> 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/5.-ke-hu-gui-ji.md).

# 5、客戶軌跡

提供依客戶查詢列出發生的洽談記錄、商機等軌跡記錄，以利快速瞭解客戶情況

1、點選【客戶軌跡】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEP91OdoRCl2snMSfz%2F-MDERCI_4VQeVVJaKDMy%2FS__21389314-1.jpg?alt=media\&token=90466b66-403d-48e8-a81b-49cbd4563a98)

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

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEP91OdoRCl2snMSfz%2F-MDERSNVaQigkNFppXkJ%2FS__21389316-1.jpg?alt=media\&token=1b741e67-611b-40ac-811f-2c6b026e6d5e)

3、按【查詢】掌握客戶軌跡

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEP91OdoRCl2snMSfz%2F-MDERy_DbpTwpqvHg784%2FS__21389318-2.jpg?alt=media\&token=1c17c87f-11c4-4483-9d3e-302e13f8d8cc)

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

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDES3uQgaAzj0repgLi%2F-MDEWvWpy9uuMP47hxQP%2FS__21389319-1.jpg?alt=media\&token=03054f87-7f0e-40dd-9f5b-e0e5bc7d94ec)

另外，在電腦版的【客戶資料】查看軌跡也非常方便喔！

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDES3uQgaAzj0repgLi%2F-MDEW9WYmCBs9fJoFK4K%2F2020-07-27_170421.png?alt=media\&token=b4acbf18-45a5-4941-99b6-ef00c129ba35)

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

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDES3uQgaAzj0repgLi%2F-MDEXI6H_eX2XUAO82h-%2F2020-07-27_170859.png?alt=media\&token=9a8535f9-2b3b-41ed-953c-b0f91163cca1)

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 ^^

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDES3uQgaAzj0repgLi%2F-MDEXWl96nkwrh66q3IQ%2F2020-07-27_171051.png?alt=media\&token=3c8e1da4-71b3-438c-bb01-cd234253be3e)

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

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDEZ4JcD26bSw37OMnn%2F-MDE_Ryn2sNKF-vO3vrz%2F2020-07-27_172138.png?alt=media\&token=7a681722-6ffd-499d-a39e-33e153126b7b)