1. Personnel Overview

Personnel refers to the basic information of every employee in an enterprise. This data is synchronized in real-time from the employee management system and cannot be modified directly in the CRM.

2. Business Use Case Examples

• Attributes of personnel objects can be customized, supporting all custom field types.
  

• Workflow filtering conditions can be set using personnel Attributes.
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• Post-action workflows can use personnel Attributes as variables for notifications.
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• Calculated fields can perform computations using personnel Attributes.
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• Default values can reference personnel Attributes.
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• Print templates can include personnel Attributes as variables (e.g., phone number).
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3. Personnel Details

3.1 Personnel Details

3.1.1 Preset Scenarios for Personnel

• All: View all personnel, create new scenarios, or manage existing ones.

3.1.2 Personnel Record Types

• All

3.2 Personnel Business Operations

3.2.1 Add

Personnel objects do not support manual addition.

3.2.2 Edit

Only custom fields in personnel objects can be edited. Data synchronized from the Org Structure cannot be modified.

3.2.3 Import

Supports update imports but not new imports since personnel objects cannot be added manually.

3.2.4 Lock

Users with lock permissions can lock personnel records. Once locked, custom fields cannot be modified.

3.2.5 Unlock

Users with unlock permissions can unlock records. After unlocking, users with edit permissions can make changes.

3.2.6 Export

All visible data within the scope can be exported.

3.3 Common Personnel Operations

• List Page Operations: Refer to List Common Operations.

• Add Sales Records: Refer to Sales Records.

• Common Business Operations: Includes reassigning owners, adding Related Teams, printing, importing, exporting, editing, voiding, deleting, etc. Refer to Common Business Operations.

• Collaboration Operations: Includes forwarding, Calendar, reminders, phone calls, emails, etc. Refer to Common Business Operations.