display the customers who need a return visit today.
							Tomorrow's return visit			Display the customers who need a return visit tomorrow.
							Return visit the day after tomorrow			Display the customers who need a follow-up visit the day after tomorrow.
							One-week return visit			Display the customers who need a return visit within a week.
自定义列表（默认数据需获取）	ALL	线索	Custom list (default data needs to be obtained)	ALL	clue	add to	company			Add company leads.
							Gender	male		Select gender.
								female
							full name			Fill in your name.
							position			Fill in the position.
							mailbox			Fill in the mailbox.
							Telephone			Fill in the phone number.
							Fax			Fill in the fax.
							mobile phone			Fill in the mobile number.
							website			Fill in the company website.
							source	advertisement		Select the clue source.
								Sales call
								Employee introduction
								External introduction
								Online shopping mall
								cooperative partner
								Public media
								Sales Email
								workshop
								Fair
								web
								chat
							state	Try to contact		Select the thread status.
								Future contact
								Contacted
								False clues
								Lost clues
								Required conditions
								unqualified
							industry	Application service provider		Select an industry.
								data
								telecom
								OEM
								Enterprise resource management
								government
								army
								large enterprises
								Management software provider
								MSP
								network equipment
								Unmanaged ISV
								Optical network
								Service Provider
								small and medium-sized enterprises
								storage device
								Storage service provider
								system integration
								Wireless enterprise
								ERP
								Non-management software provider
							Number of employees			Fill in the number of employees
							annual income			Fill in the annual income.
							Grade	Obtained		Select a level.
								Active
								Market failure
								Project cancellation
								close
							Don't send marketing email	yes		Select whether to send marketing mail.
								no
							QQ			Fill in QQ
							WeChat			Fill in WeChat
							address			Fill in the detailed address.
							street			Fill in the street.
							city			Fill in the city.
							Province/municipality			Fill in the province/municipality.
							Zip code			Fill in the zip code.
							Country			Fill in the country/region.
							describe			Fill in the clue description.
						query	company			Query by company name.
							full name			Query by name.
							mobile phone			First year mobile phone number query.
							state			Query by status
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		销售机会			Opportunity	add to	name			Add an opportunity name.
							customer			Add a customer.
							describe			Fill in the opportunity description.
							amount of money			Fill in the opportunity amount.
							Transaction date			Fill in the transaction date.
							stage			Filling stage.
							possibility			Fill in the possibility.
							Expected income			Fill in the expected income.
							department			Fill in the department.
							Opportunity type			Fill in the opportunity type.
							Sources of opportunity			Fill in the opportunity source.
							Campaign source			Fill in the campaign source.
							Price List Name			Fill in the price list name.
							person in charge			Fill in the person in charge.
						query	name			Query by name.
							customer			Query by customer.
							amount of money			Query by amount range.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		任务			task	add to	theme			Add a task topic.
							Expiration date			Add a task due date.
							Contact/clue			Add task contact/clue.
							Task type	customer		Select the task type.
								business opportunity
								product
								offer
								Sales order
								Purchase order
								Invoice
								Marketing activities
								supplier
								Service support
							state	Not started		Select the task status.
								delay
								have in hand
								complete
								Waiting for input
							priority	high		Select the task priority.
								highest
								low
								minimum
								routine
							Send email notification	yes		Select whether to send email notifications.
								no
							Reminder time			Add reminder time.
							Repeat activity			Add a repeating activity.
							describe			Add a description.
						query	theme			Query by task subject.
							Task type			Query by task type.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		通话			conversation	add to	Customer/Contact/Lead			Add a calling customer/contact/lead.
							theme			Add a call theme.
							objective			Add a call purpose.
							type	customer		Add a call type.
								business opportunity
								product
							describe			Add a call description.
							result			Add call results.
						query	Customer/Contact/Lead			Query by customer/contact/clue.
							theme			Query by subject.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		市场活动			Marketing activities	add to	name			Add a campaign name.
							place			Add event location.
							start time			Set the start time of the activity.
							End time			Set the end time of the activity.
							Reminder time			Set the event reminder time.
							Budget cost			Set the budget cost of the activity.
							type			Set the activity type.
							Expected revenue			Set expected revenue.
							Number of people invited			Set the number of invitations.
							remarks			Fill in comments.
							Expected response			Fill in the expected response.
							Activity Owner			Fill in the activity owner.
							participant	user		Select activity participants.
								customer
								contacts
							Objects involved	clue		Select the objects involved in the activity.
								customer
								contacts
								other
							Departments involved			Fill in the department involved in the activity.
							Activity status			Fill in the activity status.
							actual cost			Fill in the actual cost.
							real income			Fill in the actual income.
							Actual number of people			Fill in the actual number of people.
						query	name			Query by name.
							place			Query by point.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		竞争对手			competitor	add to	name			Add competitor name.
							type	opponent		Select the competitor type.
								product
								order
							region			Fill in the competitive region.
							address			Fill in the detailed address.
							Telephone			Fill in the phone number.
							remarks			Fill in comments.
							Department			Fill in the department.
							Postal Code			Fill in the postal code.
							Fax			Fill in the fax.
							Company website			Fill in the website of the rival company.
							micro-blog			Fill in your opponent's microblog.
							Number of people			Fill in the number of opponents.
							Last year's sales			Fill in the sales volume of the counterparty in the previous year.
							advantage			Fill in the competitive advantage.
							inferiority			Fill in the opponent's disadvantage.
							Product unit cost			Fill in the unit cost of the product.
							Standard price			Fill in the standard price.
						query	name			Query by name.
							type			Query by type.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		报价			offer	add to	Quotation name			Add a quote name.
							customer			Add a customer.
							contacts			Add contacts.
							opportunity			Fill in the opportunity.
							state			Fill in the status.
							date			Fill in the date.
							Total amount			Fill in the total amount.
							remarks			Fill in comments.
							price list			Fill in the price list.
							Original currency			Fill in the original currency.
							exchange rate			Fill in the exchange rate.
							classification			Fill in the classification.
							Product name			Fill in the product name.
							Unit Price			Fill in the unit price.
							quantity			Fill in the quantity.
							discount			Fill in the discount.
							amount of money			Fill in the amount.
							Unit of measurement			Fill in the unit of measurement.
							explain			Fill in the instructions.
						query	Quotation name			Query by quotation name.
							Total amount			Query by total amount range.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		发货单			Invoice	add to	theme			Add a shipment order subject.
							Corresponding order			Fill in the corresponding order.
							Shipment order date			Fill in the delivery order date.
							excise tax			Fill in the consumption tax.
							Expiration date			Fill in the expiry date.
							state	establish		Select the shipment order status.
								Approval and transfer
								deliver
								cancel
							Sales commission			Fill in the sales commission.
							Customer name			Fill in the customer name.
							Contact Name			Fill in the contact name.
							Billing address			Fill in the billing address.
							Shipping Address			Fill in the shipping address.
							Terms and Conditions			Fill in terms and conditions.
							Product details			Fill in the product name.
							describe			Fill in the description.
						query	theme			Search by topic.
							state			Search by status.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		价格表			price list	add to	name			Fill in the price list name.
							Enable status			Fill in the activation status.
							Model	unified		Select a price list model.
								ladder
								nothing
							describe			Add a description.
							Department			Fill in the department.
							Copy from existing price list	yes		Select whether to copy from the existing price list.
								no
							Add product to price list	yes		Select whether to add products to the price list.
								no
							Add to product	yes		Select whether to add to the product.
								no
							enclosure			Add attachments.
						query	name			Query by name.
							Model			Query by model.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		客户回款			Customer collection	add to	customer			Fill in the payment collection customer.
							Contract No			Fill in the contract number.
							Order No			Fill in the order number.
							Total amount			Fill in the total amount.
							Signing date			Fill in the signing date.
							Remittance period			Fill in the remittance period.
							payment method	WeChat		Select the payment method.
								Alipay
								Online banking
							Amount received in advance			Fill in the amount received in advance.
							Actual advance receipt difference			Fill in the actual advance receipt difference.
							payee			Fill in the payee.
							Collection type	WeChat		Select collection type
								Alipay
								Online banking
							remarks			Fill in comments.
						query	customer			Query by customer.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		客户发票			Customer invoice	add to	customer			Fill in the customer.
							Contract No			Fill in the contract number.
							Order No			Fill in the order number.
							Total amount			Fill in the total amount.
							Signing date			Fill in the signing date.
							payment method	WeChat		Select the payment method.
								Alipay
								Online banking
							Pre-sale amount			Fill in the pre-sale amount.
							Actual pre-sale difference			Fill in the actual pre-sale difference.
							payee			Fill in the payee.
							remarks			Fill in comments.
						query	customer			Query by customer.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		财务管理			financial management	add to	customer			Fill in the customer.
							type	income		Fill in the financial type.
								record
							Order No			Fill in the order number.
							date			Fill in the date.
							category	Order prepayment		Select a financial category.
								Contract payment
								Maintenance fee
								Product renewal
								other
							Total amount			Fill in the total amount.
							Capital account			Fill in the capital account.
							Handled by			Fill in the handler.
							Attachment address			Fill in the attachment address.
							remarks			Fill in comments.
							Business representative			Fill in the business representative.
						query	customer			Query by customer.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		收支流水			Revenue and expenditure flow	add to	customer			Fill in the customer.
							number			Fill in the number.
							Order No			Fill in the order number.
							to examine	Reviewed		Select the audit status.
								Not reviewed
							relation			Fill in related matters.
							contacts			Fill in the contact person.
							type	income		Select revenue expense type.
								expenditure
							Revenue and expenditure category	Online banking		Select revenue and expense category.
								cash
							Total amount			Fill in the total amount.
							remarks			Fill in comments.
							date			Fill in the date.
							Business representative			Fill in the salesperson.
							Attachment address			Fill in the attachment address.
						query	customer			Query by customer.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		供货商			supplier	add to	Supplier name			Fill in the name of the supplier.
							Telephone			Fill in the phone number.
							mailbox			Fill in the mailbox.
							website			Fill in the web address.
							General ledger account			Fill in the general ledger account.
							classification			Select a classification.
							street			Fill in the street.
							city			Fill in the city.
							Provinces and cities			Fill in the province and city.
							Zip code			Fill in the zip code.
							Country/region			Fill in the country and region.
							describe			Fill in the description.
						query	Supplier name			Query by supplier name.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		退款			refund	add to	customer			Fill in the customer.
							Collection No			Fill in the collection number.
							Paid-in amount			Fill in the actually received amount.
							refund amount			Fill in the refund amount.
							person in charge			Fill in the person in charge.
							Order No			Fill in the order number.
							Approval process No			Fill in the approval process number.
							remarks			Fill in comments.
						query	Collection No			Query by collection number.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
		咨询备忘			Consultation notes	add to	Customer name			Fill in the customer name.
							contact number			Fill in the contact number.
							QQ number			Fill in customer QQ.
							E-mail			Fill in the email address.
							Detailed address			Fill in the detailed address.
							Consultation source			Select the source of consultation.
							Type of consultation			Select the type of consultation.
							Consultation content			Fill in the consultation content.
						query	Customer name			Query by customer name.
							Add department			Query by adding department.
							Add people			Query by adding person.
							Add time			Query by adding time.
						export				Click to export all clue list data.
						edit				Click Edit List Data.
						details				Click to view the data details.
						delete				Click Delete List Data.
邮件短信	ALL	发送列表	Email SMS	ALL	Send List	Send a new message	From			Select the sender.
							addressee			Fill in the recipients, with multiple recipients separated by commas or semicolons.
							Cc			Fill in the Cc, with multiple Ccs separated by commas or semicolons.
							bcc			Fill in the confidential sender, and separate multiple confidential senders with commas or semicolons.
							theme			Fill in the subject of the email.
							text			Fill in the text.
							Mark as urgent			Mark as urgent.
						Send a new SMS				Send a new text message.
						screen	mail			Filter mail sending records.
							short message			Filter SMS sending records.
						edit				Edit email/SMS content.
						delete				Delete this email/SMS.
		邮箱配置			Mailbox configuration	New mailbox configuration	Edm mailbox	account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
							QQ mailbox	Mailbox protocol		Select a mailbox agreement.
								Authorization method		Select the authorization method.
								account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
							PO Box 163	Mailbox protocol		Select a mailbox agreement.
								Authorization method		Select the authorization method.
								account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
							Sina Email	Mailbox protocol		Select a mailbox agreement.
								Authorization method		Select the authorization method.
								account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
							Office365	Mailbox protocol		Select a mailbox agreement.
								Authorization method		Select the authorization method.
								account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
							Yahoo Email	Mailbox protocol		Select a mailbox agreement.
								Authorization method		Select the authorization method.
								account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
							Other mailboxes	Mailbox protocol		Select a mailbox agreement.
								Authorization method		Select the authorization method.
								account information		Add account information.
								Mailbox sharing		Select whether to share the mailbox.
						Send a new message				Send a new message.
						state	Enable			Enable mailbox.
							Deactivate			Deactivate the mailbox.
						Mailbox sharing	private			Set the mailbox private for personal use only.
							open			Set the mailbox for public use by all users.
						Set as default				Set as the default outgoing mailbox.
						edit				Edit mailbox configuration information.
						delete				Delete this configuration mailbox.
		短信配置			SMS configuration	Add SMS configuration	name			Fill in the SMS configuration name.
							API ID			Fill in the API ID.
							API KEY			Fill in API KEY.
							SMS signature			Fill in the SMS signature, using the company name, brand name, etc.
							SMS sharing	private		Set SMS private for personal use only.
								open		Set the SMS public, and all users can use it.
						Send a new SMS				Send a new text message.
						edit				Edit SMS configuration information.
						delete				Delete this configuration message.
提醒管理	ALL	提醒列表	Reminder management	ALL	Reminder list	Add a reminder	Reminder	Select department		Select the user to be reminded.
								Select user
							Reminder time	Don't remind		Select the reminder time.
								on time
								10 minutes in advance
								30 minutes in advance
								60 minutes in advance
								2 hours in advance
								6 hours in advance
								One day in advance
							Reminder level	commonly		Select the reminder level.
								urgent
							Start and end time			Select the start and end time of the reminder.
							Reminder content			Fill in the reminder.
							remarks			Fill in comments.
						Search Reminder	Reminder name			Search by reminder name.
							Reminder content			Search by reminder content.
							Reminder status	need to be dealt with		Search by reminder status.
								Reminding
								Closed
							Reading status	Unread		Search by reading status.
								Read
							Reminder time	Don't remind		Search by reminder time.
								on time
								10 minutes in advance
								30 minutes in advance
								60 minutes in advance
								2 hours in advance
								6 hours in advance
								One day in advance
							Urgency	commonly		Search by urgency.
								urgent
							Start and end date			Search by start and end date.
						details	Remind users			Display users who need to be reminded.
							Reminder time			Displays the reminder time.
							Urgency			Display the degree of urgency.
							Start and end time			Displays the start and end time.
							state			Displays the alert status.
							Reminder content			Display the reminder content.
							remarks			Displays note information.
							Created by			Displays the reminder creator.
							Creation time			Displays the reminder creation time.
						Reminder status	Unread/Read			Click to switch the reminder status.
						edit				Edit and modify the reminder content, time, etc.
						delete				Delete this reminder.
业务管理	CRM	业绩目标	Business management	CRM	Performance objectives	New performance objectives	year			Select the new performance target year.
							type	order		Select the new performance target type.
								Number of contracts
								Contract amount
								Contract payment amount
								Product sales
								Product sales
								Sales volume by product category
								Sales by product category
							Performance objectives			Set performance target quantity.
						see	By department	edit		Edit the detailed target performance of each department in each month.
							By user	edit		Edit the detailed target performance of each user in each month.
						edit				Edit and modify performance objectives.
						delete				Delete this target.
用户管理	HR	用户列表	user management	HR	User list	Add a new member	account number			Fill in the login account of the new member.
							password			Set a new password.
							full name			Fill in the name of the new member.
							contact number			Fill in the contact number of the new member.
							QQ			Fill in the QQ number of the new member.
							mailbox			Fill in the mailbox of the new member.
							department			Select the department of the new member.
							position			Select the position of the new member.
							head portrait			Add member avatars.
							remarks			系统错误
						search	department			Search users by department.
							state	Valid		Search for users by status.
								disabled
							Name/Tel/QQ			Search by user name, phone and QQ.
							Add time			Search by the start and end of the adding time.
						Send a message	Recipient			The message in the station shows the message receiver.
							title			Fill in the sending header.
							content			Fill in the sending content.
						details	head portrait			Displays the user's avatar.
							full name			Displays the user name.
							contact number			Displays the user's contact number.
							QQ			Display user QQ.
							user name			Displays the user name.
							position			Display user position information.
							department			Display user department information.
							Add time			Displays the addition time.
							Recent goals	target		Display the user's recent performance goals.
								Completed		Display the performance objectives that the user has completed.
							Recent developments			Display the user's recent customer follow-up status.
							Send a message			Send an in-station message to the user.
							edit			Edit the user information.
							Disable			Disable the user account.
						edit				Continue to change user information.
						Disable				Disable user accounts.
						reset password	user name			Displays the user name that needs to reset the account password.
							password			Fill in the new password.
							Confirm Password			Fill in the new password again.
权限管理	ALL	职位管理	Permission management	ALL	Position management	New position	Position name			Add a new position name.
							Default Role	New Role		Select the position role.
							Superior position			Select a superior position.
							jurisdiction			Select the position permission.
						Edit Position				Edit the position information.
						Delete Position				Delete the position.
						New Role	Role name			Add a new role name.
							Data access rights	All data		Select the data that the role can access.
								Department data
								Personal data
							jurisdiction			Set role permissions.
							edit			Edit and modify the role details.
							delete			Delete the role.
		菜单管理			Menu management		Display name			Modify the menu display name.
							sort			Modify menu sorting.
组织机构	HR	机构管理	Organization	HR	organizational management	New department	New sub-department	Department name		Fill in the new department name.
								Department sorting		Fill in department sorting.
						Department personnel				Display all personnel in the department.
						Editing department				Edit department information.
						Delete department				Delete department information.
产品管理	CRM	产品分类	product management	CRM	Product classification	New classification	Product classification name			Fill in a new product classification name.
							Category parent			Select the parent classification name.
						edit				Edit and modify classification name
						delete				Delete this classification.
		产品列表			Product list	New products	Product name			Fill in a new product name.
							Product classification			Select a product classification.
							Product model			Fill in the product model.
							Specifications			Fill in the product specification.
							Unit Price			Fill in the unit price of the product.
							Product picture			Upload product pictures, limited to 3MB, and the recommended size is 200 * 150.
							remarks			Fill in product comments.
						search	Product name			Search by product name.
							Unit price range			Search by product unit price range.
						detailed	Product name			Displays the product name.
							Product classification			Displays the product classification.
							Product model			Displays the product model.
							Specifications			Displays the product specification.
							Unit Price			Display the unit price of the product.
							Product picture			Display product image.
							remarks			Displays product comments.
						edit				Edit product information.
						Deactivate/enable				Click to switch product status.
						delete				Delete the product.
系统管理	ALL	系统设置	system management	ALL	System settings	Company information	corporate name			Fill in the company name.
							LOGO			Upload the company logo with the background of the currently selected theme color. It is recommended to use a transparent background and reverse white logo, supporting PNG/JPG/GIF format.
							Theme color			Modify the theme color.
						system information	Number of users			Displays the maximum number of users that the system can add.
							Expiration date			Displays the system expiration date.
							Remaining capacity			Displays the remaining capacity of the system.
							Number of upgrade users			Click to upgrade the number of users.
							Renewal extension			Click Renew.
						Function setting	Review order	unwanted		Select whether to open the order approval function.
								need
							Company phone uniqueness verification	unwanted		Select whether the company phone uniqueness needs to be verified.
								need
						Public customers	Not enabled			Close the public pool, and customers will not enter the public pool after timeout.
							Enable	Recycling rule 1		No return visit in N days was returned to public customers.
								Recovery rule 2		No return visit in N days was returned to public customers.
								Recycling rule III		N days of outstanding transactions are recovered to public customers.
		自定义列表设置			Customize list settings	New List	List name			Fill in a new list name.
						Get default list				Get the system default customization list.
						Set field	New field	Field name		Fill in the field name.
								Entry method	Text box	Select the entry method.
									Dropdown box
								Verification format	Don't check	Select the verification format.
									positive integer
									Pure number
									Pure letter
									Date (format: YYYY-MM-DD)
									E-mail
								Minimum length		Please enter a number from 1 to 500. If you leave it blank, it means there is no limit.
								Maximum length
								Required	yes	Select whether it is required.
									no
								Unique or not	yes	Select whether the item is unique.
									no
								search criteria	yes	Select whether to add search criteria.
									no
								Search by	Absolute match	Select the search method.
									Fuzzy matching
									Interval matching
								List display	yes	Select whether to display in the list.
									no
								Display order		Please count in numbers from 1 to 100. The smaller the number, the higher the order.
								Export or not	yes	Select whether it is an export item.
									no
							modify			Modify the field details.
							delete			Delete this field.
						Modify name				Modify the list name.
						delete				Delete this list.
		日志管理			Log management	search		Operator name		Query log records by operator name.
								IP		Query log records by IP.
								domain name		Query log records by domain name.
								Operating instructions		Query the log records according to the operation instructions.
								Page address		Query log records by page address.
								Start and end date		Filter log records by start and end dates.
						details		Log description		Display log operation instructions.
								time		Displays the operation time.
								Operator		Displays the operator.
								IP		Displays the operation IP.
								port		Displays the operation port information.
								domain name		Displays the domain name.
								operating system		Displays the operating system.
								browser		Displays the action browser.
								page		Display the operation page.
								details		Display operation details.