【正文】 叮當(dāng)軟件 成就未來 上海富可信息技術(shù)發(fā)展有限公司 第 1 頁 / 共 64 頁 叮當(dāng)客戶關(guān)系管理系統(tǒng)用戶手冊(cè) 上海富可信息技術(shù)發(fā)展有限公司 電 話 : 02162760303 62279696 傳 真：（ 021） 68671080288 技術(shù)支持： 800 620 1297 網(wǎng) 址： 叮當(dāng)軟件 成就未來 上海富可信息技術(shù)發(fā)展有限公司 第 2 頁 / 共 64 頁 目錄 1 系統(tǒng)安裝 .............................................................................................................................................. 5 配置要求 ............................................................................................................................................. 5 軟件安裝 ............................................................................................................................................. 5 2 功能概述 .............................................................................................................................................. 5 3 使用說明 .............................................................................................................................................. 6 登錄退出 ............................................................................................................................................. 6 系統(tǒng)設(shè)置 ............................................................................................................................................. 8 基礎(chǔ)數(shù)據(jù) ................................................................................................................................... 8 有效部門 ......................................................................................................................... 8 無效部門 ....................................................................................................................... 11 在職人員 ....................................................................................................................... 11 離職人員 .......................................................................................................................15 人員權(quán)限設(shè)置 .........................................................................................................................15 角色設(shè)置 .................................................................................................................................16 參照設(shè)置 .................................................................................................................................17 產(chǎn)品類別自定義 .....................................................................................................................20 產(chǎn)品自定義 .............................................................................................................................21 客戶自定義 .............................................................................................................................23 反饋類型自定義 .....................................................................................................................24 備份恢復(fù) .................................................................................................................................26 設(shè)置備份路徑 ...............................................................................................................26 系統(tǒng)備份 .......................................................................................................................26 操作日志 ................................................................................................................................27 使用幫助 ................................................................................................................................28 個(gè)人桌面 ...........................................................................................................................................28 個(gè)人辦公 ...........................................................................................................................................29 任務(wù) ..........................................................................................................................................29 新建任務(wù) .......................................................................................................................29 待辦事宜 .......................................................................................................................30 下達(dá)任務(wù) .......................................................................................................................30 我下達(dá)的任務(wù) ...............................................................................................................31 任務(wù)管理 .......................................................................................................................32 日歷 ..........................................................................................................................................32 月歷 ................................................................................................................................32 周歷 ................................................................................................................................33 消息 ..........................................................................................................................................34 新建消息 .......................................................................................................................34 我的消息列表 .....................................................................................