某診所客戶關係管理信息係統用戶手冊(DOC 48頁)

1. 概述.....3
1.1.....係統功能模塊介紹.....3
1.2.....運行環境.....3
1.2.1.....係統服務器硬件要求.....3
1.2.2.....係統服務器軟件要求.....4
1.2.3.....係統工作站硬件要求.....4
1.2.4.....係統工作站軟件要求.....4
1.3.....用戶基本操作.....4
1.3.1.....選定與選擇操作.....4
1.3.2.....選定及選擇菜單項.....4
1.3.3.....命令按鈕.....5
1.3.4.....選項按鈕和選擇框.....5
2......係統登錄.....5
3......客戶列表.....7
3.1.....進入.....7
3.1.1.....搜索功能.....7
3.1.2.....客戶列表.....8
3.1.3.....分配.....9
4......呼出.....9
4.1.....進入.....10
4.2.....搜索.....10
4.3.....排序.....10
4.4.....患者信息詳情頁.....11
4.4.1.....老患者詳情.....11
4.4.2.....新患者詳情.....15
5......呼入.....18
5.1.....進入.....18
5.2.....搜索.....18
5.3.....添加.....19
5.4.....患者信息詳情頁.....24
5.4.1.....老患者詳情.....24
5.4.2.....新患者詳情.....27
5.5.....排序.....29
6......禮物管理.....30
6.1.....進入.....30
6.2.....添加禮物.....31
6.3.....搜索.....32
6.4.....禮物詳情.....33
6.5.....排序.....33
7......知識庫.....35
7.1.....進入.....35
7.2.....添加.....35
7.3.....修改.....37
7.4.....刪除.....39
7.5.....搜索.....39
7.6.....排序.....40
8......相關設置.....41
8.1.....進入.....41
8.2.....通知設置.....41
8.2.1.....列表內容展開.....41
8.2.2.....列表內容收縮.....42
8.2.3.....通知設置-保存.....42
8.2.4.....通知測試-測試.....43
8.3.....其他設置.....43
8.3.1.....渠道維護.....44
8.3.2.....活動維護.....45
8.3.3.....保存.....46
9......員工考核.....47
9.1.....進入.....47
9.2.....功能介紹.....47
9.2.1.....搜索.....47
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