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en:module_manual:work_order:work_order [2014/03/28 01:30] solo [FAQ: What should get noticed when I create a new work order?] |
en:module_manual:work_order:work_order [2017/12/12 03:05] (current) |
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| <note important>If you see Group when you create a work order {{:en:module_manual:work_order:工单_新建工单5.jpg|}}, means you need to select which group you want to send this work order to</note> | <note important>If you see Group when you create a work order {{:en:module_manual:work_order:工单_新建工单5.jpg|}}, means you need to select which group you want to send this work order to</note> | ||
| - | 说明工单模板未设置自动流转过程,此时需要工单任务创建者指定工单创建后交给哪个坐席组处理(列表中的坐席组是流转范围设置的)。 | ||
| - | 图3在工单添加基础页面上多出两个英文字段,是由管理者设置的自定义字段,用于业务的扩展,如何填写请咨询工单模板创建者。 | + | * When group admin create a work order, there're extra fields |
| - | + | * **Model**: Select Campaign or Customer Service | |
| - | 图4是坐席组长为本组添加工单任务(一般是为坐席补录)。下面介绍下这些字段的含义。 | + | * **Model ID**: Select the specific campaign or customer service |
| - | + | * **Table Name**: "outbound_enterprises" or "outbound_individuals", so you can select customer | |
| - | **模块:**选择呼入客户或外呼营销,标明工单产生于哪个模块。 | + | * **Customer**: Select a customer which this work order belongs to |
| - | + | * **Group**: select which group you want to send this work order to | |
| - | **模块ID:**选择根据模块选择指定的业务,标明工单产生于哪个模块下的哪个任务。 | + | |
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| - | **客户表:**客户来源,机构客户(outbound_enterprises)或个人客户(outbound_individuals),用于工单到相应客户表获取客户资料。 | + | |
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| - | **客户:**从客户来源表中,选择目标客户。标识出此工单是为此客户服务。 | + | |
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| - | **创建者所属组:**你可能是多个组的坐席组长,选择此工单是给哪个坐席组创建的。 | + | |