Base User

Kufotokozera

A Base User ndi akaunti yogwira-zonse za omwe amalumikizana ndi amasiye ndi zolemba zina zomwe ziyenera kuperekedwa. Olumikizana akapangidwa, mwachitsanzo, kudzera paphatikizi lapaintaneti, olumikizana nawo adzaperekedwa kwa Base User mwachisawawa. Kuti akhale Wogwiritsa Ntchito Woyambira, wogwiritsa ntchitoyo ayenera kukhala Woyang'anira, Dispatcher, Multiplier, Digital Responder, kapena Strategist.

Momwe mungapezere:

1. Pezani admin backend mwa kuwonekera pa  pamwamba kumanja ndiyeno dinani Admin.
2. Mzanja yakumanzere, sankhani Settings (DT).
3. Mpukutu pansi ku gawo lotchedwa Base User.
4. Kuti musinthe Base User, dinani bokosi lotsitsa ndikusankha wogwiritsa ntchito wina, kenako dinani Update

Zikhazikiko Email

Kufotokozera

Pamene wanu Disciple.Tools Mwachitsanzo, imatumiza maimelo kwa ogwiritsa ntchito, monga "Update on Contact #231" iphatikizanso mutu womwewo pa imelo iliyonse. Izi ndichifukwa choti ogwiritsa ntchito azitha kuzindikira mwachangu kuti ndi imelo yanji.

Momwe mungapezere

1. Pezani admin backend mwa kuwonekera pa  pamwamba kumanja ndiyeno dinani Admin.
2. Mzanja yakumanzere, sankhani Settings (DT).
3. Mpukutu pansi ku gawo lotchedwa Email Settings.
4. Kuti musinthe zosasinthika kuchokera ku "Zida Zophunzira" kukhala mawu ena, lembani m'bokosi ndikudina Update.

Mu chitsanzo ichi, mzere woyambira wosankhidwa ndi "DT CRM". Ngati mumagwira ntchito pachitetezo chokhudza dera, lingalirani kugwiritsa ntchito mawu omwe sangabweretse vuto lantchito yanu chifukwa mizere ya imelo sinalembedwe.

Zidziwitso za Tsamba

Kufotokozera

Ogwiritsa ntchito amatha kusintha Zidziwitso za Tsamba lawo mkati mwazokonda zawo, koma mutha kupitilira izi apa. Mabokosi omwe amasankhidwa akuyimira mitundu ya zidziwitso zomwe aliyense Disciple.Tools wogwiritsa ntchito adzafunika kulandira kudzera pa Imelo ndi/kapena Webusaiti (belu lazidziwitso ). Mabokosi osasankhidwa amatanthauza kuti wogwiritsa ntchitoyo adzakhala ndi chisankho ngati akufuna kulandira zidziwitso zamtunduwu kapena ayi.

Momwe mungapezere:

1. Pezani admin backend mwa kuwonekera pa  pamwamba kumanja ndiyeno dinani Admin.
2. Mzanja yakumanzere, sankhani Settings (DT).
3. Mpukutu pansi ku gawo lotchedwa Site Notifications.

Mitundu ya Zidziwitso za Tsamba:

• Wothandizira Watsopano
• @Zonena
• Ndemanga zatsopano
• Kusintha Kukufunika
• Contact Information Zasinthidwa
• Lumikizanani ndi Milestones ndi Group Health Metrics

Kusintha Zoyambitsa Zofunika

Kufotokozera

Kuteteza ofunafuna kuti asagwe m'ming'alu, Disciple.Tools adzadziwitsa ogwiritsa ntchito pamene Contact Records ndi Group Records zikufunika kusinthidwa.

Momwe mungapezere:

1. Pezani admin backend mwa kuwonekera pa  pamwamba kumanja ndiyeno dinani Admin.
2. Mzanja yakumanzere, sankhani Settings (DT).
3. Mpukutu pansi ku gawo lotchedwa Update Needed Triggers.

Othandizira

Mutha kusintha mafupipafupi (mwa kuchuluka kwa masiku) kuti uthengawu ungoyambika mogwirizana ndi komwe munthu ali pa Njira Yawo Yofunafuna (mwachitsanzo, Msonkhano Woyamba). Inunso kusintha ndemanga kuti adzaoneka uthenga. Onetsetsani kuti dinani Save kutsatira kusintha.

Mwachitsanzo, wosuta wamaliza msonkhano woyamba ndi wolumikizana nawo ndikulemba kuti mkati mwa Contact Record. Ngati wosuta sasintha mbiriyi pambuyo pa masiku omwe asankhidwa, ndiye kuti wogwiritsa ntchitoyo adzalandira chenjezo mkati mwa Contact Record. Komanso, Contact Record iyi idzalembedwa mugawo la Zosefera pansi Update Needed. Izi zithandiza Ochulukitsa kuyika patsogolo omwe amalumikizana nawo komanso kupereka malingaliro oyankha. Dispatcher kapena DT Admin atha kuyang'anira gawo loyankha kuti awonetsetse kuti Ochulukitsa akukonzanso Zolemba zawo Zolumikizana ndi nthawi yogwirizana.

Kusintha kumapangidwa ngati kusintha kulikonse ku Contact Record zomwe zikanalembedwa mu Ndemanga/Zochita.

Onetsetsani kuti mwadina bokosilo Update needed triggers enabled ngati mukufuna kuti ogwiritsa ntchito alandire uthenga wochenjeza.

magulu

Mutha kusintha mafupipafupi (kuchuluka kwa masiku) kuti uthengawu ungoyambika kuyambira pomwe gulu la Gulu linasinthidwa. Inunso kusintha ndemanga kuti adzaoneka uthenga.

Kusintha kumapangidwa ngati kusintha kulikonse ku Gulu Record zomwe zikanalembedwa mu Ndemanga/Zochita.

Onetsetsani kuti mwadina bokosilo Update needed triggers enabled ngati mukufuna kuti ogwiritsa ntchito alandire uthenga wochenjeza.

Zokonda Zamagulu Amagulu

Apa mutha kusankha ngati mukufuna kuti matailosi ena awonetsedwe kapena ayi. Ma tiles apano omwe angasankhe ndi awa:

• Mayeso a Mpingo
• Minda Inayi

Ngati musintha, poyika kapena kuyika njirayo, onetsetsani kuti mwadina Save batani kumanja kuti muwonetsetse kuti zosintha zakwaniritsidwa.

Zokonda Zowoneka Zogwiritsa Ntchito

Sankhani Maudindo ati Ogwiritsa Ntchito omwe atha kuwona mayina ena onse a Zida za Ophunzira.

• Wotsutsa
• Digital Reponder
• mnzanga
• Disciple.Tools boma
• Pitirizani
• Wolemba
• Woyang'anira Wogwiritsa

Zamkatimu Zagawo