crm0307.htm
15.7 KB
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
<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>->客户地址信息</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>点击客户卡片顶部的"地址信息"按钮,出现以下页面:<br>
</p>
<p><img src="../img/crm/crm030701_wev8.gif"></p>
<p> </p>
<p>列出了客户的几种不同类别的地址,这些地址类别可以在"维护、一般、地址:类型"中进行预先的定义。系统默认每个类别的地址信息都为编辑客户卡片时输入的地址信息。点击其中某类别的地址,可以对此地址信息进行编辑:</p>
<p><img src="../img/crm/crm030702_wev8.gif"></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"'>基本信息</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 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"'>地址</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"'>输入此类别的地址信息,可以输入三条地址信息</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 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"'>邮政编码</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"'>输入此地址的邮政编码</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"'>城市</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地址所在的城市</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"'>国家</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地址所在的国家</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"'>省</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地址所在的省</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"'>电话</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"'>输入此地址的电话</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"'>传真</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"'>输入此地址的传真</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"'>电子邮件</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"'>输入此地址的电子邮件</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地址的联系人</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 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"'>其他信息</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 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"'>附加地址一</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"'>如果有更多的地址,输入附加地址信息</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>
</table>
<p>按"保存"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>