Data Operation
Last updated
Last updated
On the left side of the data row, click [···] for more options, and then click "View.
Click on the row to display the customer details directly on the right-hand side.
All customer on the customer list can be followed or unfollowed.
Followed customers will have a ☆ on their customer details.
The user can then view the followed customer's in the "Followed" tab.
Step 1: On the left side of the data row, click [···] for more options, and then click "Edit".
Customers who can be edited:
Customer who had the current user as account executive and/or customer service representative.
The current user's direct subordinates is the customers' account executive.
According to the current user's permission settings.
Remark:
If the current user belongs to a role in a permission group with editing permission, they can also edit the customers assigned to that permission group. However, the list will no longer display the customers of their immediate subordinates for whom they are the account executive.
Step 2: In the [Edit customer] page, modify the customer information, and click "Save".
The operation will be recorded in the customer log, log type: "Edit customer".
Click on "View Change Records" to see the changed details.
Only the administrator can delete a customer.
Step 1: On the desired data row, click more ···, then click "Delete".
Step 2: Click "Confirm" to proceed with the deletion.
Remark:
The operation will be recorded in the customer log, log type: "Delete customer".
Return the customer to the customer pool for other member to pick up (become the account executive of this customer).
Remark:
Only the pool's administrator or the customer's account executive can perform this operation
This operation will take effect immediately and the user will no longer finds it in their customer list.
Step 1: On the desired data row, click more ···, then click "Return to the high seas".
Step 2: Enter the return reason and click [Confirm] to complete the operation.
The "Account Executive" for the successfully returned customers will be empty.
The pickup operation will be recorded in the customer log, log type: “Back customer”.
User can view the logs of all the customers in the customer list. ● Click the [Log] button to bring up the log data pop-up box, where you can view the specific operation records of the customer and support filtering or direct queries by operation type and operation time.
The log is displayed as a timeline chart, with the time of occurrence shown on the left and the operation type and details displayed on the right.
Using the share customer function, you are able to allow other users who do not have the relevant permission to view this customer or the selected customer.
The operation to add new personnel to the shared list will not clear the current shared list. Instead, the new range will be added to that customer's current shared range.
Step 1: On the left side of the data row, click [···] for more options, and then click "Share".
Step 2: Enter the authorized department, role and/or specific user to view the customer and click "Save" to complete the operation.
The operation will be recorded in the customer log, log type: "Share customer".
Step 1: Select the customers to share, then click on the "Batch sharing"
Step 2: The selected customers will be listed in the [Target customers] field. Enter the authorized department, role, and/or specific user to view the customer, and click "Save" to complete the operation.
The operation will be recorded in the customer log, log type: "Batch Share customer".
Click on "View change records" to see the changes made.
The customer to whom the user is shared and who is not the account executive and/or customer service representative can no longer view the customer in their customer list after this operation has been performed.
This operation can be applied to customers in the customer list for which you have editing permission.
Step 1: Select the relevant customers. Under [More], click on "Cancel sharing in batch".
Step 2: The selected customers will be listed in the [Target customers] field. Enter the authorized department, role, and/or specific user to view the customer, and click "Save" to complete the operation.
Select "All": Clears all sharing for the selected customers.
Selected specific departments/roles/users: Only the selected departments/roles/users will have their sharing removed, and the remaining sharing scope will remain.
The operation will be recorded in the customer log, log type: "Batch Cancel Share customer".
Purpose: To overwrite the original tags with the newly assigned tags.
Before
Step 1: Select the customer data, and click "Batches set labels to".
Step 2: Select the existing tag or add a new tag by entering the new tag and pressing [Enter] on your keyboard.
Step 3: Click "Save" to apply the changes.
After
Purpose: To add a new tag.
Before
Step 1: Select the customer data, and click "Batches add labels".
Step 2: Select the existing tag or add a new tag by entering the new tag and pressing [Enter] on your keyboard.
Step 3: Click "Save" to apply the changes.
After
