{"id":22047,"date":"2019-12-06T08:39:45","date_gmt":"2019-12-06T07:39:45","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=22047"},"modified":"2025-12-24T12:10:03","modified_gmt":"2025-12-24T11:10:03","slug":"cardul-companiei","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/cardul-companiei\/","title":{"rendered":"Cardul Companiei"},"content":{"rendered":"<p style=\"text-align: justify;\">Cardul Companiei \u00ee\u021bi ofer\u0103 posibilitatea de a gestiona informa\u021bii legate de o anumit\u0103 companie. Pe acest card se reg\u0103sesc informa\u021bii ca <em>numele companiei, numere de telefon, adrese de email, adrese po\u0219tale, CUI, num\u0103r din Registrul Comer\u021bului, site-ul companiei<\/em> \u0219i altele pe care, \u00een func\u021bie de nevoi, le po\u021bi gestiona prin ad\u0103ugare de c\u00e2mpuri.<\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Cardul companiei este general valabil pentru tot sistemul \u0219i va avea aceea\u0219i structur\u0103 indiferent de produsul din care este accesat.<\/div>\n<p style=\"text-align: justify;\">Pentru a accesa cardul companiei mergi pe cardul oportunit\u0103\u021bii \u0219i d\u0103 click pe numele companiei.<\/p>\n<p>Din aceast\u0103 pagin\u0103 po\u021bi crea un nou card pentru compania selectat\u0103 \u00een oricare din produsele sistemului, po\u021bi ad\u0103uga o persoan\u0103 de contact nou\u0103 sau prin ap\u0103sarea pe <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-20376 alignnone\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2019-11-11-at-12.32.29.png\" alt=\"\" width=\"14\" height=\"25\" \/> po\u021bi ad\u0103uga c\u00e2mpuri noi \u00een partea din dreapta a cardului.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-60678 size-full aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-scaled.png\" alt=\"\" width=\"2560\" height=\"1158\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-300x136.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-1024x463.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-768x347.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-1536x695.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.00.57-2048x926.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-60680 aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-scaled.png\" alt=\"\" width=\"2560\" height=\"1155\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-1024x462.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-768x347.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-1536x693.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.09-2048x924.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-60681 aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-scaled.png\" alt=\"\" width=\"2560\" height=\"1155\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-1024x462.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-768x347.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-1536x693.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.03.31-2048x924.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p style=\"text-align: justify;\">Pentru a putea edita datele companiei, trebuie s\u0103 accesezi creionul de l\u00e2ng\u0103 nume (duci cursorul mouse-ului l\u00e2ng\u0103 numele companiei), iar \u00een fereastra ce apare vei vedea toate c\u00e2mpurile cardului. Po\u021bi gestiona numerele de telefon ale acestei companii, adresele de email \u0219i cele po\u0219tale, po\u021bi ad\u0103uga noi informa\u021bii din dreptul fiecare sec\u021biune sau po\u021bi \u0219terge informa\u021biile care nu mai sunt de actualitate prin click pe co\u0219ul de gunoi.<\/p>\n<p style=\"text-align: justify;\">\u00cen plus, tot pe acest tab sunt afi\u0219ate \u0219i c\u00e2mpurile pe care le adaugi tu.<\/p>\n<p style=\"text-align: justify;\">Tab-ul\u00a0<em>Carduri asociate<\/em> afi\u0219eaz\u0103 cardurile asociate companiei al c\u0103rei card l-ai deschis. Po\u021bi da click pe numele oric\u0103rui card pentru a-l accesa.<\/p>\n<p style=\"text-align: justify;\">Tab-ul\u00a0<em>Istoricul clientului\u00a0<\/em>\u00ee\u021bi ofer\u0103 o vedere de ansamblu a \u00eentregului istoric al acestei companii (este afi\u0219at aici, \u00een ordine cronologic\u0103 &#8211; cele mai recente modific\u0103ri fiind afi\u0219ate primele &#8211; tot istoricul clientului de pe toate cardurile din sistem).<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-60682 size-full aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-scaled.png\" alt=\"\" width=\"2560\" height=\"1157\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-300x136.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-1024x463.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-768x347.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-1536x694.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.29-2048x926.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p style=\"text-align: justify;\">Tab-ul\u00a0<em>Contacte<\/em> afi\u0219az\u0103 toate contactele asociate companiei al c\u0103rei card l-ai deschis. Din aceast\u0103 fereastr\u0103 po\u021bi accesa direct <a href=\"..\/cardul-contactului\">cardul contactului<\/a> unei anumite persoane.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-60683 size-full aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-scaled.png\" alt=\"\" width=\"2560\" height=\"1160\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-300x136.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-1024x464.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-768x348.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-1536x696.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-12-24-at-13.07.54-2048x928.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p style=\"text-align: justify;\">Mai jos reg\u0103se\u0219ti \u0219i un scurt video care te poart\u0103, pas cu pas, prin toate set\u0103rile pe care \u021bi le pune la dispozi\u021bie zona din care provine cardul de companie:<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/iHxfHdAFKRA\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cardul Companiei \u00ee\u021bi ofer\u0103 posibilitatea de a gestiona informa\u021bii legate de o anumit\u0103 companie. Pe acest card se reg\u0103sesc informa\u021bii ca numele companiei, numere de telefon, adrese de email, adrese po\u0219tale, CUI, num\u0103r din Registrul Comer\u021bului, site-ul companiei \u0219i altele pe care, \u00een func\u021bie de nevoi, le po\u021bi gestiona prin ad\u0103ugare de c\u00e2mpuri. Cardul companiei [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2503],"tags":[1248],"class_list":["post-22047","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-utilizatori","tag-contact-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cardul Companiei - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Cardul Companiei \u00ee\u021bi ofer\u0103 posibilitatea de a gestiona informa\u021bii legate de o anumit\u0103 companie. Pe acest card se reg\u0103sesc informa\u021bii ca numele companiei,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/cardul-companiei\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cardul Companiei - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Cardul Companiei \u00ee\u021bi ofer\u0103 posibilitatea de a gestiona informa\u021bii legate de o anumit\u0103 companie. 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