Recent updates | ShareCRM Product Manuals

Skip to content

ShareCRM Manuals

Main Navigation Home Business Customization Platform 简体中文

Appearance

Sidebar Navigation

Overview

Business customization platform

Core terms

Recent updates

Quick Start

Build a custom business app in 30 minutes

Object Customization

Overview

Object overview

Quick Start

Quick start: Create a delivery order object

Administrator Configuration

Object Management

Create custom objects

Manage custom objects

Manage standard objects

Differences between standard and custom objects

Field Management

Field overview

Field Types

Single-line text

Multi-line text

Long text

Rich text

Collaborative rich text

Single select

Multi-select

Number

Amount

Date

Time

Date/Time

Mobile phone

Image

Attachment

Large attachment

Email

Boolean

Percent

URL

Lookup relationship

Lookup relationship (Multi-Select)

Auto number

Formula

Department (Multi-Select)

Personnel

Personnel (Multi-Select)

Location

Master-Detail relationship

Roll-Up summary field

Reference field

Advanced Capabilities

AI-Generated Fields

OCR Text Recognition

Check-in Component

Payment Collection Component

Field Display Name Settings

Batch Import Fields

Object Relationships

Entity relationship diagram

Page Layout

Page layout overview

Configure a details page layout

Configure Form Page layouts

Configure list page layouts and scenarios

Mobile summary layout

Global Search and enterprise scenarios

Manage custom buttons

Record Types

Use Record Types

Create Record Types

Record Types and layouts

Rules

Rules overview

Configure layout rules

Configure Validation Rules

Formula and Validation Rules reference

Deduplication Rules

Duplicate check rules overview

Configure duplicate check rules

Detailed rule description

Large Object Management

Big Object overview

Create Big Objects

Big Object entry and permissions

Big Object field list

Big Field layout

Big Object buttons

Big Object scenario management

User Guide

View and filter object data on the list page

Faq

Object customization FAQ

Ai Capabilities

Configure and use the AI Insights component

Configure and use the AI Chat component

Configure and use the AI Button component

Configure and use the AI Artifact component

Smart Form Entry on Mobile Client

Smart Form Entry on Web

Interface Customization

Core Concepts And Planning

Interface customization overview

Interface customization capability map

Core interface customization concepts

Quick Start

Build a CRM application view for a sales team

Admin Configuration

Configure platform applications

Configure CRM app views

Configure CRM menus

Configure CRM homepages

Configure Web main navigation

Configure app main navigation

Configure Web custom pages

Configure App custom pages and H5 pages

Configure custom menu items

Configure Theme Color and Skin Color

Configure App startup images

Brand customization reference

Components and custom extensions reference

User Operations

Switch and manage personal CRM menus

Switch and manage personal CRM homepages

Set up personal Web main navigation

Create and manage personal CRM application views

Process Customization

Core Concepts And Selection Guide

Process customization overview and selection guide

Process nodes and execution actions

Quick Start

Quick start: Create and run your first Approval Process

Admin Configuration

Approval Process Configuration

Create an Approval Process

Configure Approval Nodes

Select Approval Process nodes

Configure Approval Nodes

Configure Multi-Branch Nodes

Configure Collab Nodes

Configure Parallel Gateway nodes

Configure Wait Nodes

Configure subprocess nodes

Configure post-approval actions

Manage approval processes

Business Process Configuration

Create a business process

Configure Business Process Nodes

Select business process nodes

Configure business activity nodes

Configure business process approval nodes

Configure business process countersign nodes

Introduction to extension elements

Configure automatic nodes

Configure Business Process Wait Nodes

Configure branch Nodes

Configure Parallel task Nodes

Configure post-Business Process actions

Manage Business Processes

Workflow Configuration

Create a Workflow

Configure Workflow actions

Manage Workflows

Flow Configuration

Create a Flow

Publish and debug Flows

Stage Process Configuration

Create a pipeline

Configure stages

Configure stage tasks

Manage pipelines

To-Do Center backend configuration overview

Process Global Configuration

Process global configuration overview

Configure process global settings

Configure process delegation

Configure process and To-Do handover

Configure common comments

User Tasks

How to handle to-do tasks

How to handle approval processes

How to start and handle business processes

How to view and handle stage tasks

Process Operations And Performance Analysis

How to view process operations monitoring

Process Customization Development

Process customization development overview

Custom process variables

Faq

Workflow triggers and field change reference

Process FAQ

Organization And Permissions

Overview And Core Concepts

Organization and permissions overview

Organization structure and account model

Roles, data permissions, and sharing model

Quick Start

Complete the initial organization, role, and data sharing setup

Admin Configuration

Organization And Address Book Management

Manage departments and employees

Manage departments

Manage multiple organizations

Configure address book settings

Configure address book isolation

Manage employee devices

Roles And Data Permissions

Create and assign business roles

Create and assign management roles

Configure basic data permissions

Configure department data permissions

Data Sharing And Visibility Control

Configure data sharing rules

Managed groups

Multidimensional permission management

Approve temporary permissions

Configure related team data permissions

Permission Diagnostics And Troubleshooting

Data permission query tool

Data permission troubleshooting guide

Function permission troubleshooting guide

General Business Rule Configuration

Object Change Management

Object change management overview

Enable object changes

Create and edit object change rules

Use object changes

Object Plugin Management

Object plugin management overview

Configure a plugin

Object Mapping Rule Management

Object mapping rule overview

Create an object mapping rule

Use object mapping rules

Object Transformation Rule Management

Object transformation rule overview

Configure transformation rules

Typical transformation rule scenarios

Scoring Rule Management

Scoring rule management overview

Configure scoring rules

Smart Form Management

Smart form overview

Create a smart form

Use smart forms

Tag Management

Tag management overview

Configure tags

Use tags

Platform Data And Operations

Import Export

Object import rules

Front-end import and export

Common import and export issues

Batch Processing And Migration

Data batch processing tool overview

How to process batch data

Data migration tools

Data Quality Governance

How to use the data cleaning tool

How to configure data auditing

Data Lifecycle And High Volume

How to archive historical data

Common Data Configuration

How to configure common option sets

Global variables overview

Internationalization

Overview

Countries, regions, and address formats

Internationalization

Languages

Currencies and exchange rates

Time zones

Regional formats

Quick Start

Internationalization implementation and acceptance framework

Internationalization configuration quick start

Example: US sales organization rollout acceptance

Admin Guide

Multilingual

Configure custom languages

Configure enterprise and employee languages

Configure multilingual business data

Manage system terms in Translation Workbench

Translate object and field names

Time Zones And Regional Formats

Configure the enterprise time zone and regional format

Currencies And Exchange Rates

Configure multi-currency fields and layouts

Enable and manage transaction currencies and exchange rates

Process historical data after enabling multiple currencies

Countries Regions And Address Formats

Configure and use address formats

Manage countries, regions, and administrative divisions

User Guide

Enter business data in a transaction currency

Maintain and view multilingual business data

Set your language

Set your time zone and regional format

Faq

Country, region, and address format FAQ

Multi-currency and exchange-rate FAQ

Multilingual content and maintenance entry points

Multilingual data search and change history

Scenario compatibility and language scope

Time zone and regional format FAQ

Troubleshoot Translation Workbench synchronization and search

Template Management And Business Plugins

Custom Print Templates

Print template overview

Create a PDF template

Create an Excel template

Create a Word document

Batch printing

Custom data printing with HTML and APL

Print template FAQ

Email Template Management

Email template overview

Email template usage

Business Integration Plugins

Online documents

Environment Management

Overview

Environment management overview

Sandbox core concepts

Sandbox type selection guide

Change set core concepts

Quick Start

Quick start: Publish configuration from a sandbox to production

Administrator Guide

Create a sandbox environment

Copy a sandbox environment

Log in to a sandbox environment

Create an outbound change set

Upload an outbound change set

Copy an outbound change set

Delete an outbound change set

Delete a sandbox environment

Deployment Operations

View inbound change sets

Validate an inbound change set

Deploy an inbound change set

Delete an inbound change set

Environment Operations And Monitoring

View deployment status

Environment governance best practices

Faq

Sandbox FAQ

Change set FAQ

Reference Rules And Limitations

Pre-release checklist

Change set component dependency reference

On this page

Last updated:

Pager

PreviousCore terms

NextBuild a custom business app in 30 minutes