CRMEB陀螺匠·企业助手OAv1.4公测版发布

上传者: xiaolei131455 | 上传时间: 2024-07-22 16:48:22 | 文件大小: 91.35MB | 文件类型: ZIP
陀螺匠v1.4新增功能 一、客户管理 1、客户公海:对于没有业务员的客户,支持进行领取、分配、设置标签、标为流失等操作。 2、自定义字段:支持添加客户、合同、联系人的自定义字段设置。 3、审批流程:付款、支出、发票支持自定义审批流程,对应增加控件组;若审批通过允许撤销,审批通过发起人进行撤销之后,财务相关账目数据进行删除。 4、规格配置:支持进行跟进规则、退回公海规则、审批规则的配置。 5、全电发票对接 对接一号通电子发票功能,支持在系统中开具电子发票 (1)合并开票:一张发票关联不同合同的付款记录,关联的每个合同均能看到此发票记录。 (2)收支记账中,优化展示客户名称、合同名称,方便对账。 二、绩效考核优化 1、人事-考核记录中,优化展示本月的未创建考核人员。 2、绩效考核,上级进行两次评分后,未到考核结束时间,状态不切换为【已结束】。 3、重新梳理优化绩效的权限与按钮判断,以及查看页面的操作控制。 4、考核指标库的相关优化 (1)排序按照创建时间倒叙排序 (2)增加搜索,支持按照模板名称及简介进行筛选。 (3)默认选中第一个模板 原版源码,未做任何修改处理,仅供研究学习,授权

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