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en:regular_function_description_in_call_center:customization_fields [2013/12/05 13:18] solo [Customization fields of work order] |
en:regular_function_description_in_call_center:customization_fields [2017/12/12 03:05] (current) |
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| 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. | 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. | ||
| - | <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> | + | <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> |
| - | In the list on the left, open [[: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]] page, | + | In the list on the left, open [[:en:module_manual:customer]] --> [[:en:module_manual:customer:customization]] page, |
| and you can add customization fields to the customer package or main table. Open the add page, | and you can add customization fields to the customer package or main table. Open the add page, | ||
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| As the picture above, in the red box, select a customer package, add a customization field. | As the picture above, in the red box, select a customer package, add a customization field. | ||
| - | As for the explanation of the customization fields, please refer to [[: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 ===== | ===== 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. | 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. | ||
| - | In the list on the left, open [[: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]] and open the add page, | + | In the list on the left, open [[:en:module_manual:customer]] --> [[:en:module_manual:customer:customization]] and open the add page, |
| {{:en:regular_function_description_in_call_center:customize.jpg|Add customize field}} | {{:en:regular_function_description_in_call_center:customize.jpg|Add customize field}} | ||
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| 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. | 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. | ||
| - | As for the explanation of the customization fields, please refer to [[: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]] |
