1. Log
1.1 Does the associated CRM data in the log change in real time?
The associated CRM data when the log is sent will change in real time with the selected date. For example, if the CRM data is modified after the log is sent, the CRM data in the log will also change accordingly.
1.2 Can I customize the log template?
Log administrators/work circle administrators can create new log templates in Administration - Log Management - Log Type Management.
1.3 Can the log template be adjusted?
The log template can be adjusted. In the management interface preset object management - log object - layout preset three business types and layouts: daily plan, weekly plan, and monthly plan. You can freely adjust the preset and support customizing new business types and layout.
1.4 How to count the number of logs sent by employees in a year?
1. Click on the employee's personal avatar on the web page to enter his personal page, and the monthly or annual log output can be viewed in the statistical information on the lower left;
2. The log administrator can export the employee's log statistics for one year in the log statistics. the
1.5 Employees need to count the number of employee logs, but only need to count the number of logs of employees in their own department, without looking at other departments. How to configure it?
The administrator of the work circle needs to click--Management--Management Role Configuration--Log Administrator-Add Employees and set the scope of responsibility.
2. Announcement
2.1 Why can't I initiate an announcement?
"Currently, the mobile terminal does not support launching announcements. In addition, announcements can only be initiated with the authority of the announcement administrator. You can contact the company's system administrator to increase the authority of "announcement administrator" for you, and then publish it on the web page. .
2.2 How can the announcement be displayed on the homepage after the publicity period has passed? How many announcements can be displayed at most on the bulletin board on the right side of the home page?
Announcement administrators can reset their display time by clicking on the top management-announcement management. Up to 5 items can be displayed on the home page. For unread announcements, the release time will be displayed in orange; for read announcements, the release time and title will be displayed in gray.
3. Share
3.1 What should I do if the computer clicks to add an attachment and there is no response?
Check the browser version. If the browser version is low, it will affect the sending of attachments. It is recommended to use IE11, Google, Firefox, and 360 browsers in the fast mode.