内部备注、操作记录、待办事项接口文档

销售系统

新建内部备注

Method and URL Structure

Request Parameters

Request Data

{
    "content":"哈哈回复哈哈"
}

Response

{
  "pk": 1,
  "saler": "001",
  "content": "哈哈哈哈哈"
}

获取内部备注列表、搜索内部备注列表

Method and URL Structure

按搜索框内容搜索过滤, 可以按照备注的描述来搜索
search 微信号 示例：/crm/action/list_remark/?search=哈哈哈

Response

{
  "count": 1,
  "next": null,
  "previous": null,
  "results": [
    {
      "pk": 1,
      "saler": "001",
      "content": "哈哈哈哈哈",
      "create_time": "2019-03-26T15:15:08.190957"
    }
  ]
}

新建待办事项

Method and URL Structure

Request Parameters

priority: low(低)、middle(中)、high(高)

Request Data

{
    "content":"哈哈哈哈",
    "student":18,
    "priority":"middle",
    "deadline":"2019-03-26 10:00:00"
}

Response

{
  "pk": 1,
  "saler": "001",
  "student": 18,
  "content": "哈哈哈哈",
  "deadline": "2019-03-26",
  "priority": "middle",
  "isfinish": false
}

待办事项列表、搜索待办事项、过滤待办事项

Method and URL Structure

1. 按搜索框内容搜索过滤, 可以按照备注、截止时间、学员的手机号、学员微信号、学员姓名来搜索
   search 示例：/crm/action/list_ToDoList/?search=哈哈哈
   或 /crm/action/list_ToDoList/?search=2018-03-27

2. 按条件过滤列表释义如下 :
   student(学员pk)示例: /crm/action/list_ToDoList/?student=2
isfinish(待办是否完成)示例: /crm/action/list_ToDoList/?isfinish=True
is_show(待办是否显示)示例: /crm/action/list_ToDoList/?is_show=False

Response

{
  "count": 1,
  "next": null,
  "previous": null,
  "results": [
    {
      "pk": 1,
      "saler": "001",
      "student": 18,
      "student_name": "陈微fa",
      "content": "哈哈哈哈",
      "deadline": "2019-03-26",
      "priority": "middle",
      "isfinish": false
    }
  ]
}

新建操作记录

Method and URL Structure

Request Parameters

Request Data

{
    "action":"哈哈哈哈",
    "student":18
}

Response

{
  "pk": 1,
  "saler": "001",
  "student": 18,
  "action": "哈哈哈哈",
  "create_time": "2019-03-26T15:55:17.700535"
}

操作记录列表、搜索列表、过滤列表

Method and URL Structure

1. 按搜索框内容搜索列表释义如下: 可以按照行为事件、补充说明、学员的手机号、学员微信号、学员姓名来搜索
   search 示例：/crm/action/list_operate_record/?search=哈哈哈

2. 按条件过滤列表释义如下 :
   student(学员pk)示例: /crm/action/list_operate_record/?student=2

Response

{
  "count": 1,
  "next": null,
  "previous": null,
  "results": [
    {
      "pk": 1,
      "saler": "001",
      "student": 18,
      "student_name": "陈微fa",
      "action": "哈哈哈哈",
      "create_time": "2019-03-26T15:55:17.700535"
    }
  ]
}

结束待办事项

Method and URL Structure

Response

{
  "pk": 2,
  "saler": "001",
  "student": 18,
  "content": "哈哈哈哈",
  "deadline": "2019-03-26",
  "priority": "middle",
  "isfinish": true,
  "create_time": "2019-03-26T16:02:21.682291"
}