1. Import/Export
1.1 Can the person in charge of the data be updated by updating and importing?
No, currently the person in charge cannot be updated by importing.
1.2 When importing data and downloading the fields in the template, can the order be adjusted through the layout?
Not supported, the order of fields in the template is fixed.
1.3 The thread has set up a new duplicate check, why can it still import duplicate data?
The imported duplicate check is not enabled under the thread object, you need to enable the imported duplicate check in the clue - check duplicate, and the data will be validated according to the newly created duplicate check rules.
1.4 When importing leads, can we jointly check whether the same customer data exists?
Yes, it needs to be under the thread and customer object------unique duplicate check rule, after setting the unique rule, in the business rule---object mapping rule, map the fields in the unique rule such as the thread setting The uniqueness rule is the company name duplicate check, and the customer is the customer name duplicate check. In the mapping rule, the company name and customer name need to be mapped and then imported when the "joint duplicate check of high seas and customer data" is enabled. the
1.5 When updating and importing, can other fields be used to identify unique data?
Yes, custom objects are supported, but preset objects are not.
1.6 Why did some data update successfully after I clicked cancel task?
Once the import is clicked, the update import of the data will be performed. Canceling the task refers to aborting the import task, and will not cancel the successfully updated one.
1.7 Prompt when importing data: can not exceed 50M, can not exceed 300,000, but the actual does not exceed
This situation is mostly caused by the number of lines in the import file exceeding the limit. The number of rows here is not the number of rows with data, but counts all rows in excel, including blank rows. The quickest way to deal with this situation is to copy the data in the wrong excel to the new excel and import it. Be careful not to Select all, use the mouse to select the part with data to copy and paste
1.8 How to close the export function of general sales staff
Administrator: background management - role authority management - business function authority - corresponding role - authority setting - object, uncheck the export authority
1.9 The difference between update import and new import
New import: new data import uses new import, you need to download the new import template
Update import: When you need to update some field values of existing data, you need to use update import, and you need to download the update import template first
1.10 Failed to import data, where can I see the reason?
When importing errors, you can download the imported results, and the imported results will tell you what the problem is. Follow the prompts to check and modify
2. Print template
2.1 After setting up the printing template, how to let different personnel use different printing templates?
The scope of application of the template can be set for the print template, and multiple templates can be set with different scopes of application, so that employees can use their own templates within the scope of application when using it on the front end.
2.2 Why can’t the page footer be set in the word printing template?
Word format does not support headers, footers, separators, pictures, watermarks, and can be printed in pdf format.
2.3 How to set the print template to display in multiple columns?
Insert a table or layout, set the table columns to a fixed width, and set the border to no frame.
2.4 How to adjust the column width when setting the print template?
To adjust the column width of the table, you need to press and hold the left mouse button on the table line, wait for a while and then drag. If you see a thinner line, it means you can drag successfully.
2.5 After setting up the printing template of the order, it is hoped that an auto-incrementing serial number can be added to the order product, how to set it?
Right-click and select Edit Dynamic Table - check Enable auto-increment number.
2.6 After setting up the printing template, why are some fields in the template not displayed when employees print?
The current employee has no permission to print a field, and it will not be displayed when printing. For details, you can check the field-level permission settings.
2.7 excel print-Import template prompt error/prompt variable does not exist?
Two situations:
1. Copy the field variable directly from the field of the object/related object to add to the table. Solution: You can only insert the fields of the slave object in the dynamic table, you can write a dynamic table format in excel, and then add the relevant fields of the slave data in the dynamic table structure;
2. The object selected on the imported page is inconsistent with the object bound in the template. Solution: Check whether the apiname of the object bound to the template is the same as the apiname filled in the template.
2.8 How to add statistical rows in the dynamic table?
Right-click and select Edit Dynamic Table - Check Enable Total Row to add custom statistical fields to the total row.