{"id":704,"date":"2012-05-23T09:43:56","date_gmt":"2012-05-23T07:43:56","guid":{"rendered":"http:\/\/www.turnkeycrm.com\/?p=704"},"modified":"2014-09-01T17:51:08","modified_gmt":"2014-09-01T15:51:08","slug":"a-minicrm-regi-es-uj-verziojanak-osszehasonlitasa","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2012\/05-23\/a-minicrm-regi-es-uj-verziojanak-osszehasonlitasa\/","title":{"rendered":"A MiniCRM r\u00e9gi \u00e9s \u00faj verzi\u00f3j\u00e1nak \u00f6sszehasonl\u00edt\u00e1sa"},"content":{"rendered":"<p>A MiniCRM \u00faj verzi\u00f3j\u00e1nak kialak\u00edt\u00e1sakor az alapfunkci\u00f3kat tekintve t\u00f6bb, kisebb-nagyobb \u00faj\u00edt\u00e1s, illetve v\u00e1ltoztat\u00e1s val\u00f3sult meg. Ezeket az<strong>\u00a0alapokat \u00e9rint\u0151 \u00fajdons\u00e1gokat<\/strong>\u00a0mutatjuk be r\u00f6viden ebben a bejegyz\u00e9s\u00fcnkben, melyek m\u00e1r a kezdeti l\u00e9p\u00e9sekn\u00e9l is megk\u00f6nny\u00edtik a napi munk\u00e1nkat.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/R2vsR3.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1674\" style=\"border: 0px;\" title=\"R2vsR3\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/R2vsR3.jpg\" alt=\"\" width=\"560\" height=\"500\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/R2vsR3.jpg 800w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/R2vsR3-300x268.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/R2vsR3-450x402.jpg 450w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/R2vsR3-336x300.jpg 336w\" sizes=\"auto, (max-width: 560px) 100vw, 560px\" \/><\/a><em>A MiniCRM r\u00e9gi \u00e9s \u00faj verzi\u00f3ja<\/em><\/p>\n<ul>\n<li><strong>Modulok<\/strong><\/li>\n<\/ul>\n<p>Az egyik legnagyobb \u00e9s legszembet\u0171n\u0151bb v\u00e1ltoz\u00e1s, hogy a MiniCRM \u00faj verzi\u00f3j\u00e1ban<strong> modulok seg\u00edtenek a k\u00fcl\u00f6nb\u00f6z\u0151 t\u00edpus\u00fa tev\u00e9kenys\u00e9geink rendszerez\u00e9s\u00e9ben<\/strong>. \u00cdgy egy rendszeren bel\u00fcl k\u00fcl\u00f6n modulban vezethetj\u00fck p\u00e9ld\u00e1ul az \u00e9rt\u00e9kes\u00edt\u00e9si r\u00e9szleg\u00fcnkben zajl\u00f3 folyamatokat \u00e9s egy m\u00e1sik modul lesz seg\u00edts\u00e9g\u00fcnkre az \u00fcgyf\u00e9lszolg\u00e1lati feladatok ell\u00e1t\u00e1s\u00e1ban. Vagyis imm\u00e1ron minden c\u00e9g l\u00e9trehozhatja a saj\u00e1t m\u0171k\u00f6d\u00e9s\u00e9nek, illetve tev\u00e9kenys\u00e9geinek megfelel\u0151 moduljait.<\/p>\n<p style=\"text-align: center;\">\u00a0<a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/modulok.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1677\" title=\"Modulok\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/modulok.jpg\" alt=\"\" width=\"640\" height=\"69\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/modulok.jpg 800w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/modulok-300x32.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/modulok-767x82.jpg 767w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/modulok-500x54.jpg 500w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><em>Modulok a leg\u00fajabb MiniCRM rendszerben<\/em><\/p>\n<p>A modul\u00e1ris fel\u00e9p\u00edt\u00e9s legnagyobb el\u0151nye, hogy a\u00a0<strong>st\u00e1tuszrendszert<\/strong>\u00a0minden modulban k\u00fcl\u00f6n-k\u00fcl\u00f6n kezelhetj\u00fck, minek k\u00f6sz\u00f6nhet\u0151en a st\u00e1tuszok a modul folyamat\u00e1nak megfelel\u0151en elt\u00e9r(het)nek egym\u00e1st\u00f3l. Hiszen m\u00e1s l\u00e9p\u00e9sek vezetnek el a v\u00e9gc\u00e9lunkhoz egy \u00e9rt\u00e9kes\u00edt\u00e9si modulban, mint p\u00e9ld\u00e1ul a m\u00e1r eml\u00edtett \u00fcgyf\u00e9lszolg\u00e1lati modulban.<\/p>\n<p>Ezzel szemben a MiniCRM r\u00e9gi verzi\u00f3j\u00e1ban a t\u00f6bb tev\u00e9kenys\u00e9ggel rendelkez\u0151 c\u00e9gek az egyes r\u00e9szlegeket k\u00fcl\u00f6n-k\u00fcl\u00f6n ig\u00e9nyelt, majd \u00f6sszerendelt rendszerrel tudt\u00e1k csak megoldani.<\/p>\n<ul>\n<li><strong>Teend\u0151k \u00e9s el\u0151zm\u00e9nyek<\/strong><\/li>\n<\/ul>\n<p>Az adatlapokon szerepl\u0151 teend\u0151k, ez\u00e1ltal pedig az \u00fcgyf\u00e9lt\u00f6rt\u00e9net is m\u00e1sk\u00e9ppen alakul az \u00faj MiniCRM-ben. M\u00edg a r\u00e9gi verzi\u00f3ban egy \u00fcgyf\u00e9l adatlapj\u00e1n csak a nyitott \u00e9s a lez\u00e1rt teend\u0151ket tal\u00e1lhatjuk meg id\u0151rendi sorrendben, addig az \u00faj rendszerben az \u00fcgyf\u00e9lt\u00f6rt\u00e9net k\u00e9t, j\u00f3l elk\u00fcl\u00f6n\u00fcl\u0151 blokkra oszlik:<\/p>\n<p>&#8211;\u00a0<strong>Teend\u0151kre<\/strong><br \/>\n&#8211;\u00a0<strong>El\u0151zm\u00e9nyekre<\/strong><\/p>\n<p>Az\u00a0<strong>el\u0151zm\u00e9nyek<\/strong>\u00a0k\u00f6z\u00e9 ker\u00fcl be\u00a0<strong>minden lez\u00e1rt teend\u0151<\/strong>, illetve a\u00a0<strong>m\u00e1r megt\u00f6rt\u00e9nt esem\u00e9nyek<\/strong>, kik\u00fcld\u00f6tt emailek, valamint az adatlapv\u00e1ltoz\u00e1sokhoz kapcsol\u00f3d\u00f3 inform\u00e1ci\u00f3k is itt \u00e9rhet\u0151ek el.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/teendok_R2vsR3.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1679\" title=\"Teend\u0151k a r\u00e9gi \u00e9s az \u00faj MiniCRM-ben\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/teendok_R2vsR3.jpg\" alt=\"\" width=\"640\" height=\"563\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/teendok_R2vsR3.jpg 800w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/teendok_R2vsR3-300x264.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/teendok_R2vsR3-457x402.jpg 457w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/teendok_R2vsR3-341x300.jpg 341w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><em>Teend\u0151k \u00e9s el\u0151zm\u00e9nyek a r\u00e9gi \u00e9s az \u00faj rendszerben<\/em><\/p>\n<ul>\n<li><strong>Adatlapok list\u00e1ja<\/strong><\/li>\n<\/ul>\n<p>Nem annyira szembet\u0171n\u0151, de ann\u00e1l hasznosabb v\u00e1ltoz\u00e1st jelent, hogy ha a MiniCRM \u00faj verzi\u00f3j\u00e1ban az \u00fcgyf\u00e9l adatlapokb\u00f3l ki szeretn\u00e9nk sz\u0171rni azokat az \u00fcgyfeleket, akikkel\u00a0<strong>nek\u00fcnk van teend\u0151nk, de nem mi vagyunk az \u00fcgyf\u00e9l felel\u0151sei<\/strong>, akkor egyszer\u0171en csak ki kell v\u00e1lasztani nev\u00fcnket az oldals\u00f3 leny\u00edl\u00f3 list\u00e1b\u00f3l, ahol alap\u00e9rtelmezetten a \u201cMindenki\u201d van be\u00e1ll\u00edtva. Teh\u00e1t alap\u00e9rtelmezetten m\u00e9g minden \u00fcgyf\u00e9l adatlap kilist\u00e1z\u00f3dik, \u00e1m amint kiv\u00e1lasztottuk magunkat, m\u00e1r csak azok az adatlapok jelennek meg, melyekn\u00e9l nek\u00fcnk van felv\u00e9ve elv\u00e9gzend\u0151 teend\u0151, f\u00fcggetlen\u00fcl att\u00f3l, hogy ki az adatlap felel\u0151se.<\/p>\n<p style=\"text-align: center;\">\u00a0<a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Adatlapok_listazasa_felelos_szerint.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1681\" title=\"Adatlapok list\u00e1z\u00e1sa felel\u0151s szerint\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Adatlapok_listazasa_felelos_szerint.jpg\" alt=\"\" width=\"640\" height=\"391\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Adatlapok_listazasa_felelos_szerint.jpg 800w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Adatlapok_listazasa_felelos_szerint-300x183.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Adatlapok_listazasa_felelos_szerint-658x402.jpg 658w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Adatlapok_listazasa_felelos_szerint-491x300.jpg 491w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><em>Adatlapok list\u00e1z\u00e1sa a teend\u0151k felel\u0151se szerint<\/em><\/p>\n<p>Ezzel szemben a MiniCRM r\u00e9gi verzi\u00f3j\u00e1ban, ha kiv\u00e1lasztottuk a leny\u00edl\u00f3 list\u00e1b\u00f3l a nev\u00fcnket, akkor csak azon \u00fcgyfelek adatlapjai jelentek meg, akikn\u00e9l mi voltunk be\u00e1ll\u00edtva \u00e9rt\u00e9kes\u00edt\u0151nek (felel\u0151snek). Ez abban az esetben okozhatott neh\u00e9zs\u00e9get, ha nem rendelkezt\u00fcnk olyan adatlappal, aminek a felel\u0151se mi magunk voltunk, illetve ha p\u00e9ld\u00e1ul egy m\u00e1sik munkat\u00e1rsunk \u00fcgyfel\u00e9hez lett felv\u00e9ve nek\u00fcnk teend\u0151. Ebben az esetben a \u201cKezd\u0151lap\u201d&gt;&gt;\u201dTeend\u0151k\u201d f\u00fcl\u00f6n l\u00e1thattuk az \u00f6sszes r\u00e9sz\u00fcnkre felvett teend\u0151t, ami abb\u00f3l a szempontb\u00f3l tette neh\u00e9zkess\u00e9 a munk\u00e1t, hogy egyszerre k\u00e9t oldalon kellett p\u00e1rhuzamosan dolgoznunk.<\/p>\n<ul>\n<li><strong>Teend\u0151k hat\u00e1rideje<\/strong><\/li>\n<\/ul>\n<p>Szint\u00e9n kisebb, de ann\u00e1l hasznosabb v\u00e1ltoz\u00e1s az \u00faj rendszerben, hogy a teend\u0151vel rendelkez\u0151 \u00fcgyf\u00e9l\u00a0<strong>adatlapok jobban elk\u00fcl\u00f6n\u00fclnek<\/strong>\u00a0egym\u00e1st\u00f3l aszerint, hogy\u00a0<strong>lej\u00e1rtak-e<\/strong>\u00a0m\u00e1r a teend\u0151k, illetve<strong>\u00a0ma, holnap<\/strong>\u00a0vagy\u00a0<strong>egy k\u00e9s\u0151bbi id\u0151pontban<\/strong>\u00a0fognak-e lej\u00e1rni.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Teendok_hataridovel.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1683\" title=\"Teend\u0151k hat\u00e1rid\u0151vel\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Teendok_hataridovel.jpg\" alt=\"\" width=\"585\" height=\"644\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Teendok_hataridovel.jpg 650w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Teendok_hataridovel-272x300.jpg 272w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/Teendok_hataridovel-365x402.jpg 365w\" sizes=\"auto, (max-width: 585px) 100vw, 585px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><em>Teend\u0151k hat\u00e1rid\u0151vel az adatlap list\u00e1ban<\/em><\/p>\n<p>Az \u00faj rendszerben jobban elk\u00fcl\u00f6n\u00fclnek azok az adatlapok is, melyekn\u00e9l a felvett teend\u0151 az adott napon m\u00e1r lej\u00e1rt, vagy m\u00e9g csak le fog j\u00e1rni azon a napon, hiszen a teend\u0151ben megadott \u00f3ra\/perc szerint folyamatosan v\u00e1ltozik az adatlapok list\u00e1ja. Ezek alapj\u00e1n a\u00a0<strong>pirossal <\/strong>szedett teend\u0151k m\u00e1r lej\u00e1rtak, a\u00a0<strong>vastaggal<\/strong>\u00a0jelzett teend\u0151k m\u00e9g ma le fognak j\u00e1rni, az <strong>egyszer\u0171 feket\u00e9vel<\/strong>\u00a0\u00edr\u00f3dott teend\u0151k pedig csak egy k\u00e9s\u0151bbi id\u0151pontban j\u00e1rnak majd le.<\/p>\n<ul>\n<li><strong>Kapcsolatok<\/strong><\/li>\n<\/ul>\n<p>A m\u00e1sik nagyobb v\u00e1ltoztat\u00e1s a\u00a0<strong>kapcsolatok kezel\u00e9s\u00e9ben<\/strong>\u00a0nyilv\u00e1nul meg. M\u00edg a MiniCRM r\u00e9gi verzi\u00f3j\u00e1ban az egyes adatlapokon bel\u00fcl a \u201cT\u00f6rzsadatokn\u00e1l\u201d tal\u00e1lhattunk meg minden c\u00e9ges adatot, el\u00e9rhet\u0151s\u00e9get, addig az \u00faj rendszerben ez ugyan hasonl\u00f3k\u00e9ppen n\u00e9z ki, viszont sokkal\u00a0<strong>rugalmasabban tudjuk itt kezelni a kapcsolatokat<\/strong>. Ezen a fel\u00fcleten m\u00e1r azt is megtal\u00e1lhatjuk, hogy mely m\u00e1s modulokkal van m\u00e9g az adott \u00fcgyf\u00e9l adatlap valamilyen kapcsolatban. Teh\u00e1t val\u00f3j\u00e1ban egy rendszeren bel\u00fcl l\u00e1thatjuk azt, hogy egy adott \u00fcgyf\u00e9ln\u00e9l milyen m\u00e1s adatlapok szerepelnek az egyes modulokban an\u00e9lk\u00fcl, hogy k\u00fcl\u00f6n-k\u00fcl\u00f6n rendszerekben kellene ezeket figyelemmel k\u00eds\u00e9rn\u00fcnk.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1685\" title=\"Kapcsolatok a r\u00e9gi \u00e9s az \u00faj MiniCRM-ben\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok.jpg\" alt=\"\" width=\"560\" height=\"286\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok.jpg 800w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok-300x153.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok-767x392.jpg 767w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok-500x256.jpg 500w\" sizes=\"auto, (max-width: 560px) 100vw, 560px\" \/><\/a><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/05\/kapcsolatok_regi_es_az_uj_renszerben.jpg\"><br \/>\n<\/a><em>Kapcsolatok kezel\u00e9se a MiniCRM r\u00e9gi \u00e9s \u00faj verzi\u00f3j\u00e1ban<\/em><\/p>\n<p>&nbsp;<\/p>\n<p>Mindezek alapj\u00e1n pedig b\u00e1tran kijelenthetj\u00fck, hogy az \u00faj MiniCRM rendszer imm\u00e1ron folyamatosan fejl\u0151dik, b\u0151v\u00fcl az egyre \u00fajabb \u00e9s \u00fajabb funkci\u00f3kkal, melyekr\u0151l term\u00e9szetesen a k\u00e9s\u0151bbiek folyam\u00e1n is rendszeresen besz\u00e1molunk itt a blogon is.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A MiniCRM \u00faj verzi\u00f3j\u00e1nak kialak\u00edt\u00e1sakor az alapfunkci\u00f3kat tekintve t\u00f6bb, kisebb-nagyobb \u00faj\u00edt\u00e1s, illetve v\u00e1ltoztat\u00e1s val\u00f3sult meg. Ezeket az\u00a0alapokat \u00e9rint\u0151 \u00fajdons\u00e1gokat\u00a0mutatjuk be r\u00f6viden ebben a bejegyz\u00e9s\u00fcnkben, melyek m\u00e1r a kezdeti l\u00e9p\u00e9sekn\u00e9l is megk\u00f6nny\u00edtik a napi munk\u00e1nkat. A MiniCRM r\u00e9gi \u00e9s \u00faj verzi\u00f3ja Modulok Az egyik legnagyobb \u00e9s legszembet\u0171n\u0151bb v\u00e1ltoz\u00e1s, hogy a MiniCRM \u00faj verzi\u00f3j\u00e1ban modulok seg\u00edtenek a [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[376],"tags":[232],"class_list":["post-704","post","type-post","status-publish","format-gallery","hentry","category-minicrm","tag-termekbemutato","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>A MiniCRM r\u00e9gi \u00e9s \u00faj verzi\u00f3j\u00e1nak \u00f6sszehasonl\u00edt\u00e1sa<\/title>\n<meta name=\"description\" content=\"A MiniCRM \u00faj verzi\u00f3j\u00e1nak kialak\u00edt\u00e1sakor az alapfunkci\u00f3kat tekintve t\u00f6bb, kisebb-nagyobb \u00faj\u00edt\u00e1s, illetve v\u00e1ltoztat\u00e1s val\u00f3sult meg. 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