{"id":500,"date":"2017-02-27T14:58:39","date_gmt":"2017-02-27T13:58:39","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=500"},"modified":"2025-01-14T16:50:50","modified_gmt":"2025-01-14T15:50:50","slug":"hogyan-alakitsam-ki-a-tablazatom","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/hogyan-alakitsam-ki-a-tablazatom\/","title":{"rendered":"Hogyan alak\u00edtsam ki a t\u00e1bl\u00e1zatom?"},"content":{"rendered":"<div class=\"alert alert-info\">Miel\u0151tt v\u00e9gigr\u00e1god magad a le\u00edr\u00e1son, azt javaslom, hogy a <a href=\"http:\/\/cdn.minicrm.hu\/example\/MiniCRM_Import_Minta_AutoSalesV3.xlsx\">Mintaf\u00e1jl<\/a> alapj\u00e1n alak\u00edtsd ki a t\u00e1bl\u00e1zatot.<\/div>\n<h2 id=\"Megnevezs\">Adatlap n\u00e9v<\/h2>\n<h3>Itt k\u00e9t lehet\u0151s\u00e9ged van:<\/h3>\n<ul>\n<li>Ha nem adsz meg ilyen oszlopot, akkor alap\u00e9rtelmezetten <a href=\"..\/cegek-kapcsolattartok\/\">C\u00e9gn\u00e9v (Kapcsolattart\u00f3 n\u00e9v)<\/a> lesz az <a href=\"..\/adatlap-nev-es-adatok\/\">adatlap neve<\/a>.<\/li>\n<li>Ha k\u00e9sz\u00edtesz a t\u00e1bl\u00e1zatban ilyen oszlopot, akkor az <a href=\"..\/mire-jok-az-adatlapok\/\">Adatlap<\/a>: N\u00e9v oszlopban megadott nevek fognak megjelenni a bet\u00f6lt\u00e9s ut\u00e1n.<\/li>\n<\/ul>\n<h2 id=\"Felels\">Felel\u0151s<\/h2>\n<p>A t\u00e1bl\u00e1zat \u00f6sszes sor\u00e1ban add meg, ki legyen az \u00fcgyf\u00e9l\u00a0felel\u0151se. Azok k\u00f6z\u00fcl v\u00e1laszthatsz, akik hozz\u00e1f\u00e9rnek a MiniCRM-edhez.<\/p>\n<div class=\"alert alert-danger\">Figyelj arra, hogy pontosan \u00fagy add meg a felel\u0151s nev\u00e9t, ahogy a rendszerben is meg van adva.<\/div>\n<p>&nbsp;<\/p>\n<h2 id=\"Sttuszok\">\u00c9rt\u00e9kes\u00edt\u00e9s st\u00e1tusza<\/h2>\n<p>Itt n\u00e9gy lehet\u0151s\u00e9ged van:<\/p>\n<ul>\n<li>Felt\u00e9rk\u00e9pez\u00e9s<\/li>\n<li>Folyamatban<\/li>\n<li>Lez\u00e1rt nyert<\/li>\n<li>Lez\u00e1rt vesztett<\/li>\n<\/ul>\n<p>Ez hat\u00e1rozza meg, hogy hol tartasz az \u00e9rt\u00e9kes\u00edt\u00e9sben az egyes \u00fcgyfeleidn\u00e9l.<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"Cegadatok\">C\u00e9gadatok<\/h2>\n<div class=\"alert alert-danger\">Ha b\u00e1rmilyen c\u00e9gadatot szeretn\u00e9l bet\u00f6lteni, akkor C\u00e9gnevet mindenk\u00e9ppen meg kell adnod hozz\u00e1. Egy\u00e9b esetben nem fog bet\u00f6lt\u0151dni a c\u00e9gadat.<\/div>\n<ul>\n<li><strong>C\u00e9g: C\u00e9gn\u00e9v<\/strong>\u00a0(pl. F\u00f6ldesi \u00e9s t\u00e1rsai Kft.)<\/li>\n<li><strong>C\u00e9g: Email<\/strong>\u00a0(pl.\u00a0info@foldesi.local) -Vessz\u0151vel elv\u00e1lasztva t\u00f6bb email c\u00edmet is fel tudsz sorolni egy cell\u00e1ba, \u00edgy az \u00f6sszes be fog t\u00f6lt\u0151dni.<\/li>\n<li><strong>C\u00e9g: Email T\u00edpus<\/strong>\u00a0(pl. iroda)<\/li>\n<li><strong>C\u00e9g: Telefon<\/strong>\u00a0(pl. 06 1 999 999)\u00a0-Vessz\u0151vel elv\u00e1lasztva t\u00f6bb telefonsz\u00e1mot\u00a0is fel tudsz sorolni egy cell\u00e1ba, \u00edgy az \u00f6sszes be fog t\u00f6lt\u0151dni.<\/li>\n<li><strong>C\u00e9g: Telefon T\u00edpus<\/strong>\u00a0(pl. iroda)<\/li>\n<li><strong>C\u00e9g: \u00d6sszefoglal\u00f3<\/strong>\u00a0(pl. K\u00f6zepes m\u00e9ret\u0171 c\u00e9g, 12 alkalmazottal\u2026)<\/li>\n<li><strong>C\u00e9g: Weboldal<\/strong>\u00a0(pl.\u00a0www.foldesi.com)<\/li>\n<li><strong>C\u00e9g: Sz\u00e1mlasz\u00e1m<\/strong>\u00a0(pl. 11111111-22222222-33333333)<\/li>\n<li><strong>C\u00e9g: SWIFT k\u00f3d<\/strong>\u00a0(pl. HUHUABCD)<\/li>\n<li><strong>C\u00e9g: C\u00e9gjegyz\u00e9k<\/strong>\u00a0(pl. 01-02-1234567)<\/li>\n<li><strong>C\u00e9g: Ad\u00f3sz\u00e1m<\/strong>\u00a0(pl. 12345678-2-41)<\/li>\n<li><strong>C\u00e9g: Ipar\u00e1g<\/strong>\u00a0(pl. Vend\u00e9gl\u00e1t\u00e1s)<\/li>\n<li><strong>C\u00e9g: R\u00e9gi\u00f3<\/strong>\u00a0(pl. K\u00f6z\u00e9p-Magyarorsz\u00e1g)<\/li>\n<li><strong>C\u00e9g: Alkalmazottak sz\u00e1ma<\/strong>\u00a0(pl. 12)<\/li>\n<li><strong>C\u00e9g: \u00c9ves \u00e1rbev\u00e9tel (M Ft)<\/strong>\u00a0(pl. 20)<\/li>\n<\/ul>\n<h2 id=\"Cmadatok42\">C\u00edmadatok<\/h2>\n<ul>\n<li><strong>C\u00edm1: T\u00edpus<\/strong>\u00a0(pl. Sz\u00e9khely)<\/li>\n<li><strong>C\u00edm1: Orsz\u00e1g<\/strong>\u00a0(pl. Magyarorsz\u00e1g)<\/li>\n<li><strong>C\u00edm1: Ir\u00e1ny\u00edt\u00f3sz\u00e1m<\/strong>\u00a0(pl. 1111)<\/li>\n<li><strong>C\u00edm1: Telep\u00fcl\u00e9s<\/strong>\u00a0(pl. Budapest)<\/li>\n<li><strong>C\u00edm1: C\u00edm<\/strong>\u00a0(pl. F\u0151 \u00fat 1.)<\/li>\n<\/ul>\n<p>A c\u00edmadatok a c\u00e9ghez, ha nincs c\u00e9g, akkor\u00a0a szem\u00e9lyhez\u00a0lesznek bet\u00f6ltve.<\/p>\n<p>A <strong>C\u00edm t\u00edpus<\/strong> mez\u0151be csak azokat tudod megadni, amik a MiniCRM-ben meg vannak adva.<\/p>\n<h2 id=\"Kapcsolattartadatai\">Kapcsolattart\u00f3 adatai<\/h2>\n<div class=\"alert alert-danger\">Ha szeretn\u00e9l b\u00e1rmilyen szem\u00e9ly\/kapcsolattart\u00f3 adatot bet\u00f6lteni, akkor szem\u00e9ly\/kapcsolattart\u00f3 nevet mindenk\u00e9ppen meg kell adnod hozz\u00e1. Egy\u00e9b esetben nem fog bet\u00f6lt\u0151dni a szem\u00e9ly\/kapcsolattart\u00f3 adat.<\/div>\n<ul>\n<li><strong>Szem\u00e9ly1: Vezet\u00e9kn\u00e9v<\/strong>\u00a0(pl. Fekete)<\/li>\n<li><strong>Szem\u00e9ly1: Keresztn\u00e9v<\/strong>\u00a0(pl. Attila)<\/li>\n<li><strong>Szem\u00e9ly1: Email<\/strong>\u00a0(pl.\u00a0attila@foldesi.local)\u00a0&#8211; Vessz\u0151vel elv\u00e1lasztva t\u00f6bb email c\u00edmet is fel tudsz sorolni egy cell\u00e1ba, \u00edgy az \u00f6sszes be fog t\u00f6lt\u0151dni.<\/li>\n<li><strong>Szem\u00e9ly1: Email T\u00edpus<\/strong>\u00a0(pl. munkahelyi)<\/li>\n<li><strong>Szem\u00e9ly1: Telefon<\/strong>\u00a0(pl. 0680-111-1111)\u00a0&#8211; Vessz\u0151vel elv\u00e1lasztva t\u00f6bb telefonsz\u00e1mot\u00a0is fel tudsz sorolni egy cell\u00e1ba, \u00edgy az \u00f6sszes be fog t\u00f6lt\u0151dni.<\/li>\n<li><strong>Szem\u00e9ly1: Telefon T\u00edpus<\/strong>\u00a0(pl. munkahelyi)<\/li>\n<li><strong>Szem\u00e9ly1: Beoszt\u00e1s<\/strong>\u00a0(pl. \u00e9rt\u00e9kes\u00edt\u00e9s)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Miel\u0151tt v\u00e9gigr\u00e1god magad a le\u00edr\u00e1son, azt javaslom, hogy a Mintaf\u00e1jl alapj\u00e1n alak\u00edtsd ki a t\u00e1bl\u00e1zatot. Adatlap n\u00e9v Itt k\u00e9t lehet\u0151s\u00e9ged van: Ha nem adsz meg ilyen oszlopot, akkor alap\u00e9rtelmezetten C\u00e9gn\u00e9v (Kapcsolattart\u00f3 n\u00e9v) lesz az adatlap neve. Ha k\u00e9sz\u00edtesz a t\u00e1bl\u00e1zatban ilyen oszlopot, akkor az Adatlap: N\u00e9v oszlopban megadott nevek fognak megjelenni a bet\u00f6lt\u00e9s ut\u00e1n. Felel\u0151s [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2057,2385],"tags":[],"class_list":["post-500","post","type-post","status-publish","format-standard","hentry","category-adatbetoltes","category-adatrogzites-es-letoltes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Hogyan alak\u00edtsam ki a t\u00e1bl\u00e1zatom? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Miel\u0151tt v\u00e9gigr\u00e1god magad a le\u00edr\u00e1son, azt javaslom, hogy a Mintaf\u00e1jl alapj\u00e1n alak\u00edtsd ki a t\u00e1bl\u00e1zatot. 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