Anxin Enterprise OA/CRM Office Management System v202109

Introduction to Anxin Enterprise Online Office OA/CRM Integrated Management System:

Welcome to use Anxin Enterprise Online Office OA/CRM integrated management system. The system includes common management functions required for general enterprise offices:

1. Employee Management Center: 1. Employee homepage: current employee account basic information and editing. 2. Employee management: Employee management: View employee list, resigned employees, add new employees, edit employee information, and delete employee information. Position management: add positions, edit position names, delete position names. Department management: add departments, edit department names, delete department names. Group management: add group, edit group name, delete group name. 3. Birthday reminder: You can view customer birthday reminders to enhance good communication and interaction with customers. Set customer birthday reminders for internal business personnel of the company. 4. Employee address book: Display the address book of current employees. Can be viewed by group. Display the address book of resigned employees. 5. Employee profile: Modify the basic information of my employee profile. Modify employee account login password. Upload avatar. 2. Data sharing: 1. Internal messages: employee inbox, view sent letters, write messages, edit messages, delete messages. 2. Internal announcements: View company internal announcements, announcements, rules and regulations, etc. Employees respond to announcements. 3. File management: Enterprise online file sharing and upload management. 4. Work reports: View work reports, view unread reports, daily reports, weekly reports, monthly reports, quarterly reports, and annual reports. Sign the report. Edit reports and view report details. 3. Customer management: 1. Customer management: Customer management: View by customer type, view by customer level, view by customer source, view by group. View new customers added today, new customers this week, and new customers this month. Add and manage customer attachments. Add customer information and edit customer information. View customer profile details. Customer Contacts: View customer company contacts, add contacts, modify contacts, and delete contacts. Follow-up records: View customer follow-up records, add new follow-up records, modify follow-up records, and delete follow-up records. Copying type: Set the copying type, add, edit, delete. Follow-up object: The follow-up object is newly added. Order management: add orders, modify orders, modify order status. Add order products, manage order products, and delete order products. Contract records: View contract records, add contracts, modify contracts, and delete contracts. Operation records: View user operation logs. Income and expenditure records: View income and expenditure records, add income records, modify income records, delete income records, add expenditure records, modify expenditure records, and delete expenditure records. Management, addition and deletion of income and expenditure categories. After-sales records: View after-sales records, add after-sales records, modify after-sales records, and delete after-sales records. Customer sharing: Select the company's shared employee object for the current operating customer. Share customer viewing and management rights. 4. Product purchase, sale and inventory: product list: view products, add products, edit products, delete products. Category management: category list, add category, edit category, delete category. Order management: add orders, manage order status, add and delete order attachments, view order products, add order products, edit order products, delete order products. 5. Financial management: Income management: View income and expenditure records, add income records, modify income records, and delete income records. Expenditure management: Add expenditure records, modify expenditure records, and delete expenditure records. Income and expenditure classification: Income and expenditure category management, addition and deletion. 6. System management: System log: view login log, delete login log, operation login log: view operation log, delete operation log, operation operation log: Region management: view region list, add province, add region, edit province region, delete area. Database management: database backup, management and deletion of database backup.