Zdoo ManualBook Info
1 About Zdoo
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  Basic Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contacts
3.7  Manage Lists
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Reports
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Flow
9.1  Introduction
9.2  Feature
9.3  Example
10 Ameba
10.1  Amoeba Management
10.2  Start Ameba
10.3  Ameba Department
10.4  Ameba Category
10.5  Expense Distribution Rules
10.6  Income Distribution Rules
10.7  Ameba Budget
10.8  Ameba Trade
10.9  Ameba Report
11 Administration
11.1  Settings
11.2  User
11.3  Privileges
11.4  Apps
11.5  Email settings
12 Integration
12.1  Introduction
12.2  Integrate ZenTao
13 Customization
13.1  Get Ready
13.2  Zdoo Directory
13.3  Find the Code
13.4  Database Structure

Manage Lists

2016-09-01 09:08:29
tengfei
2718
Last edited by Renee on 2019-08-12 11:12:50

1. Add, import, export and apply for a list

Go to "CRM"->"List", and click buttons at the upper right of the page to add, import, export and apply for a list.

  • Import: If you want to import an Excel file, you have to export the template and fill in the content according to the fields in the template and import it. Only Excel files can be imported to Zdoo.
  • Export: You can export all the data, the data on this page, and template.
  • Apply: You can apply to set one customer from the public list as a private customer and track it.


2. View the list

You can filter and view the list by "Assigned to me", "Next contact", "Ignored by me". You can also search the list.


3. Manage the list

You can assign, communicate, edit, confirm and ignore a contact. If you click "Confirm", the contact will be a customer; if click "ignore", the contact will be sent back to a public list.

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