{"id":49304,"date":"2023-10-17T11:26:34","date_gmt":"2023-10-17T09:26:34","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=49304"},"modified":"2025-11-27T13:18:22","modified_gmt":"2025-11-27T12:18:22","slug":"generarea-automata-de-id-uri-pentru-cardurile-de-oportunitate","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/generarea-automata-de-id-uri-pentru-cardurile-de-oportunitate\/","title":{"rendered":"Generarea automat\u0103 de ID-uri pentru cardurile de oportunitate"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Ce \u00eenseamn\u0103 generarea automat\u0103 de ID-uri pentru cardurile de oportunitate?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Care sunt c\u00e2teva scenarii \u00een care ai putea avea nevoie de generarea de ID-uri unice pentru cardurile tale de oportunitate?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Cum s\u0103 activezi generarea automat\u0103 de ID-uri unice \u00een cadrul unui modul?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">\u00cen ce const\u0103 dezactivarea acestei func\u021bionalit\u0103\u021bi?<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Ce \u00eenseamn\u0103 generarea automat\u0103 de ID-uri pentru cardurile de oportunitate?<\/h3>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Aceasta este o func\u021bionalitate complet gratuit\u0103 \u0219i o po\u021bi activa \u00een orice produs MiniCRM.<\/div>\n<p>\u00cen cadrul set\u0103rilor fiec\u0103rui modul po\u021bi seta ca pe cardul de oportunitate s\u0103 apar\u0103 un c\u00e2mp implicit care va fi completat automat de c\u0103tre sistem, la crearea cardului respectiv, cu o serie stabilit\u0103 de tine.<\/p>\n<p>Seria respectiv\u0103 sau, altfel spus, ID-ul unic, se va genera \u00een baza unui format pe care \u00eel vei seta tu.<\/p>\n<p>\u00cen cazul de fa\u021b\u0103, po\u021bi vedea un exemplu de <strong>an (2022) &#8211; ID unic (0022) &#8211; sufix (LG).<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-49307\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.02.36.png\" alt=\"\" width=\"668\" height=\"830\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.02.36.png 668w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.02.36-241x300.png 241w\" sizes=\"auto, (max-width: 668px) 100vw, 668px\" \/><\/p>\n<p>\u00cen acest caz, urm\u0103torul card ad\u0103ugat va avea drept ID unic valoarea de 2022\/0023LG. \u0218i tot a\u0219a.<\/p>\n<p>De ce este bine s\u0103 \u021bii cont este c\u0103 aceste ID-uri, gener\u00e2ndu-se automat, vor ap\u0103rea la toate cardurile de oportunitate, \u00een ordinea ad\u0103ug\u0103rii lor din momentul activ\u0103rii ID-ului unic.<\/p>\n<p>Deci, dac\u0103 vei dori ca doar unele dintre cardurile tale de oportunitate s\u0103 aib\u0103 un astfel de ID, iar altele nu, generarea automat\u0103 de ID unic s-ar putea s\u0103 nu fie cea mai bun\u0103 solu\u021bie pentru tine.<\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Care sunt c\u00e2teva scenarii \u00een care ai putea avea nevoie de generarea de ID-uri unice pentru cardurile tale de oportunitate?<\/h3>\n<p>Dac\u0103 generarea de ID-uri unice este potrivit\u0103 sau nu pentru tine, depinde foarte mult de ce gestionezi \u00een modulul \u00een care dore\u0219ti s\u0103 o activezi.<\/p>\n<p>Printre scenariile \u00een care aceasta ar putea func\u021biona foarte bine se num\u0103r\u0103:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>modulele \u00een care gestionezi \u00een mod explicit doar contracte sau alte documente de un anumit tip (\u0219i astfel po\u021bi atribui numere de contract automate)<\/li>\n<li>module \u00een care gestionezi \u00een mod explicit resurse de acela\u0219i tip (c\u0103rora vrei s\u0103 le atribui c\u00e2te un cod)<\/li>\n<li>module \u00een care gestionezi \u00een mod explicit doar oferte (c\u0103rora vrei s\u0103 le atribui, de asemenea, c\u00e2te un cod)<\/li>\n<li>module \u00een care gestionezi mai multe proiecte \u00eentr-o vedere de tip kanban (\u0219i ai nevoie de un cod pentru fiecare proiect)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Acestea sunt doar c\u00e2teva idei, \u00eens\u0103 exemplele pot continua.<\/p>\n<p>Cel mai bine, sf\u0103tuie\u0219te-te cu un consultant \u00eenainte de a activa aceast\u0103 func\u021bionalitate, ca s\u0103 te asiguri c\u0103 e solu\u021bia optim\u0103 pentru tine.<\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Cum s\u0103 activezi generarea automat\u0103 de ID-uri unice \u00een cadrul unui modul?<\/h3>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Ca s\u0103 activezi, s\u0103 setezi sau s\u0103 dezactivezi aceast\u0103 func\u021bionalitate gratuit\u0103, <strong>trebuie s\u0103 ai drepturi de administrator \u00een sistem<\/strong>.<\/div>\n<p>Caut\u0103 pe bara albastr\u0103 de meniu acel modul \u00een care vrei s\u0103 activezi generarea automat\u0103 de ID-uri unice, click pe el, iar apoi click pe <strong>Mai multe<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49310 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.32.50.png\" alt=\"\" width=\"390\" height=\"292\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.32.50.png 390w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.32.50-300x225.png 300w\" sizes=\"auto, (max-width: 390px) 100vw, 390px\" \/><\/p>\n<p>Din meniul care \u021bi s-a deschis, alege op\u021biunea de <strong>Set\u0103rile produsului<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49313 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.33.49.png\" alt=\"\" width=\"388\" height=\"930\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.33.49.png 388w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.33.49-125x300.png 125w\" sizes=\"auto, (max-width: 388px) 100vw, 388px\" \/><\/p>\n<p>\u00cen pagina \u00een care e\u0219ti redirec\u021bionat, d\u0103 pu\u021bin scroll \u00een jos p\u00e2n\u0103 g\u0103se\u0219ti zona de <strong>Generare ID unic <\/strong>(ar trebui s\u0103 fie ultima setare de pe coloana din dreapta).<\/p>\n<p>Personalizeaz\u0103 acest ID unic dup\u0103 preferin\u021bele tale (\u00een ceea ce prive\u0219te prefixul, num\u0103rul minim de caractere, de unde s\u0103 \u00eenceap\u0103 numerotarea \u0219i sufixul din coad\u0103).<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">\u00cen exemplul nostru, am optat pentru anul curent drept prefix. Dac\u0103 \u0219i tu o s\u0103 vrei s\u0103 abordezi lucrurile \u00een mod asem\u0103n\u0103tor, s\u0103 \u0219tii c\u0103 va trebui s\u0103 actualizezi acest prefix manual \u00een fiecare an. Altminteri, el la baz\u0103 nu reprezint\u0103 o dat\u0103 real\u0103 &#8211; este doar o \u00een\u0219iruire de caractere pe care tu le alegi.<\/div>\n<p>Odat\u0103 ce ai stabilit aceste criterii, d\u0103 click pe butonul verde <strong>Activeaz\u0103<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49316 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.35.04.png\" alt=\"\" width=\"1200\" height=\"522\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.35.04.png 1200w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.35.04-300x131.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.35.04-1024x445.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.35.04-768x334.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p>Odat\u0103 activat\u0103 <strong>Generarea de ID-uri unice<\/strong>, \u021bi se va ad\u0103uga un c\u00e2mp pe cardul de oportunitate care va fi precompletat de sistem de fiecare dat\u0103 c\u00e2nd o nou\u0103 oportunitate va fi ad\u0103ugat\u0103 \u00een modulul \u00een care ai f\u0103cut set\u0103rile.<\/p>\n<p>C\u00e2mpul respectiv va fi prezent \u0219i la oportunit\u0103\u021bile deja existente \u00een sistem de dinaintea activ\u0103rii, \u00eens\u0103 la acestea va r\u0103m\u00e2ne necompletat:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49319 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.42.10.png\" alt=\"\" width=\"630\" height=\"130\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.42.10.png 630w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.42.10-300x62.png 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">\u00cen ce const\u0103 dezactivarea acestei func\u021bionalit\u0103\u021bi?<\/h3>\n<p>Ca s\u0103 dezactivezi generarea de ID-uri unice, \u00eentoarce-te \u00een zona de <strong>Set\u0103rile produsului<\/strong> (vezi mai sus cum, c\u00e2nd am vorbit de activare).<\/p>\n<p>\u00cen locul butonului verde <strong>Activeaz\u0103<\/strong> o s\u0103 g\u0103se\u0219ti acum un buton ro\u0219u <strong>Dezactiveaz\u0103<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-49322\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.53.45-1024x438.png\" alt=\"\" width=\"1024\" height=\"438\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.53.45-1024x438.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.53.45-300x128.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.53.45-768x328.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.53.45.png 1198w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>De ce trebuie s\u0103 \u021bii totu\u0219i cont este c\u0103, dezactiv\u00e2nd generarea ID-ului unic, sistemul nu va \u0219terge c\u00e2mpul aferent de pe cardul de oportunitate, acesta r\u0103m\u00e2n\u00e2nd \u00een continuare \u00een aceea\u0219i pozi\u021bie \u0219i cu acelea\u0219i date completate p\u00e2n\u0103 \u00een momentul dezactiv\u0103rii.<\/p>\n<p>Singura diferen\u021b\u0103 va fi c\u0103, atunci c\u00e2nd vei ad\u0103uga noi oportunit\u0103\u021bi, acesta nu se va mai auto-completa \u0219i va r\u0103m\u00e2ne gol (exact ca la oportunit\u0103\u021bile de dinaintea activ\u0103rii).<\/p>\n<p>De asemenea, nu \u00eel vei putea \u0219terge nici manual.<\/p>\n<p>Ce vei putea, totu\u0219i, s\u0103 faci, este s\u0103 \u00eel mu\u021bi \u00eentr-o categorie ascuns\u0103 de pe cardul de oportunitate (dac\u0103 nu \u021bi-l mai dore\u0219ti \u00een raza vizual\u0103).<\/p>\n<p>\u00cen acest sens, d\u0103 click pe cele trei punctule\u021be din dreapta sus din zona oric\u0103rui card de oportunitate din sistem.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49325 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.58.38.png\" alt=\"\" width=\"736\" height=\"996\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.58.38.png 736w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.58.38-222x300.png 222w\" sizes=\"auto, (max-width: 736px) 100vw, 736px\" \/><\/p>\n<p>Click pe <strong>Editeaz\u0103<\/strong> <strong>c\u00e2mpurile<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-49328\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.59.13.png\" alt=\"\" width=\"524\" height=\"346\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.59.13.png 524w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-11.59.13-300x198.png 300w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><\/p>\n<p>Din ecranul de editare, d\u0103 scroll \u00een jos \u0219i adaug\u0103 o <strong>C\u0103su\u021b\u0103 nou\u0103<\/strong> cu drag &amp; drop \u00een partea din st\u00e2nga:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49331 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35.png\" alt=\"\" width=\"2398\" height=\"1266\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35-300x158.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35-1024x541.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35-768x405.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35-1536x811.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.00.35-2048x1081.png 2048w\" sizes=\"auto, (max-width: 2398px) 100vw, 2398px\" \/><\/p>\n<p>Trage sub c\u0103su\u021ba nou\u0103 c\u00e2mpul de <strong>ID unic<\/strong> de care vrei s\u0103 scapi \u0219i apoi d\u0103 click pe chei\u021ba \u00eencercuit\u0103 mai jos:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49334 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.03.02.png\" alt=\"\" width=\"1164\" height=\"234\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.03.02.png 1164w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.03.02-300x60.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.03.02-1024x206.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.03.02-768x154.png 768w\" sizes=\"auto, (max-width: 1164px) 100vw, 1164px\" \/><\/p>\n<p>De aici, po\u021bi redenumi c\u0103su\u021ba \u0219i, dac\u0103 vei da click pe butonul <strong>Ascuns<\/strong>, c\u00e2mpurile de sub aceasta vor deveni invizibile pe cardul de oportunitate.<\/p>\n<p>Le vei putea accesa doar \u00eentorc\u00e2ndu-te pe cele trei punctule\u021be de mai devreme de pe orice card de oportunitate, \u00een acest ecran de editare.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49337 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.04.28.png\" alt=\"\" width=\"1166\" height=\"378\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.04.28.png 1166w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.04.28-300x97.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.04.28-1024x332.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-17-at-12.04.28-768x249.png 768w\" sizes=\"auto, (max-width: 1166px) 100vw, 1166px\" \/><\/p>\n<p>&nbsp;<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Ce \u00eenseamn\u0103 generarea automat\u0103 de ID-uri pentru cardurile de oportunitate? Care sunt c\u00e2teva scenarii \u00een care ai putea avea nevoie de generarea de ID-uri unice pentru cardurile tale de oportunitate? Cum s\u0103 activezi generarea automat\u0103 de ID-uri unice \u00een cadrul unui modul? \u00cen ce const\u0103 dezactivarea acestei func\u021bionalit\u0103\u021bi? Ce \u00eenseamn\u0103 generarea automat\u0103 de ID-uri [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2509,2507],"tags":[],"class_list":["post-49304","post","type-post","status-publish","format-standard","hentry","category-setari-produs","category-setari-si-administrare"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Generarea automat\u0103 de ID-uri pentru cardurile de oportunitate - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat Ce \u00eenseamn\u0103 generarea automat\u0103 de ID-uri pentru cardurile de oportunitate? 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