> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/newcrm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a1erp.digiwin.com/newcrm/2.-ke-hu-zi-liao/01-lian-lao-ren.md).

# 01聯絡人

客戶資料可以多聯絡人，請先將客戶資料的excel匯入後，再整理聯絡人的excel匯入，這樣一個客戶就可以對應多個聯絡人資料囉！

1、開啟【客戶資訊-聯絡人】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDE_TjYnHNF5jHq7POF%2F-MDEarsPwgMkV6Q0rkHg%2F2020-07-27_172949.png?alt=media\&token=ce031f83-cb2e-4c14-9e7c-2af6b4451295)

在【客戶資料】作業可直接建立主聯絡窗口

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDE_TjYnHNF5jHq7POF%2F-MDEbEvSRVPkWvxeYz37%2F2020-07-27_173128.png?alt=media\&token=74262ed1-cfe1-4c7a-807d-112c5d99bc11)

所建立的主聯絡人資料會自動帶入【聯絡人】作業中

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDE_TjYnHNF5jHq7POF%2F-MDEbVURazD07Ri-BCVw%2F2020-07-27_173234.png?alt=media\&token=1b754156-2478-4e57-9a2f-fc9184ce44da)

當客戶有其他聯絡人，例如客戶的財務人員時，就可以按【新增】建立新的聯絡人

輸入聯絡人的資訊

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDE_TjYnHNF5jHq7POF%2F-MDEcA-IjNjZt01ytW20%2F2020-07-27_173530.png?alt=media\&token=c2795452-b907-42c3-8ed2-2903be6fb1f9)

建立好後在【客戶資料】的【主聯絡人】欄位開窗時，就可看到其他聯絡人的資料

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEcBgItQkbuGRl2llG%2F-MDEcamFl7mwQZZbWo2g%2F2020-07-27_173722.png?alt=media\&token=07442485-186e-4434-9fa7-93764c70a687)

進行APP【行程安排】時也可選擇到客戶端時要拜訪的人員

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEcBgItQkbuGRl2llG%2F-MDEdWRRbXq9vqeQwxDo%2FS__21389323-1.jpg?alt=media\&token=ce48ab4f-770c-4e51-9efc-0022b89a58ef)

參考App【行程安排-聯絡人】開窗後的畫面

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEcBgItQkbuGRl2llG%2F-MDEdrgoRCiOeZglV4N9%2FS__21389322-1.jpg?alt=media\&token=452b9591-7032-440d-90d1-74feea5768a7)