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en:regular_function_description_in_call_center:customization_fields [2013/06/13 03:54] shixb created |
en:regular_function_description_in_call_center:customization_fields [2017/12/12 03:05] (current) |
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| - | ====== 呼叫中心自定义字段的功能 ====== | + | ====== Customization Field Function in Call Center ====== |
| - | 自定义字段的功能就是当系统中可以使用的客户数据字段不能满足客户的业务需求，就需要定义自定义字段来存储业务需求中的信息 | + | |
| - | <note tip>客户总表 是 个人客户总表或者机构客户总表</note> | + | This is used when the fields that already exist in the system cannot meet the needs of clients. Customization fields are used to save the information of the business. |
| + | <note tip>Main table could be for individual or organization</note> | ||
| + | ===== Customization Fields in Campaign ===== | ||
| - | ===== 外呼营销的自定义字段 ===== | + | When using the campaign module and all fields in the customer package that this campaign belongs cannot meet the business needs, you need to add customization fields to this package. |
| - | 使用外呼营销模块，当外呼营销所属的客户包中的字段不能满足业务需求，就需要为该客户包增加自定义字段 | + | <note important>If you want to add a customized field for a campaign which uses main table, you have to add customized field for main table</note> |
| - | <note important>外呼营销任务使用总表客户将无法为其所属的客户包增加自定义字段，只能为客户总表增加自定义字段</note> | + | In the list on the left, open [[:en:module_manual:customer]] --> [[:en:module_manual:customer:customization]] page, |
| - | 左侧列表，打开 [[:zh:模块使用说明:客户管理]] --> [[:zh:模块使用说明:客户管理:自定义字段]] 页面 | + | and you can add customization fields to the customer package or main table. Open the add page, |
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| - | 在该页面，可以为客户包增加自定义字段，也可以为客户总表增加自定义字段，打开添加页面，如下 | + | |
| {{:en:regular_function_description_in_call_center:customize.jpg|Add customize field for customerpackage}} | {{:en:regular_function_description_in_call_center:customize.jpg|Add customize field for customerpackage}} | ||
| - | 如上图，在红色框内，选择一个客户包，添加的自定义字段，就会为该客户包增加该字段 | + | As the picture above, in the red box, select a customer package, add a customization field. |
| - | 自定义字段相关的解释 参考 [[:zh:模块使用说明:客户管理:自定义字段]] | + | As for the explanation of the customization fields, please refer to [[:en:module_manual:customer:customization]] |
| + | ===== Customization Fields of Main Table ===== | ||
| + | When using the main table module, and customization fields are needed for business needs, we need to add customization fields to main table. Now, the modules that use main table contains campaign( on condition that this campaign chose to use main table) and customer support. | ||
| - | ===== 客户总表的自定义字段 ===== | + | In the list on the left, open [[:en:module_manual:customer]] --> [[:en:module_manual:customer:customization]] and open the add page, |
| - | 当使用总表客户的模块，需要自定义字段来满足业务需求，就要为总表增加自定义字段，目前 使用总表客户的模块包括 外呼营销任务(前提是该外呼营销任务选择使用总表客户) 和 呼入客服 | + | |
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| - | 左侧列表，打开 [[:zh:模块使用说明:客户管理]] --> [[:zh:模块使用说明:客户管理:自定义字段]] 页面 | + | |
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| - | 打开添加页面，如下 | + | |
| {{:en:regular_function_description_in_call_center:customize.jpg|Add customize field}} | {{:en:regular_function_description_in_call_center:customize.jpg|Add customize field}} | ||
| - | 如上图，在红色框内，如果选择其中任何一个客户包，那么添加的自定义字段，就会为该客户包增加该字段，而不是为总表增加自定义字段，所以，不要选择客户包，那么新添加的自定义字段，就会为当前团队下的客户总表增加该自定义字段 | + | As the picture above, in the red box, if you select any customer package, then the field added will be apply to the package, which means, the field will not be added to the main table. If you want to add the field to the main table, do not select any package. |
| - | 自定义字段相关的解释 参考 [[:zh:模块使用说明:客户管理:自定义字段]] | + | As for the explanation of the customization fields, please refer to [[:en:module_manual:customer:customization]] |
| + | ===== Customization Field Function in Virtual Call Center ===== | ||
| - | ===== 虚拟呼叫中心的自定义字段 ===== | + | When using the virtual call center module, the customization field of this module is independent of other modules. The customization fields added will only be applied to selected customers that call in ( that is, to add the fields to the customer tables that corresponds to each customer that calls in). |
| - | 安装并使用虚拟呼叫中心模块，该模块的自定义字段独立于其他模块，添加的自定义字段仅为选择的呼入用户来添加自定义字段（即向每个呼入用户所对应的客户表中增加自定义字段） | + | In the list on the left, open [[:en:module_manual:customer]] --> [[:en:module_manual:customer:customization]] and click add |
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| - | 左侧列表，打开 [[:zh:模块使用说明:虚拟呼叫中心]] --> [[:zh:模块使用说明:虚拟呼叫中心:自定义字段]] 页面，点击添加 | + | |
| {{:en:regular_function_description_in_call_center:virtualcustomize.jpg|Add customize field for virtual customer}} | {{:en:regular_function_description_in_call_center:virtualcustomize.jpg|Add customize field for virtual customer}} | ||
| - | 如上图中，需要选择呼入用户，来为选择的呼入用户添加自定义字段 | + | As the picture above, select the customers who call in, and add customization fields for them. |
| - | 自定义字段相关的解释 参考 [[:zh:模块使用说明:虚拟呼叫中心:自定义字段]] | + | As for the explanation of the customization fields, please refer to [[:en:module_manual:customer:customization]] |
| + | ===== Customization fields of work order ===== | ||
| - | ===== 工单的自定义字段 ===== | + | In the business flow of work order, we need to define some fields to improve the information of work order. Like the order of a customer buying something, we need to customize a field "whether the customer sign" to track the status of the work order. |
| - | 工单的业务流程中，需要定义一些字段来完善工单的信息，比如说一个客户购买产品的订单，自定义一个字段 `客户是否签收` 可以跟踪工单的状态 | + | |
| - | 建立工单或者编辑工单的时候，都可以为工单建立自定义字段 | + | When building or editing the work order, we can add field for work order. |
| {{:en:regular_function_description_in_call_center:workorder_customize.jpg|Add customize field for workorder}} | {{:en:regular_function_description_in_call_center:workorder_customize.jpg|Add customize field for workorder}} | ||
| - | 自定义字段相关的解释 参考 [[:zh:模块使用说明:工单管理:工单]] 中关于自定义字段的讲解 | + | As for the explanation of the customization fields, please refer to [[:en:module_manual:work_order:my_workorder]] |
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