{"id":49907,"date":"2023-10-30T13:01:47","date_gmt":"2023-10-30T12:01:47","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=49907"},"modified":"2025-11-27T13:16:55","modified_gmt":"2025-11-27T12:16:55","slug":"istoricul-in-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/","title":{"rendered":"Istoricul \u00een MiniCRM"},"content":{"rendered":"<div class=\"alert alert-info\" style=\"text-align: justify;\">Fiecare card de oportunitate din MiniCRM are o zon\u0103 de istoric, \u00een care tu \u0219i restul utilizatorilor pute\u021bi vedea evolu\u021bia respectivului card (care poate reprezenta o v\u00e2nzare, un proiect, o ofert\u0103 etc.) \u00een timp real. Aici vor ap\u0103rea toate sarcinile \u00eenchise, toate mesajele cu oricare dintre persoanele de contact de la clientul de care cardul apar\u021bine, toate documentele urcate \u0219i toate modific\u0103rile f\u0103cute \u00een oricare zon\u0103 a cardului.<\/div>\n<div>Pe fiecare card de oportunitate o s\u0103 g\u0103se\u0219ti trei butoane pe care le po\u021bi folosi pentru a lucra cu istoricul clientului:<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49910 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46.png\" alt=\"\" width=\"1036\" height=\"368\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46.png 1036w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46-300x107.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46-1024x364.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46-768x273.png 768w\" sizes=\"auto, (max-width: 1036px) 100vw, 1036px\" \/><\/div>\n<div><\/div>\n<div>Butonul de Istoric nou \u00ee\u021bi permite s\u0103 adaugi noti\u021be despre lucruri pe care le-ai dus la bun sf\u00e2r\u0219it cu clientul respectiv, f\u0103r\u0103 a mai fi nevoit s\u0103 deschizi o sarcin\u0103.<\/div>\n<div><\/div>\n<div>Butonul de Arhiveaz\u0103 \u00ee\u021bi genereaz\u0103 o adres\u0103 de e-mail (un cod) c\u0103tre care po\u021bi s\u0103 forwardezi orice e-mail primit \u00een Gmail, Outlook sau oricare alt motor de e-mail, astfel \u00eenc\u00e2t el s\u0103 \u00ee\u021bi apar\u0103 \u0219i \u00een istoricul clientului.<\/div>\n<div><\/div>\n<div>Butonul de Filtru \u00ee\u021bi permite s\u0103 filtrezi tipul de informa\u021bie pe care vrei s\u0103 \u00eel vezi din istoricul clientului \u00een cauz\u0103. Prin acesta, po\u021bi vedea doar:<\/div>\n<ul>\n<li>Sarcinile \u00eenchise de tine \u0219i colegi (cu succes sau f\u0103r\u0103 succces), precum \u0219i ora \u0219i data la care au fost \u00eenchise<\/li>\n<li>Coresponden\u021ba cu clientul, pe e-mail, Whatsapp sau SMS<\/li>\n<li>C\u00e2nd au avut loc apeluri cu clientul respectiv (pentru acest lucru ai nevoie de sincronizarea cu aplica\u021bia Call Log)<\/li>\n<li>C\u00e2nd au avut loc modific\u0103ri de status sau modific\u0103ri de informa\u021bii la nivelul cardului \u00een sine<\/li>\n<li>Documentele urcate \u00een c\u00e2mpurile de tip ata\u0219ament de-a lungul timpului<\/li>\n<\/ul>\n<h3>Ce fac dac\u0103 vreau s\u0103 redeschid o sarcin\u0103 \u00eenchis\u0103? Dar dac\u0103 vreau s\u0103 \u0219terg un document din istoric?<\/h3>\n<p>Dac\u0103 e\u0219ti administrator de sistem, trebuie s\u0103 faci ni\u0219te set\u0103ri ini\u021biale astfel \u00eenc\u00e2t colegii t\u0103i s\u0103 poat\u0103 redeschide sarcini \u0219i\/sau s\u0103 \u0219tearg\u0103 documentele din istoric.<\/p>\n<p>\u00cen acest sens, mergi \u00een zona de Set\u0103ri pe bara albastr\u0103 de meniu din st\u00e2nga \u0219i alege categoria de Sistem.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49913 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.49.47.png\" alt=\"\" width=\"188\" height=\"370\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.49.47.png 188w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.49.47-152x300.png 152w\" sizes=\"auto, (max-width: 188px) 100vw, 188px\" \/><\/p>\n<p>\u00cen ecranul ap\u0103rut, \u00eendreapt\u0103-\u021bi aten\u021bia c\u0103tre coloana din dreapta \u0219i d\u0103 pu\u021bin scroll \u00een jos. La cap\u0103tul acesteia, po\u021bi face set\u0103rile aferente pentru zona de istoric:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-49916 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.52.09.png\" alt=\"\" width=\"825\" height=\"281\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.52.09.png 825w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.52.09-300x102.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.52.09-768x262.png 768w\" sizes=\"auto, (max-width: 825px) 100vw, 825px\" \/><\/p>\n<p>Odat\u0103 ce ai ales cine are acces la aceste dou\u0103 func\u021bionalit\u0103\u021bi \u0219i \u00een ce condi\u021bii, iat\u0103 cum alegerile tale se vor manifesta \u00een sistem:<\/p>\n<p>Pentru redeschiderea sarcinilor, fiecare sarcin\u0103 va avea o nou\u0103 iconi\u021b\u0103 la cap\u0103tul ei, care, dac\u0103 utilizatorul alege, \u00eei va muta sarcina respectiv\u0103 \u00eenapoi \u00een zona de sarcini deschise:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-49919\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.55.42-1024x145.png\" alt=\"\" width=\"1024\" height=\"145\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.55.42-1024x145.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.55.42-300x43.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.55.42-768x109.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.55.42.png 1037w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-49922\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.01.png\" alt=\"\" width=\"762\" height=\"429\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.01.png 762w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.01-300x169.png 300w\" sizes=\"auto, (max-width: 762px) 100vw, 762px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-49925\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.34-1024x244.png\" alt=\"\" width=\"1024\" height=\"244\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.34-1024x244.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.34-300x72.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.34-768x183.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.56.34.png 1044w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>C\u00e2t despre \u0219tergerea de documente, atunci c\u00e2nd un utilizator c\u0103ruia i-ai oferit drepturile aferente va plimba mouse-ul pe numele unui document din istoric, \u00eei va ap\u0103rea o iconi\u021b\u0103 de tip co\u0219 de gunoi.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-49928\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.59.22-1024x168.png\" alt=\"\" width=\"1024\" height=\"168\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.59.22-1024x168.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.59.22-300x49.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.59.22-768x126.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.59.22.png 1036w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Click pe aceasta, iar documentul va fi \u0219ters definitiv din sistem! De asemenea, istoricul \u00ee\u021bi va spune \u0219i cine a \u0219ters documentul \u0219i data \u0219tergerii acestuia.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-49931\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-14.01.14-1024x202.png\" alt=\"\" width=\"1024\" height=\"202\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-14.01.14-1024x202.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-14.01.14-300x59.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-14.01.14-768x152.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-14.01.14.png 1032w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Fiecare card de oportunitate din MiniCRM are o zon\u0103 de istoric, \u00een care tu \u0219i restul utilizatorilor pute\u021bi vedea evolu\u021bia respectivului card (care poate reprezenta o v\u00e2nzare, un proiect, o ofert\u0103 etc.) \u00een timp real. Aici vor ap\u0103rea toate sarcinile \u00eenchise, toate mesajele cu oricare dintre persoanele de contact de la clientul de care cardul [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2501,2503],"tags":[],"class_list":["post-49907","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-administratori-si-manageri","category-pentru-utilizatori"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Istoricul \u00een MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Fiecare card de oportunitate din MiniCRM are o zon\u0103 de istoric, \u00een care tu \u0219i restul utilizatorilor pute\u021bi vedea evolu\u021bia respectivului card (care poate\" \/>\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\/istoricul-in-minicrm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Istoricul \u00een MiniCRM - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Fiecare card de oportunitate din MiniCRM are o zon\u0103 de istoric, \u00een care tu \u0219i restul utilizatorilor pute\u021bi vedea evolu\u021bia respectivului card (care poate\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-30T12:01:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-27T12:16:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1036\" \/>\n\t<meta property=\"og:image:height\" content=\"368\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Laura Gata\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Laura Gata\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/\"},\"author\":{\"name\":\"Laura Gata\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/afbcc1222cd810237fb78977f9587a7f\"},\"headline\":\"Istoricul \u00een MiniCRM\",\"datePublished\":\"2023-10-30T12:01:47+00:00\",\"dateModified\":\"2025-11-27T12:16:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/\"},\"wordCount\":517,\"image\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/10\/Screenshot-2023-10-30-at-13.41.46.png\",\"articleSection\":[\"Ghid de pornire\",\"Pentru administratori \u0219i manageri\",\"Pentru utilizatori\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/\",\"url\":\"https:\/\/www.minicrm.ro\/help\/istoricul-in-minicrm\/\",\"name\":\"Istoricul \u00een MiniCRM - 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