📄 2.4.2.html
字号:
<HTML>
<HEAD>
<META name="GENERATOR" content="Microsoft FrontPage 4.0">
<META http-equiv="Content-Style-Type" content="text/css">
<LINK rel="stylesheet" href="/resources/help.css" type="text/css">
<TITLE>
客户帐号对应关系
</TITLE>
</HEAD>
<BODY bgcolor="#FFFFFF">
<h3><a name="_Toc9088122"><span lang="EN-US" style="color:black">客户帐号对应关系</span></a><span lang="EN-US" style="color:black"><o:p>
</span></h3>
<p class="MsoNormalIndent" style="margin-left:39.25pt;text-indent:-18.0pt;
mso-list:l123 level1 lfo132;tab-stops:list 39.25pt"><b><span lang="EN-US" style="color:black">1)<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">功能描述：<span lang="EN-US"><o:p>
</span></span><span lang="EN-US" style="color:black"><o:p>
</o:p>
</span></b></p>
<p class="MsoNormalIndent" style="margin-left:81.0pt;text-indent:-21.0pt;
mso-list:l87 level1 lfo206;tab-stops:list 81.0pt"><span lang="EN-US" style="font-family:Wingdings;color:black;mso-bidi-font-weight:bold">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">为了建立系统中客户的客户编码与客户多个帐号的对应关系，为客户经理提供一个维护客户对应帐号的途径；<b><span lang="EN-US"><o:p>
</o:p>
</span></b></span></p>
<p class="MsoNormalIndent" style="margin-left:81.0pt;text-indent:-21.0pt;
mso-list:l87 level1 lfo206;tab-stops:list 81.0pt"><span lang="EN-US" style="font-family:Wingdings;color:black;mso-bidi-font-weight:bold">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">如果客户经理所在机构的的上级机构人员有权执行该功能，则具有查询、增加、修改和删除下属机构所有客户经理的客户帐号信息；</span></p>
<p class="MsoNormalIndent" style="margin-left:39.25pt;text-indent:-18.0pt;
mso-list:l123 level1 lfo132;tab-stops:list 39.25pt"><b><span lang="EN-US" style="color:black">2)<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">操作步骤：<span lang="EN-US"><o:p>
</o:p>
</span></span></b></p>
<p class="MsoNormalIndent" style="margin-left:79.4pt;text-indent:-22.7pt;
mso-list:l127 level1 lfo184;tab-stops:list 79.4pt"><b><span lang="EN-US" style="color:black">a.<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">查询<span lang="EN-US"><o:p>
</o:p>
</span></span></b></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">点击功能菜单，执行客户帐号对应关系维护功能，系统默认执行查询；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">操作区域中“查询”、“提交”的功能按钮默认为不可执行；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">如果操作员本人不是客户经理，所属机构下拉框中显示的机构是操作员自己所在机构以及所有的直接下级机构，默认选择的是操作员自己的所在机构，操作员可以改变机构的选择；客户经理下拉框中显示选择机构的客户经理（默认选中第一个客户经理），该下拉框中的客户经理将随着选择机构的变化而变化；；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">如果操作员是客户经理，则所属机构下拉框中显示操作员所在机构，客户下拉框中显示该客户经理（操作员）所管辖的客户（默认选中第一个客户）；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">系统自动查找出选择客户经理（或客户）对应的所有帐户信息，并把各个客户的所有帐号数据通过列表的形式显示出来；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">客户帐号信息显示列表中的内容将随着选择客户经理（或客户）的变化而变化；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">帐号机构是客户对应帐号的开户机构，与客户经理所在的机构可能不一致；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:84.25pt;text-indent:-21.0pt;
mso-list:l31 level3 lfo118;tab-stops:list 84.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">帐号说明是针对某一个客户帐号而做的特殊说明；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:79.4pt;text-indent:-22.7pt;
mso-list:l127 level1 lfo184;tab-stops:list 79.4pt"><b><span lang="EN-US" style="color:black">b.<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">修改<span lang="EN-US"><o:p>
</o:p>
</span></span></b></p>
<p class="MsoNormalIndent" style="margin-left:81.25pt;text-indent:-21.0pt;
mso-list:l3 level1 lfo122;tab-stops:list 81.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">点击操作区域中的“修改”按钮，设置操作方式为“修改”模式；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:81.25pt;text-indent:-21.0pt;
mso-list:l3 level1 lfo122;tab-stops:list 81.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">功能按钮“查询”、“提交”变为可用，“修改”按钮变为不可用，而且每一条客户信息前将出现一个复选框；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:81.25pt;text-indent:-21.0pt;
mso-list:l3 level1 lfo122;tab-stops:list 81.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">点击复选框，选中将要修改的客户记录；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:81.25pt;text-indent:-21.0pt;
mso-list:l3 level1 lfo122;tab-stops:list 81.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">修改显示列表中帐号机构、帐号、帐号类别和帐号说明中相应的内容；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:81.25pt;text-indent:-21.0pt;
mso-list:l3 level1 lfo122;tab-stops:list 81.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">点击“提交”按钮，执行保存功能，把刚才修改过的内容保存到系统中；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:81.25pt;text-indent:-21.0pt;
mso-list:l3 level1 lfo122;tab-stops:list 81.25pt"><span lang="EN-US" style="font-family:Wingdings;color:black">l<span style="font:7.0pt "Times New Roman"">
</span></span><span style="color:black">系统保存完毕后，自动执行查询功能，把最新的数据列举到到查询列表中，其中“查询”、“提交</span><span lang="EN-US" style="font-family:"Times New Roman";color:black">”</span><span style="color:black">按钮变为不可用；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:79.4pt;text-indent:-22.7pt;
mso-list:l127 level1 lfo184;tab-stops:list 79.4pt"><b><span lang="EN-US" style="color:black">c.<span style="font:7.0pt "Times New Roman"">
⌨️ 快捷键说明
复制代码
Ctrl + C
搜索代码
Ctrl + F
全屏模式
F11
切换主题
Ctrl + Shift + D
显示快捷键
?
增大字号
Ctrl + =
减小字号
Ctrl + -