{"id":21537,"date":"2019-11-29T10:07:19","date_gmt":"2019-11-29T09:07:19","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=21537"},"modified":"2025-11-18T09:53:40","modified_gmt":"2025-11-18T08:53:40","slug":"evitarea-duplicarii-datelor","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/evitarea-duplicarii-datelor\/","title":{"rendered":"Evitarea duplic\u0103rii datelor"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Sfaturi generale<\/h3>\n<ul>\n<li style=\"text-align: justify;\">\u00centotdeauna include \u00een fi\u0219ierul de import adresa de email pentru persoane \u0219i companii (dac\u0103 aceasta din urm\u0103 este disponibil\u0103).<\/li>\n<li style=\"text-align: justify;\">Un r\u00e2nd din fi\u0219ierul de import ar trebui s\u0103 se refere la o singur\u0103 persoan\u0103\/companie.<\/li>\n<li style=\"text-align: justify;\">Evit\u0103 s\u0103 introduci aceea\u0219i persoan\u0103 de contact cu aceea\u0219i adres\u0103 de email pentru companii diferite. Dac\u0103 totu\u0219i ai astfel de situa\u021bii \u00een fi\u0219ierul t\u0103u, p\u0103streaz\u0103 adresa de email a respectivei persoane doar pentru o singur\u0103 companie (r\u00e2nd) iar pentru celelalte las-o necompletat\u0103 dac\u0103 la momentul importului nu ai o alt\u0103 adres\u0103, urm\u00e2nd s\u0103 o adaugi manual ulterior importului.<\/li>\n<li style=\"text-align: justify;\">Folose\u0219te op\u021biunea\u00a0<em>Eroare mesaj dac\u0103 exist\u0103 Oportunitate\u00a0<\/em>\u00een Import astfel \u00eenc\u00e2t s\u0103 nu adaugi la fiecare import duplicate ale companiilor deja existente.<\/li>\n<li style=\"text-align: justify;\">Dac\u0103 vrei s\u0103 editezi carduri \u00een mas\u0103, p\u0103streaz\u0103 \u00een fi\u0219ier coloana\u00a0<em>Oportunitate:Id<\/em> (prima coloan\u0103) \u00eentruc\u00e2t aceasta este identificatorul unic al cardurilor \u00een sistem.<\/li>\n<li style=\"text-align: justify;\">Atunci c\u00e2nd introduci manual o oportunitate \u0219i \u00eencepi s\u0103 tastezi numele unei companii sau al unei persoane iar sistemul \u00ee\u021bi ofer\u0103 o sugestie de completare, accept\u0103 acea sugestie d\u00e2nd click pe ea. Po\u021bi ignora sugestia sistemului doar \u00een cazul \u00een care \u00een mod inten\u021bionat ai nevoie s\u0103 duplici persoana sau compania.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Sfaturi generale \u00centotdeauna include \u00een fi\u0219ierul de import adresa de email pentru persoane \u0219i companii (dac\u0103 aceasta din urm\u0103 este disponibil\u0103). Un r\u00e2nd din fi\u0219ierul de import ar trebui s\u0103 se refere la o singur\u0103 persoan\u0103\/companie. Evit\u0103 s\u0103 introduci aceea\u0219i persoan\u0103 de contact cu aceea\u0219i adres\u0103 de email pentru companii diferite. Dac\u0103 totu\u0219i ai astfel [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2525,2521],"tags":[1248,1434,1371],"class_list":["post-21537","post","type-post","status-publish","format-standard","hentry","category-importul-de-date","category-introducere-si-descarcare-de-date","tag-contact-ro","tag-dedup-ro","tag-import-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Evitarea duplic\u0103rii datelor - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Sfaturi generale \u00centotdeauna include \u00een fi\u0219ierul de import adresa de email pentru persoane \u0219i companii (dac\u0103 aceasta din urm\u0103 este disponibil\u0103). 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