1. Personnel Overview
Personnel is the basic information of every employee in the enterprise. It is the data synchronized from the employee information in management in real time. The basic personnel data in CRM cannot be modified.
2. Examples of Business Scene
- The attributes of the personnel object can be customized, and all custom types of fields are supported
- Process filter conditions can use the attributes of personnel to set filter conditions
- The after-action of the process can use the attributes of the person as a variable to send notifications
- Calculated fields can be calculated using the attributes of a person
- Default values can refer to attributes of a person
- Print the template, you can select the attribute of the person as a template variable (for example: mobile number)
3. Detailed Introduction of Personnel
3.1 Detailed Introduction of Personnel
3.1.1 Personnel Preset Scene
- All: All, you can create new scenes and manage scenes
3.1.2 Personnel Record Type
- All
3.2 Business Operations of Personnel
3.2.1 New
Person objects do not support adding
3.2.2 Edit
Personnel objects can only edit custom fields, and personnel data synchronized from the organizational structure does not support modification
3.2.3 Import
Support update import, do not support new import, because the person object does not support new
3.2.4 Lock
People with lock permission can lock, after locking, the custom field cannot be modified
3.2.5 Unlock
People with unlock permission can unlock, after unlocking, people with edit permission can edit
3.2.6 Export
All data within the visible range can be exported
3.3 General Business Operations of Personnel
- For common operations on the list page, please refer to Common List Operations
- Add sales records, please refer to Sales Records
- Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., please refer to Common Business Operations
- Business operations combined with collaborative office, including forward, calendar, reminders, make calls, send emails, etc., please refer to Common Business Operations