{"id":57811,"date":"2024-12-27T12:24:16","date_gmt":"2024-12-27T11:24:16","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=57811"},"modified":"2025-11-27T13:08:03","modified_gmt":"2025-11-27T12:08:03","slug":"setarile-sistemului","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/setarile-sistemului\/","title":{"rendered":"Set\u0103rile sistemului"},"content":{"rendered":"<p>Set\u0103rile generale ale sistemului MiniCRM au \u00een vedere:<\/p>\n<ul>\n<li>Datele de baz\u0103 ale firmei tale (nume firm\u0103, logo, domeniu de autentificare pentru e-mailuri etc.)<\/li>\n<li>Preferin\u021bele legate de cum func\u021bioneaz\u0103 anumite p\u0103r\u021bi din sistem (integr\u0103ri, stoc etc.)<\/li>\n<li>Posibilitatea invit\u0103rii unui consultant MiniCRM, care s\u0103 te sprijine \u00een customiz\u0103ri)<\/li>\n<\/ul>\n<p>Pentru a ajunge \u00een zona acestora, \u00eendreapt\u0103-\u021bi aten\u021bia \u00een col\u021bul din st\u00e2nga jos, la butonul de <strong>Sistem<\/strong> &#8211; <strong>Set\u0103ri<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57813 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1.png\" alt=\"\" width=\"2854\" height=\"1248\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1.png 2854w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1-300x131.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1-1024x448.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1-768x336.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1-1536x672.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.05.57-1-2048x896.png 2048w\" sizes=\"auto, (max-width: 2854px) 100vw, 2854px\" \/><\/p>\n<p>\u00cen meniul de Set\u0103ri, d\u0103 click pe zona de Sistem. \u021ai se vor deschide opt ferestre, pe care le vom parcurge pas cu pas \u00een r\u00e2ndurile care urmeaz\u0103:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57814 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08.png\" alt=\"\" width=\"2856\" height=\"1262\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08.png 2856w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08-300x133.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08-1024x452.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08-768x339.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08-1536x679.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-12.09.08-2048x905.png 2048w\" sizes=\"auto, (max-width: 2856px) 100vw, 2856px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>General<\/h3>\n<p>\u00cen zona de <strong>\u201eGeneral\u201d<\/strong>, vei putea trece informa\u021bii referitoare la compania ta.<\/p>\n<div class=\"alert alert-info\">Aceasta este una dintre principalele zone pe care va trebui s\u0103 le completezi. Ea face parte din Checklist-ul Administratorului.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57815 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52.png\" alt=\"\" width=\"2836\" height=\"1294\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52.png 2836w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52-1024x467.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52-768x350.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52-1536x701.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/12\/Screenshot-2024-12-27-at-13.03.52-2048x934.png 2048w\" sizes=\"auto, (max-width: 2836px) 100vw, 2836px\" \/><\/p>\n<p><em><strong>Nume sistem<\/strong><\/em> &#8211; Aici \u00ee\u021bi recomand\u0103m s\u0103 treci numele firmei.<\/p>\n<p><em><strong>Fus orar al sistemului<\/strong> <\/em>&#8211; \u00cen func\u021bie de fusul orar selectat de tine aici, istoricul cardurilor de oportunitate (toate ac\u021biunile \u00eenchise pe un anumit client) va fi afi\u0219at ca atare.<\/p>\n<p><em><strong>Limba paginii de dezabonare<\/strong> <\/em>&#8211; Aceast\u0103 setare este legat\u0103 de e-mailurile trimise \u00een mas\u0103 din sistem. Conform legilor ANTI-SPAM \u00een vigoare, este de datoria ta ca fiecare e-mail trimis \u00een mas\u0103 c\u0103tre baza ta de date s\u0103 aib\u0103 \u0219i un link prin care abona\u021bii pot opta s\u0103 se dezaboneze de la comunic\u0103rile tale. Dac\u0103 ai deja o pagin\u0103 de confirmare a dezabon\u0103rii pe care vrei s\u0103-i trimi\u021bi, iat\u0103 aici cum o po\u021bi insera \u00een e-mailurile tale. Dar, pe de-alt\u0103 parte, dac\u0103 dore\u0219ti o alternativ\u0103 mai simpl\u0103, te po\u021bi folosi de pagina de dezabonare default a MiniCRM, select\u00e2nd limba \u00een care dore\u0219ti ca aceasta s\u0103 fie afi\u0219at\u0103 abona\u021bilor t\u0103i.<\/p>\n<p><em><strong>Tipul adresei implicite<\/strong> <\/em>&#8211; Atunci c\u00e2nd adaugi persoane de contact asociate unei companii client, le po\u021bi asocia o valoare de baz\u0103 a adresei lor.<\/p>\n<p><em><strong>Logo-ul companiei<\/strong><\/em> &#8211; Pentru personalizarea automat\u0103 a documentelor emise cu MiniCRM, \u00eencarc\u0103 logo-ul firmei tale aici.<\/p>\n<h3>Sistem<\/h3>\n<div class=\"alert alert-info\">Aceasta este una dintre principalele zone pe care va trebui s\u0103 le completezi. Ea face parte din Checklist-ul Administratorului.<\/div>\n<p><em><strong>Redeschiderea sarcinilor &#8211;<\/strong> <\/em>\u00cen mod normal, sistemul MiniCRM nu permite redeschiderea sarcinilor deja \u00eenchise, prefer\u00e2ndu-se ad\u0103ugarea de istoric nou \u00een detrimentul \u00eenlocuirii celui vechi. Cu toate acestea, po\u021bi permite redeschiderea sarcinilor \u00een sistemul t\u0103u \u0219i po\u021bi de asemenea determina \u00een c\u00e2t timp se pot redeschide cu aceast\u0103 setare.<\/p>\n<p><strong><em>\u0218terge\u021bi fi\u0219ierele definitiv &#8211;<\/em><\/strong> De regul\u0103, un c\u00e2mp de tip ata\u0219ament poate g\u0103zdui un num\u0103r infinit de fi\u0219iere, acestea fiind ata\u0219ate peste cele din urma lor. Acest lucru nu \u00eenseamn\u0103 c\u0103 fi\u0219ierele vechi sunt \u0219terse definitiv. Varianta lor veche mai poate fi \u00eenc\u0103 reg\u0103sit\u0103 \u00een istoricul cardului de oportunitate, la data la care a fost \u00eenc\u0103rcat\u0103. Totu\u0219i, dac\u0103 dore\u0219ti s\u0103 \u0219tergi un document cu totul din sistemul t\u0103u, po\u021bi face aceast\u0103 setare din c\u00e2mpul de aici.<\/p>\n<p><em><strong>Nume fi\u0219ier tip document &#8211;<\/strong><\/em> Po\u021bi modifica numele fi\u0219ierului documentelor generate \u00een produsele cu stoc.<\/p>\n<p><em><strong>Acord de prelucrare a datelor &#8211;<\/strong> <\/em>Orice formular \u00een care lead-urile tale \u00ee\u0219i pot l\u0103sa datele personale trebuie s\u0103 con\u021bin\u0103 un acord cu privire la prelucrarea datelor personale. \u00cen c\u00e2mpul de aici, po\u021bi pune link-ul direct c\u0103tre Termenii \u0219i condi\u021biile sub care opereaz\u0103 firma ta, \u00een spe\u021ba GDPR. G\u0103se\u0219ti mai multe informa\u021bii pe acest subiect <a href=\"https:\/\/www.minicrm.ro\/help\/cum-sa-eviti-ca-e-mailurile-tale-sa-ajunga-in-folderele-spam-ale-clientilor\/\">aici<\/a>. Mai mult, \u00ee\u021bi oferim \u0219i un <a href=\"https:\/\/www.minicrm.ro\/help\/sablon-politica-de-prelucrare-a-datelor-cu-caracter-personal\/\">\u0219ablon<\/a> pe care s\u0103-l folose\u0219ti, dac\u0103 nu ai deja o astfel de politic\u0103 \u00een picioare.<\/p>\n<p><strong><em>Drepturile utilizatorilor restric\u021biona\u021bi &#8211;<\/em><\/strong> Mai multe detalii reg\u0103se\u0219ti aici.<\/p>\n<h3>Completarea companiei<\/h3>\n<div class=\"alert alert-info\">Aceast\u0103 zon\u0103 este op\u021bional de completat. Ea este util\u0103 pentru integrarea cu Open API aferent\u0103.<\/div>\n<div>MiniCRM \u00ee\u021bi pune la dispozi\u021bie o integrare cu List\u0103 Firme prin Open API, prin care po\u021bi trage automat detalii referitoare la companiile din baza ta de date. Astfel, acestea sunt actualizate regulat, iar tu po\u021bi s\u0103ri peste partea administrativ\u0103 de a c\u0103uta informa\u021biile manual.<\/div>\n<div><\/div>\n<div>Mai multe detalii despre integrarea List\u0103 Firm\u0103 <a href=\"https:\/\/www.minicrm.ro\/help\/openapi\/\">aici<\/a>.<\/div>\n<h3>SenderID \u0219i DKIM<\/h3>\n<div class=\"alert alert-info\">Aceast\u0103 zon\u0103 este OBLIGATORIE de completat, dac\u0103 pl\u0103nuie\u0219ti s\u0103 trimi\u021bi e-mailuri \u00een mas\u0103.<\/div>\n<div>Mai multe detalii <a href=\"https:\/\/www.minicrm.ro\/help\/cum-sa-eviti-ca-e-mailurile-tale-sa-ajunga-in-folderele-spam-ale-clientilor\/\">aici<\/a>.<\/div>\n<div><\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Set\u0103rile generale ale sistemului MiniCRM au \u00een vedere: Datele de baz\u0103 ale firmei tale (nume firm\u0103, logo, domeniu de autentificare pentru e-mailuri etc.) Preferin\u021bele legate de cum func\u021bioneaz\u0103 anumite p\u0103r\u021bi din sistem (integr\u0103ri, stoc etc.) Posibilitatea invit\u0103rii unui consultant MiniCRM, care s\u0103 te sprijine \u00een customiz\u0103ri) Pentru a ajunge \u00een zona acestora, \u00eendreapt\u0103-\u021bi aten\u021bia \u00een [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2511,2507],"tags":[],"class_list":["post-57811","post","type-post","status-publish","format-standard","hentry","category-setari-la-nivel-de-sistem","category-setari-si-administrare"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - 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