{"id":639,"date":"2017-01-23T16:00:00","date_gmt":"2017-01-23T18:00:00","guid":{"rendered":"http:\/\/docs.procedo.com.br\/?p=639"},"modified":"2025-02-03T20:17:01","modified_gmt":"2025-02-03T23:17:01","slug":"como-registrar-historicos","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/geral\/como-registrar-historicos\/","title":{"rendered":"Entenda como registrar hist\u00f3ricos no sistema"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">O hist\u00f3rico est\u00e1 presente em algumas rotinas do sistema, com ele \u00e9 poss\u00edvel fazer anota\u00e7\u00f5es, registrar e-mails, telefonemas, visitas e trocar mensagens entre usu\u00e1rios que utilizam o sistema.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Quais rotinas possuem esse recurso?<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/crm.easy360.ind.br\/contato\" target=\"_blank\" rel=\"noreferrer noopener\">Contato<\/a>;<\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/crm.easy360.ind.br\/oportunidade?visualizacao=listagem\" target=\"_blank\" rel=\"noreferrer noopener\">Oportunidade<\/a>;<\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/crm.easy360.ind.br\/cotacao\">Cota\u00e7\u00e3o<\/a>.<\/strong><\/li>\n<\/ol>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Como registrar um hist\u00f3rico?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse uma das rotinas que possuem essa funcionalidade.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Acesse um registro da listagem.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) Acesse a aba <strong>&#8220;Hist\u00f3rico&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4) Escreva a descri\u00e7\u00e3o que deseja registrar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5) Clique no bot\u00e3o <strong>&#8220;Salvar&#8221;<\/strong> e selecione qual <strong>Tipo<\/strong> (Telefone, E-mail, Anota\u00e7\u00e3o e WhatsApp) deseja salvar.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2d2120945b0&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2d2120945b0\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"591\" height=\"243\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-163.png\" alt=\"\" class=\"wp-image-3363\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-163.png 591w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-163-300x123.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-163-60x25.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-163-150x62.png 150w\" sizes=\"auto, (max-width: 591px) 100vw, 591px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Como fazer uma cita\u00e7\u00e3o para outro usu\u00e1rio dentro do hist\u00f3rico<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Na descri\u00e7\u00e3o do hist\u00f3rico digite <strong>@<\/strong> .<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Uma lista com os usu\u00e1rios do sistema ser\u00e1 exibida. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2d212094afa&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2d212094afa\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"575\" height=\"342\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-164.png\" alt=\"No hist\u00f3rico para citar um usu\u00e1rio digite @\" class=\"wp-image-3364\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-164.png 575w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-164-300x178.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-164-60x36.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-164-150x89.png 150w\" sizes=\"auto, (max-width: 575px) 100vw, 575px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">3) Clique em cima do usu\u00e1rio que deseja fazer a cita\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4) Ao salvar o hist\u00f3rico o usu\u00e1rio ser\u00e1 notificado da cita\u00e7\u00e3o.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Aprenda a criar hist\u00f3rico em Contatos, Oportunidades e Tarefas.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-639","post","type-post","status-publish","format-standard","hentry","category-geral"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/639","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/comments?post=639"}],"version-history":[{"count":2,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/639\/revisions"}],"predecessor-version":[{"id":3365,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/639\/revisions\/3365"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=639"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=639"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=639"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}