Rain

Lisa kliendid, uuenda kliendiandmeid ja hoia klienditöö korras.

Kliendid

Klientide lisamine võimaldab siduda ülesanded töö tellijaga.

Kuidas lisada kliente?

Klientide ükshaaval sisestamise asemel saab suure kliendibaasi korral kasutada XLSX importi.

Kuidas importida kliente?

Kuidas uuendada andmeid impordi teel?

Lisa kliente käsitsi või impordi need Excelist ja kontaktidest.

Lisamine ja import

Kõik kliendiga seotud andmed on Uku Kliendikaardil ühes kohas, et töö oleks selge ja korraldatud.

Kliendikaardi kasutamine Ukus

Salvesta kliendi profiilile rohkem informatsiooni

Kuidas kasutada kliendi väljasid?

Kliendinimekirja filtreerimise abil saab kliente gruppidesse jagada

Kuidas kasutada kliendinimekirja?

Kliendi hulgitoimingud

Kliendi kontakti rollid

Lisa, asenda või eemalda kasutaja kliendi tööplaanis.

Kuidas muuta kliendile määratud kasutajat?

Kuidas määrata emaettevõtet?

Segmenteeri kliendid vastavalt enda soovile.

Kuidas kasutada kliendigruppe?

Kliendikaardid, lisaväljad, vaated, kliendigrupid ja hulgitoimingud.

Kliendihaldus

Koosta kliendile tööplaan, et kõik ülesanded saaksid korrektselt kirja.

Kuidas koostada kliendile tööplaani?

Kliendidokumentide korrastamine on lihtsam kui kunagi varem

Dokumentide haldus Ukus

Kuidas muuta/lõpetada dokumentide haldamist Ukus

Kuidas eksportida kliente ja kliendikontakte?

Määra, kes näeb kliendi profiilile lisatud märkmeid — kõik, ainult administraatorid ja omanikud, või konkreetsed liikmed. Piiratud nähtavusega märkmed on ligipääsuta kasutajatele täielikult peidetud.

Kuidas kontrollida kliendi märkmete nähtavust

Tööplaanid, dokumentide haldus, eksport ja kliendi sisseelamine.

Tööplaanid ja dokumendid

Eemalda kliendinimekirjast kliendid, kelle töid enam ei tehta.

Kuidas deaktiveerida klienti?

Deaktiveeri klient Uku kliendinimekirjast.

Kuidas deaktiveerida/aktiveerida klienti?

Kuidas kustutada klienti?

Deaktiveeri kliente ajaloo säilitamiseks või kustuta neid jäädavalt.

Deaktiveeri ja kustuta

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