{"id":26073,"date":"2020-02-03T11:06:05","date_gmt":"2020-02-03T10:06:05","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=26073"},"modified":"2025-11-18T11:05:29","modified_gmt":"2025-11-18T10:05:29","slug":"exemple-de-filtre","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/exemple-de-filtre\/","title":{"rendered":"Exemple de filtre"},"content":{"rendered":"

Vei reg\u0103si mai jos o list\u0103 de filtre utile precum \u0219i modalitatea \u00een care po\u021bi implementa aceste filtre \u00een sistemul t\u0103u.<\/p>\n

    \n
  1. Carduri f\u0103r\u0103 o sarcin\u0103 viitoare setat\u0103<\/strong><\/a> – po\u021bi folosi acest filtru atunci c\u00e2nd ai nevoie s\u0103 verifici care sunt cardurile pe care nu exist\u0103 o sarcin\u0103 viitoare setat\u0103 (un viitor pas de f\u0103cut).<\/li>\n
  2. Email\/sarcin\u0103 cu X zile \u00eenainte de o anumit\u0103 dat\u0103<\/strong><\/a> – acest filtru \u00ee\u021bi va fi util atunci c\u00e2nd ai nevoie ca sistemul s\u0103 fac\u0103 automat o ac\u021biune (s\u0103 genereze o sarcin\u0103, s\u0103 trimit\u0103 un email sau SMS) \u00eenainte de o anumit\u0103 dat\u0103 setat\u0103 de tine.<\/li>\n
  3. Email\/sarcin\u0103 dup\u0103 X zile de la o anumit\u0103 dat\u0103<\/strong><\/a> – acest filtru te va ajuta \u00een cazurile \u00een care ai nevoie ca sistemul s\u0103 execute o ac\u021biune (s\u0103 genereze o sarcin\u0103, s\u0103 trimit\u0103 un email sau SMS) dup\u0103 un anumit num\u0103r de zile de la o dat\u0103 setat\u0103 de tine.<\/li>\n
  4. Filtru facturi scadente dup\u0103 X zile<\/strong><\/a> – acest filtru poate fi util atunci c\u00e2nd vrei s\u0103 verifici facturile care se apropie de data scaden\u021bei precum \u0219i pentru a \u00eel folosi \u00eentr-o automatizare care s\u0103 notifice clien\u021bii de faptul c\u0103 se apropei data scaden\u021bei pentru facturile emise.<\/li>\n
  5. Filtru oportunit\u0103\u021bi \u00eenchise\/deschise \u00eentr-un anumit interval de timp<\/strong><\/a> – util atunci c\u00e2nd vrei s\u0103 afli num\u0103rul de oportunit\u0103ti create sau \u00eenchise \u00eentr-un anumit interval de timp. Po\u021bi completa filtrul prin ad\u0103ugarea c\u00e2mpurilor de\u021bin\u0103tor \u0219i status astfel \u00eenc\u00e2t s\u0103 identifici cardurile create\/\u00eenchise de un anumit utilizator, cu un anumit status \u00eentr-un interval specificat de timp.<\/li>\n
  6. Filtru oportunit\u0103\u021bi pierdute<\/strong><\/a> – filtru util atunci c\u00e2nd vrei s\u0103 verifici motivul pentru care s-au pierdut oportunit\u0103\u021bile dar mai ales atunci c\u00e2nd vrei s\u0103 creezi campanii de marketing de reactivare a acelor oportunit\u0103\u021bi.<\/li>\n
  7. Filtru c\u00e2mpuri necompletate<\/strong><\/a> – po\u021bi folosi acest filtru pentru a verifica completarea unor c\u00e2mpuri (dac\u0103 con\u021bin informa\u021bii).<\/li>\n<\/ol>\n
    Ai o sugestie de filtru util pe care nu l-ai g\u0103sit \u00een lista de mai sus \u0219i vrei s\u0103 \u00eel \u00eemp\u0103rt\u0103\u0219e\u0219ti cu comunitatea MiniCRM? Te rug\u0103m s\u0103 ne contactezi \u0219i vom ad\u0103uga filtrul t\u0103u \u00een aceast\u0103 list\u0103. Mul\u021bumim :)!<\/div>\n","protected":false},"excerpt":{"rendered":"

    Vei reg\u0103si mai jos o list\u0103 de filtre utile precum \u0219i modalitatea \u00een care po\u021bi implementa aceste filtre \u00een sistemul t\u0103u. Carduri f\u0103r\u0103 o sarcin\u0103 viitoare setat\u0103 – po\u021bi folosi acest filtru atunci c\u00e2nd ai nevoie s\u0103 verifici care sunt cardurile pe care nu exist\u0103 o sarcin\u0103 viitoare setat\u0103 (un viitor pas de f\u0103cut). Email\/sarcin\u0103 […]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2535,2537],"tags":[1263],"class_list":["post-26073","post","type-post","status-publish","format-standard","hentry","category-depanare-si-intrebari-frecvente","category-informatii-generale","tag-filter-ro"],"yoast_head":"\nExemple de filtre - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Vei reg\u0103si mai jos o list\u0103 de filtre utile precum \u0219i modalitatea \u00een care po\u021bi implementa aceste filtre \u00een sistemul t\u0103u. Carduri f\u0103r\u0103 o sarcin\u0103 viitoare\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/exemple-de-filtre\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Exemple de filtre - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Vei reg\u0103si mai jos o list\u0103 de filtre utile precum \u0219i modalitatea \u00een care po\u021bi implementa aceste filtre \u00een sistemul t\u0103u. 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