{"id":50666,"date":"2024-02-07T15:53:11","date_gmt":"2024-02-07T14:53:11","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=50666"},"modified":"2026-01-06T12:12:10","modified_gmt":"2026-01-06T11:12:10","slug":"ugyfel-alapu-ertekesites-ugyfeladatbazis","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/ugyfel-alapu-ertekesites-ugyfeladatbazis\/","title":{"rendered":"\u00dcgyf\u00e9lalap\u00fa \u00e9rt\u00e9kes\u00edt\u00e9s (\u00dcgyf\u00e9ladatb\u00e1zis)"},"content":{"rendered":"<p>A c\u00edmben szerepl\u0151 term\u00e9k a MiniCRM rendszer visszat\u00e9r\u0151 \u00e9s \u00faj v\u00e1s\u00e1rl\u00f3id kezel\u00e9s\u00e9re szolg\u00e1l\u00f3 r\u00e9sze, mely seg\u00edt az \u00fcgyfeleid egy helyre t\u00f6rt\u00e9n\u0151 csoportos\u00edt\u00e1s\u00e1ban.<\/p>\n<p>Ezzel a term\u00e9kkel\u00a0<strong>\u0171rlapokkal<\/strong><strong>, emailen, integr\u00e1ci\u00f3n kereszt\u00fcl becsatorn\u00e1zott vagy ak\u00e1r manu\u00e1lisan felvett<\/strong>\u00a0<strong>\u00fcgyfeleidet\u00a0<\/strong>tarthatod nyilv\u00e1n, hogy az <strong>egy\u00fcttm\u0171k\u00f6d\u00e9s \u00e9s az \u00e9rt\u00e9kes\u00edt\u00e9si folyamatok hat\u00e9konyan kezelhet\u0151ek legyenek<\/strong>.<\/p>\n<p>A term\u00e9ket a <strong>Be\u00e1ll\u00edt\u00e1sok,\u00a0<\/strong>ezen bel\u00fcl a\u00a0<strong>Term\u00e9kek<\/strong> men\u00fcpontban tudod felvenni, ezt <strong>\u00dcgyf\u00e9ladatb\u00e1zis\u00a0<\/strong>n\u00e9ven tal\u00e1lhatod meg.<\/p>\n<p>A rendszer ezen r\u00e9sze standard<strong> adatlap\u00a0<\/strong>strukt\u00far\u00e1val rendelkezik.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50699 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42.png\" alt=\"\" width=\"3360\" height=\"1722\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42.png 3360w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42-300x154.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42-1024x525.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42-768x394.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42-1536x787.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.18.42-2048x1050.png 2048w\" sizes=\"auto, (max-width: 3360px) 100vw, 3360px\" \/><\/a><\/p>\n<p>Az adatlapok r\u00f6gz\u00edt\u00e9se ut\u00e1n\u00a0<strong>sz\u0171r\u0151vel k\u00fcl\u00f6n\u00edtheted el a v\u00e1s\u00e1rl\u00f3id k\u00fcl\u00f6nb\u00f6z\u0151 sz\u0171r\u0151 felt\u00e9telek alapj\u00e1n.<\/strong><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50702 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56.png\" alt=\"\" width=\"3360\" height=\"1718\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56.png 3360w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56-300x153.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56-1024x524.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56-768x393.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56-1536x785.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-16.20.56-2048x1047.png 2048w\" sizes=\"auto, (max-width: 3360px) 100vw, 3360px\" \/><\/a><\/p>\n<p>Mivel ez egy flexibilis term\u00e9k ez\u00e9rt\u00a0<strong>teljes m\u00e9rt\u00e9kben testre lehet szabni:<\/strong><\/p>\n<p>Az alap <strong>adatlapi mez\u0151ket<\/strong> m\u00f3dos\u00edthatod \u00e9s b\u0151v\u00edtheted a &#8220;Mez\u0151k testreszab\u00e1sa&#8221; men\u00fcpontban:<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50672 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40.png\" alt=\"\" width=\"3360\" height=\"1720\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40.png 3360w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40-300x154.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40-1024x524.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40-768x393.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40-1536x786.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.40-2048x1048.png 2048w\" sizes=\"auto, (max-width: 3360px) 100vw, 3360px\" \/><\/a><\/p>\n<p>A term\u00e9kben tal\u00e1lhat\u00f3 <strong>st\u00e1tuszokat<\/strong> (amiket k\u00e9zzel m\u00f3dos\u00edthat egy adatlap eset\u00e9ben) szint\u00e9n m\u00f3dos\u00edthatod \u00e9s b\u0151v\u00edtheted a &#8220;Folyamat testreszab\u00e1sa&#8221; men\u00fcpontban:<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50675 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16.png\" alt=\"\" width=\"3360\" height=\"1718\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16.png 3360w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16-300x153.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16-1024x524.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16-768x393.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16-1536x785.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.31.16-2048x1047.png 2048w\" sizes=\"auto, (max-width: 3360px) 100vw, 3360px\" \/><\/a><\/p>\n<p>A testreszab\u00e1si lehet\u0151s\u00e9geken k\u00edv\u00fcl\u00a0<strong>hasznos d\u00edjmentes kiterjeszt\u00e9sekkel is k\u00e9sz\u00fclt\u00fcnk a sz\u00e1motokra, ami a folyamatok kezel\u00e9s\u00e9t, kulcsrak\u00e9sz automatikus folyamatokat, sz\u0171r\u0151ket tesz el\u00e9rhet\u0151v\u00e9 <\/strong>a felvett term\u00e9kben.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50681 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11.png\" alt=\"\" width=\"3360\" height=\"1718\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11.png 3360w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11-300x153.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11-1024x524.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11-768x393.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11-1536x785.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/02\/Screenshot-2024-02-07-at-09.30.11-2048x1047.png 2048w\" sizes=\"auto, (max-width: 3360px) 100vw, 3360px\" \/><\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/g6Bc7JdazMM?si=8r1O-2Q5Qqe-6nE8\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A c\u00edmben szerepl\u0151 term\u00e9k a MiniCRM rendszer visszat\u00e9r\u0151 \u00e9s \u00faj v\u00e1s\u00e1rl\u00f3id kezel\u00e9s\u00e9re szolg\u00e1l\u00f3 r\u00e9sze, mely seg\u00edt az \u00fcgyfeleid egy helyre t\u00f6rt\u00e9n\u0151 csoportos\u00edt\u00e1s\u00e1ban. Ezzel a term\u00e9kkel\u00a0\u0171rlapokkal, emailen, integr\u00e1ci\u00f3n kereszt\u00fcl becsatorn\u00e1zott vagy ak\u00e1r manu\u00e1lisan felvett\u00a0\u00fcgyfeleidet\u00a0tarthatod nyilv\u00e1n, hogy az egy\u00fcttm\u0171k\u00f6d\u00e9s \u00e9s az \u00e9rt\u00e9kes\u00edt\u00e9si folyamatok hat\u00e9konyan kezelhet\u0151ek legyenek. A term\u00e9ket a Be\u00e1ll\u00edt\u00e1sok,\u00a0ezen bel\u00fcl a\u00a0Term\u00e9kek men\u00fcpontban tudod felvenni, ezt \u00dcgyf\u00e9ladatb\u00e1zis\u00a0n\u00e9ven [&hellip;]<\/p>\n","protected":false},"author":93,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2267,2261],"tags":[],"class_list":["post-50666","post","type-post","status-publish","format-standard","hentry","category-termekek-hu","category-termekek-es-kiegeszitok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u00dcgyf\u00e9lalap\u00fa \u00e9rt\u00e9kes\u00edt\u00e9s (\u00dcgyf\u00e9ladatb\u00e1zis) - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A c\u00edmben szerepl\u0151 term\u00e9k a MiniCRM rendszer visszat\u00e9r\u0151 \u00e9s \u00faj v\u00e1s\u00e1rl\u00f3id kezel\u00e9s\u00e9re szolg\u00e1l\u00f3 r\u00e9sze, mely seg\u00edt az \u00fcgyfeleid egy helyre t\u00f6rt\u00e9n\u0151\" \/>\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\/ugyfel-alapu-ertekesites-ugyfeladatbazis\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u00dcgyf\u00e9lalap\u00fa \u00e9rt\u00e9kes\u00edt\u00e9s (\u00dcgyf\u00e9ladatb\u00e1zis) - 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