CN113378521B - Automatic filling method, device and storage medium for visit record based on working daily report - Google Patents
Automatic filling method, device and storage medium for visit record based on working daily report Download PDFInfo
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- CN113378521B CN113378521B CN202110591169.9A CN202110591169A CN113378521B CN 113378521 B CN113378521 B CN 113378521B CN 202110591169 A CN202110591169 A CN 202110591169A CN 113378521 B CN113378521 B CN 113378521B
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Abstract
The invention discloses a visiting record automatic filling method, a visiting record automatic filling device and a storage medium based on working daily reports, wherein the method firstly obtains the working daily reports filled by business personnel, and then generates a new visiting record or an old visiting record according to visiting activity type information, customer name information and visiting content information extracted from the working daily reports; when the old-fashioned visitor return visit records are generated, automatically filling each old-fashioned visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer names in the old-fashioned visitor return visit records; when the new customer visit record is generated, a plurality of new customer follow-up files are generated according to the customer name of each new customer visit record, and then each new customer visit record is filled in the new customer follow-up files with the same customer name. By implementing the embodiment of the invention, the efficiency of filling the visit records under the follow-up files of all clients can be improved.
Description
Technical Field
The invention relates to the technical field of computers, in particular to an automatic visiting record filling method, device and storage medium based on working daily reports.
Background
In the existing marketing activities, business personnel often need to visit customers, and after the business personnel follow up a plurality of customers on the same day, the activity records of the follow-up customers need to be recorded under each customer follow-up file, so that complete follow-up visit records are formed under the customer follow-up file by taking the customers as centers. However, by adopting the mode, when the business personnel fill in the records, the business personnel need to find each client follow-up file one by one and fill in the records, once the clients visited on the same day are more, the operation of searching the client follow-up files and the work of filling in the visited records need to be repeated for a plurality of times, the operation is complex, and the efficiency is lower.
Disclosure of Invention
The embodiment of the invention provides a method, a device and a storage medium for automatically filling visit records based on working daily reports, which can automatically generate the visit records of all clients in the working daily reports based on a total working daily report and automatically fill the visit records into all client follow-up files, thereby improving the efficiency of filling the visit records under all client follow-up files.
The embodiment of the invention provides an automatic visiting record filling method based on working daily reports, which comprises the following steps:
acquiring a working daily report filled in by a business person; wherein, the working daily report includes: a plurality of visit activity records; each of the call activity records comprises: visit activity type information, customer name information, and visit content information;
extracting all the visit activity records from the working daily report, and judging the visit activity type of each visit activity record according to the visit activity type information of each visit activity record; wherein, the visit activity types include: a new visitor visit and an old visitor return visit;
when the visiting activity type of the visiting activity record is the visitor return visit, generating visitor return visit according to the customer name information and the visiting content information, and filling each visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer name information in each visitor return visit record; when the visiting activity type of the visiting activity record is a new customer visit, a new customer visit record is generated according to the customer name information and the visiting content information, the customer name information in each new customer visit record is used as the customer name of a new customer follow-up file, a plurality of new customer follow-up files are generated, and then each new customer visit record is filled in the new customer follow-up file with the same customer name.
Further, the method further comprises the following steps: and extracting daily report filling personnel information from the working daily report, wherein the daily report filling date information is obtained.
Further, generating a visitor return visit record according to the client name information and the visit content information, and filling each visitor return visit record into a pre-stored client follow-up file with the same client name according to the client name information in each visitor return visit record, wherein the method specifically comprises the following steps of:
generating a visitor return visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information;
acquiring all client follow-up files corresponding to the daily report filling personnel information according to the daily report filling personnel information, and acquiring a plurality of selected client follow-up files;
and filling each old customer return visit record into a selected customer follow-up file with the same customer name according to the customer name in each old customer return visit record.
Further, generating a new customer visit record according to the customer name information and the visit content information, using the customer name information in each new customer visit record as the customer name of the new customer follow-up file, generating a plurality of new customer follow-up files, and filling each new customer visit record into the new customer follow-up files with the same customer name, wherein the method specifically comprises the following steps:
generating a new visitor visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information;
and taking the client name information in each new client visit record as the client name of the new client follow-up file, generating a plurality of new client follow-up files, associating the plurality of new client follow-up files with the daily report filling personnel information, and filling each new client visit record into the new client follow-up files with the same client name.
Further, after the new visitor visit record or the old visitor return visit record, the method further comprises the following steps: and deleting the new visitor visit record or the old visitor return visit record when the fact that the history visit record with the completely consistent daily report filling personnel information, daily report filling date information, client name information and visit activity type information exists is judged.
On the basis of the method item embodiments, the invention correspondingly provides device item embodiments;
the embodiment of the invention provides an automatic visiting record filling device based on working daily reports, which comprises the following components: the system comprises a working daily report acquisition module, an access type judgment module and a visit record generation module;
the working daily report acquisition module is used for acquiring working daily reports filled in by service personnel; wherein, the working daily report includes: a plurality of visit activity records; each of the call activity records comprises: visit activity type information, customer name information, and visit content information;
the visit type judging module is used for extracting all the visit activity records from the working daily report and judging the visit activity type of each visit activity record according to the visit activity type information of each visit activity record; wherein, the visit activity types include: a new visitor visit and an old visitor return visit;
the visit record generation module is used for generating a visitor return visit according to the client name information and the visit content information when the visit activity type of the visit activity record is the visitor return visit, and filling each visitor return visit record into a prestored client follow-up file with the same client name according to the client name information in each visitor return visit record; when the visiting activity type of the visiting activity record is a new visitor visit, a new visitor visit record is generated according to the customer name information and the visiting content information, the customer name information in each new visitor visit record is used as the customer name of a new customer follow-up file, a plurality of new customer follow-up files are generated, and then each new visitor visit record is filled in the new customer follow-up files with the same customer name.
Based on the method item embodiment, the invention correspondingly provides a storage medium item embodiment.
An embodiment of the present invention provides a storage medium, where the storage medium includes a stored computer program, where when the computer program runs, the device where the storage medium is controlled to execute any one of the method for automatically filling a call record based on working daily reports according to the present invention.
The embodiment of the invention has the following beneficial effects:
the embodiment of the invention provides a method, a device and a storage medium for automatically filling visiting records based on working daily reports, wherein the method firstly acquires the working daily reports filled by business personnel, and then generates new visiting records or old visiting records according to visiting activity type information, customer name information and visiting content information extracted from the working daily reports; when the old-fashioned visitor return visit records are generated, automatically filling each old-fashioned visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer names in the old-fashioned visitor return visit records; when the new customer visit record is generated, a plurality of new customer follow-up files are generated according to the customer name of each new customer visit record, and then each new customer visit record is filled in the new customer follow-up files with the same customer name. By implementing the invention, when business personnel follow up the visit records of a plurality of clients, the corresponding visit records can be automatically generated under each file only by filling the visit activity records of the clients visited on the same day in one working daily report, and the visit records of new clients can also be automatically generated based on one working daily report, and the visit records can be automatically filled in under each new file. Compared with the prior art, business personnel do not need to search the files of each client one by one manually, and then fill the visit records one by one under the files of each client, so that the efficiency of filling the visit records under the follow-up files of each client is improved.
Drawings
Fig. 1 is a flow chart of a method for automatically filling a visiting record based on a working daily report according to an embodiment of the present invention.
Fig. 2 is a schematic diagram of a working day newspaper template according to an embodiment of the present invention.
Fig. 3 is a schematic structural diagram of an automatic visiting record filling device based on working daily reports according to an embodiment of the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
As shown in fig. 1, an embodiment of the present invention provides a method for automatically filling in a visit record based on a working daily report, which at least includes:
step S101, acquiring a working daily report filled in by a business person; wherein, the working daily report includes: a plurality of visit activity records; each of the call activity records comprises: visit activity type information, customer name information, and visit content information.
Step S102: extracting all the visit activity records from the working daily report, and judging the visit activity type of each visit activity record according to the visit activity type information of each visit activity record; wherein, the visit activity types include: new visitor visit and old visitor return visit.
Step S103: when the visiting activity type of the visiting activity record is the visitor return visit, generating visitor return visit according to the customer name information and the visiting content information, and filling each visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer name information in each visitor return visit record; when the visiting activity type of the visiting activity record is a new customer visit, a new customer visit record is generated according to the customer name information and the visiting content information, the customer name information in each new customer visit record is used as the customer name of a new customer follow-up file, a plurality of new customer follow-up files are generated, and then each new customer visit record is filled in the new customer follow-up file with the same customer name.
For step S101, the business personnel fills in a working daily report according to the template shown in fig. 2, and records all visiting activity records after visiting the day; uploading the filled working daily report and storing the working daily report in a database; when the automatic visiting record filling method based on the working daily reports is executed, the working daily reports filled by the staff of the service staff are obtained from a database; the user needs to fill in the visit content at least including visit time; namely, the visit content information at least comprises: visit time information; in addition, the user can fill in a specific visit address when filling in visit content, and the situation is summarized, wherein the schematic visit content can be that a visit is made to a customer in an A building when one o' clock in afternoon, the visit and the customer sign a commodity purchase contract in the visit content, the visit time is the visit time, and the visit address is the visit building; "this visit made a commodity purchase contract with the customer" is an outline of the situation. The user needs to fill in the new visitor visit or the new visitor return visit after filling in the visit activity type. Namely, the visiting activity type information includes: new visitor visits or old visitor return visits.
Step S102, performing text recognition on the acquired working daily report, and extracting visit activity type information, customer name information and visit content information of each visit activity record; then judging the visit activity type of each visit activity record according to the visit activity type information, if the visit activity type information is: and the new visitor visit is the corresponding visit activity type. If the visiting activity type information is: and the visit of the old visitor is returned, and the corresponding visit activity type is the visit of the old visitor. Preferably, in this step, it is also possible to extract: daily report filling personnel information and daily report filling date information.
For step S103, in a preferred embodiment, the generating old-customer return records according to the customer name information and the visit content information, and filling each of the old-customer return records into a pre-stored customer follow-up file with the same customer name according to the customer name information in each of the old-customer return records specifically includes:
generating a visitor return visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information; acquiring all client follow-up files corresponding to the daily report filling personnel information according to the daily report filling personnel information, and acquiring a plurality of selected client follow-up files; and filling each old customer return visit record into a selected customer follow-up file with the same customer name according to the customer name in each old customer return visit record.
Generating a new customer visit record according to the customer name information and the visit content information, using the customer name information in each new customer visit record as the customer name of a new customer follow-up file, generating a plurality of new customer follow-up files, and filling each new customer visit record into the new customer follow-up files with the same customer name, wherein the method specifically comprises the following steps of:
generating a new visitor visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information; and taking the client name information in each new client visit record as the client name of the new client follow-up file, generating a plurality of new client follow-up files, associating the plurality of new client follow-up files with the daily report filling personnel information, and filling each new client visit record into the new client follow-up files with the same client name.
Specifically, a client follow-up file of each old client is pre-stored in a database, when a visiting activity record extracted from a working daily report is an old client, daily report filling personnel information is used as return visit information of the old client return visit record, daily report filling date information is used as return visit date information of the old client return visit record, client name information is used as interviewee information of the old client return visit record, visiting time in visiting content information is used as return visit time in the old client return visit record, and then the old client return visit record is generated; after the old customer return visit record is generated, finding out all customer follow-up files under the names of business personnel filling working daily reports according to daily report filling personnel information, and then automatically filling the old customer return visit record into the customer follow-up files with the same customer names to finish updating visit records in the customer follow-up files of the old customers.
When the visiting activity record extracted from the working daily report is a new customer, daily report filling personnel information is used as visitor information of the new customer visiting record, daily report filling date information is used as visiting date information of the new customer visiting record, customer name information is used as interviewee information of the new customer visiting record, visiting time in visiting content information is used as visiting time in the new customer visiting record, and then the new customer visiting record is generated; because the new client is a new client, no pre-stored client follow-up file exists in the database, at the moment, the client name in the new client visit record is used as the client name of the new client follow-up file, the new client follow-up file is generated, the new client follow-up file is divided into corresponding business personnel names according to daily report filling personnel information, and then the new client visit record is filled in the new client follow-up file. Thus, the client follow-up file of the new client of each business person can be automatically established, and the automatic filling of the visit record of the new client is carried out.
The above operation is executed for each visit activity record in the working daily report, so that the automatic filling of the visit records in the client follow-up files of different clients is completed according to the working daily report, and the filling efficiency of filling the visit records in the client follow-up files is improved.
In a preferred embodiment, after the new guest visit record or the old guest return visit record, the method further comprises: and deleting the new visitor visit record or the old visitor return visit record when the fact that the history visit record with the completely consistent daily report filling personnel information, daily report filling date information, client name information and visit activity type information exists is judged. Specifically, when each visit record is generated according to a working daily report template (including after a new visit record or an old visit record), data verification is needed, in the specific verification process, daily report filling personnel information, daily report filling date information, client name information and visit activity type information in the newly generated visit record are compared with corresponding information in the history visit record, if four information items are completely consistent, it is indicated that an information filling error can occur in the newly generated visit record, and at the moment, the newly generated visit record is deleted. And if the four information items are not completely consistent, executing subsequent automatic filling operation of the visit record according to the generated visit record, and automatically filling the visit record into the client follow-up file.
On the basis of the method item embodiments, the invention correspondingly provides device item embodiments;
as shown in fig. 3, an embodiment of the present invention provides an automatic call record filling device based on working daily reports, including: the system comprises a working daily report acquisition module, an access type judgment module and a visit record generation module;
the working daily report acquisition module is used for acquiring working daily reports filled in by service personnel; wherein, the working daily report includes: a plurality of visit activity records; each of the call activity records comprises: visit activity type information, customer name information, and visit content information;
the visit type judging module is used for extracting all the visit activity records from the working daily report and judging the visit activity type of each visit activity record according to the visit activity type information of each visit activity record; wherein, the visit activity types include: a new visitor visit and an old visitor return visit;
the visit record generation module is used for generating a visitor return visit according to the client name information and the visit content information when the visit activity type of the visit activity record is the visitor return visit, and filling each visitor return visit record into a prestored client follow-up file with the same client name according to the client name information in each visitor return visit record; when the visiting activity type of the visiting activity record is a new visitor visit, a new visitor visit record is generated according to the customer name information and the visiting content information, the customer name information in each new visitor visit record is used as the customer name of a new customer follow-up file, a plurality of new customer follow-up files are generated, and then each new visitor visit record is filled in the new customer follow-up files with the same customer name.
The embodiment of the device item corresponds to the embodiment of the method item of the invention, and can realize the automatic filling device of the visit record based on the working daily report. Furthermore, the apparatus embodiments described above are merely illustrative, wherein the elements illustrated as separate elements may or may not be physically separate, and the elements shown as elements may or may not be physical elements, may be located in one place, or may be distributed over a plurality of network elements. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of this embodiment. In addition, in the drawings of the embodiment of the device provided by the invention, the connection relation between the modules represents that the modules have communication connection, and can be specifically implemented as one or more communication buses or signal lines. Those of ordinary skill in the art will understand and implement the present invention without undue burden.
Based on the method item embodiment, the invention correspondingly provides a storage medium item embodiment;
an embodiment of the present invention provides a storage medium, where the storage medium includes a stored computer program, and when the computer program runs, controls a device where the storage medium is located to execute the method for automatically filling a call record based on working daily reports according to any one of the embodiments of the present invention.
The storage medium is a computer storage medium, and the computer program may be stored in a computer readable storage medium, where the computer program, when executed by a processor, may implement the steps of the method embodiments described above. Wherein the computer program comprises computer program code which may be in source code form, object code form, executable file or some intermediate form etc. The computer readable medium may include: any entity or device capable of carrying the computer program code, a recording medium, a U disk, a removable hard disk, a magnetic disk, an optical disk, a computer Memory, a Read-Only Memory (ROM), a random access Memory (RAM, random Access Memory), an electrical carrier signal, a telecommunications signal, a software distribution medium, and so forth.
While the foregoing is directed to the preferred embodiments of the present invention, it will be appreciated by those skilled in the art that changes and modifications may be made without departing from the principles of the invention, such changes and modifications are also intended to be within the scope of the invention.
Claims (4)
1. The automatic visiting record filling method based on the working daily report is characterized by comprising the following steps:
acquiring a working daily report filled in by a business person; wherein, the working daily report includes: a plurality of visit activity records; each of the call activity records comprises: visit activity type information, customer name information, and visit content information;
extracting all the visit activity records from the working daily report, and judging the visit activity type of each visit activity record according to the visit activity type information of each visit activity record; wherein, the visit activity types include: a new visitor visit and an old visitor return visit;
when the visiting activity type of the visiting activity record is the visitor return visit, generating visitor return visit according to the customer name information and the visiting content information, and filling each visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer name information in each visitor return visit record; when the visiting activity type of the visiting activity record is a new customer visit, generating a new customer visit record according to the customer name information and the visiting content information, taking the customer name information in each new customer visit record as the customer name of a new customer follow-up file, generating a plurality of new customer follow-up files, and filling each new customer visit record into the new customer follow-up files with the same customer name;
extracting daily report filling personnel information and daily report filling date information from the working daily report;
generating a visitor return visit record according to the customer name information and the visit content information, and filling each visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer name information in each visitor return visit record, wherein the method specifically comprises the following steps of:
generating a visitor return visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information;
acquiring all client follow-up files corresponding to the daily report filling personnel information according to the daily report filling personnel information, and acquiring a plurality of selected client follow-up files;
filling each old customer return visit record into a selected customer follow-up file with the same customer name according to the customer name in each old customer return visit record;
generating a new customer visit record according to the customer name information and the visit content information, using the customer name information in each new customer visit record as the customer name of a new customer follow-up file, generating a plurality of new customer follow-up files, and filling each new customer visit record into the new customer follow-up files with the same customer name, wherein the method specifically comprises the following steps of:
generating a new visitor visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information;
and taking the client name information in each new client visit record as the client name of the new client follow-up file, generating a plurality of new client follow-up files, associating the plurality of new client follow-up files with the daily report filling personnel information, and filling each new client visit record into the new client follow-up files with the same client name.
2. The automated job daily report-based call record filling method as set forth in claim 1, further comprising, after the new call record or the old call record: and deleting the new visitor visit record or the old visitor return visit record when the fact that the history visit record with the completely consistent daily report filling personnel information, daily report filling date information, client name information and visit activity type information exists is judged.
3. An automatic visiting record filling device based on working daily reports is characterized by comprising: the system comprises a working daily report acquisition module, an access type judgment module and a visit record generation module;
the working daily report acquisition module is used for acquiring working daily reports filled in by service personnel; wherein, the working daily report includes: a plurality of visit activity records; each of the call activity records comprises: visit activity type information, customer name information, and visit content information;
the visit type judging module is used for extracting all the visit activity records from the working daily report and judging the visit activity type of each visit activity record according to the visit activity type information of each visit activity record; wherein, the visit activity types include: a new visitor visit and an old visitor return visit;
the visit record generation module is used for generating a visitor return visit according to the client name information and the visit content information when the visit activity type of the visit activity record is the visitor return visit, and filling each visitor return visit record into a prestored client follow-up file with the same client name according to the client name information in each visitor return visit record; when the visiting activity type of the visiting activity record is a new visitor visit, generating a new visitor visit record according to the customer name information and the visiting content information, taking the customer name information in each new visitor visit record as the customer name of a new customer follow-up file, generating a plurality of new customer follow-up files, and filling each new visitor visit record into the new customer follow-up files with the same customer name;
the visit record generation module is also used for extracting daily report filling personnel information and daily report filling date information from the working daily report;
the visit record generation module generates a visitor return visit record according to the customer name information and the visit content information, and fills each visitor return visit record into a pre-stored customer follow-up file with the same customer name according to the customer name information in each visitor return visit record, and specifically comprises the following steps:
the visit record generation module generates a visitor return visit record according to the daily report filling personnel information, the daily report filling date information, the client name information and the visit content information;
acquiring all client follow-up files corresponding to the daily report filling personnel information according to the daily report filling personnel information, and acquiring a plurality of selected client follow-up files;
filling each old customer return visit record into a selected customer follow-up file with the same customer name according to the customer name in each old customer return visit record;
the visit record generation module generates a new customer visit record according to the customer name information and the visit content information, takes the customer name information in each new customer visit record as the customer name of a new customer follow-up file, generates a plurality of new customer follow-up files, and fills each new customer visit record into the new customer follow-up files with the same customer name, and specifically comprises the following steps:
the visit record generation module generates a new visit record of a customer according to the daily report filling personnel information, the daily report filling date information, the customer name information and the visit content information;
and taking the client name information in each new client visit record as the client name of the new client follow-up file, generating a plurality of new client follow-up files, associating the plurality of new client follow-up files with the daily report filling personnel information, and filling each new client visit record into the new client follow-up files with the same client name.
4. A storage medium comprising a stored computer program, wherein the computer program, when run, controls a device in which the storage medium is located to perform the method for automatically filling out a working daily-based call record according to any one of claims 1 to 2.
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