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93 lines
3.6 KiB
Plaintext
93 lines
3.6 KiB
Plaintext
---
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title: 对象
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description: 了解 Twenty 中的标准对象和自定义对象。
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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## 标准对象
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标准对象是工作区中预定义的实体,帮助您入门。 它们是共享数据模型的一部分,所有Twenty用户均可访问。 您可以直接使用、进行自定义或将其停用。
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<img src="/images/user-guide/objects/standard-objects.png" style={{width:'100%'}} />
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### 人员
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`People`对象存储您的联系人。 它包含联系信息和交互历史记录,因此您可以在一个地方查看所有客户互动。
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### 公司
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`Companies`对象存储您的业务帐户。 它包括行业、规模和位置等详细信息。 公司连接到`People`和`Opportunities`对象。
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### 机会
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`Opportunities`对象存储与交易相关的数据。 它用于跟踪潜在销售从开发到成交的全过程,记录阶段、交易规模、关联公司以及预计成交日期。 您可以在看板布局中查看您的销售流程。
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### 备注
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`Notes` 对象存储自由格式笔记,可附加到联系人、公司、商机及其他记录。 使用笔记记录会议摘要、重要细节或任何上下文信息。
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### 任务
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`Tasks` 对象存储待办事项和行动项。 任务可以关联到联系人、公司、商机及其他记录。 跟踪到期日期、负责人和完成状态,以便掌控后续跟进。
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## 自定义对象
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自定义对象可以存储标准对象无法处理的、组织特有的信息。 例如,如果您是SpaceX,您可能想为火箭和发射创建自定义对象。
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<img src="/images/user-guide/objects/custom-objects.png" style={{width:'100%'}} />
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### 创建新的自定义对象
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要创建新的自定义对象:
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1. 转到左侧边栏中的设置。
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2. 在工作区下,转到数据模型。 在这里您可以看到您所有现有的标准和自定义对象(活动和禁用对象)的概述。
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<VimeoEmbed videoId="926288174" title="视频演示" />
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3. 点击顶部的`+ 新对象`。 输入名称(单数和复数),选择图标,添加自定义对象的描述,然后点击保存(在右上角)。 以Listing作为自定义对象的示例,单数为"listing",复数为"listings",以及像“房东创建的用于展示其物业的列表”这样的描述。
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4. 您的自定义对象已创建,并会显示在侧边栏中。 您可以立即开始向其中添加记录。
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## 管理对象
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### 停用对象
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如果您不再需要某个标准对象或自定义对象:
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1. 进入 设置 → 数据模型
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2. 查找您想要停用的对象并单击它
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3. 转到对象的 **设置** 标签
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4. 单击“停用”按钮
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5. 该对象将在您的工作区中隐藏,但数据会被保留
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### 重新启用对象
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要恢复已停用的对象:
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1. 进入 设置 → 数据模型
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2. 启用 "停用" 过滤器
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3. 寻找已停用的对象 (他们名字旁边有`停用`)
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4. 单击`connec`,然后`Activate`重新激活它
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5. 该对象及其所有数据将被恢复
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## 最佳实践
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### 何时创建自定义对象
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* **独特的业务实体**:特定于您的行业或流程的事物
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* **复杂关系**:当您需要跟踪多个实体之间的关联时
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* **可扩展的数据**:当某类事物可能有大量实例时
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### 何时改用字段
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* **简单属性**:用于描述现有对象的属性
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* **类别或标签**:对现有记录进行分类的方式
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* **单一值**:不需要独立生命周期的信息
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### 对象命名
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* **使用清晰、具有描述性的名称**:让对象所代表的内容一目了然
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* **遵循约定**:对象名称使用单数形式,集合使用复数形式
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* **考虑您的团队**:选择人人都能理解的名称
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