mirror of
https://github.com/OpenXE-org/OpenXE.git
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329 lines
16 KiB
JSON
329 lines
16 KiB
JSON
{
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"key": "crm",
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"category": "master-data",
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"title": "CRM pflegen",
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"sub_title": "Jeder Kundenkontakt wird hier zentral dokumentiert: Termine, Wiedervorlagen, Telefongespräche und vieles mehr. In deinem neuen Ticketsystem kannst du jegliche Kundenkommunikation bündeln.",
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"description": "Jeder Kundenkontakt wird hier zentral dokumentiert: Termine, Wiedervorlagen, Telefongespräche und vieles mehr. In deinem neuen Ticketsystem kannst du jegliche Kundenkommunikation bündeln.",
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"skip_link_text": "Einrichtung überspringen",
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"required_permissions": {
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"adresse": [
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"list",
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"edit",
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"brief"
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],
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"ticket": [
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"offene"
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],
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"wiedervorlage": [
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"list"
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],
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"webmail": [
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"list"
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],
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"kalender": [
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"list"
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]
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},
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"step_groups": {
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"setup": {
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"title": "Setup",
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"sub_groups": {
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"watch_video": {
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"steps": {
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"video": {
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"position": 1,
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"link": "./index.php?module=adresse&action=list",
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"title": "Video",
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"action": {
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"type": "click_by_click_assistant",
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"data": {
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"showAssistant": true,
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"allowClose": true,
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"pagination": false,
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"pages": [
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{
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"type": "defaultPage",
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"headerMedia": {
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"type": "video",
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"link": "https://www.youtube.com/embed/wKZOdrllmJs"
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},
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"ctaButtons": [
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{
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"title": "Weiter",
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"action": "completeStep"
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}
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]
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}
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]
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},
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"complete_event": "click"
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}
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}
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}
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},
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"walkthrough_address": {
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"completed": false,
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"steps": {
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"go_to_address": {
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"position": 1,
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"link": "./index.php?module=adresse&action=list",
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"title": "CRM Übersicht",
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"caption": "Klicke in der Menüspalte auf das Stift Icon.",
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"description": "",
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"hint_cta": false,
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"action": {
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"type": "highlight",
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"node": {
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"self": {
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"id": "adressetabelle",
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"css_selector": "> tbody > tr:first-child a",
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"href*": "module=adresse&action=edit"
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}
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},
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"complete_event": "click"
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}
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}
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}
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},
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"go_to_crm_menu": {
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"completed": false,
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"steps": {
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"click_crm": {
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"position": 1,
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"title": "CRM Übersicht",
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"caption": "Klicke auf CRM um zur CRM Übersicht zu gelangen.",
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"description": "",
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"hint_cta": false,
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"visible": false,
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"action": {
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"type": "highlight",
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"node": {
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"self": {
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"id": "menuEntryadressebrief"
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}
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},
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"complete_event": "click"
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}
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}
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}
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},
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"fill_note":{
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"completed": false,
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"steps": {
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"click_plus": {
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"position": 1,
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"title": "Notiz anlegen",
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"caption": "Klicke auf das + um eine neue Notiz anzulegen.",
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"description": "",
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"hint_cta": false,
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"visible": false,
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"action": {
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"type": "highlight",
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"node": {
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"self": {
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"node_name": "a",
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"css_selector": "[onclick^=briefAnlegen]"
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},
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"parent": {
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"node_name": "li",
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"class": "anlegen_notiz"
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}
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},
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"complete_event": "click"
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}
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},
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"insert_subject": {
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"position": 2,
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"title": "Betreff eintragen",
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"caption": "Trage den Betreff der Notiz ein.",
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"description": "",
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"hint_cta": false,
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"visible": false,
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"action": {
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"type": "highlight",
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"node": {
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"self": {
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"name": "betreff",
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"type": "text"
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},
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"parent": {
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"node_name": "table",
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"class": "adresse_brief_tab"
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}
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},
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"complete_event": "change"
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}
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},
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"insert_text": {
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"position": 3,
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"title": "Text eintragen",
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"caption": "Gib einen Text für die Notiz ein.",
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"description": "",
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"visible": false,
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"action": {
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"type": "highlight",
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"node": {
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"self": {
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"node_name": "div",
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"id": "cke_content"
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},
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"parent": {
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"node_name": "div",
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"class": "adresse_brief_anlegen"
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}
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},
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"complete_event": "change"
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}
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},
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"save_note": {
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"position": 4,
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"title": "Notiz speichern",
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"caption": "Klicke auf Speichern / Schließen um deine Notiz zu speichern.",
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"description": "",
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"hint_cta": false,
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"visible": false,
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"action": {
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"type": "highlight",
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"node": {
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"self": {
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"class": "brief_save_close"
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},
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"parent": {
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"node_name": "div",
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"class": "adresse_brief_anlegen"
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}
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},
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"complete_event": "click"
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}
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}
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}
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},
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"walkthrough_tickets": {
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"completed": false,
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"steps": {
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"go_to_tickets": {
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"position": 1,
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"link": "./index.php?module=ticket&action=offene",
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"title": "Tickets",
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"action": {
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"type": "click_by_click_assistant",
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"data": {
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"showAssistant": true,
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"allowClose": true,
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"pages": [
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{
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"type": "defaultPage",
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"headline": "Tickets",
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"text": "Ob über Email oder deine Marktplätze: Wenn deine Kunden dich kontaktieren erscheint ein Ticket im Ticketsystem, welches du nun selbst bearbeiten oder an jemanden zuweisen kannst.",
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"ctaButtons": [
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{
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"title": "Fertig",
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"action": "completeStep"
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}
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]
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}
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]
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},
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"complete_event": "click"
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}
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}
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}
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},
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"walkthrough_resubmission": {
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"completed": false,
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"steps": {
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"go_to_resubmission": {
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"position": 1,
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"link": "./index.php?module=wiedervorlage&action=list",
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"title": "Wiedervorlagen",
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"action": {
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"type": "click_by_click_assistant",
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"data": {
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"showAssistant": true,
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"allowClose": true,
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"pages": [
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{
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"type": "defaultPage",
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"headline": "Wiedervorlagen",
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"text": "Die Wiedervorlage-Funktion von xentral ermöglicht euch, sich an Aufgaben erinnern zu lassen. Sie können verschiedenen Mitarbeitern zugewiesen werden. Später kannst du sie kategorisieren und für alle möglichen Prozesse verwenden, z.B im Vertrieb für den Angebotsprozess bis hin zum Verkauf.",
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"ctaButtons": [
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{
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"title": "Fertig",
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"action": "completeStep"
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}
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]
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}
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]
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},
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"complete_event": "click"
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}
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}
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}
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},
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"walkthrough_emails": {
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"completed": false,
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"steps": {
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"go_to_emails": {
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"position": 1,
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"link": "./index.php?module=webmail&action=list",
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"title": "E-Mails",
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"action": {
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"type": "click_by_click_assistant",
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"data": {
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"showAssistant": true,
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"allowClose": true,
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"pages": [
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{
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"type": "defaultPage",
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"headline": "E-Mails",
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"text": "Hier findest du eine Archiv-Übersicht über alle E-Mails, die du erhalten hast.",
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"ctaButtons": [
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{
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"title": "Fertig",
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"action": "completeStep"
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}
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]
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}
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]
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},
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"complete_event": "click"
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}
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}
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}
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},
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"walkthrough_calendar": {
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"completed": false,
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"steps": {
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"go_to_calendar": {
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"position": 1,
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"link": "./index.php?module=kalender&action=list",
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"title": "Kalender",
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"action": {
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"type": "click_by_click_assistant",
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"data": {
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"showAssistant": true,
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"allowClose": true,
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"pages": [
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{
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"type": "defaultPage",
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"headline": "Kalender",
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"text": "Der Kalender zeigt dir deine eigenen Termine sowie die deiner Mitarbeiter. Des Weiteren siehst du die dir zugewiesenen Aufgaben und erhältst einen schnellen Überblick darüber, welche Kollegen im Urlaub oder abwesend sind.<br /><br />Übrigens: Dein xentral Kalender lässt sich auch mit einem Google Calendar synchronisieren.",
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"ctaButtons": [
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{
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"title": "Fertig",
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"action": "completeStep"
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}
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]
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}
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]
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},
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"complete_event": "click"
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}
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}
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}
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}
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}
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}
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}
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}
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