Base User

tsananguro

A Base Mushandisi ndiyo inobata-yese account yenherera vanobatika uye mamwe marekodhi achapihwa. Kana maitirwo agadzirwa, semuenzaniso, kuburikidza newebhu fomu yekubatanidza, vanobatika vanozopihwa kuBase Mushandisi nekukasira. Kuti uve Base Mushandisi, mushandisi anofanira kunge ari Administrator, Dispatcher, Multiplier, Digital Responder, kana Strategist.

Nzira yekuwana sei:

1. Svika iyo admin backend nekudzvanya pane  kumusoro kurudyi wobva wadzvanya Admin.
2. Muchikamu cheruboshwe, sarudza Settings (DT).
3. Bhura pasi kune chikamu chine musoro Base User.
4. Kuti uchinje Base Mushandisi, tinya bhokisi rekudonha uye sarudza mumwe mushandisi, wobva wadzvanya Update

Email Zvirongwa

tsananguro

Kana zvako Disciple.Tools muenzaniso inotumira maemail ehurongwa kune vashandisi, senge "Gadziridza paBata #231" ichasanganisira imwecheteyo yekutanga mutsara weiyo email yega. Izvi zvinodaro kuti vashandisi vako vakwanise kukurumidza kuziva kuti imhando yei email.

Maitiro ekuwana

1. Svika iyo admin backend nekudzvanya pane  kumusoro kurudyi wobva wadzvanya Admin.
2. Muchikamu cheruboshwe, sarudza Settings (DT).
3. Bhura pasi kune chikamu chine musoro Email Settings.
4. Kuti uchinje iyo yakasarudzika kubva ku "Zvishandiso zveVadzidzi" kune imwe mutsara, nyora iyo mubhokisi wodzvanya Update.

Mumuenzaniso uyu, mutsara wekutanga wakasarudzwa ndewe "DT CRM". Kana iwe ukashanda munzvimbo yakachengeteka, funga kushandisa mutsara usingakonzere nyaya dzebasa rako nekuda kwemitsara yenyaya yeemail isina kuvharirwa.

Site Notifications

tsananguro

Vashandisi vanogona kushandura avo eSaiti Ziviso mukati meavo ega Profile Settings, asi iwe unokwanisa kupfuudza izvi pano. Mabhokisi akatariswa anomiririra marudzi ezviziviso izvo zvese Disciple.Tools mushandisi anozodikanwa kugamuchira kuburikidza neemail uye/kana Webhu (bhero rekuzivisa ) . Mabhokisi asina kuchekwa anoreva kuti mushandisi wega achave nesarudzo yekuti anoda kugamuchira rudzi irwo rwechiziviso here kana kuti kwete.

Nzira yekuwana sei:

1. Svika iyo admin backend nekudzvanya pane  kumusoro kurudyi wobva wadzvanya Admin.
2. Muchikamu cheruboshwe, sarudza Settings (DT).
3. Bhura pasi kune chikamu chine musoro Site Notifications.

Mhando dzeSaiti Notifications:

• Ichangobva Kugoverwa Contact
• @Mentions
• New comments
• Update Inodiwa
• Contact Information Changed
• Bata Milestones uye Boka Hutano Metrics

Gadziridza Zvinodiwa Zvinokonzera

tsananguro

Kuti vadzivise vanotsvaka kuwira mumitswe. Disciple.Tools ichazivisa vashandisi kana Contact Records uye Group Records inoda kuvandudzwa.

Nzira yekuwana sei:

1. Svika iyo admin backend nekudzvanya pane  kumusoro kurudyi wobva wadzvanya Admin.
2. Muchikamu cheruboshwe, sarudza Settings (DT).
3. Bhura pasi kune chikamu chine musoro Update Needed Triggers.

Contacts

Unogona kugadzirisa frequency (nenhamba yemazuva) iyo meseji iyi inozongobatiswa zvine chekuita nepanobatirwa paSeerer Path yavo (kureva Musangano Wekutanga Wapera). Iwe zvakare shandura mhinduro inozoonekwa mumeseji. Iva nechokwadi chekudzvanya Save kushandisa shanduko.

Semuenzaniso, mushandisi apedza musangano wekutanga neanobatika uye anonyora kuti mukati meKubata Record. Kana mushandisi akasavandudza rekodhi iyi mushure memazuva akasarudzwa, ipapo mushandisi anogashira yambiro mukati meKubata Rekodhi. Zvakare, iyi Rekodhi Rekodhi ichanyorwa muchikamu cheFilters pazasi Update Needed. Izvi zvichabatsira Multipliers kukoshesa vavanobatika uye nekupa pfungwa yekuzvidavirira. Iyo Dispatcher kana iyo DT Admin inogona kutarisisa chikamu chekuzvidavirira kuti ive nechokwadi chekuti Multipliers vari kugadzirisa yavo Yekutaurirana Records kune yakabvumiranwa pane nguva.

An update inoumba chero shanduko kune Bata Record izvo zvaizorekodhwa mu Comment/Chiitiko Tile.

Iva nechokwadi chekudzvanya bhokisi Update needed triggers enabled kana iwe uchida kuti vashandisi vagamuchire iyi yambiro meseji.

Groups

Unogona kugadzirisa frequency (nenhamba yemazuva) iyo meseji inozongobatidzwa kubva pakapedzisira kugadziriswa Group Record. Iwe zvakare shandura mhinduro inozoonekwa mumeseji.

An update inoumba chero shanduko kune Group Record izvo zvaizorekodhwa mu Comment/Chiitiko Tile.

Iva nechokwadi chekudzvanya bhokisi Update needed triggers enabled kana iwe uchida kuti vashandisi vagamuchire iyi yambiro meseji.

Zvido zveMataira eBoka

Pano iwe unogona kusarudza kana iwe uchida kuti mamwe mataira aonekwe kana kwete. Matiles emazuva ano anosarudzika ndeaya:

• Metrics eChechi
• Four Fields

Kana iwe ukaita shanduko, nekumaka kana kusa-ticking sarudzo, ita shuwa kuti wadzvanya iyo Save bhatani riri kurudyi kuti uve nechokwadi chekuti shanduko dzaitwa.

Zvido Zvekuonekwa Kwemushandisi

Sarudza kuti ndeapi Mabasa emushandisi anogona kuona ese mazita evashandisi veZvishandiso zveVadzidzi.

• Strategist
• Digital Responder
• mubatsiri
• Disciple.Tools Admin
• Zvakawanda
• Registered
• Mushandisi Maneja

Chikamu Zviri Mukati