{"id":6375,"date":"2022-02-09T20:40:22","date_gmt":"2022-02-09T20:40:22","guid":{"rendered":"http:\/\/help.cobra.hu\/?p=6375"},"modified":"2024-02-01T14:23:04","modified_gmt":"2024-02-01T14:23:04","slug":"ugyfelkereso","status":"publish","type":"post","link":"https:\/\/help.cobra.hu\/index.php\/2022\/02\/09\/ugyfelkereso\/","title":{"rendered":"\u00dcgyf\u00e9lkeres\u0151"},"content":{"rendered":"<div id=\"toc_container\" class=\"no_bullets\"><p class=\"toc_title\">Tartalomjegyz&eacute;k<\/p><ul class=\"toc_list\"><li><a href=\"#Az_ablak_felepitese\"><span class=\"toc_number toc_depth_1\">1<\/span> Az ablak fel\u00e9p\u00edt\u00e9se<\/a><ul><li><a href=\"#Kereso\"><span class=\"toc_number toc_depth_2\">1.1<\/span> Keres\u0151<\/a><\/li><li><a href=\"#Kapcsolat_ful\"><span class=\"toc_number toc_depth_2\">1.2<\/span> Kapcsolat f\u00fcl<\/a><\/li><li><a href=\"#Bizonylatok_ful\"><span class=\"toc_number toc_depth_2\">1.3<\/span> Bizonylatok f\u00fcl<\/a><\/li><li><a href=\"#Esemenyek_ful\"><span class=\"toc_number toc_depth_2\">1.4<\/span> Esem\u00e9nyek f\u00fcl<\/a><\/li><li><a href=\"#Feladatok_ful\"><span class=\"toc_number toc_depth_2\">1.5<\/span> Feladatok f\u00fcl<\/a><\/li><li><a href=\"#Csatolmanyok_Partner_ful\"><span class=\"toc_number toc_depth_2\">1.6<\/span> Csatolm\u00e1nyok \/ Partner f\u00fcl<\/a><\/li><li><a href=\"#Csatolmanyok_Bizonylat_ful\"><span class=\"toc_number toc_depth_2\">1.7<\/span> Csatolm\u00e1nyok \/ Bizonylat f\u00fcl<\/a><\/li><\/ul><\/li><\/ul><\/div>\n<p>A CRM \/ \u00dcgyf\u00e9lkeres\u0151 ablak az \u00fcgyf\u00e9lszolg\u00e1latok, \u00e9rt\u00e9kes\u00edt\u0151k munk\u00e1j\u00e1t k\u00edv\u00e1nja seg\u00edteni.<\/p>\n<p>Haszn\u00e1lat\u00e1val egy adott \u00fcgyf\u00e9l fel\u0151l indulva gyorsan \u00e1ttekinthetj\u00fck annak:<\/p>\n<ul>\n<li>alapadatait: c\u00edm, el\u00e9rhet\u0151s\u00e9gek, kapcsolattart\u00f3k, megjegyz\u00e9s<\/li>\n<li>esem\u00e9ny bejegyz\u00e9seit<\/li>\n<li>bizonylatait<\/li>\n<li>kapcsol\u00f3d\u00f3 feladatainkat<\/li>\n<li>csatolm\u00e1nyait<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Szint\u00e9n err\u0151l a fel\u00fcletr\u0151l ind\u00edthatunk \u00faj partner r\u00f6gz\u00edt\u00e9st \u00e9s megl\u00e9v\u0151 partnereink adatlapj\u00e1t megnyithatjuk, ha szerkeszteni szeretn\u00e9nk az \u00fcgyfelet.<\/p>\n<p>Az ablakb\u00f3l t\u00f6bb p\u00e9ld\u00e1ny is megnyithat\u00f3 p\u00e1rhuzamosan.<\/p>\n<h4><span id=\"Az_ablak_felepitese\">Az ablak fel\u00e9p\u00edt\u00e9se<\/span><\/h4>\n<h5><span id=\"Kereso\">Keres\u0151<\/span><\/h5>\n<p>Az ablak bal oldal\u00e1n a keres\u0151 s\u00e1vot tal\u00e1ljuk:<\/p>\n<p id=\"FvIZacU\"><img loading=\"lazy\" width=\"1201\" height=\"800\" class=\"size-full wp-image-6379 aligncenter\" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042a6806973.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042a6806973.png 1201w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042a6806973-300x200.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042a6806973-1024x682.png 1024w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042a6806973-768x512.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042a6806973-250x167.png 250w\" sizes=\"(max-width: 1201px) 100vw, 1201px\" \/><\/p>\n<p>A Keres\u00e9si mez\u0151ben kiv\u00e1laszthatjuk, hogy a partnerek mely adata szerint k\u00edv\u00e1nunk keresni:<\/p>\n<ul>\n<li>Partner n\u00e9v: alap\u00e9rtelmezett<\/li>\n<li>Partner azonos\u00edt\u00f3: ad\u00f3sz\u00e1m, partnerk\u00f3d, stb<\/li>\n<li>Partner csatorna: a partner valamely kommunik\u00e1ci\u00f3s csatorn\u00e1j\u00e1nak \u00e9rt\u00e9ke. Pl. k\u00f6zponti email c\u00edm\u00e9nek egy r\u00e9szlete<\/li>\n<li>Kontakt n\u00e9v: kapcsolattart\u00f3 n\u00e9v. Pl.: jajj, valamilyen G\u00e9za, melyik c\u00e9g beszerz\u0151je is \u0151?<\/li>\n<li>Kontakt csatorna: valamely kapcsolattart\u00f3 kommunik\u00e1ci\u00f3s csatorn\u00e1j\u00e1nak \u00e9rt\u00e9ke. Pl. G\u00e9za email c\u00edme<\/li>\n<li>V\u00e1ros \/ utca \/ ir\u00e1ny\u00edt\u00f3sz\u00e1m: teh\u00e1t c\u00edm adatok alapj\u00e1n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>A keres\u0151 felt\u00e9tel megad\u00e1sa ut\u00e1n a [Friss\u00edt\u00e9s] gombot megnyomva megjelenik a megfelel\u0151 partnerek nev\u00e9nek list\u00e1ja:<\/p>\n<p id=\"XhtcSyT\"><img loading=\"lazy\" width=\"319\" height=\"749\" class=\"alignnone size-full wp-image-6380 \" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c089bd03.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c089bd03.png 319w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c089bd03-128x300.png 128w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c089bd03-106x250.png 106w\" sizes=\"(max-width: 319px) 100vw, 319px\" \/><\/p>\n<p>Ez a fenti gyorssz\u0171r\u0151vel tov\u00e1bb sz\u0171k\u00edthet\u0151:<\/p>\n<p id=\"SEZCBHi\"><img loading=\"lazy\" width=\"320\" height=\"84\" class=\"alignnone size-full wp-image-6381 \" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c682a15a.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c682a15a.png 320w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c682a15a-300x79.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042c682a15a-250x66.png 250w\" sizes=\"(max-width: 320px) 100vw, 320px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>A list\u00e1b\u00f3l egy partnerre kattinttva felt\u0151dnek az ablak f\u00fclei.<\/p>\n<h5><span id=\"Kapcsolat_ful\">Kapcsolat f\u00fcl<\/span><\/h5>\n<p>L\u00e1that\u00f3ak rajta:<\/p>\n<ul>\n<li>A kiv\u00e1lasztott partnerhez rendelt kapcsolattart\u00f3k \u00e9s azok kommunik\u00e1ci\u00f3s adatai a kapcsaolattart\u00f3 n\u00e9v melletti kis + gombra kattintva:\n<p id=\"cVBDHoc\"><img loading=\"lazy\" width=\"475\" height=\"201\" class=\"alignnone size-full wp-image-6382 \" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d116a934.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d116a934.png 475w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d116a934-300x127.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d116a934-250x106.png 250w\" sizes=\"(max-width: 475px) 100vw, 475px\" \/><\/p>\n<p>Dupl\u00e1n kattintva a kapcsolattart\u00f3 nev\u00e9re, k\u00fcl\u00f6n ablakban szerkeszthetj\u00fck adatait:<\/p>\n<p id=\"ZZPdTyY\"><img loading=\"lazy\" width=\"656\" height=\"630\" class=\"alignnone size-full wp-image-6383 \" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d4d336b6.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d4d336b6.png 656w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d4d336b6-300x288.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042d4d336b6-250x240.png 250w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/p>\n<\/li>\n<li>A partnerhez r\u00f6gz\u00edtettet kommunik\u00e1ci\u00f3s csatorn\u00e1k<\/li>\n<li>A partner azonos\u00edt\u00f3i<\/li>\n<li>A partnerhez r\u00f6gz\u00edtett megjegyz\u00e9s<\/li>\n<\/ul>\n<p id=\"oIGGZLK\"><img loading=\"lazy\" width=\"879\" height=\"744\" class=\"alignnone size-full wp-image-6384 \" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042df159106.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042df159106.png 879w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042df159106-300x254.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042df159106-768x650.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042df159106-250x212.png 250w\" sizes=\"(max-width: 879px) 100vw, 879px\" \/><\/p>\n<h5><span id=\"Bizonylatok_ful\">Bizonylatok f\u00fcl<\/span><\/h5>\n<p>A [Friss\u00edt\u00e9s] gombot megnyomva a megadott id\u0151szakban a kiv\u00e1lasztott partner r\u00e9sz\u00e9re ki\u00e1l\u00edltott bizonylatokat list\u00e1zza.<\/p>\n<p id=\"oXCFxEe\"><img loading=\"lazy\" width=\"892\" height=\"754\" class=\"size-full wp-image-6385 aligncenter\" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042fba1accf.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042fba1accf.png 892w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042fba1accf-300x254.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042fba1accf-768x649.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_62042fba1accf-250x211.png 250w\" sizes=\"(max-width: 892px) 100vw, 892px\" \/><\/p>\n<p>A bizonylatok k\u00f6z\u00f6tt a gyors sz\u0171r\u0151kkel kereshet\u00fcnk tov\u00e1bb, ha sz\u00fcks\u00e9ges:<\/p>\n<p id=\"QHAPheK\"><img loading=\"lazy\" width=\"877\" height=\"151\" class=\"size-full wp-image-6386 aligncenter\" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204301f75f64.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204301f75f64.png 877w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204301f75f64-300x52.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204301f75f64-768x132.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204301f75f64-250x43.png 250w\" sizes=\"(max-width: 877px) 100vw, 877px\" \/><\/p>\n<p>Egy adott bizonylat sor\u00e1nak elej\u00e9n tal\u00e1lhat\u00f3 kis + gombot megnyomva a bizonylat t\u00e9teleit l\u00e1thatjuk:<\/p>\n<p id=\"ayxtxKH\"><img loading=\"lazy\" width=\"880\" height=\"458\" class=\"size-full wp-image-6387 aligncenter\" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204308d00fce.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204308d00fce.png 880w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204308d00fce-300x156.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204308d00fce-768x400.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204308d00fce-250x130.png 250w\" sizes=\"(max-width: 880px) 100vw, 880px\" \/><\/p>\n<p>Dupl\u00e1n kattintva egy bizonylat sor\u00e1n megny\u00edlik a bizonylat.<\/p>\n<h5><span id=\"Esemenyek_ful\">Esem\u00e9nyek f\u00fcl<\/span><\/h5>\n<p>Ebben a t\u00e1bl\u00e1zatban nem csak k\u00f6zvetlen\u00fcl a partner adatlapj\u00e1ra r\u00f6gz\u00edtett esem\u00e9nyeket \u00e9rj\u00fck el, hanem azon esem\u00e9nyeket is, melyeket a partnerhez kapcsol\u00f3d\u00f3 bizonylatokra ker\u00fcltek r\u00f6gz\u00edt\u00e9sre. A [Forr\u00e1s megnyit\u00e1sa] gomb hat\u00e1s\u00e1ra azon bizonylat ny\u00edlik meg, melyen az esem\u00e9ny r\u00f6gz\u00edt\u00e9sre ker\u00fclt.<\/p>\n<h5><span id=\"Feladatok_ful\">Feladatok f\u00fcl<\/span><\/h5>\n<p>&nbsp;<\/p>\n<h5><span id=\"Csatolmanyok_Partner_ful\">Csatolm\u00e1nyok \/ Partner f\u00fcl<\/span><\/h5>\n<p>K\u00f6zvetlen\u00fcl a partner adatlapj\u00e1hoz csatolt dokumentumok megtekint\u00e9s\u00e9re \u00e9s kezel\u00e9s\u00e9re szolg\u00e1l. \u00daj csatol\u00e1nyt h\u00fazd \u00e9s ejtsd m\u00f3dszerrel vagy a [Hozz\u00e1ad\u00e1s] gombbal r\u00f6gz\u00edthet\u00fcnk a partnerhez.<\/p>\n<p id=\"JUDyGBN\"><img loading=\"lazy\" width=\"877\" height=\"692\" class=\"size-full wp-image-6391 aligncenter\" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204d9b163e05.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204d9b163e05.png 877w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204d9b163e05-300x237.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204d9b163e05-768x606.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2022\/02\/img_6204d9b163e05-250x197.png 250w\" sizes=\"(max-width: 877px) 100vw, 877px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h5><span id=\"Csatolmanyok_Bizonylat_ful\">Csatolm\u00e1nyok \/ Bizonylat f\u00fcl<\/span><\/h5>\n<p>A f\u00fcl\u00f6n a partner bizonylataihoz rendelt csatolm\u00e1nyokat tekinthtj\u00fck \u00e1t \u00e9s kereshet\u00fcnk k\u00f6z\u00f6tt\u00fck.<\/p>\n<p id=\"pXjiAEm\"><img loading=\"lazy\" width=\"1162\" height=\"739\" class=\"size-full wp-image-7765  aligncenter\" src=\"http:\/\/help.cobra.hu\/wp-content\/uploads\/2024\/02\/img_65bba939bdd87.png\" alt=\"\" srcset=\"https:\/\/help.cobra.hu\/wp-content\/uploads\/2024\/02\/img_65bba939bdd87.png 1162w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2024\/02\/img_65bba939bdd87-300x191.png 300w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2024\/02\/img_65bba939bdd87-1024x651.png 1024w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2024\/02\/img_65bba939bdd87-768x488.png 768w, https:\/\/help.cobra.hu\/wp-content\/uploads\/2024\/02\/img_65bba939bdd87-250x159.png 250w\" sizes=\"(max-width: 1162px) 100vw, 1162px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tartalomjegyz&eacute;k1 Az ablak fel\u00e9p\u00edt\u00e9se1.1 Keres\u01511.2 Kapcsolat f\u00fcl1.3 Bizonylatok f\u00fcl1.4 Esem\u00e9nyek f\u00fcl1.5 Feladatok f\u00fcl1.6 Csatolm\u00e1nyok \/ Partner f\u00fcl1.7 Csatolm\u00e1nyok \/ Bizonylat f\u00fcl A CRM \/ \u00dcgyf\u00e9lkeres\u0151 ablak az \u00fcgyf\u00e9lszolg\u00e1latok, \u00e9rt\u00e9kes\u00edt\u0151k munk\u00e1j\u00e1t k\u00edv\u00e1nja seg\u00edteni. Haszn\u00e1lat\u00e1val egy adott \u00fcgyf\u00e9l fel\u0151l indulva gyorsan \u00e1ttekinthetj\u00fck annak: alapadatait: c\u00edm, el\u00e9rhet\u0151s\u00e9gek, kapcsolattart\u00f3k, megjegyz\u00e9s esem\u00e9ny bejegyz\u00e9seit bizonylatait kapcsol\u00f3d\u00f3 feladatainkat csatolm\u00e1nyait &nbsp; Szint\u00e9n err\u0151l a fel\u00fcletr\u0151l ind\u00edthatunk \u00faj partner r\u00f6gz\u00edt\u00e9st \u00e9s megl\u00e9v\u0151 partnereink adatlapj\u00e1t megnyithatjuk, ha szerkeszteni szeretn\u00e9nk az \u00fcgyfelet. Az ablakb\u00f3l t\u00f6bb p\u00e9ld\u00e1ny [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/posts\/6375"}],"collection":[{"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/comments?post=6375"}],"version-history":[{"count":6,"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/posts\/6375\/revisions"}],"predecessor-version":[{"id":7766,"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/posts\/6375\/revisions\/7766"}],"wp:attachment":[{"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/media?parent=6375"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/categories?post=6375"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.cobra.hu\/index.php\/wp-json\/wp\/v2\/tags?post=6375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}