{"id":39753,"date":"2022-06-08T15:53:14","date_gmt":"2022-06-08T13:53:14","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=39753"},"modified":"2025-11-18T14:25:47","modified_gmt":"2025-11-18T13:25:47","slug":"fajl-sablonok","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/fajl-sablonok\/","title":{"rendered":"F\u00e1jl sablonok"},"content":{"rendered":"<div>A MiniCRM-ben van lehet\u0151s\u00e9ged egyedi pdf dokumentumok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n. Ezeket a sablonokat a sz\u00e1m\u00edt\u00f3g\u00e9pen \u00e1ll\u00edthatsz \u00f6ssze docx, xlsx, odt, ods, xhtml f\u00e1jlban.<\/div>\n<div>A pdf-eket a k\u00e9s\u0151bbiekben adatlapi f\u00e1jl mez\u0151kben gener\u00e1lhatod le.<\/div>\n<div><iframe loading=\"lazy\" width=\"760\" height=\"415\" src=\"https:\/\/www.youtube.com\/embed\/ans-dFR5C6E?si=9NC3Pj38YyTAWAjv\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<div><\/div>\n<div class=\"alert alert-danger\">Az al\u00e1bbi l\u00e9p\u00e9sekhez adminisztr\u00e1tor jogosults\u00e1g sz\u00fcks\u00e9ges!<\/div>\n<h2>F\u00e1jl sablon l\u00e9trehoz\u00e1sa<\/h2>\n<h3>1. Kattints a term\u00e9k neve alatti Sablonok men\u00fcpontra, majd v\u00e1laszd az <em>\u00daj sablon<\/em> &#8211; <em>\u00daj f\u00e1jl sablon<\/em> opci\u00f3t<\/h3>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59138 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11.png\" alt=\"Fajl_sablon1\" width=\"2295\" height=\"907\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11.png 2295w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11-300x119.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11-1024x405.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11-768x304.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11-1536x607.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.39.11-2048x809.png 2048w\" sizes=\"auto, (max-width: 2295px) 100vw, 2295px\" \/><\/h4>\n<h3>2. Add meg a sablon nev\u00e9t, majd t\u00f6ltsd fel a felt\u00f6lteni k\u00edv\u00e1nt f\u00e1jlt a mez\u0151be kattintva.<\/h3>\n<p>A felt\u00f6lt\u00f6tt f\u00e1jl maxim\u00e1lis m\u00e9rete 10 MB \u00e9s t\u00edpusa: xHTML, ODT, ODS, DOCX \u00e9s XLSX lehet.<\/p>\n<address><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59136 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-scaled.png\" alt=\"Fajl_sablon\" width=\"2560\" height=\"1442\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-1024x577.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-768x433.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-1536x865.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2022\/06\/Kepernyofoto-2025-05-17-14.36.09-2048x1154.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/address>\n<address><b>A sablonokban haszn\u00e1lhat\u00f3 v\u00e1ltoz\u00f3k:<br \/>\n<\/b><b> <\/b><span style=\"font-weight: 400;\">A sablonokban v\u00e1ltoz\u00f3kat is haszn\u00e1lhatsz, amik k\u00f6nnyebb\u00e9 teszik a munk\u00e1d. <\/span><span style=\"font-weight: 400;\">A sablon fel\u00e9p\u00edt\u00e9s\u00e9hez minden adatot tudsz haszn\u00e1lni, ami a rendszerben az adatlapokon is megtal\u00e1lhat\u00f3.<\/span><\/address>\n<address>\n<div class=\"alert alert-info\">\n<p><span style=\"font-weight: 400;\">A MiniCRM ben haszn\u00e1lt v\u00e1ltoz\u00f3 form\u00e1tuma: <strong>{%Project.V\u00e1ltoz\u00f3Neve%}<\/strong><\/span><\/p>\n<p>A <span style=\"text-decoration: underline;\">dokumentumban haszn\u00e1lhat\u00f3 helyes v\u00e1ltoz\u00f3 form\u00e1tuma<\/span>: <strong>{d.Project.V\u00e1ltoz\u00f3Neve}<\/strong><\/p>\n<\/div>\n<div class=\"alert alert-info\"><strong>Adatlapi mez\u0151k<\/strong>\u00a0<strong>v\u00e1ltoz\u00f3j\u00e1nak <\/strong>a dokumentumban haszn\u00e1lhat\u00f3 form\u00e1tuma: <strong>{d.Project.V\u00e1ltoz\u00f3Neve}<\/strong><\/div>\n<div class=\"alert alert-info\"><strong>Szem\u00e9ly \u00e9s C\u00e9g v\u00e1ltoz\u00f3knak <\/strong>a dokumentumban haszn\u00e1lhat\u00f3 form\u00e1tuma:\u00a0<strong>{d.Person.V\u00e1ltoz\u00f3Neve}<\/strong><b> \u00e9s {d.Business.V\u00e1ltoz\u00f3Neve}<\/b><\/div>\n<\/address>\n<div><\/div>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>A MiniCRM-ben van lehet\u0151s\u00e9ged egyedi pdf dokumentumok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n. Ezeket a sablonokat a sz\u00e1m\u00edt\u00f3g\u00e9pen \u00e1ll\u00edthatsz \u00f6ssze docx, xlsx, odt, ods, xhtml f\u00e1jlban. A pdf-eket a k\u00e9s\u0151bbiekben adatlapi f\u00e1jl mez\u0151kben gener\u00e1lhatod le. Az al\u00e1bbi l\u00e9p\u00e9sekhez adminisztr\u00e1tor jogosults\u00e1g sz\u00fcks\u00e9ges! F\u00e1jl sablon l\u00e9trehoz\u00e1sa 1. Kattints a term\u00e9k neve alatti Sablonok men\u00fcpontra, majd v\u00e1laszd az \u00daj sablon &#8211; [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2477,2479],"tags":[],"class_list":["post-39753","post","type-post","status-publish","format-standard","hentry","category-dokumentumgeneralas","category-sablonok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>F\u00e1jl sablonok - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A MiniCRM-ben van lehet\u0151s\u00e9ged egyedi pdf dokumentumok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n. Ezeket a sablonokat a sz\u00e1m\u00edt\u00f3g\u00e9pen \u00e1ll\u00edthatsz \u00f6ssze docx, xlsx, odt,\" \/>\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.hu\/help\/fajl-sablonok\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"F\u00e1jl sablonok - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"A MiniCRM-ben van lehet\u0151s\u00e9ged egyedi pdf dokumentumok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n. 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