{"id":12102,"date":"2018-10-29T11:37:12","date_gmt":"2018-10-29T10:37:12","guid":{"rendered":"https:\/\/www.minicrm.hu\/blog\/?p=12102"},"modified":"2019-10-24T12:26:51","modified_gmt":"2019-10-24T10:26:51","slug":"ujdonsag-2-ropogosan-friss-funkcio","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2018\/10-29\/ujdonsag-2-ropogosan-friss-funkcio\/","title":{"rendered":"2 ropog\u00f3san friss funkci\u00f3"},"content":{"rendered":"<p><b>1. Mit kezdj egy c\u00e9ghez vagy szem\u00e9lyhez k\u00f6t\u0151d\u0151 dokumentummal?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Veled is el\u0151fordult m\u00e1r, hogy egy keretszerz\u0151d\u00e9st vagy k\u00fcl\u00f6n meg\u00e1llapod\u00e1st akart\u00e1l egy konkr\u00e9t c\u00e9ghez vagy szem\u00e9lyhez felt\u00f6lteni? Eddig kicsit macer\u00e1san ugyan, de megoldottad az \u00e1ltal\u00e1nos adatlapon vagy teend\u0151ben. Mivel sz\u00edv\u00fcgy\u00fcnk, hogy felh\u0151tlen, felh\u0151 alap\u00fa \u00e9letet \u00e9lj a MiniCRM-mel, ez\u00e9rt:<\/span><\/p>\n<p><b>mostant\u00f3l m\u00e1r k\u00f6theted konkr\u00e9t c\u00e9ghez vagy szem\u00e9lyhez<\/b><span style=\"font-weight: 400;\"> is ezeket a f\u00e1jlokat. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">N\u00e9zz\u00fck, hogyan\u2026<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"alignnone size-full wp-image-12108\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2018\/10\/1.png\" alt=\"\" width=\"1262\" height=\"660\"><br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Haszn\u00e1lhatod az <strong>\u00faj file mez\u0151t<\/strong> a c\u00e9g \u00e9s a kapcsolattart\u00f3 adatlapj\u00e1n is, de van n\u00e9h\u00e1ny dolog, amire figyelned kell:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">PDF-et itt gener\u00e1lni nem lehet, csak m\u00e1r megl\u00e9v\u0151 f\u00e1jlokat tudsz felt\u00f6lteni sz\u00e1m\u00edt\u00f3g\u00e9pr\u0151l.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">\u00dcgyf\u00e9lel\u0151zm\u00e9nyk\u00e9nt nem fogod megtal\u00e1lni a kor\u00e1bban felt\u00f6lt\u00f6tt inform\u00e1ci\u00f3kat, csak a mez\u0151 szekci\u00f3b\u00f3l tudod haszn\u00e1lni \u0151ket (felt\u00f6lt\u00e9s vagy let\u00f6lt\u00e9s).<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ha emailben szeretn\u00e9d elk\u00fcldeni a szem\u00e9lyhez csatolt f\u00e1jlt, akkor ezt v\u00e1ltoz\u00f3val k\u00f6nnyen megteheted. Azonban a rendszer automatikusan azt a szem\u00e9lyt fogja kiv\u00e1lasztani, aki legels\u0151k\u00e9nt lett a k\u00e1rty\u00e1hoz csatolva (nem biztos, hogy \u0151 az \u201cels\u0151dleges kapcsolattart\u00f3\u201d!).<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Ezeket az eseteket kiv\u00e9ve, \u00fagy haszn\u00e1lhatod, mint a klasszikus file csatol\u00e1s mez\u0151t. &nbsp;Pr\u00f3b\u00e1ld ki els\u0151k\u00e9nt! <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"alignnone size-full wp-image-12111\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2018\/10\/0.png\" alt=\"\" width=\"1278\" height=\"644\"><\/p>\n<p><b>2. M\u00e9g fontos sz\u00e1modra az Excelb\u0151l import\u00e1l\u00e1s? Akkor figyelj! <\/b><\/p>\n<p><span style=\"font-weight: 400;\">Eddig kutyaszor\u00edt\u00f3ban \u00e9rezted magad, ha Excelb\u0151l kellett import\u00e1lnod, mert csak t\u00f6k\u00e9letes sorokat tudt\u00e1l \u00e1temelni a MiniCRM-be, \u00e9s az esetleges hib\u00e1idra nem figyelmeztetett senki? Ez most 1 csap\u00e1sra megold\u00f3dik, itt a f\u00e9ny az alag\u00fat v\u00e9g\u00e9n: <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>a megenged\u0151 import\u00e1l\u00e1s.<\/b><\/p>\n<p><b>Mikor haszn\u00e1ld a bakiszkennert?<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Ha tudod, hogy nem hibamentes az Excel t\u00e1bl\u00e1zatod, de nincs id\u0151d \u00e1tbogar\u00e1szni az adatokat. A rendszer mostant\u00f3l \u00edgy is k\u00e9sz\u00edt bel\u0151l\u00fck adatlapot, \u00e9s jelzi sz\u00e1modra, hogy hol tal\u00e1lt probl\u00e9m\u00e1kat. <\/span><\/p>\n<p><b>Hogyan?<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Import\u00e1l\u00e1sn\u00e1l m\u00e1r k\u00e9t gombot tal\u00e1lsz, a r\u00e9gi m\u00f3dszert a \u201ckomplett sorok import\u00e1l\u00e1sa\u201d jelenti, az \u00faj funkci\u00f3t pedig az \u201cimport\u00e1lhat\u00f3 sorok bet\u00f6lt\u00e9se\u201d gombra kattintva \u00e9rheted el. Ha \u00edgy t\u00f6lt\u00f6d be az adatokat, akkor az al\u00e1bbi k\u00e9t \u00fczenettel tal\u00e1lkozhatsz:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Hiba\u00fczenetek:<\/b><span style=\"font-weight: 400;\"> Ha stop t\u00e1bl\u00e1t l\u00e1tsz, akkor azokat a sorokat nem tudta import\u00e1lni a rendszer. Olyan probl\u00e9m\u00e1t jelez, ami a k\u00f6telez\u0151 mez\u0151ben van, pl. rosszul \u00edrtad a c\u00e9gnevet.<\/span><\/li>\n<li style=\"text-align: left;\"><b>Figyelmeztet\u00e9sek:<\/b><span style=\"font-weight: 400;\"> Ha felki\u00e1lt\u00f3 jelet l\u00e1tsz, az azt jelenti, hogy a mez\u0151k \u00fcresen maradtak \u00e9s neked kell kit\u00f6lteni \u0151ket a rendszerben. Ez pedig b\u00e1rmely m\u00e1s, nem k\u00f6telez\u0151 mez\u0151ben jelentkez\u0151 probl\u00e9m\u00e1t jelez.&nbsp;<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"alignnone size-full wp-image-12120\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2018\/10\/scrnshot_new_ftr.jpg\" alt=\"\" width=\"2560\" height=\"1378\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. Mit kezdj egy c\u00e9ghez vagy szem\u00e9lyhez k\u00f6t\u0151d\u0151 dokumentummal? Veled is el\u0151fordult m\u00e1r, hogy egy keretszerz\u0151d\u00e9st vagy k\u00fcl\u00f6n meg\u00e1llapod\u00e1st akart\u00e1l egy konkr\u00e9t c\u00e9ghez vagy szem\u00e9lyhez felt\u00f6lteni? Eddig kicsit macer\u00e1san ugyan, de megoldottad az \u00e1ltal\u00e1nos adatlapon vagy teend\u0151ben. Mivel sz\u00edv\u00fcgy\u00fcnk, hogy felh\u0151tlen, felh\u0151 alap\u00fa \u00e9letet \u00e9lj a MiniCRM-mel, ez\u00e9rt: mostant\u00f3l m\u00e1r k\u00f6theted konkr\u00e9t c\u00e9ghez vagy szem\u00e9lyhez [&hellip;]<\/p>\n","protected":false},"author":66,"featured_media":12783,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[376],"tags":[489,483,486,471],"class_list":["post-12102","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-minicrm","tag-excel","tag-fajlcsatolas","tag-importalas","tag-new-feature","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>2 ropog\u00f3san friss funkci\u00f3<\/title>\n<meta name=\"description\" content=\"1. 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Mit kezdj egy c\u00e9ghez vagy szem\u00e9lyhez k\u00f6t\u0151d\u0151 dokumentummal? Veled is el\u0151fordult m\u00e1r, hogy egy keretszerz\u0151d\u00e9st vagy k\u00fcl\u00f6n meg\u00e1llapod\u00e1st akart\u00e1l egy","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.minicrm.hu\/blog\/2018\/10-29\/ujdonsag-2-ropogosan-friss-funkcio\/","og_locale":"hu_HU","og_type":"article","og_title":"2 ropog\u00f3san friss funkci\u00f3","og_description":"1. Mit kezdj egy c\u00e9ghez vagy szem\u00e9lyhez k\u00f6t\u0151d\u0151 dokumentummal? 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