crm0305.htm
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<html>
<head>
<title>Online Help</title>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
<link rel="stylesheet" href="../img/fontstyle_wev8.css" type="text/css">
</head>
<body bgcolor="#FFFFFF" text="#000000">
<table width="100%" border="0" cellspacing="5" cellpadding="0" height="100%">
<tr>
<td class="title" height="30" colspan="2"><a href="../index.htm">在线手册</a>-><a href="crm.htm">客户关系管理</a>->客户联系情况记录</td>
<td height="30" nowrap><a href="#" onClick=history.back()>后退</a> <a href="#" onClick=history.forward()>前进</a> </td>
</tr>
<tr>
<td align="center" height="20" colspan="3">
<hr color=#ff0000 size="1">
</td>
</tr>
<tr>
<td valign="top" class=text>
<p>在客户卡片中点击"联系情况"功能按钮，进入联系情况历史记录显示页面，然后点击"新建"按钮，进入录入新的客户联系情况的页面：<br>
</p>
<p><br>
<img src="../img/crm/crm030501_wev8.gif"></p>
<p> </p>
<p>下图是对相关字段的解释信息： </p>
<table border=1 cellspacing=0 cellpadding=0 width="80%" style='width:80.0%;
mso-cellspacing:0cm;mso-padding-alt:0cm 0cm 0cm 0cm'>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>字段</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>描述信息</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td colspan=2 style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系情况</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系状态</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系状态分为“完成”和“计划”。计划的联系状态，将在“我的客户”页面下方，以红字体现计划的客户联系。</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>客户联系人</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>在弹出窗口中选择此次联系所接触的该客户的联系人</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系实施人</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>在弹出窗口中选择此次联系客户的本公司员工</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系方法</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>在弹出窗口中选择此次联系的联系方法</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>是否客户主动</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>选择是否是客户主动联系，选中为客户主动</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系类型</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>在下拉框中选择此次联系的联系类型</span><span
style='font-size:9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>标题</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>输入此次联系的主题</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系日期、时间</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>输入此次联系的日期和时间</span><span style='font-size:
9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系结束日期、时间</span><span lang=ZH-CN
style='font-size:9.0pt;font-family:"\000B "'> </span><span style='font-size:
9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>输入此次联系的结束日期和时间</span><span style='font-size:
9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>联系情况</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>输入此次联系的细节描述</span><span style='font-size:
9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
<tr>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>备注文档</span><span style='font-size:9.0pt;
font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";mso-bidi-font-family:
"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
<td style='padding:0cm 0cm 0cm 0cm'>
<p class=MsoNormal style='line-height:120%'><span lang=ZH-CN
style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>按</span><span style='font-size:9.0pt;
font-family:"\000B "'> <img src="../img/crm/crmbrowser_wev8.gif" width="14" height="14"></span><span
lang=ZH-CN style='font-size:9.0pt;font-family:宋体;mso-ascii-font-family:"\000B ";
mso-hansi-font-family:"\000B "'>选择与此次联系相关的备注文档</span><span style='font-size:
9.0pt;font-family:"\000B ";mso-fareast-font-family:"Arial Unicode MS";
mso-bidi-font-family:"Arial Unicode MS";color:black'><o:p></o:p></span></p>
</td>
</tr>
</table>
<p> 按"保存"按钮并在返回的页面中再按"归档"按钮 完成上述设置。</p>
<p><br>
<br>
<br>
</p>
</td>
<td valign="top" class=text bgcolor="#FF0000" width="1"></td>
<td valign="top" width="250" class=text>
<ul>
<li><a href="crm.htm">概述</a> </li>
<li><a href="crm02.htm">初始化实施及维护</a>
<ul>
<li> <a href="crm0201.htm">行业设置</a> </li>
<li> <a href="crm0202.htm">客户规模</a> </li>
<li> <a href="crm0203.htm">客户类别 </a></li>
<li> <a href="crm0204.htm">客户描述</a> </li>
<li> <a href="crm0205.htm">客户状况</a> </li>
<li> <a href="crm0206.htm">客户支付方式 </a></li>
<li> <a href="crm0207.htm">联系人称呼</a> </li>
<li> <a href="crm0208.htm">客户地址类型</a> </li>
<li> <a href="crm0209.htm">客户联系方法</a> </li>
<li> <a href="crm0210.htm">空闲字段</a> </li>
<li> <a href="crm0211.htm">送货类型 </a></li>
<li> <a href="crm0212.htm">客户价值评估项目 </a></li>
<li> <a href="crm0213.htm">合同性质</a> </li>
<li> <a href="crm0214.htm">客户价值评估标准</a> </li>
<li><a href="crm0215.htm"> 销售机会类型维护</a> </li>
<li> <a href="crm0216.htm">销售机会时间设置</a></li>
<li> <a href="crm0217.htm">信用额度、信用期间设置</a></li>
<li> <a href="crm0218.htm">创建客户信用等级 </a></li>
<li> <a href="crm0219.htm">创建累计合同金额</a> <br>
</li>
</ul>
</li>
<li><a href="crm03.htm">功能应用</a>
<ul>
<li> <a href="crm0301.htm">创建新客户</a> </li>
<li> <a href="crm0302.htm">创建联系人</a></li>
<li> <a href="crm0303.htm">客户记录的维护</a></li>
<li> <a href="crm0304.htm">客户修改记录</a></li>
<li><a href="crm0305.htm"> 客户联系情况记录</a> </li>
<li><a href="crm0306.htm"> 客户联系跟踪</a></li>
<li> <a href="crm0307.htm">客户地址信息 </a></li>
<li> <a href="crm0308.htm">客户邮件发送</a> </li>
<li> <a href="crm0310.htm">客户销售机会管理</a> </li>
<li><a href="crm0311.htm"> 客户合同管理 </a></li>
<li><a href="crm0312.htm"> 客户合同审批</a> </li>
<li> <a href="crm0313.htm">合同付款 </a></li>
<li> <a href="crm0314.htm">客户价值评估 </a></li>
<li><a href="crm0315.htm"> 新建相关工作流</a></li>
<li> <a href="crm0316.htm">客户级别和状态改变</a> </li>
<li> <a href="crm0317.htm">客户门户申请</a> </li>
<li><a href="crm0318.htm"> 客户信息共享设置 </a></li>
<li> <a href="crm0319.htm">搜索</a> </li>
<li> <a href="crm0320.htm">搜索结果定制</a></li>
<li><a href="crm0321.htm"> 报告 </a></li>
<li> <a href="crm0322.htm">组织</a> <br>
<br>
</li>
</ul>
</li>
</ul>
</td>
</tr>
</table>
</body>
</html>