{"id":104,"date":"2017-02-27T10:25:02","date_gmt":"2017-02-27T09:25:02","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=104"},"modified":"2025-11-18T10:12:14","modified_gmt":"2025-11-18T09:12:14","slug":"statuszok","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/statuszok\/","title":{"rendered":"Mit jelent a st\u00e1tusz?"},"content":{"rendered":"<h3>Tartalom:<\/h3>\n<ol>\n<li>\n<h4>Mit jelent a st\u00e1tusz?<\/h4>\n<\/li>\n<li>\n<h4><a href=\"#Statusz-testreszabasa\">St\u00e1tuszfa testreszab\u00e1sa<\/a><\/h4>\n<\/li>\n<\/ol>\n<h1>1. Mit jelent a st\u00e1tusz?<\/h1>\n<p>Minden <a href=\"https:\/\/www.minicrm.hu\/help\/modulok-a-minicrm-ben\/\">term\u00e9k<\/a>\u00a0jobb oldal\u00e1n l\u00e1thatod a st\u00e1tuszf\u00e1t. Ez mutatja meg neked, hogy kivel milyen st\u00e1diumban vagy egy-egy folyamat kapcs\u00e1n.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57949\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-300x137.png\" alt=\"St\u00e1tuszfa\" width=\"920\" height=\"420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-1536x702.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-2048x936.png 2048w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/p>\n<p>Minden <a href=\"..\/mire-jok-az-adatlapok\/\">adatlapnak<\/a>\u00a0pontosan egy st\u00e1tusza lehet.<\/p>\n<h3>4 st\u00e1tuszcsoporttal tudsz dolgozni:<\/h3>\n<ul>\n<li>Nyitott &#8211; m\u00e9g nem indult el akt\u00edvan a folyamat. Ez lehet egy \u00f6tlet, egy projekt, egy bees\u0151 feladat, egy megrendel\u00e9s ami m\u00e9g csak eml\u00edt\u00e9s szintj\u00e9n ker\u00fclt el\u0151, egy eml\u00e9keztet\u0151.<\/li>\n<li>Folyamatban &#8211; a term\u00e9kben vezetett akt\u00edv folyamat elindult. P\u00e9ld\u00e1ul az \u00e9rt\u00e9kes\u00edt\u00e9s, megrendel\u00e9s, projekt, kivitelez\u00e9s, gy\u00e1rt\u00e1s, stb. megkezd\u0151d\u00f6tt.<\/li>\n<li>Sikeresen lez\u00e1rt &#8211; pozit\u00edvan v\u00e9gz\u0151d\u00f6tt folyamat. Az \u00fcgyf\u00e9l szerz\u0151d\u00f6tt, kifizette a sz\u00e1ml\u00e1t, vagy a projekt v\u00e9get \u00e9rt, a term\u00e9k legy\u00e1rt\u00e1sra ker\u00fclt.<\/li>\n<li>Sikertelen\u00fcl lez\u00e1rt &#8211; negat\u00edvan v\u00e9gz\u0151d\u00f6tt vagy meghi\u00fasult folyamat.<\/li>\n<\/ul>\n<p><strong>A fenti fot\u00f3n l\u00e1that\u00f3 \u00e9rt\u00e9kes\u00edt\u00e9s term\u00e9kben konkr\u00e9tan ez \u00edgy n\u00e9z ki:<\/strong><\/p>\n<ol>\n<li>Az els\u0151ben azok vannak, akikn\u00e9l m\u00e9g nem indult el akt\u00edvan a folyamat. (<strong>Megkeres\u00e9s<\/strong>)<\/li>\n<li>A m\u00e1sodik csoportban vannak, akikkel akt\u00edvan foglalkozol. (<strong>\u00c9rt\u00e9kes\u00edt\u00e9s<\/strong>)<\/li>\n<li>A harmadikban tal\u00e1lod a sikeresen lez\u00e1rt adatlapokat. (<strong>Sikeres<\/strong>)<\/li>\n<li>A negyedik csoport foglalja mag\u00e1ban a sikertelen\u00fcl lez\u00e1rt adatlapokat. (<strong>Sikertelen<\/strong>)<\/li>\n<\/ol>\n<h3>A st\u00e1tuszokat k\u00e9tf\u00e9lek\u00e9ppen csoportos\u00edtjuk a rendszeren bel\u00fcl:<\/h3>\n<ul>\n<li>M\u00f3dos\u00edthat\u00f3 st\u00e1tuszfa: <a href=\"..\/ugyfelszolgalat-modul\/\">\u00dcgyf\u00e9lszolg\u00e1lat<\/a>, Projektek, <a href=\"https:\/\/www.minicrm.hu\/help\/hr-termek\/\">HR<\/a>, <a href=\"https:\/\/www.minicrm.hu\/help\/resztvevok-termek\/\">R\u00e9sztvev\u0151k<\/a>, Besz\u00e1ll\u00edt\u00f3k term\u00e9k.<\/li>\n<li><strong>NEM<\/strong> m\u00f3dos\u00edthat\u00f3 a st\u00e1tuszfa: <a href=\"https:\/\/www.minicrm.hu\/help\/ertekesites-automatizalas-termek\/\">\u00c9rt\u00e9kes\u00edt\u00e9s<\/a>, <a href=\"..\/bevezetes-a-szamlazoba\/\">Sz\u00e1ml\u00e1z\u00f3<\/a>, <a href=\"..\/webshop-modul\/\">Webshop<\/a>, <a href=\"..\/megrendeles-modul\/\">Megrendel\u00e9s<\/a> term\u00e9k.<\/li>\n<\/ul>\n<div class=\"alert alert-info\">A nem m\u00f3dos\u00edthat\u00f3 st\u00e1tuszf\u00e1val rendelkez\u0151 term\u00e9kekn\u00e9l egyedi logika alapj\u00e1n m\u00f3dosulnak a st\u00e1tuszok.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57949\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-300x137.png\" alt=\"St\u00e1tuszfa\" width=\"920\" height=\"420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-1536x702.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-01-13-11.49.32-2048x936.png 2048w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/p>\n<div class=\"alert alert-info\">A m\u00f3dos\u00edthat\u00f3 st\u00e1tuszf\u00e1val rendelkez\u0151 term\u00e9kekben te szabod meg az adatlapok st\u00e1tusz\u00e1t.<\/div>\n<hr \/>\n<h1 id=\"Statusz-testreszabasa\" style=\"text-align: justify;\">2. St\u00e1tuszfa testreszab\u00e1sa<\/h1>\n<div class=\"alert alert-danger\">A st\u00e1tuszfa testreszab\u00e1s\u00e1hoz a <a href=\"https:\/\/www.minicrm.hu\/help\/minicrm-kiegeszitok\/#7\">Folyamatok testreszab\u00e1sa<\/a> kieg\u00e9sz\u00edt\u0151 sz\u00fcks\u00e9ges!<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59674 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-scaled.png\" alt=\"\" width=\"2560\" height=\"1401\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-300x164.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-1024x560.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-768x420.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-1536x841.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.25.25-2048x1121.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>A fenti fot\u00f3n l\u00e1that\u00f3 ceruz\u00e1ra kattintva eljutsz a st\u00e1tusszerkeszt\u0151h\u00f6z, ahol tetsz\u00e9s szerint l\u00e9trehozhatod az adott term\u00e9khez, folyamathoz legjobban ill\u0151 st\u00e1tuszokat.<\/p>\n<div class=\"alert alert-info\">A term\u00e9k men\u00fcj\u00e9b\u0151l is el\u00e9rheted a st\u00e1tuszok m\u00f3dos\u00edt\u00e1s\u00e1t a Folyamat testreszab\u00e1sa men\u00fcpontban.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59670 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-scaled.png\" alt=\"\" width=\"2560\" height=\"1401\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-300x164.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-1024x560.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-768x420.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-1536x841.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.19.12-2048x1121.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>A st\u00e1tuszcsoportokat amelyeket a <strong>k\u00e9k dobozok<\/strong> jel\u00f6lnek a k\u00e9k s\u00e1v jobb oldal\u00e1n tal\u00e1lhat\u00f3 ceruza ikonra kattintva nevezheted \u00e1t. Minden term\u00e9kben <strong>\u00f6sszesen 4 st\u00e1tuszcsoport<\/strong> lehet. Ha egy dobozb\u00f3l kit\u00f6r\u00f6lsz minden st\u00e1tuszt, a dobozt nem fogjuk megjelen\u00edteni a term\u00e9k f\u0151oldalon.<\/p>\n<p>Megl\u00e9v\u0151 st\u00e1tusz m\u00f3dos\u00edt\u00e1s\u00e1hoz <strong>kattints a mez\u0151be \u00e9s nevezd \u00e1t<\/strong>, \u00faj st\u00e1tusz l\u00e9trehoz\u00e1s\u00e1hoz pedig kattints az <strong>\u00daj st\u00e1tusz lehet\u0151s\u00e9gre<\/strong>.<\/p>\n<p>A st\u00e1tuszok bal oldal\u00e1n tal\u00e1lhat\u00f3 p\u00f6tty\u00f6kn\u00e9l fogva a sorrendet egyszer\u0171en, h\u00faz\u00e1ssal m\u00f3dos\u00edthatod.<\/p>\n<p><strong>Amennyiben egy st\u00e1tuszt t\u00f6r\u00f6lni szeretn\u00e9l,<\/strong> de azt haszn\u00e1lj\u00e1tok valamilyen sz\u0171r\u0151ben, automatizmusban, \u0171rlapban, vagy vannak adatlapok az adott st\u00e1tuszban, egy hiba\u00fczenetet fogsz kapni. A t\u00f6rl\u00e9shez m\u00f3dos\u00edtanod kell, vagy meg kell sz\u00fcntetned minden olyan elemet, ami haszn\u00e1lja a t\u00f6r\u00f6lni k\u00edv\u00e1nt st\u00e1tuszt.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59671 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-scaled.png\" alt=\"\" width=\"2560\" height=\"1401\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-300x164.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-1024x560.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-768x420.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-1536x841.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2025-09-29-14.22.55-2048x1121.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tartalom: Mit jelent a st\u00e1tusz? St\u00e1tuszfa testreszab\u00e1sa 1. Mit jelent a st\u00e1tusz? Minden term\u00e9k\u00a0jobb oldal\u00e1n l\u00e1thatod a st\u00e1tuszf\u00e1t. Ez mutatja meg neked, hogy kivel milyen st\u00e1diumban vagy egy-egy folyamat kapcs\u00e1n. Minden adatlapnak\u00a0pontosan egy st\u00e1tusza lehet. 4 st\u00e1tuszcsoporttal tudsz dolgozni: Nyitott &#8211; m\u00e9g nem indult el akt\u00edvan a folyamat. Ez lehet egy \u00f6tlet, egy projekt, egy [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2437,2435,2439],"tags":[],"class_list":["post-104","post","type-post","status-publish","format-standard","hentry","category-adminisztratorok-es-vezetok-szamara","category-elso-lepesek","category-felhasznalok-szamara"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Mit jelent a st\u00e1tusz? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Tartalom: Mit jelent a st\u00e1tusz? St\u00e1tuszfa testreszab\u00e1sa 1. Mit jelent a st\u00e1tusz? Minden term\u00e9k\u00a0jobb oldal\u00e1n l\u00e1thatod a st\u00e1tuszf\u00e1t. 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St\u00e1tuszfa testreszab\u00e1sa 1. Mit jelent a st\u00e1tusz? Minden term\u00e9k\u00a0jobb oldal\u00e1n l\u00e1thatod a st\u00e1tuszf\u00e1t. 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