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105 lines
3.6 KiB
Plaintext
105 lines
3.6 KiB
Plaintext
---
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title: 术语表
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description: 了解 Twenty 使用的基本术语。
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---
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## 接口
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API(应用程序接口)允许您将 Twenty 与其他软件系统连接并构建自定义集成。
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## 应用
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应用是以代码构建的自定义扩展,可定义数据模型和逻辑函数。 它使开发者能够创建可复用的自定义内容,并可部署到多个工作区。
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## 代码操作
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代码操作是工作流步骤,允许你编写自定义 JavaScript 来转换数据、进行计算,或执行内置操作无法实现的复杂逻辑。
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## 命令菜单
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命令菜单是一个快速访问界面(在 Mac 上用 `Cmd + K` 打开,Windows 上用 `Ctrl + K` 打开),可以让您执行操作、创建记录并高效地导航您的工作区。
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## 公司与人员
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CRM 有两种基本类型的记录:
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* `公司` 表示一个企业或组织。
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* `人员` 代表您的公司当前和潜在的客户。
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## 自定义字段
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自定义字段是您创建的数据字段,用于捕获特定于您的业务需求和流程的信息。
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## 数据模型
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数据模型是定义信息在您的 CRM 中如何组织的结构,包括哪些对象存在、它们的属性(字段)以及它们如何相互关联。
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## 收藏夹
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收藏是你标记用于快速访问的记录,会显示在侧边栏,便于即时导航到重要数据。
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## 字段
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字段是指为某个实体存储特定数据的特定区域。
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## 迭代器
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迭代器是一种工作流操作,用于遍历项目数组,并为列表中的每个项目执行后续操作。
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## 看板
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`看板` 是一种使用卡片和列来跟踪业务流程的可视化方法。 每一列代表您的流程中的一个阶段(例如:新建、进行中、赢得、失去),您可以随着进度将记录在这些阶段中移动。
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## 对象
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对象是一种数据结构,表示 CRM 中的特定类型的实体(如人员、公司或机会)。 对象可以是标准的(内置)或自定义的(由您创建)。
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## 机会
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在 Twenty CRM 中,机会是与帐户或联系人潜在的交易或销售。
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## 记录
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记录是对象的实例,就像一个特定的帐户或联系人。
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## 关系字段
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关系字段在不同对象之间创建连接,允许您将记录链接在一起(例如连接一个人到一个公司)。
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## 标准字段
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标准字段是默认附带对象的预构建数据字段,并在所有工作空间中提供常见功能。
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## 任务
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在 Twenty CRM 中,任务是与联系人、帐户或机会相关的分配活动。
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## 触发器
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触发器是工作流的起点——用于启动自动化的事件或条件。 示例包括记录创建、记录更新、Webhook 或预定时间。
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## 视图
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您可以使用视图自定义记录的显示,为每个视图设置不同的过滤器、布局和排序选项。
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## 更新或插入
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更新或插入是一种将“更新”和“插入”合并的操作——如果找到匹配项,则更新现有记录;如果没有匹配,则创建新记录。
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## Webhooks
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Webhook 是在特定事件发生时从 Twenty 发送到其他应用的自动消息,实现实时数据同步。
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## 工作流
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工作流是基于特定条件触发动作的自动化过程,帮助您自动化重复性任务和业务流程。
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## 工作区
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一个 `工作区` 通常代表使用 Twenty 的公司。 它保存您和您的团队成员添加到 Twenty 的所有记录和数据。
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它有一个单一的域名,通常是您公司用于员工电子邮件地址的域名。
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## 工作区成员
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工作区成员是您的团队中有权访问您的工作区的 Twenty 用户。 他们可以被指定为记录的所有者或被分配人。
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