System for implementing association between task and client
A technology for customers and tasks, applied in special data processing applications, instruments, electrical and digital data processing, etc., can solve the problems of insufficient record of customer information, difficulties in expansion and continuation, etc.
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Embodiment Construction
[0005] 1. The user clicks the "Organization Individual" tab in the task activity template;
[0006] 2. In the information list of customers that have already been associated, right-click on the list, and a menu will appear, in which there is a "Add Customer" option. After clicking this option, you will enter the interface for adding customers;
[0007] 3. There are two buttons on the upper part of the new customer interface, which are the "Organization List" button and the "Personal List" button. The associated customer object is a person;
[0008] 3. Enter the key value to filter customer information, and perform a fuzzy search on customer information, and the search results will be displayed in the list in the middle of the interface;
[0009] 4. After finding the customer object that needs to be associated in the list, double-click the customer object to complete the association between the customer's information and the task displayed in the current task activity template...
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