📄 2.4.1.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>
客户信息字典
</TITLE>
</HEAD>
<BODY bgcolor="#FFFFFF">
<h3><a name="_Toc9088121"><span lang="EN-US" style="color:black">客户信息字典</span></a><span lang="EN-US" style="color:black"><o:p>
</span><span lang="EN-US"></o:p>
</span></h3>
<p class="MsoNormalIndent"><span lang="EN-US"> <o:p>
</span><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:63.5pt;text-indent:-21.0pt;
mso-list:l32 level1 lfo123;tab-stops:list 63.5pt"><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">为了建立系统中重要客户与客户经理的对应关系，为客户经理提供一个维护自己所分管的重要客户信息的途径，这个对应关系直接影响到客户经理的投入产出和业务指标表中的相关数据；<b><span lang="EN-US"><o:p>
</o:p>
</span></b></span></p>
<p class="MsoNormalIndent" style="margin-left:63.5pt;text-indent:-21.0pt;
mso-list:l32 level1 lfo123;tab-stops:list 63.5pt"><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">添加到本系统中的任何一个客户将自动获得一个全系统唯一的客户编码；<b><span lang="EN-US"><o:p>
</o:p>
</span></b></span></p>
<p class="MsoNormalIndent" style="margin-left:63.5pt;text-indent:-21.0pt;
mso-list:l32 level1 lfo123;tab-stops:list 63.5pt"><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信息；<b><span lang="EN-US"><o:p>
</o:p>
</span></b></span></p>
<p class="MsoNormalIndent"><span lang="EN-US"> <o:p>
</span><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>
</span></span><span lang="EN-US" style="color:black"><o:p>
</o:p>
</span></b></p>
<p class="MsoNormalIndent" style="margin-left:64.95pt;text-indent:-22.7pt;
mso-list:l31 level2 lfo118;tab-stops:list 64.95pt"><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，执行客户信息字典维护功能，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">如果操作员本人是客户经理，则所属机构下拉框中显示的只有操作员所在机构，客户经理下拉框中显示的只有操作员自己的姓名；<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所拥有的客户信息，并把各个客户的信息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">客户编码是系统自动分配的，全系统唯一；<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">客户类别和客户级别是根据生成报表数据的需要而作的分类；<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">所属机构下拉框中显示的机构是操作员自己所在机构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；<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">客户经理下拉框中显示的是选择机构所有的客户经理，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">客户信息显示列表中的内容将随着选择客户经理的变化而变化；<span lang="EN-US"><o:p>
</o:p>
</span></span></p>
<p class="MsoNormalIndent" style="margin-left:64.95pt;text-indent:-22.7pt;
mso-list:l31 level2 lfo118;tab-stops:list 64.95pt"><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">修改显示列表中客户名称、客户类别和客户级别中相应的内容；<span lang="EN-US"><o:p>
⌨️ 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 + -