# 5、客戶軌跡

1、點選【客戶軌跡】

![](/files/-MDERCI_4VQeVVJaKDMy)

2、選擇要查看的【客戶】，目前日期範圍最大為6個月，若會超過半年請分次查詢喲

![](/files/-MDERSNVaQigkNFppXkJ)

3、按【查詢】掌握客戶軌跡

![](/files/-MDERy_DbpTwpqvHg784)

點選要查看一該筆資料，就可快速打開明細內容查看，按【 > 】可返回軌跡作業

![](/files/-MDEWvWpy9uuMP47hxQP)

另外，在電腦版的【客戶資料】查看軌跡也非常方便喔！

![](/files/-MDEW9WYmCBs9fJoFK4K)

會在瀏覽器另開一頁籤展開當月軌跡內容，可依想查看的日期再查詢內容

![](/files/-MDEXI6H_eX2XUAO82h-)

要查明細時點選也會另開一頁帶出內容，是不是非常方便清楚呢 ^^

![](/files/-MDEXWl96nkwrh66q3IQ)

如在電腦版想要直接開啟【客戶軌跡】作業，則可在【客戶資訊-客戶軌跡】的選單中開啟

![](/files/-MDE_Ryn2sNKF-vO3vrz)


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