{"id":9633,"date":"2018-11-07T13:33:26","date_gmt":"2018-11-07T12:33:26","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=9633"},"modified":"2025-03-17T15:59:04","modified_gmt":"2025-03-17T14:59:04","slug":"a-tarsitott-adatlapok-bovitmeny","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/a-tarsitott-adatlapok-bovitmeny\/","title":{"rendered":"A t\u00e1rs\u00edtott adatlapok kieg\u00e9sz\u00edt\u0151"},"content":{"rendered":"<h2>Mi a kieg\u00e9sz\u00edt\u0151?<\/h2>\n<p>A\u00a0 kieg\u00e9sz\u00edt\u0151k a MiniCRM rendszer\u00e9ben bekapcsolhat\u00f3 kieg\u00e9sz\u00edt\u0151 funkci\u00f3k. A kieg\u00e9sz\u00edt\u0151k lehet\u0151v\u00e9 teszik a felhaszn\u00e1l\u00f3 sz\u00e1m\u00e1ra, hogy hozz\u00e1adjon alkalmaz\u00e1sfunkci\u00f3kat az alap rendszerhez, ezzel b\u0151v\u00edtve a MiniCRM alkalmaz\u00e1st.<\/p>\n<h3>Kieg\u00e9sz\u00edt\u0151 bekapcsol\u00e1sa<\/h3>\n<p>A Kieg\u00e9sz\u00edt\u0151 bekapcsol\u00e1s\u00e1t az el\u0151fizet\u00e9sek oldalon teheted meg:<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"A6c1LDYPkk\"><p><a href=\"https:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/\">El\u0151fizet\u00e9s be\u00e1ll\u00edt\u00e1sai<\/a><\/p><\/blockquote>\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;El\u0151fizet\u00e9s be\u00e1ll\u00edt\u00e1sai&#8221; &#8212; MiniCRM dokument\u00e1ci\u00f3\" src=\"https:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/embed\/#?secret=rLz8uWYoiO#?secret=A6c1LDYPkk\" data-secret=\"A6c1LDYPkk\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<p>V\u00e1laszd ki az oldals\u00e1vban a Be\u00e1ll\u00edt\u00e1sok &#8211; El\u0151fizet\u00e9s opci\u00f3t.<\/p>\n<h3>Mit tud a t\u00e1rs\u00edtott adatlapok b\u0151v\u00edtm\u00e9ny?<\/h3>\n<p>A b\u0151v\u00edtm\u00e9ny be\u00e1ll\u00edt\u00e1s\u00e1hoz Adminisztr\u00e1tor jogosults\u00e1g sz\u00fcks\u00e9ges.<\/p>\n<ul>\n<li>A b\u0151v\u00edtm\u00e9ny seg\u00edts\u00e9g\u00e9vel \u00e1tl\u00e1that\u00f3an tudod kezelni a kereszt\u00e9rt\u00e9kes\u00edt\u00e9si folyamataidat vagy egy harmadik f\u00e9l bevon\u00e1s\u00e1val v\u00e9gzett tev\u00e9kenys\u00e9get.<\/li>\n<li>Az adatlapokon k\u00f6zvetlen\u00fcl t\u00e1rs\u00edthatsz m\u00e1s adatlapokat, \u00e9s kezelheted az ilyen m\u00f3don l\u00e9trehozott adatlapok list\u00e1j\u00e1t, amely lehet p\u00e9ld\u00e1ul a besz\u00e1ll\u00edt\u00f3id \u00e9s az \u00fcgyfeleid kapcsolata.<\/li>\n<li>Lehet\u0151s\u00e9get ny\u00fajt a t\u00e1rs\u00edtott adatlapok k\u00f6z\u00f6tti gyors \u00e9s egyszer\u0171 navig\u00e1ci\u00f3ra.<\/li>\n<li>Automatizmus \u00e9s t\u00f6meges lev\u00e9lk\u00fcld\u00e9s haszn\u00e1lat\u00e1n\u00e1l a t\u00e1rs\u00edtott adatlapok els\u0151dleges kapcsolattart\u00f3ja is lehet egy-egy automatikus vagy t\u00f6meges email c\u00edmzettje.<\/li>\n<\/ul>\n<h2>T\u00e1rs\u00edtott adatlapok haszn\u00e1lata<\/h2>\n<h3>1.) Kattints a hozz\u00e1ad\u00e1s gombra<\/h3>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44213 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6.png\" alt=\"\" width=\"2880\" height=\"1424\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6-1536x759.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/1-6-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>2.) Kattints a t\u00e1rs\u00edtani k\u00edv\u00e1nt adatlapra<\/h3>\n<ul>\n<li>Ezt k\u00f6vet\u0151en a rendszer automatikusan t\u00e1rs\u00edtja a kiv\u00e1lasztott adatlapot amely megjelenik a <strong>&#8220;T\u00e1rs\u00edtott adatlapok&#8221;<\/strong> felirat alatt.<\/li>\n<li>A jobb fels\u0151 sarokban l\u00e9v\u0151<strong> keres\u0151<\/strong> seg\u00edts\u00e9get ny\u00fajt a sz\u00e1modra sz\u00fcks\u00e9ges adatlapok megtal\u00e1l\u00e1s\u00e1hoz.<\/li>\n<li><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">Egy adatlaphoz t\u00f6bb adatlap is t\u00e1rs\u00edthat\u00f3, a<\/span><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">\u00a0t\u00e1rs\u00edt\u00e1s pedig\u00a0<\/span><strong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">oda-vissza<\/strong><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\"> m\u0171k\u00f6dik az adatlapok k\u00f6z\u00f6tt.\u00a0<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44219 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5.png\" alt=\"\" width=\"2880\" height=\"1426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5-300x149.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5-1024x507.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5-1536x761.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/2-5-2048x1014.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<h3>3.)T\u00e1rs\u00edt\u00e1s szerkeszt\u00e9se<\/h3>\n<p>A t\u00e1rs\u00edtott adatlaphoz tudsz rendelni egy nevet, hogy l\u00e1sd mi\u00e9rt kapcsol\u00f3dnak egym\u00e1shoz. Pl.: besz\u00e1ll\u00edt\u00f3, kivitelez\u0151, stb&#8230;<\/p>\n<p>Kuka\u00a0gombra kattintva\u00a0 pedig t\u00f6r\u00f6lheted a t\u00e1rs\u00edt\u00e1st. Ett\u0151l az adatlap nem t\u00f6rl\u0151dik, csak a k\u00e9t adatlap k\u00f6zti kapcsolat.<\/p>\n<p>A t\u00e1rs\u00edt\u00e1sok t\u00f6rl\u00e9se, m\u00f3dos\u00edt\u00e1sa, l\u00e9trehoz\u00e1sa nem jelenik meg az adatlapi\u00a0el\u0151zm\u00e9nyek k\u00f6z\u00f6tt.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44222 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3.png\" alt=\"\" width=\"2880\" height=\"1424\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3-1536x759.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/3-3-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<h2><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44225 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4.png\" alt=\"\" width=\"2880\" height=\"1424\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4-1536x759.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/4-4-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/h2>\n<h2>E-mail k\u00fcld\u00e9s t\u00e1rs\u00edtott adatlap eset\u00e9n<\/h2>\n<p>Ezzel a funkci\u00f3val lehet\u0151s\u00e9ged van e-mailt k\u00fcldeni a t\u00e1rs\u00edtott adatlapon szerepl\u0151 kapcsolattart\u00f3knak.<\/p>\n<div class=\"alert alert-danger\">Fontos, hogy innen kiz\u00e1r\u00f3lag a kapcsol\u00f3d\u00f3 adatlap kapcsolattart\u00f3nak nem k\u00fcldhet\u0151 e-mail. Minden esetben a c\u00edmzett az a kapcsolattart\u00f3, akinek az e-mail c\u00edm\u00e9re kattintott\u00e1l. A tov\u00e1bbi c\u00edmzettek \u00edgy csak m\u00e1solatk\u00e9nt kapj\u00e1k meg a leveled. Az \u00edgy elk\u00fcld\u00f6tt lev\u00e9l a kapcsol\u00f3d\u00f3 adatlapon az el\u0151zm\u00e9nyekben nem jelenik meg. Az e-mail sablonba v\u00e1ltoz\u00f3k a kapcsol\u00f3d\u00f3 adatlapok adataira nem illeszthet\u0151ek be.<\/div>\n<h3>1.) Keresd meg azt a kapcsolattart\u00f3t, akinek szeretn\u00e9d elk\u00fcldeni az e-mailt.<\/h3>\n<div class=\"alert alert-info\">Ha az adatlaphoz van t\u00e1rs\u00edtva m\u00e1sik adatlap, akkor az azon szerepl\u0151 kapcsolattart\u00f3knak is k\u00fcldhetsz e-mailt.<\/div>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44231 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30.png\" alt=\"\" width=\"2880\" height=\"1418\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30-1024x504.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30-768x378.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30-1536x756.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/Screenshot-2022-11-24-at-09.52.30-2048x1008.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>2.) Kattints a kapcsolattart\u00f3 e-mail c\u00edm\u00e9re az adatlapon.<\/h3>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44234 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4.png\" alt=\"\" width=\"2880\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4-1024x505.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4-1536x757.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/5-4-2048x1010.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>3.) A c\u00edmzettek mez\u0151re kattint\u00e1ssal megtal\u00e1lod a kapcsol\u00f3d\u00f3 adatlapon szerepl\u0151 kapcsolattart\u00f3kat is.<\/h3>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-scaled.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44237 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-scaled.jpg\" alt=\"\" width=\"2560\" height=\"1264\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-scaled.jpg 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-300x148.jpg 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-1024x506.jpg 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-768x379.jpg 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-1536x758.jpg 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2018\/11\/6-2048x1011.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<div class=\"alert alert-info alert-danger\"><strong>Fontos<\/strong>, hogy korl\u00e1tozott felhaszn\u00e1l\u00f3 eset\u00e9n a t\u00e1rs\u00edtott adatlapok csak akkor jelennek meg, ha ezen adatlapoknak szint\u00e9n a\u00a0 korl\u00e1tozott felhaszn\u00e1l\u00f3 a tulajdonosa. Ha mind\u00f6ssze egy teend\u0151je van csak az adatlapon, azzal m\u00e9g nincsen joga a t\u00e1rs\u00edt\u00e1st l\u00e1tni az adatlapok k\u00f6z\u00f6tt.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Mi a kieg\u00e9sz\u00edt\u0151? A\u00a0 kieg\u00e9sz\u00edt\u0151k a MiniCRM rendszer\u00e9ben bekapcsolhat\u00f3 kieg\u00e9sz\u00edt\u0151 funkci\u00f3k. A kieg\u00e9sz\u00edt\u0151k lehet\u0151v\u00e9 teszik a felhaszn\u00e1l\u00f3 sz\u00e1m\u00e1ra, hogy hozz\u00e1adjon alkalmaz\u00e1sfunkci\u00f3kat az alap rendszerhez, ezzel b\u0151v\u00edtve a MiniCRM alkalmaz\u00e1st. Kieg\u00e9sz\u00edt\u0151 bekapcsol\u00e1sa A Kieg\u00e9sz\u00edt\u0151 bekapcsol\u00e1s\u00e1t az el\u0151fizet\u00e9sek oldalon teheted meg: El\u0151fizet\u00e9s be\u00e1ll\u00edt\u00e1sai V\u00e1laszd ki az oldals\u00e1vban a Be\u00e1ll\u00edt\u00e1sok &#8211; El\u0151fizet\u00e9s opci\u00f3t. Mit tud a t\u00e1rs\u00edtott adatlapok [&hellip;]<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2273,2261],"tags":[],"class_list":["post-9633","post","type-post","status-publish","format-standard","hentry","category-kiegeszitok-hu","category-termekek-es-kiegeszitok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>A t\u00e1rs\u00edtott adatlapok kieg\u00e9sz\u00edt\u0151 - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Mi a kieg\u00e9sz\u00edt\u0151? A\u00a0 kieg\u00e9sz\u00edt\u0151k a MiniCRM rendszer\u00e9ben bekapcsolhat\u00f3 kieg\u00e9sz\u00edt\u0151 funkci\u00f3k. 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