{"id":6354,"date":"2017-11-28T06:21:44","date_gmt":"2017-11-28T06:21:44","guid":{"rendered":"http:\/\/www.erplybooks.com\/?page_id=6354\/"},"modified":"2018-03-22T10:54:28","modified_gmt":"2018-03-22T10:54:28","slug":"kontaktu-parvaldisana-erply-books-sistema","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/lv\/rokasgramatas\/kontaktu-parvaldisana-erply-books-sistema\/","title":{"rendered":"Kontaktu p\u0101rvald\u012b\u0161ana ERPLY Books sist\u0113m\u0101"},"content":{"rendered":"

\u0160\u012b instrukcija ir dom\u0101ta ERPLY Books lietot\u0101jiem, lai sniegtu vi\u0146iem p\u0101rskatu par kontaktu p\u0101rvald\u012b\u0161anu. Ir iesp\u0113jams sadal\u012bt kontaktus trij\u0101s grup\u0101s – klienti, pieg\u0101d\u0101t\u0101ji, darbinieki. Visi iepriek\u0161 min\u0113tie dal\u012bbnieki, var tikt p\u0101rvald\u012bti kontaktu blok\u0101. T\u0101l\u0101k j\u016bs redz\u0113siet p\u0101rskatu par visiem iesp\u0113jamiem veidiem, k\u0101dos p\u0101rvald\u012bt kontaktus ERPLY Books sist\u0113m\u0101.<\/p>\n

Jauna kontakta pievieno\u0161ana<\/h2>\n

Lai pievienotu jaunu kontaktu, atveriet “Iepirkumi un izdevumi\u201d \u2192 “Kontakti\u201d. P\u0113c kontaktu bloka atv\u0113r\u0161anas, j\u016bs redz\u0113siet visus eksist\u0113jo\u0161os kontaktus, kurus j\u016bs esat pievienojis vai import\u0113jis ERPLY Books sist\u0113m\u0101. Lapas lab\u0113j\u0101 apak\u0161\u0113j\u0101 st\u016br\u012b, j\u016bs atrad\u012bsiet “+\u201d z\u012bmi. Uzklik\u0161\u0137inot uz t\u0101s, tas \u013caus jums pievienot jaunu kontaktu (atv\u0113rsies jauns logs). Lapaspus\u0113, kura atv\u0113rsies, jums vajadz\u0113s aizpild\u012bt tuk\u0161os lauci\u0146us ar nepiecie\u0161amo inform\u0101ciju. Liel\u0101k\u0101 da\u013ca no nepiecie\u0161am\u0101s inform\u0101cijas ir parasta, bet da\u017ei lauci\u0146i pied\u0101v\u0101 vair\u0101k opciju nek\u0101 var\u0113tu likties.<\/p>\n

Kods<\/h2>\n

\u0160aj\u0101 lauci\u0146\u0101 j\u016bs varat pievienot jebk\u0101du inform\u0101ciju k\u0101du v\u0113laties, tam nav nek\u0101du specifisku regul\u0113jumu saist\u012bb\u0101 ar ERPLY Books. K\u0101 piem\u0113ram, ja runa ir par darbiniekiem, tad j\u016bs varat pievienot vi\u0146u soci\u0101l\u0101s apdro\u0161in\u0101\u0161anas numuru. Ja jums ir vair\u0101kas klientu grupas, tad \u0161o lauci\u0146u var izmanto \u0161o grupu atdal\u012b\u0161anai. J\u016bs varat ierakst\u012bt atbilsto\u0161\u0101s grupas nosaukumu.<\/p>\n

Ja j\u016bs esat ievad\u012bjis k\u0101du inform\u0101ciju \u0161aj\u0101 lauci\u0146a, tad, to mekl\u0113jot, var atrast jebkur\u0101s ERPLY Books sist\u0113mas blokos. K\u0101 min\u0113ts iepriek\u0161, ja jums ir vair\u0101kas klientu grupas un esat \u0161o inform\u0101ciju jau izmantojis, uz kontaktu kartes jums nav j\u0101mekl\u0113 klienta v\u0101rds, bet varat mekl\u0113t klienta grupu. Piem\u0113ram, j\u016bs p\u0113t\u0101t klienta p\u0101rskatu un v\u0113laties atrast p\u0101rskatu par “premium klientiem\u201d. Visi klienti, kuri kodu ail\u0113 ir atz\u012bm\u0113ti k\u0101 “premium\u201d un kuriem ir atv\u0113rti r\u0113\u0137ini vai maks\u0101jumi, tagad tiks par\u0101d\u012bti klientu atskait\u0113.<\/p>\n

Veids<\/h2>\n

\u0160aj\u0101 sada\u013c\u0101, jums ir j\u0101nosaka vai kontakts ir juridiska persona (klients, pieg\u0101d\u0101t\u0101js) vai darbinieks. \u0160is ir oblig\u0101ta sada\u013ca.<\/p>\n

Vai tas ir klients vai pieg\u0101d\u0101t\u0101js?<\/h2>\n

Kad pievienojat jaunu klientu, atz\u012bm\u0113jat vi\u0146u k\u0101 “klients\u201d, ja pievienojat jaunu pieg\u0101d\u0101t\u0101ju – atz\u012bm\u0113jiet k\u0101 “pieg\u0101d\u0101t\u0101js\u201d. Kad pievienojat jaunu darbinieku, tad ir nepiecie\u0161ams vi\u0146u atz\u012bm\u0113t k\u0101 “pieg\u0101d\u0101t\u0101ju\u201d.<\/p>\n

Papildu inform\u0101cija<\/h2>\n

\u0160eit j\u016bs varat pievienot papildu inform\u0101ciju saist\u012bb\u0101 ar kontaktiem. Nav nek\u0101du ierobe\u017eojumu no ERPLY Books sist\u0113mas puses.<\/p>\n

Gr\u0101matved\u012bbas inform\u0101cija<\/h2>\n

\u0160aj\u0101 sada\u013c\u0101 ir iesp\u0113jams pievienot kontam k\u0101du \u012bpa\u0161u gr\u0101matved\u012bbas noteikumu. Nav nepiecie\u0161ams pievienot papildu inform\u0101ciju, iz\u0146emot, ja \u0161im kontaktam ir k\u0101di \u012bpa\u0161i noteikumi. \u0160eit j\u016bs varat izp\u0113t\u012bt vair\u0101k par kontu veido\u0161anas lo\u0123istiku.<\/p>\n

Banka<\/h2>\n

Katram kontaktam ir iesp\u0113ja pievienot bankas inform\u0101ciju. Tas it \u012bpa\u0161i ir ieteicams pieg\u0101d\u0101t\u0101jiem, lai izveidotu autom\u0101tiskus maks\u0101jumus. \u0160\u012b ir instrukcija ABA failu izveidei.<\/p>\n

K\u0101 deaktiviz\u0113t kontaktu?<\/h2>\n

Ja nepiecie\u0161ams deaktiviz\u0113t kontaktu, tad ir j\u0101no\u0146em iez\u012bm\u0113jums vai kontakts ir pieg\u0101d\u0101t\u0101js vai klients.\u00a0 Ja kontakts ir deaktiviz\u0113ts, joproj\u0101m varat apskat\u012bt visus r\u0113\u0137inus, bet nav iesp\u0113jams atrast klientu.<\/p>\n

Kontaktu import\u0113\u0161ana ERPLY Books sist\u0113m\u0101<\/h2>\n

Ja ir nepiecie\u0161am\u012bba pievienot vair\u0101k nek\u0101 tikai da\u017eus kontaktus ERPLY Books sist\u0113m\u0101, ir iesp\u0113ja import\u0113t kontaktus, nevis tikai manu\u0101li tos ievad\u012bt. Lai import\u0113tu datus, jums j\u0101ievada nepiecie\u0161am\u0101 inform\u0101cija Excel form\u0101t\u0101, import\u0113\u0161anas bloks ir pieejams, kad atverat “Iepirkumi un izdevumi\u201d \u2192 “Kontakti\u201d.<\/p>\n

Pie \u0161\u012bs sada\u013cas, kuru esat atv\u0113ru\u0161i, ir iesp\u0113jams pievienot vair\u0101k inform\u0101cijas. Lai to izdar\u012btu, pakustiniet pel\u012bti uz sada\u013cas nosaukuma un tad par\u0101d\u012bsies maza bulti\u0146a, kad uzklik\u0161\u0137ina uz bulti\u0146as, par\u0101d\u012bsies izv\u0113lne, kur\u0101 j\u016bs var\u0113siet redz\u0113t, k\u0101das sada\u013cas ir redzamas. Kad atz\u012bm\u0113jat sada\u013cas, tad t\u0101s pievienosies izv\u0113lnei. K\u0101 ar\u012b ir iesp\u0113jams main\u012bt sada\u013cu k\u0101rt\u012bbu (jums j\u0101uzklik\u0161\u0137ina uz sada\u013cas nosaukuma un tad p\u0101rb\u012bdiet to, kur j\u016bs to v\u0113laties).<\/p>\n

Piem\u0113rs, k\u0101 pievienot sada\u013cas:<\/p>\n

\"\"<\/p>\n

Kad esat izveidoju\u0161i Excel lapu ar nepiecie\u0161amo inform\u0101ciju un p\u0101rvietoju\u0161i sada\u013cas atbilsto\u0161i ERPLY Books sist\u0113m\u0101 eso\u0161aj\u0101m, j\u016bs varat iekop\u0113t inform\u0101ciju no Excel faila uz ERPLY Books sist\u0113mu (aktiviz\u0113jiet pirmo rindi\u0146u, nospiediet “Ctrl + c\u201d un “Ctrl + v\u201d un saglab\u0101jiet datus ERPLY Books sist\u0113m\u0101).<\/p>\n","protected":false},"excerpt":{"rendered":"

\u0160\u012b instrukcija ir dom\u0101ta ERPLY Books lietot\u0101jiem, lai sniegtu vi\u0146iem p\u0101rskatu par kontaktu p\u0101rvald\u012b\u0161anu. Ir iesp\u0113jams sadal\u012bt kontaktus trij\u0101s grup\u0101s – klienti, pieg\u0101d\u0101t\u0101ji, darbinieki. Visi iepriek\u0161 min\u0113tie dal\u012bbnieki, var tikt p\u0101rvald\u012bti kontaktu blok\u0101. T\u0101l\u0101k j\u016bs redz\u0113siet p\u0101rskatu par visiem iesp\u0113jamiem veidiem, k\u0101dos p\u0101rvald\u012bt kontaktus ERPLY Books sist\u0113m\u0101. Jauna kontakta pievieno\u0161ana Lai pievienotu jaunu kontaktu, atveriet […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":6000,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-6354","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/comments?post=6354"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6354\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/pages\/6000"}],"wp:attachment":[{"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/media?parent=6354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/categories?post=6354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/lv\/wp-json\/wp\/v2\/tags?post=6354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}