{"id":878,"date":"2017-03-06T12:21:16","date_gmt":"2017-03-06T11:21:16","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=878"},"modified":"2026-08-26T17:20:10","modified_gmt":"2026-08-26T15:20:10","slug":"egyedi-szurok-keszitese","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/egyedi-szurok-keszitese\/","title":{"rendered":"Egyedi sz\u0171r\u0151 k\u00e9sz\u00edt\u00e9se"},"content":{"rendered":"<h2><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/k0Jnre63edY?si=43twLHiw6pfjX4D-\" 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><\/h2>\n<h2>Tartalomjegyz\u00e9k:<\/h2>\n<ol>\n<li><a href=\"#1\">Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa<\/a><\/li>\n<li><a href=\"#3\">Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket?<\/a><\/li>\n<li><a href=\"#4\">Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy \u00e1tnevezni?<\/a><\/li>\n<li><a href=\"#2\">Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete<\/a><\/li>\n<\/ol>\n<h2>A MiniCRM-ben ezekre tudsz sz\u0171rni:<\/h2>\n<ul>\n<li><a href=\"..\/mire-jok-az-adatlapok\/\">Adatlapon<\/a> t\u00e1rolt aktu\u00e1lis adatokra<\/li>\n<li><a href=\"..\/mire-jok-a-teendok\/\">K\u00f6vetkez\u0151 teend\u0151<\/a> adataira<\/li>\n<li>\u00d6sszes <a href=\"..\/adatlap-elozmeny\/\">Lez\u00e1rt<\/a>\/<a href=\"https:\/\/www.minicrm.hu\/help\/teendokezeles\/\">Nyitott teend\u0151<\/a> adataira<\/li>\n<li><a href=\"..\/cegek-kapcsolattartok\/\">C\u00e9gen<\/a>\/<a href=\"..\/cegek-kapcsolattartok\/\">kapcsolattart\u00f3n<\/a> t\u00e1rolt aktu\u00e1lis adatokra<\/li>\n<li>C\u00edm adatokra<\/li>\n<li><a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-tudok-automata-folyamatokat-letrehozni\/\">Automatizmussal<\/a>\u00a0vagy <a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-tudok-szurni-a-tomegesen-kikuldott-emailek-eredmenyere\/\">t\u00f6megesen k\u00fcld\u00f6tt<\/a> emailek adataira<\/li>\n<li>Meghi\u00fasult email k\u00fcld\u00e9sekre<\/li>\n<\/ul>\n<div class=\"alert alert-danger\">Fontos, hogy a manu\u00e1lisan kik\u00fcld\u00f6tt emailekre (pl. Egyedi email) a rendszerben nincs lehet\u0151s\u00e9g sz\u0171rni!<\/div>\n<h2 id=\"1\" style=\"text-align: justify;\">Sz\u0171r\u0151\u00a0l\u00e9trehoz\u00e1sa:<\/h2>\n<h3>1. Kattints a bal oldali men\u00fcs\u00e1vban arra a term\u00e9kre, amiben sz\u0171rni szeretn\u00e9l<\/h3>\n<h3>2. Kattints a k\u00e9perny\u0151 jobb fels\u0151 sark\u00e1ban l\u00e9v\u0151 <em>Sz\u0171r\u00e9s<\/em> gombra<\/h3>\n<h3>3. V\u00e1laszd a <em>Sz\u0171r\u0151 l\u00e9trehoz\u00e1s\u00e1t<\/em><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-63046 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/p>\n<p><strong>Korl\u00e1tozott felhaszn\u00e1l\u00f3k\u00e9nt<\/strong> csak azokra az adatlapokra tudsz sz\u0171rni, ahol van feladatod vagy Te vagy a felel\u0151se. Valamint a korl\u00e1tozott felhaszn\u00e1l\u00f3k csak az \u00e1ltaluk elk\u00e9sz\u00edtett sz\u0171r\u0151ket l\u00e1tj\u00e1k \u00e9s tudj\u00e1k megnyitni.<\/p>\n<h3>4. A felugr\u00f3 ablakban kiv\u00e1laszthatod, hogy szeretn\u00e9d-e Aida seg\u00edts\u00e9g\u00e9vel l\u00e9trehozni a sz\u0171r\u0151t, vagy manu\u00e1lisan szeretn\u00e9d l\u00e9trehozni.<\/h3>\n<div class=\"alert alert-info\">Ha Aida seg\u00edts\u00e9g\u00e9vel hozod l\u00e9tre a sz\u0171r\u0151t, akkor a jobb oldalon meg fog ny\u00edlni az asszisztens kezel\u0151fel\u00fclete, \u00e9s az itt tal\u00e1lhat\u00f3 sz\u00f6veg mez\u0151be tudod be\u00edrni a k\u00e9r\u00e9st, hogy milyen sz\u0171r\u0151t szeretn\u00e9l k\u00e9sz\u00edttetni.<\/div>\n<p>A &#8220;Kezdem az elej\u00e9r\u0151l&#8221; opci\u00f3t v\u00e1lasztva, k\u00e9zzel \u00e1ll\u00edthatod \u00f6ssze a sz\u0171r\u0151t.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2026-07-03-at-9.13.00.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-62782\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2026-07-03-at-9.13.00.png\" alt=\"\" width=\"1288\" height=\"740\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2026-07-03-at-9.13.00.png 1288w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2026-07-03-at-9.13.00-300x172.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2026-07-03-at-9.13.00-1024x588.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2026-07-03-at-9.13.00-768x441.png 768w\" sizes=\"auto, (max-width: 1288px) 100vw, 1288px\" \/><\/a><\/p>\n<h3>5. A megjelen\u0151 sz\u00fcrke s\u00e1vban kattints az <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54213\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.14.56.png\" alt=\"\" width=\"93\" height=\"25\" \/> gombra \u00e9s adj felt\u00e9telt a sz\u0171r\u0151dh\u00f6z<\/h3>\n<div>Felt\u00e9telk\u00e9nt szinte b\u00e1rmilyen MiniCRM-ben szerepl\u0151 adatot kiv\u00e1laszthatsz: alap\u00e9rtelmezetten az <strong><em>adatlap felel\u0151s<\/em><\/strong> \u00e9s az\u00a0<em><strong>adatlap st\u00e1tusz<\/strong>\u00a0<\/em>felt\u00e9teleket l\u00e1thatod. Az <strong>\u00daj felt\u00e9tel<\/strong>re kattintva adhatsz hozz\u00e1 tov\u00e1bbi k\u00f6telez\u0151 felt\u00e9teleket a sz\u0171r\u00e9shez. \u00cdgy azokat a tal\u00e1latokat l\u00e1tod majd a list\u00e1ban amelyek <strong>egyszerre felelnek meg minden hozz\u00e1adott felt\u00e9telnek<\/strong>.<\/div>\n<div><\/div>\n<div>M\u00edg ha az \u00daj felt\u00e9tel gomb jobb oldalon a ny\u00edlra kattintasz, hozz\u00e1adhatsz <strong><em>opcion\u00e1lis felt\u00e9teleket<\/em><\/strong> a sz\u0171r\u0151h\u00f6z. Ezek k\u00f6z\u00fcl <em>VAGY egyik, VAGY m\u00e1sik<\/em> felt\u00e9telnek kell teljes\u00fclnie ahhoz, hogy valaki a list\u00e1ba ker\u00fclj\u00f6n. Ha nem vagy biztos abban, hogy melyik t\u00edpus\u00fa sz\u0171r\u0151re van sz\u00fcks\u00e9ged, <a href=\"https:\/\/www.minicrm.ro\/help\/kotelezo-vagy-opcionalis-feltetelt-hasznaljak\/\"><strong>ide kattintva<\/strong><\/a> t\u00f6bb p\u00e9ld\u00e1t is tal\u00e1lsz a k\u00e9t t\u00edpus k\u00f6z\u00f6tti k\u00fcl\u00f6nbs\u00e9gre.<\/div>\n<div><\/div>\n<div class=\"alert alert-info\">Tipp: tapasztalatok alapj\u00e1n a sz\u0171r\u0151k 99%-a csak k\u00f6telez\u0151 felt\u00e9teleket tartalmaz.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-63047\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/fil2.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/fil2.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/fil2-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/fil2-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/fil2-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/fil2-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/p>\n<h3>6. V\u00e1laszd ki a sz\u00fcks\u00e9ges sz\u0171r\u0151felt\u00e9telt<\/h3>\n<p>A megjelen\u0151 ablak jobb oldal\u00e1n tal\u00e1lod a kateg\u00f3ri\u00e1kat, bal oldalon pedig a kiv\u00e1laszthat\u00f3 mez\u0151ket. (A k\u00e9pen <strong>p\u00e9ldak\u00e9nt<\/strong> adtuk a sz\u0171r\u0151h\u00f6z az &#8220;Adatlap&#8221; &#8211; &#8221; R\u00f6gz\u00edt\u00e9s d\u00e1tuma&#8221; felt\u00e9telt.)<\/p>\n<div class=\"alert alert-info\">Ha egyszerre t\u00f6bb felt\u00e9telt is a sz\u0171r\u0151dh\u00f6z szeretn\u00e9l adni, pip\u00e1ld be a megfelel\u0151 mez\u0151ket b\u00e1rmelyik kateg\u00f3ri\u00e1b\u00f3l \u00e9s kattints a Hozz\u00e1ad\u00e1s gombra.<\/div>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-63048 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/select.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/select.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/select-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/select-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/select-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/select-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/h3>\n<h3>7. Miut\u00e1n elt\u0171nt az ablak, a sz\u00fcrke s\u00e1vban megjelenik a kiv\u00e1lasztott felt\u00e9teled. Az egyes felt\u00e9telekre kattintva adhatod meg a sz\u0171r\u00e9s alapj\u00e1t.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-63049 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter24.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter24.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter24-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter24-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter24-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/filter24-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/p>\n<p>A k\u00e9pen l\u00e1that\u00f3 p\u00e9ld\u00e1ban arra sz\u0171rt\u00fcnk, hogy melyek azok az adatlapok, amelyek \u00c1d\u00e1mhoz tartoznak, VIP \u00fcgyfelek \u00e9s az Idei \u00e9vben ker\u00fcltek r\u00f6gz\u00edt\u00e9sre MiniCRM-ben. Mivel mindegyik k\u00f6telez\u0151 felt\u00e9tel, \u00edgy \u00f6sszesen 2 db tal\u00e1lat felelt meg egyszerre mindh\u00e1rom felt\u00e9telnek.<\/p>\n<div class=\"alert alert-info\">Sz\u00f6veg t\u00edpus\u00fa mez\u0151 felt\u00e9teln\u00e9l ;-vel elv\u00e1lasztott \u00e9rt\u00e9kek k\u00f6z\u00f6tt VAGY kapcsolat lesz. Pl. Szem\u00e9ly: Keresztn\u00e9v (tartalmazza): Istv\u00e1n; Jakab; L\u00e1szl\u00f3<\/div>\n<h3>8. A <em>Ment\u00e9s<\/em> gombra kattintva el tudod nevezni, \u00e9s menteni a sz\u0171r\u0151t, \u00edgy k\u00e9s\u0151bb nem kell ism\u00e9t elk\u00e9sz\u00edtened<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-63050 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/mentt.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/mentt.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/mentt-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/mentt-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/mentt-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/mentt-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/p>\n<div class=\"alert alert-info\">Az elmentett sz\u0171r\u0151ket k\u00e9s\u0151bb meg tudod nyitni, \u00e1t tudod nevezni vagy tudod <a href=\"..\/szuro-lomtaratasa\">lomt\u00e1razni.<\/a><\/div>\n<h3><span class=\"il\">Legal<\/span>\u00e1<span class=\"il\">bb<\/span> 0 nappal ezel\u0151tt felt\u00e9tel<\/h3>\n<div>Enn\u00e9l a felt\u00e9teln\u00e9l, amennyiben a vizsg\u00e1lt D\u00e1tum mez\u0151 (ilyen a teend\u0151 hat\u00e1rideje) \u00e9rt\u00e9kek\u00e9nt nincs pontos d\u00e1tum (\u00c9v, h\u00f3nap, nap, \u00f3ra, perc) megadva, csak eg\u00e9sz nap (\u00e9v, h\u00f3nap, nap), abban az esetben az adott adatlapok nem ker\u00fclnek be a sz\u0171r\u00e9si felt\u00e9telbe.<\/div>\n<div><\/div>\n<div>Ennek oka, hogy a rendszerben az eg\u00e9sz napos d\u00e1tum \u00e9rt\u00e9ke adott nap 23:59:00. Teh\u00e1t, ha a d\u00e1tum mez\u0151ben \u00e9rt\u00e9kk\u00e9nt 2020-01-19 van megadva, az a rendszerben 2020-01-19 23:59:00 alap\u00e9rtelmezett \u00e9rt\u00e9kk\u00e9nt ker\u00fcl be.<\/div>\n<div><\/div>\n<div>A felmer\u00fclt probl\u00e9ma megold\u00e1sa lehet, ha a felt\u00e9telbe -1 nap \u00e9rt\u00e9k ker\u00fcl.<\/div>\n<h3><\/h3>\n<h3>Bizonyos mez\u0151ket nem tal\u00e1lok a sz\u0171r\u00e9si felt\u00e9teln\u00e9l<\/h3>\n<p>Vannak bizonyos mez\u0151k, amelyek a MiniCRM \u00e1ltal vannak haszn\u00e1lva a sz\u0171r\u0151 funkci\u00f3ban. Ezek az \u00f6sszeakad\u00e1s elker\u00fcl\u00e9se v\u00e9gett nem ker\u00fclnek megjelen\u00edt\u00e9sre a felt\u00e9telek k\u00f6z\u00f6tt.<\/p>\n<p>Ilyen p\u00e9ld\u00e1ul az Url technikai n\u00e9vvel rendelkez\u0151 mez\u0151 (Project.Url), ami nem tal\u00e1lhat\u00f3 meg mez\u0151k\u00e9nt akkor, amikor \u00faj felt\u00e9telt szeretn\u00e9l hozz\u00e1adni.<\/p>\n<p>Ennek megold\u00e1sa, ha az adott mez\u0151t \u00fajra l\u00e9trehozod, m\u00e1s n\u00e9vvel.<\/p>\n<h3>T\u00e1bl\u00e1zatos n\u00e9zet<\/h3>\n<p>A sz\u0171r\u0151k tal\u00e1lati list\u00e1j\u00e1t t\u00e1bl\u00e1zatos n\u00e9zetben is megjelen\u00edtheted, \u00edgy a rendszeren bel\u00fcl is k\u00f6nnyen \u00e1ttekintheted a sz\u00e1modra relev\u00e1ns adatokat. A kett\u0151s ny\u00edl ikonra kattintva a tal\u00e1latokat sorba is rendezheted, pl.: ABC sorrend, d\u00e1tum vagy \u00e9rt\u00e9k szerint n\u00f6vekv\u0151 \/ cs\u00f6kken\u0151.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-63604\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34.png\" alt=\"\" width=\"2146\" height=\"1480\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34.png 2146w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34-300x207.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34-1024x706.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34-768x530.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34-1536x1059.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Kepernyofoto-2026-08-26-17.16.34-2048x1412.png 2048w\" sizes=\"auto, (max-width: 2146px) 100vw, 2146px\" \/><\/p>\n<div class=\"alert alert-info\">Fontos: A sz\u0171r\u0151 maximum 60 mez\u0151t tartalmazhat!<\/div>\n<h3>Kedvenc sz\u0171r\u0151k<\/h3>\n<p>Van lehet\u0151s\u00e9ged az elk\u00e9sz\u00edtett sz\u0171r\u0151ket kedvencnek jel\u00f6lni, a sz\u0171r\u0151 elment\u00e9se ut\u00e1n, a bal oldalon tal\u00e1lhat\u00f3 csillag ikon megnyom\u00e1s\u00e1val.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-63051 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favfil.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favfil.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favfil-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favfil-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favfil-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favfil-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/p>\n<p>Ezut\u00e1n a sz\u0171r\u0151 beker\u00fcl a <em>Kedvenc sz\u0171r\u0151k<\/em> k\u00f6z\u00e9, amit a <em>Mai napom<\/em> n\u00e9zet jobb oldal\u00e1n tal\u00e1lhat\u00f3 list\u00e1b\u00f3l tudsz el\u00e9rni. Itt term\u00e9kek szerint csoportos\u00edtva tal\u00e1lod meg a kedvencnek jel\u00f6lt sz\u0171r\u0151idet.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-63052 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favf2.png\" alt=\"\" width=\"1728\" height=\"928\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favf2.png 1728w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favf2-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favf2-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favf2-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/favf2-1536x825.png 1536w\" sizes=\"auto, (max-width: 1728px) 100vw, 1728px\" \/><\/p>\n<div class=\"alert alert-info alert-danger\">A d\u00e1tum mez\u0151kben be\u00e1ll\u00edthat\u00f3 sz\u0171r\u00e9si felt\u00e9telekhez az al\u00e1bbi \u00e1br\u00e1n l\u00e1thatsz seg\u00edts\u00e9get. <strong><a href=\"https:\/\/r3.minicrm.hu\/1\/Download\/S3\/?t=doc&amp;inline=1&amp;e=2k5lsl3sty25id9srkkb2brszxa83n\">Ide kattintva<\/a><\/strong> sz\u00f6veges magyar\u00e1zatot is olvashatsz a felt\u00e9telekr\u0151l. <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-54342 aligncenter\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.33.37-300x139.png\" alt=\"\" width=\"829\" height=\"384\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.33.37-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.33.37-1024x474.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.33.37-768x355.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.33.37-1536x711.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.33.37.png 1578w\" sizes=\"auto, (max-width: 829px) 100vw, 829px\" \/><\/div>\n<div><\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"3\" style=\"text-align: justify;\">Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket?<\/h2>\n<ol>\n<li>Kattints a bal oldali men\u00fcs\u00e1vban arra a term\u00e9kre, amiben a sz\u0171r\u0151t elk\u00e9sz\u00edtetted<\/li>\n<li>Jobb oldalon kattints a Sz\u0171r\u00e9s gombra, majd a Sz\u0171r\u0151 megnyit\u00e1sra<\/li>\n<li>A megjelen\u0151 ablakban keresd ki a sz\u0171r\u0151t. Javaslom, haszn\u00e1ld a keres\u0151t az ablak jobb fels\u0151 sark\u00e1ban<\/li>\n<\/ol>\n<div class=\"alert alert-info\">Ha nehezen tal\u00e1lod meg a sz\u0171r\u0151t, nevezd \u00e1t! Mi a MiniCRM-n\u00e9l p\u00e9ld\u00e1ul a &#8220;nev\u00fcnkre vessz\u00fck&#8221; a sz\u0171r\u0151t (@N\u00e9v), \u00edgy k\u00f6nnyed\u00e9n \u00e1tl\u00e1that\u00f3, hogy melyik sz\u0171r\u0151 melyik koll\u00e9g\u00e1\u00e9, \u00e9s a saj\u00e1t nevedre keresve r\u00f6videbb list\u00e1t kell \u00e1tn\u00e9zned, ha nem eml\u00e9kszel a sz\u0171r\u0151 pontos nev\u00e9re. P\u00e9lda: Pontosan 7 napja nem reag\u00e1lt az aj\u00e1nlatra @Brigi. Ebben az elnevez\u00e9sben a @ karakternek semmilyen funkci\u00f3ja nincs, csup\u00e1n egy l\u00e1tv\u00e1nyos karakter. B\u00e1rmi m\u00e1st is haszn\u00e1lhattok helyette, csak legyen egys\u00e9ges.<\/div>\n<div class=\"alert alert-danger\">Ahhoz, hogy \u00e1tl\u00e1that\u00f3k legyenek a sz\u0171r\u0151id, lomt\u00e1razd a feleslegeseket!<\/div>\n<h2 id=\"4\" style=\"text-align: justify;\">Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy \u00e1tnevezni?<\/h2>\n<p>A sz\u0171r\u0151 megnyit\u00e1sa ut\u00e1n a jobb sarokban tal\u00e1lhat\u00f3 h\u00e1rom p\u00f6ttyre kattintva k\u00e9sz\u00edthetsz m\u00e1solatot, illetve a sz\u0171r\u0151 neve melletti ceruz\u00e1ra kattintva tudod \u00e1tnevezni a sz\u0171r\u0151t.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54333\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.17.11-1-300x103.png\" alt=\"\" width=\"923\" height=\"317\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.17.11-1-300x103.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.17.11-1-768x263.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.17.11-1-1536x526.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.17.11-1.png 1806w\" sizes=\"auto, (max-width: 923px) 100vw, 923px\" \/><\/p>\n<div class=\"alert alert-info\">Ha m\u00e1solatot k\u00e9sz\u00edtesz, akkor egyb\u0151l a m\u00e1solt sz\u0171r\u0151be ker\u00fclsz. Ezt abb\u00f3l l\u00e1thatod, hogy a sz\u0171r\u0151 neve m\u00f6g\u00e9 beker\u00fcl egy &#8220;m\u00e1solat&#8221; megjel\u00f6l\u00e9s, amit a sz\u0171r\u0151 neve melletti ceruz\u00e1ra kattintva tudsz \u00e1t\u00edrni.<\/div>\n<div><\/div>\n<div>\n<h2 id=\"2\" style=\"text-align: justify;\">Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete:<\/h2>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/szu\u030bro\u030b_figy_1-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16956 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/szu\u030bro\u030b_figy_1-1.jpg\" alt=\"\" width=\"1352\" height=\"260\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<div>Ha nagy az adatb\u00e1zisod \u00e9s a sz\u0171r\u0151 felt\u00e9teleknek megfelel\u0151 tal\u00e1lati lista emiatt el\u00e9ri az 1000 db-ot, akkor a <em>&#8220;Figyelem! A sz\u0171r\u0151nek t\u00f6bb mint 1000 elme van!&#8221; <\/em>\u00fczenetet l\u00e1tod a k\u00e9perny\u0151n \u00e9s 1000 db tal\u00e1latot jelez a rendszer. Ez nem hiba! A funkci\u00f3 a gyorsabb tal\u00e1lati lista megjelen\u00edt\u00e9se miatt lett kital\u00e1lva. Ez legink\u00e1bb az e-mail sz\u0171r\u00e9sek eset\u00e9n gyakori a list\u00e1ba beker\u00fcl\u0151 adatlapok darabsz\u00e1ma miatt. T\u00f6meges email k\u00fcld\u00e9s eset\u00e9n vagy adatb\u00e1zis export\u00e1l\u00e1sakor az \u00f6sszes tal\u00e1lat beker\u00fcl, csak a MiniCRM fel\u00fcleten l\u00e1tsz 1000 db-ot.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\ufeff Tartalomjegyz\u00e9k: Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket? Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy \u00e1tnevezni? Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete A MiniCRM-ben ezekre tudsz sz\u0171rni: Adatlapon t\u00e1rolt aktu\u00e1lis adatokra K\u00f6vetkez\u0151 teend\u0151 adataira \u00d6sszes Lez\u00e1rt\/Nyitott teend\u0151 adataira C\u00e9gen\/kapcsolattart\u00f3n t\u00e1rolt aktu\u00e1lis adatokra C\u00edm adatokra Automatizmussal\u00a0vagy t\u00f6megesen k\u00fcld\u00f6tt emailek adataira Meghi\u00fasult email k\u00fcld\u00e9sekre Fontos, hogy a manu\u00e1lisan [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2292,2303],"tags":[],"class_list":["post-878","post","type-post","status-publish","format-standard","hentry","category-beepitett-es-egyedi-riportok","category-egyedi-riport-osszeallitas"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Egyedi sz\u0171r\u0151 k\u00e9sz\u00edt\u00e9se - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"\ufeff Tartalomjegyz\u00e9k: Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket? Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy \u00e1tnevezni? Sz\u0171r\u0151 tal\u00e1lati lista\" \/>\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\/egyedi-szurok-keszitese\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Egyedi sz\u0171r\u0151 k\u00e9sz\u00edt\u00e9se - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"\ufeff Tartalomjegyz\u00e9k: Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket? Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy \u00e1tnevezni? 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