{"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":"2025-12-15T10:42:26","modified_gmt":"2025-12-15T09:42:26","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>Tartalomjegyz\u00e9k:<\/h2>\n<ol>\n<li><a href=\"#1\">Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa<\/a><\/li>\n<li><a href=\"#2\">Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete<\/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<\/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<\/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<div class=\"alert alert-danger\"><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.<\/div>\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=\"alignnone wp-image-54162\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.09.57-300x138.png\" alt=\"\" width=\"937\" height=\"431\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.09.57-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.09.57-1024x472.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.09.57-768x354.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.09.57-1536x707.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.09.57-2048x943.png 2048w\" sizes=\"auto, (max-width: 937px) 100vw, 937px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>4. 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 class=\"alert alert-info\">A sz\u00fcrke s\u00e1v k\u00e9t t\u00edpus\u00fa sz\u0171r\u0151 elk\u00e9sz\u00edt\u00e9s\u00e9t aj\u00e1nlja fel neked. A fels\u0151 s\u00e1vban k\u00f6telez\u0151 felt\u00e9teleket adhatsz meg, \u00edgy ha azt szeretn\u00e9d, hogy minden kiv\u00e1lasztott felt\u00e9tel egyszerre teljes\u00fclj\u00f6n, ezt az opci\u00f3t v\u00e1laszd. Az als\u00f3 s\u00e1vban opcion\u00e1lis felt\u00e9teleket adhatsz meg, ami olyan esetekben hasznos, ha azt szeretn\u00e9d, hogy legal\u00e1bb egy (b\u00e1rmennyi) felt\u00e9tel teljes\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. Tipp: leggyakrabban a fels\u0151, k\u00f6telez\u0151 felt\u00e9teleket tartalmaz\u00f3 sz\u0171r\u0151t haszn\u00e1ljuk.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54168\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.15.18-300x138.png\" alt=\"\" width=\"969\" height=\"446\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.15.18-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.15.18-1024x471.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.15.18-768x353.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.15.18-1536x706.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-10.15.18-2048x942.png 2048w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/><\/p>\n<h3>5. V\u00e1laszd ki a sz\u00fcks\u00e9ges sz\u0171r\u0151felt\u00e9telt<\/h3>\n<p>A megjelen\u0151 ablak bal oldal\u00e1n tal\u00e1lod a kateg\u00f3ri\u00e1kat, jobb oldalon pedig a haszn\u00e1lhat\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, tartsd lenyomva a CTRL vagy Command billenty\u0171t.<\/div>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54246\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.32.49-300x138.png\" alt=\"\" width=\"928\" height=\"427\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.32.49-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.32.49-1024x472.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.32.49-768x354.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.32.49-1536x708.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.32.49-2048x944.png 2048w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><\/h3>\n<h3>6. Miut\u00e1n elt\u0171nt az ablak, a sz\u00fcrke s\u00e1vban megjelen\u0151 harmadik dobozban van a kiv\u00e1lasztott felt\u00e9teled.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54249\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.35.32-300x137.png\" alt=\"\" width=\"920\" height=\"420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.35.32-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.35.32-1024x466.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.35.32-768x350.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.35.32-1536x700.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.35.32-2048x933.png 2048w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/p>\n<h3>7. Ezekre a dobozokra kattintva tudod sz\u0171k\u00edteni, pontos\u00edtani a felt\u00e9telt<\/h3>\n<p>(P\u00e9ld\u00e1ul: Legfeljebb 3 napja volt a r\u00f6gz\u00edt\u00e9s d\u00e1tuma az <a href=\"..\/mire-jok-az-adatlapok\/\">adatlapnak<\/a>.)<\/p>\n<div class=\"alert alert-info\">Sz\u00f6veg t\u00edpus\u00fa mez\u0151 felt\u00e9tel\u00e9n\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><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54258\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.41.57-300x138.png\" alt=\"\" width=\"954\" height=\"439\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.41.57-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.41.57-1024x472.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.41.57-768x354.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.41.57-1536x708.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.41.57-2048x944.png 2048w\" sizes=\"auto, (max-width: 954px) 100vw, 954px\" \/><\/h3>\n<h3>8. A <em>Ment\u00e9s<\/em> gombra kattintva el tudod nevezni, \u00e9s menteni a sz\u0171r\u0151t<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54261\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.43.29-300x139.png\" alt=\"\" width=\"919\" height=\"426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.43.29-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.43.29-1024x474.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.43.29-768x355.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.43.29-1536x710.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-13.43.29-2048x947.png 2048w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/p>\n<p>&nbsp;<\/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<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><\/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>\u00a0A felmer\u00fclt probl\u00e9ma megold\u00e1sa lehet, ha a felt\u00e9telbe -1 nap \u00e9rt\u00e9k ker\u00fcl.<\/div>\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>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=\"alignnone wp-image-54318\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-14.41.02-300x137.png\" alt=\"\" width=\"918\" height=\"419\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-14.41.02-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-14.41.02-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-14.41.02-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-14.41.02-1536x702.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-14.41.02-2048x936.png 2048w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><\/p>\n<p>&nbsp;<\/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.<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54327 alignnone\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.00.56-300x138.png\" alt=\"\" width=\"919\" height=\"423\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.00.56-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.00.56-1024x470.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.00.56-768x352.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.00.56-1536x705.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/03\/Screenshot-2024-09-19-at-15.00.56-2048x940.png 2048w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/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><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/E4cL1CNCuDI\" width=\"670\" height=\"365\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/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","protected":false},"excerpt":{"rendered":"<p>Tartalomjegyz\u00e9k: Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket? Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy \u00e1tnevezni? 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 Fontos, hogy a manu\u00e1lisan kik\u00fcld\u00f6tt emailekre (pl. Egyedi [&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 v27.1.1 - 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=\"Tartalomjegyz\u00e9k: Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket? Hogyan tudok sz\u0171r\u0151t m\u00e1solni vagy\" \/>\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=\"Tartalomjegyz\u00e9k: Sz\u0171r\u0151 l\u00e9trehoz\u00e1sa Sz\u0171r\u0151 tal\u00e1lati lista sz\u00e9ls\u0151s\u00e9ges esete Hogyan tudom megnyitni az elmentett sz\u0171r\u0151ket? 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