Tipuri Portofolii - Adaugare tip portofoliu

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Tipuri portofolii - Adaugare tip portofoliu.png


Campuri

Tip portofoliu
Blocare introducere activitati in urma cu
numar de zile,saptamani sau luni
Restrictionare daca este bifat la adaugarea unui client intr-un nou portofoliu se inchid celelalte portofolii asociate clientului
Restrictionare zile lucratoare
la blocare scade din data doar zilele lucratoare
folosit la adaugare activitate pe client potential
Activitate implicita