{"id":25173,"date":"2020-01-08T13:00:59","date_gmt":"2020-01-08T12:00:59","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=25173"},"modified":"2025-11-27T16:03:49","modified_gmt":"2025-11-27T15:03:49","slug":"sablonok-letrehozasa","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/sablonok-letrehozasa\/","title":{"rendered":"Sablonok"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Hogy min\u00e9l t\u00f6bb id\u0151t takar\u00edts meg az emailez\u00e9s \u00e9s teend\u0151k haszn\u00e1lata sor\u00e1n, k\u00e9sz\u00edts sablonokat! Mivel gyakran vannak ism\u00e9tl\u0151d\u0151 feladataid vagy emaileid, ez\u00e9rt \u00e9rdemes ezekre sablonokat l\u00e9trehozni, hogy az \u00e9rt\u00e9kes id\u0151d ne p\u00f6ty\u00f6g\u00e9ssel teljen.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">N\u00e9gy f\u00e9le sablont k\u00e9sz\u00edthetsz a MiniCRM-ben:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\"> Email<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> Teend\u0151<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> SMS<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Dokumentum (pl. szerz\u0151d\u00e9s).<\/span><\/li>\n<\/ol>\n<h2>Sablonok l\u00e9trehoz\u00e1sa<\/h2>\n<p>Minden term\u00e9kben a sablonokat a term\u00e9k neve alatt \u00e9red el.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44456 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07.png\" alt=\"\" width=\"2880\" height=\"1644\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07-300x171.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07-1024x585.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07-768x438.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07-1536x877.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2022-11-25-15.54.07-2048x1169.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<div class=\"alert alert-danger\">Fontos, hogy az elk\u00e9sz\u00edtett sablont mindig csak abban a term\u00e9kben \u00e9red el, ahol l\u00e9trehoztad.<\/div>\n<div>\n<p><span style=\"font-weight: 400;\">A sablonok l\u00e9trehoz\u00e1s\u00e1nak m\u00f3dja mind a n\u00e9gy f\u00e9le sablont\u00edpus eset\u00e9n ugyanaz.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sablon l\u00e9trehoz\u00e1s\u00e1hoz kattints az <strong>\u00daj sablon<\/strong> gombra \u00e9s v\u00e1laszd ki azt a t\u00edpust, amit l\u00e9tre szeretn\u00e9l hozni.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25179 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok2-e1669388318517.png\" alt=\"\" width=\"1422\" height=\"231\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok2-e1669388318517.png 1422w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok2-e1669388318517-300x49.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok2-e1669388318517-1024x166.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok2-e1669388318517-768x125.png 768w\" sizes=\"auto, (max-width: 1422px) 100vw, 1422px\" \/><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p>N\u00e9zz\u00fcnk egy p\u00e9ld\u00e1t! N\u00e9zz\u00fck meg, hogy mik\u00e9nt tudsz l\u00e9trehozni egy email sablont a MiniCRM-ben. Kattints az<strong> \u00daj sablon<\/strong> gombra \u00e9s v\u00e1laszd ki az <strong>\u00daj email sablon<\/strong> lehet\u0151s\u00e9get.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25182 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-e1669388345798.png\" alt=\"\" width=\"1423\" height=\"398\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-e1669388345798.png 1423w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-e1669388345798-300x84.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-e1669388345798-1024x286.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-e1669388345798-768x215.png 768w\" sizes=\"auto, (max-width: 1423px) 100vw, 1423px\" \/><\/p>\n<p>K\u00f6vetkez\u0151 mez\u0151ket mindenk\u00e9ppen t\u00f6ltsd ki:<\/p>\n<div>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Sablonn\u00e9v<\/strong>: Ahogy el akarod nevezni az sablonodat, ezen a n\u00e9ven tal\u00e1lsz r\u00e1 a t\u00f6bbi sablon k\u00f6z\u00f6tt. \u00dcgyfelek nem l\u00e1tj\u00e1k, csak a MiniCRM felhaszn\u00e1l\u00f3k.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>T\u00e1rgy<\/strong>: Ez lesz az email t\u00e1rgya. Ezt m\u00e1r l\u00e1tni fogja a c\u00edmzett.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Mappa<\/strong>: Mapp\u00e1ba tudod rendezni a sablonokat, hogy gyorsabban r\u00e1tal\u00e1lj egy keresett sablonra.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Sz\u00f6veg<\/strong>: Ide \u00edrd az email tartalm\u00e1t. Itt tudsz haszn\u00e1lni \u201cv\u00e1ltoz\u00f3kat\u201d, ami seg\u00edts\u00e9g\u00e9vel gyors\u00edtani tudod a munk\u00e1dat, \u00e9s szem\u00e9lyreszabott emailt tudsz k\u00fcldeni az \u00fcgyfeleidnek.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A v\u00e1ltoz\u00f3k seg\u00edts\u00e9g\u00e9vel az adatlapokr\u00f3l bizonyos mez\u0151k tartalm\u00e1t be tudod h\u00fazni automatikusan az email sz\u00f6veg\u00e9be, p\u00e9ld\u00e1ul az \u00fcgyf\u00e9l nev\u00e9t a megsz\u00f3l\u00edt\u00e1shoz, c\u00edmet, d\u00e1tumot stb. Ha a mez\u0151ben nem szerepel adat, akkor a v\u00e1ltoz\u00f3 nem tud megjelen\u00edthet\u0151 \u00e9rt\u00e9ket besz\u00farni.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">V\u00e1ltoz\u00f3k haszn\u00e1lat\u00e1hoz kattints a v\u00e1ltoz\u00f3 beilleszt\u00e9se (puzzle) ikonra, \u00e9s v\u00e1lassz egy v\u00e1ltoz\u00f3t\/ mez\u0151t a felugr\u00f3 ablakb\u00f3l.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25185 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-1-e1669388367303.png\" alt=\"\" width=\"1423\" height=\"398\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-1-e1669388367303.png 1423w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-1-e1669388367303-300x84.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-1-e1669388367303-1024x286.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok3-1-e1669388367303-768x215.png 768w\" sizes=\"auto, (max-width: 1423px) 100vw, 1423px\" \/><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<div><strong>B\u00e1rmilyen kor\u00e1bban l\u00e9trehozott adatlapi mez\u0151t ki tudsz v\u00e1lasztani v\u00e1ltoz\u00f3k\u00e9nt.<\/strong><\/div>\n<p><span style=\"font-weight: 400;\">Bal oldalon tudod kiv\u00e1lasztani, hogy az adott mez\u0151 hol tal\u00e1lhat\u00f3, p\u00e9ld\u00e1ul adatlap, szem\u00e9ly vagy c\u00e9g adatlap, de be tudsz sz\u00farni a r\u00f6gz\u00edtett c\u00edmre, felad\u00f3ra, vagy ak\u00e1r a c\u00edmzettre vonatkoz\u00f3 adatokat is. Amennyiben sz\u00fcks\u00e9ges d\u00e1tumot is tudsz besz\u0171rni a sablonba. Tov\u00e1bb\u00e1 ak\u00e1r egy adatm\u00f3dos\u00edt\u00f3 linket is, ami seg\u00edts\u00e9g\u00e9vel az \u00fcgyf\u00e9l az emailben szerepl\u0151 linkre kattintva tud neked visszajelz\u00e9st adni, ami term\u00e9szetesen automatikusan megjelenik a MiniCRM-ben (err\u0151l b\u0151vebben <a href=\"https:\/\/www.minicrm.hu\/help\/urlapok_letrehozasa\/\">itt<\/a> olvashatsz).<\/span><\/p>\n<div class=\"alert alert-info\">Amennyiben egy sz\u00f6vegdoboz tartalm\u00e1t illeszten\u00e9d a sablonba v\u00e1ltoz\u00f3k\u00e9nt \u00e9s a mez\u0151ben megtal\u00e1lhat\u00f3 form\u00e1z\u00e1sokat szeretn\u00e9d megtartani, abban az esetben lehet\u0151s\u00e9ged van ezt az email sablonon bel\u00fcl a HTML szerkeszt\u0151i n\u00e9zet seg\u00edt\u00e9s\u00e9g\u00e9vel kivitelezni, ahol a sz\u00f6vegdoboz mez\u0151d v\u00e1ltoz\u00f3j\u00e1t egy <em>&lt;pre&gt;&#8230;&lt;\/pre&gt;<\/em> tag k\u00f6z\u00e9 kell illeszteni.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25188\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok4.png\" alt=\"V\u00e1ltoz\u00f3k\" width=\"852\" height=\"512\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok4.png 852w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok4-300x180.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok4-768x462.png 768w\" sizes=\"auto, (max-width: 852px) 100vw, 852px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Miut\u00e1n elk\u00e9sz\u00edtetted a sablonodat kattints a <strong>Hozz\u00e1ad\u00e1s<\/strong> gombra a ment\u00e9shez, ezut\u00e1n m\u00e1r automatikusan ment a rendszer.\u00a0<\/span><\/p>\n<p><strong>TIPP<\/strong>: A <strong>Mappa<\/strong> k\u00f6telez\u0151 mez\u0151, addig nem tudod elmenteni a sablont, am\u00edg nem rendelted egy mapp\u00e1hoz.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25191 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok5-e1669388390188.png\" alt=\"\" width=\"1421\" height=\"369\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok5-e1669388390188.png 1421w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok5-e1669388390188-300x78.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok5-e1669388390188-1024x266.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok5-e1669388390188-768x199.png 768w\" sizes=\"auto, (max-width: 1421px) 100vw, 1421px\" \/><\/p>\n<p><b>Ha m\u00f3dos\u00edtani szeretn\u00e9l egy kor\u00e1bban l\u00e9trehozott sablont<\/b><span style=\"font-weight: 400;\">, akkor a sablonok list\u00e1j\u00e1n\u00e1l kattints az adott sablonra, \u00e9s m\u00f3dos\u00edtsd a k\u00edv\u00e1nt adatokat. A sablon nev\u00e9re kattintva ak\u00e1r azt is m\u00f3dos\u00edthatod.\u00a0<\/span><\/p>\n<p><b>Hogyan hozhatsz l\u00e9tre mapp\u00e1kat a sablonoknak?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Hogy gyorsabban megtal\u00e1lhasd a keresett sablont, hozz l\u00e9tre mapp\u00e1kat. Kattints jobb fels\u0151 sarokban a h\u00e1rom pontra, majd a <strong>Mapp\u00e1k testreszab\u00e1sa<\/strong> gombra.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25200\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_mappa\u0301k.png\" alt=\"\" width=\"1423\" height=\"231\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_mappa\u0301k.png 1423w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_mappa\u0301k-300x49.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_mappa\u0301k-1024x166.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_mappa\u0301k-768x125.png 768w\" sizes=\"auto, (max-width: 1423px) 100vw, 1423px\" \/><\/p>\n<p><b>Ha t\u00f6r\u00f6lni szeretn\u00e9l egy sablont<\/b><span style=\"font-weight: 400;\">, kattints az adott Sablonn\u00e1l a jobb oldali h\u00e1rom pontra, \u00e9s v\u00e1laszd a <strong>Lomt\u00e1rba helyez\u00e9s<\/strong>t.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25203\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_to\u0308rle\u0301s.png\" alt=\"\" width=\"1419\" height=\"427\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_to\u0308rle\u0301s.png 1419w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_to\u0308rle\u0301s-300x90.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_to\u0308rle\u0301s-1024x308.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_to\u0308rle\u0301s-768x231.png 768w\" sizes=\"auto, (max-width: 1419px) 100vw, 1419px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A lomt\u00e1rat a k\u00e9perny\u0151 jobb oldal\u00e1n alul tal\u00e1lod.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25206 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_lomta\u0301r-e1669388417399.png\" alt=\"\" width=\"1423\" height=\"590\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_lomta\u0301r-e1669388417399.png 1423w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_lomta\u0301r-e1669388417399-300x124.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_lomta\u0301r-e1669388417399-1024x425.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_lomta\u0301r-e1669388417399-768x318.png 768w\" sizes=\"auto, (max-width: 1423px) 100vw, 1423px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Ha vissza szeretn\u00e9d vonni a lomt\u00e1rba helyez\u00e9st, akkor nyistd meg az adott sablont \u00e9s a jobb fels\u0151 sarokban tal\u00e1lhat\u00f3 inkonra kattints.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25209 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablon_lomta\u0301r-vissza-e1669388449581.png\" alt=\"\" width=\"1422\" height=\"422\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablon_lomta\u0301r-vissza-e1669388449581.png 1422w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablon_lomta\u0301r-vissza-e1669388449581-300x89.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablon_lomta\u0301r-vissza-e1669388449581-1024x304.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablon_lomta\u0301r-vissza-e1669388449581-768x228.png 768w\" sizes=\"auto, (max-width: 1422px) 100vw, 1422px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>Sablon forr\u00e1sk\u00f3dj\u00e1nak szerkeszt\u00e9se<\/h3>\n<div class=\"alert alert-info\">A sablon forr\u00e1sk\u00f3dj\u00e1nak szerkeszt\u00e9s\u00e9re kiz\u00e1r\u00f3lag az <strong>E-mail t\u00edpus\u00fa sablonn\u00e1l<\/strong> van lehet\u0151s\u00e9ged.<\/div>\n<div>Lehet\u0151s\u00e9ged van az e-mail sablonok forr\u00e1sk\u00f3dj\u00e1t szerkeszteni, \u00edgy a saj\u00e1t, m\u00e1r elk\u00e9sz\u00edtett sablonjaidat is beillesztheted:<\/div>\n<div><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33858 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05-e1669388473494.png\" alt=\"\" width=\"1915\" height=\"873\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05-e1669388473494.png 1915w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05-e1669388473494-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05-e1669388473494-1024x467.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05-e1669388473494-768x350.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Ke\u0301pernyo\u030bfoto\u0301-2021-05-20-12.44.05-e1669388473494-1536x700.png 1536w\" sizes=\"auto, (max-width: 1915px) 100vw, 1915px\" \/><\/a><\/div>\n<div><\/div>\n<div>MiniCRM rendszerb\u0151l egyszer\u0171bb sablonok elk\u00e9sz\u00edt\u00e9s\u00e9t \u00e9s kik\u00fcld\u00e9s\u00e9t aj\u00e1nljuk. M\u00e1s forr\u00e1sb\u00f3l k\u00e9sz\u00edtett h\u00edrlev\u00e9l forr\u00e1sk\u00f3dj\u00e1val kapcsolatosan nem tudjuk garant\u00e1lni, hogy megfelel\u0151en, a l\u00e1tottaknak megfelel\u0151en ker\u00fcl kik\u00fcld\u00e9sre.<\/div>\n<h2>Sablonok haszn\u00e1lata<\/h2>\n<h3>Hogyan tudod haszn\u00e1lni az elk\u00e9sz\u00edtett teend\u0151sablont?<\/h3>\n<p><span style=\"font-weight: 400;\">Ha vannak olyan teend\u0151id, amik gyakran ism\u00e9tl\u0151dnek hozz l\u00e9tre teend\u0151sablonokat, hogy gyors\u00edtsd a napi munk\u00e1dat. A kor\u00e1bban l\u00e9trehozott teend\u0151sablont \u00fagy tudod \u00fctemezni magadnak, vagy a koll\u00e9g\u00e1dnak, hogy az <strong>\u00daj teend\u0151<\/strong> gomb mellett l\u00e9v\u0151 kis lenyit\u00f3 ny\u00edlra kattintasz \u00e9s kiv\u00e1lasztod az<strong> \u00daj teend\u0151 sablonb\u00f3l<\/strong> lehet\u0151s\u00e9get.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25212 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b-e1669388503748.png\" alt=\"\" width=\"1146\" height=\"452\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b-e1669388503748.png 1146w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b-e1669388503748-300x118.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b-e1669388503748-1024x404.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b-e1669388503748-768x303.png 768w\" sizes=\"auto, (max-width: 1146px) 100vw, 1146px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Ezut\u00e1n v\u00e1laszd ki a sablont a list\u00e1b\u00f3l, ha sz\u00fcks\u00e9ges haszn\u00e1ld a keres\u0151t.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25215\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b2.png\" alt=\"\" width=\"949\" height=\"638\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b2.png 949w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b2-300x202.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b2-768x516.png 768w\" sizes=\"auto, (max-width: 949px) 100vw, 949px\" \/><\/p>\n<p>Miut\u00e1n kiv\u00e1lasztottad a teend\u0151t, m\u00e1r csak hat\u00e1rid\u0151t \u00e9s felel\u0151st kell hozz\u00e1 rendelned \u00e9s biztos, hogy a nem lesz elfelejtve a feladat.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25218\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b3.png\" alt=\"\" width=\"715\" height=\"337\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b3.png 715w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_teendo\u030b3-300x141.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/><\/p>\n<h3>Gyakori probl\u00e9ma a teend\u0151 sablonokn\u00e1l<\/h3>\n<p>Amennyiben Firefox Quantum b\u00f6ng\u00e9sz\u0151t haszn\u00e1lsz, mivel ez a b\u00f6ng\u00e9sz\u0151 nem t\u00e1mogatott a MiniCRM r\u00e9sz\u00e9r\u0151l, ez\u00e9rt el\u0151fordul\u00f3 jelens\u00e9g, hogy a teend\u0151 sablonokba beker\u00fclnek CSS k\u00f3d elemek. Ezen elemek csak a teend\u0151 kioszt\u00e1sa ut\u00e1n l\u00e1that\u00f3ak a teend\u0151 felv\u00e9tele ut\u00e1n. Ennek elker\u00fcl\u00e9se \u00e9rdek\u00e9ben haszn\u00e1lhatsz m\u00e1sik b\u00f6ng\u00e9sz\u0151t. P\u00e9ld\u00e1ul a Google Chrome-ot.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26517 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum-e1669388532772.jpg\" alt=\"\" width=\"930\" height=\"576\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum-e1669388532772.jpg 930w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum-e1669388532772-300x186.jpg 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum-e1669388532772-768x476.jpg 768w\" sizes=\"auto, (max-width: 930px) 100vw, 930px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26520 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum2.jpg\" alt=\"\" width=\"568\" height=\"773\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum2.jpg 568w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/firefox_quantum2-220x300.jpg 220w\" sizes=\"auto, (max-width: 568px) 100vw, 568px\" \/><\/a><\/p>\n<h3>Hogyan tudod kik\u00fcldeni az elk\u00e9sz\u00edtett email sablonokat?<\/h3>\n<p><span style=\"font-weight: 400;\">Keress r\u00e1 \u00e9s nyisd meg annak az \u00fcgyf\u00e9lnek, \u00e9rdekl\u0151d\u0151nek az adatlapj\u00e1t, akinek emailt szeretn\u00e9l k\u00fcldeni. Miut\u00e1n megnyitottad az adatlapot a jobb oldalon a kapcsolattar\u00f3 adatok k\u00f6z\u00f6tt kattints r\u00e1 az email c\u00edm\u00e9re.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-25221 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email-e1669388556881.png\" alt=\"\" width=\"1423\" height=\"416\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email-e1669388556881.png 1423w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email-e1669388556881-300x88.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email-e1669388556881-1024x299.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email-e1669388556881-768x225.png 768w\" sizes=\"auto, (max-width: 1423px) 100vw, 1423px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">V\u00e1laszd ki azt az email sablont, amit ki szeretn\u00e9l k\u00fcldeni. <\/span><span style=\"font-weight: 400;\">Ekkor megjelenik az email szerkeszt\u0151 fel\u00fclete, a kiv\u00e1lasztott email sablon sz\u00f6veg\u00e9vel. <\/span><\/p>\n<div class=\"alert alert-danger\"><span style=\"font-weight: 400;\">Ekkor m\u00e9g b\u00e1rmit m\u00f3dos\u00edthatsz a sz\u00f6vegen, a kor\u00e1bban l\u00e9trehozott sablon nem fog m\u00f3dosulni!<\/span><\/div>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25224\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email2.png\" alt=\"\" width=\"829\" height=\"565\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email2.png 829w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email2-300x204.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_email2-768x523.png 768w\" sizes=\"auto, (max-width: 829px) 100vw, 829px\" \/><\/span><\/p>\n<div class=\"alert alert-info\"><strong>TIPP<\/strong>: Minden kik\u00fcld\u00e9s el\u0151tt ellen\u0151rizd az <strong>El\u0151n\u00e9zet<\/strong> gombra kattintva, hogy az email mik\u00e9nt fog megjelenni a c\u00edmzettn\u00e9l.<\/div>\n<p><span style=\"font-weight: 400;\">Ha minden \u00fagy jelenik meg, ahogy szeretn\u00e9d a <strong>K\u00fcld\u00e9s<\/strong> gombra kattintva tudod elk\u00fcldeni az emailt.<\/span><\/p>\n<p><strong>Az al\u00e1bbi vide\u00f3ban megmutatjuk, hogyan tudsz egyszer\u0171en email sablont k\u00e9sz\u00edteni \u00e9s kik\u00fcldeni a MiniCRM seg\u00edts\u00e9g\u00e9vel:\u00a0<\/strong><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/uvg8hiFevpg\" width=\"700\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3>Hogyan tudod haszn\u00e1lni az elk\u00e9sz\u00edtett dokumentum sablonokat?<\/h3>\n<p><span style=\"font-weight: 400;\">A MiniCRM-mel dokumentum sablont is k\u00e9sz\u00edthetsz, v\u00e1ltoz\u00f3kal, k\u00e9pekkel stb.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00cdgy k\u00e9sz\u00edthetsz dokumentum sablont:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">MiniCRM-ben l\u00e9trehozod a dokumentum sablont, l\u00e1sd fentebb a <em>Sablonok l\u00e9trehoz\u00e1sa<\/em> r\u00e9szn\u00e9l. A MiniCRM-ben l\u00e9trehozott sablon gener\u00e1l\u00e1s\u00e1hoz a f\u00e1jlfelt\u00f6lt\u0151 mez\u0151n\u00e9l tal\u00e1lhat\u00f3 Felt\u00f6lt\u00e9s gombra kattints, majd v\u00e1laszd ki a <strong>PDF gener\u00e1l\u00e1s sablonb\u00f3l<\/strong> lehet\u0151s\u00e9get.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-25239\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_genera\u0301la\u0301s-1.png\" alt=\"\" width=\"325\" height=\"509\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_genera\u0301la\u0301s-1.png 325w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/01\/Sablonok_genera\u0301la\u0301s-1-192x300.png 192w\" sizes=\"auto, (max-width: 325px) 100vw, 325px\" \/><\/span><\/li>\n<\/ul>\n<div class=\"alert alert-danger\">A sablon gener\u00e1l\u00e1s ut\u00e1n a dokumentum az el\u0151zm\u00e9nyekben megjelenik, ahonnan k\u00e9s\u0151bb nem t\u00f6r\u00f6lhet\u0151!<\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hogy min\u00e9l t\u00f6bb id\u0151t takar\u00edts meg az emailez\u00e9s \u00e9s teend\u0151k haszn\u00e1lata sor\u00e1n, k\u00e9sz\u00edts sablonokat! Mivel gyakran vannak ism\u00e9tl\u0151d\u0151 feladataid vagy emaileid, ez\u00e9rt \u00e9rdemes ezekre sablonokat l\u00e9trehozni, hogy az \u00e9rt\u00e9kes id\u0151d ne p\u00f6ty\u00f6g\u00e9ssel teljen. N\u00e9gy f\u00e9le sablont k\u00e9sz\u00edthetsz a MiniCRM-ben: Email Teend\u0151 SMS Dokumentum (pl. szerz\u0151d\u00e9s). Sablonok l\u00e9trehoz\u00e1sa Minden term\u00e9kben a sablonokat a term\u00e9k neve alatt [&hellip;]<\/p>\n","protected":false},"author":84,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2477,2479,2583,2471],"tags":[],"class_list":["post-25173","post","type-post","status-publish","format-standard","hentry","category-dokumentumgeneralas","category-sablonok","category-sablonok-es-szemelyre-szabas","category-uzenetkuldes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sablonok - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Hogy min\u00e9l t\u00f6bb id\u0151t takar\u00edts meg az emailez\u00e9s \u00e9s teend\u0151k haszn\u00e1lata sor\u00e1n, k\u00e9sz\u00edts sablonokat! 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