{"id":34308,"date":"2021-06-29T08:25:25","date_gmt":"2021-06-29T06:25:25","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=34308"},"modified":"2025-11-18T10:48:16","modified_gmt":"2025-11-18T09:48:16","slug":"add-on-ul-carduri-confidentiale","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/add-on-ul-carduri-confidentiale\/","title":{"rendered":"Add-on-ul carduri confiden\u021biale"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Activarea Add-on-ului<\/h3>\n<p style=\"text-align: justify;\">Pute\u021bi activa Add-on-ul pe pagina de abonamente:<\/p>\n<ol style=\"text-align: justify;\">\n<li>Face\u021bi clic pe pictograma butonului de set\u0103ri <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2021-04-26-at-14.09.44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-33558\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2021-04-26-at-14.09.44.png\" alt=\"\" width=\"29\" height=\"23\" \/><\/a> din col\u021bul din dreapta sus.<\/li>\n<li>Face\u021bi clic pe Abonare \u00een bara albastr\u0103 de sus. Aici pute\u021bi activa programul de completare.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43970 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02.png\" alt=\"\" width=\"2502\" height=\"1326\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02-300x159.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02-1024x543.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02-768x407.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02-1536x814.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.02-2048x1085.png 2048w\" sizes=\"auto, (max-width: 2502px) 100vw, 2502px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Ce este add-on-ul bordurilor de date confiden\u021biale?<\/p>\n<p style=\"text-align: justify;\">Trebuie s\u0103 ave\u021bi privilegii de administrator pentru a configura acest plug-in.<\/p>\n<ul style=\"text-align: justify;\">\n<li>Acest plugin v\u0103 permite s\u0103 marca\u021bi card-urile ca fiind confiden\u021biale, astfel \u00eenc\u00e2t numai anumi\u021bi utilizatori s\u0103 le poat\u0103 vedea.<\/li>\n<li>Card-urile marcate confiden\u021bial pot fi \u00eentotdeauna v\u0103zute de un utilizator cu privilegii de administrator \u0219i de persoana responsabil\u0103 pentru acel card.<\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\">Utilizarea cardurilor confiden\u021biale:<\/h3>\n<p style=\"text-align: justify;\">1.) Face\u021bi clic pe pictograma lac\u0103t din partea de sus a card-ului<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43973 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57.png\" alt=\"\" width=\"2526\" height=\"1324\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57-300x157.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57-1024x537.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57-768x403.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57-1536x805.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.19.57-2048x1073.png 2048w\" sizes=\"auto, (max-width: 2526px) 100vw, 2526px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">2.) Face\u021bi clic pe \u201eConfiden\u021bial\u201d<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43976 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37.png\" alt=\"\" width=\"2542\" height=\"1314\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37-300x155.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37-1024x529.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37-768x397.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37-1536x794.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.20.37-2048x1059.png 2048w\" sizes=\"auto, (max-width: 2542px) 100vw, 2542px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">3.) Selecta\u021bi din caseta derulant\u0103 cine ar trebui s\u0103 aib\u0103 acces la acea foaie de date<br \/>\nApoi pute\u021bi face clic pe \u201eOK\u201d pentru a salva modific\u0103rile.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43979 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18.png\" alt=\"\" width=\"2542\" height=\"1318\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18-300x156.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18-1024x531.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18-768x398.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18-1536x796.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.18-2048x1062.png 2048w\" sizes=\"auto, (max-width: 2542px) 100vw, 2542px\" \/><\/a><\/p>\n<div class=\"alert alert-info alert-danger\" style=\"text-align: justify;\">\n<p>Oricine nu are acces la card-urile confiden\u021biale nu le va vedea \u00een modul, \u00een card-urile conexe, \u00een card-urile asociate, \u00een rapoarte sau \u00een vizualizarea \u201eAst\u0103zi\u201d. Respectiv, nu ve\u021bi putea accesa aceste card-uri oriunde \u00een sistem.<\/p>\n<p>Dac\u0103 un utilizator nu are acces la un card, nu va putea s\u0103 o g\u0103seasc\u0103 \u00een motorul de c\u0103utare. Motorul de c\u0103utare nu va \u00eentoarce un rezultat \u00een acest caz.<\/p>\n<\/div>\n<p style=\"text-align: justify;\">Dac\u0103 un card a fost setat la confiden\u021bial, acesta va ap\u0103rea \u00een profil sub \u201eIstoric\u201d.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43982 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56.png\" alt=\"\" width=\"2516\" height=\"1324\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56-300x158.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56-1024x539.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56-768x404.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56-1536x808.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.21.56-2048x1078.png 2048w\" sizes=\"auto, (max-width: 2516px) 100vw, 2516px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Pute\u021bi filtra card-urile marcate ca confiden\u021biale set\u00e2nd condi\u021bia de filtrare \u201eVizibilitate\u201d.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43985 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44.png\" alt=\"\" width=\"2550\" height=\"1314\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44-300x155.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44-1024x528.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44-768x396.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44-1536x791.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.22.44-2048x1055.png 2048w\" sizes=\"auto, (max-width: 2550px) 100vw, 2550px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Apoi, dac\u0103 dori\u021bi s\u0103 filtra\u021bi pe card-urile confiden\u021biale \/ proiecte, selecta\u021bi \u201eEgal cu\u201d din meniul derulant, apoi tasta\u021bi \u20181\u2019 \u00een loc de valoarea numeric\u0103.<\/p>\n<p style=\"text-align: justify;\">Dac\u0103 dori\u021bi s\u0103 filtra\u021bi pe card-urile generale (neconfiden\u021biale), \u00eenlocui\u021bi valoarea numeric\u0103 cu un 0.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43988 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27.png\" alt=\"\" width=\"2516\" height=\"1324\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27-300x158.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27-1024x539.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27-768x404.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27-1536x808.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.23.27-2048x1078.png 2048w\" sizes=\"auto, (max-width: 2516px) 100vw, 2516px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Valoarea de vizibilitate este 1 pentru card-urile confiden\u021biale \u0219i 0 pentru card-urile generale (neconfiden\u021biale).<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43991 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16.png\" alt=\"\" width=\"2524\" height=\"1318\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16-300x157.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16-1024x535.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16-768x401.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16-1536x802.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/06\/Screenshot-2022-11-17-at-15.24.16-2048x1069.png 2048w\" sizes=\"auto, (max-width: 2524px) 100vw, 2524px\" \/><\/a><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Pute\u021bi ad\u0103uga o sarcin\u0103 la un card confiden\u021bial numai pentru un utilizator care are acces la acel card.<br \/>\nDac\u0103 modifica\u021bi ulterior accesul utilizatorului (nu mai ave\u021bi acces la card-ul confiden\u021bial), sarcina v\u0103 va fi transferat\u0103 automat.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Activarea Add-on-ului Pute\u021bi activa Add-on-ul pe pagina de abonamente: Face\u021bi clic pe pictograma butonului de set\u0103ri din col\u021bul din dreapta sus. Face\u021bi clic pe Abonare \u00een bara albastr\u0103 de sus. Aici pute\u021bi activa programul de completare. Ce este add-on-ul bordurilor de date confiden\u021biale? Trebuie s\u0103 ave\u021bi privilegii de administrator pentru a configura acest plug-in. Acest [&hellip;]<\/p>\n","protected":false},"author":84,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2519,2515],"tags":[],"class_list":["post-34308","post","type-post","status-publish","format-standard","hentry","category-accesorii","category-produse-si-accesorii"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Add-on-ul carduri confiden\u021biale - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Activarea Add-on-ului Pute\u021bi activa Add-on-ul pe pagina de abonamente: Face\u021bi clic pe pictograma butonului de set\u0103ri din col\u021bul din dreapta sus. 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