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<!DOCTYPE html>
<html lang="en-US">
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<meta charset="utf-8">
<meta name="viewport" content="width=device-width,initial-scale=1">
<title>【通用】跟进记录、待办事项 | ruoyi-vue-pro 开发指南</title>
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<meta name="description" content="RuoYi-Vue 全新 Pro 版本，优化重构所有功能。基于 Spring Boot + MyBatis Plus + Vue & Element 实现的后台管理系统 + 微信小程序，支持 RBAC 动态权限、数据权限、SaaS 多租户、Activiti + Flowable 工作流、三方登录、支付、短信、商城等功能。">
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<div id="app" data-server-rendered="true"><div class="theme-container sidebar-open have-rightmenu"><header class="navbar blur"><div title="目录" class="sidebar-button"><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" role="img" viewBox="0 0 448 512" class="icon"><path fill="currentColor" d="M436 124H12c-6.627 0-12-5.373-12-12V80c0-6.627 5.373-12 12-12h424c6.627 0 12 5.373 12 12v32c0 6.627-5.373 12-12 12zm0 160H12c-6.627 0-12-5.373-12-12v-32c0-6.627 5.373-12 12-12h424c6.627 0 12 5.373 12 12v32c0 6.627-5.373 12-12 12zm0 160H12c-6.627 0-12-5.373-12-12v-32c0-6.627 5.373-12 12-12h424c6.627 0 12 5.373 12 12v32c0 6.627-5.373 12-12 12z"></path></svg></div> <a href="intro.html" class="home-link router-link-active"><img src="https://static.iocoder.cn/ruoyi-vue-pro-logo.png" alt="ruoyi-vue-pro 开发指南" class="logo"> <span class="site-name can-hide">ruoyi-vue-pro 开发指南（更新时间：2025-2-26）</span></a> <div class="links"><div class="search-box"><input aria-label="Search" autocomplete="off" spellcheck="false" value=""> <!----></div> <nav class="nav-links can-hide"><div class="nav-item"><div class="dropdown-wrapper"><button type="button" aria-label="开发指南" class="dropdown-title"><a href="intro.html" class="link-title">开发指南</a> <span class="title" style="display:none;">开发指南</span> <span class="arrow right"></span></button> <ul class="nav-dropdown" style="display:none;"><li class="dropdown-item"><!----> <a href="intro.html" class="nav-link">萌新必读</a></li><li class="dropdown-item"><!----> <a href="module-new.html" class="nav-link">后端手册</a></li><li class="dropdown-item"><!----> <a href="message-queue_event.html" class="nav-link">中间件手册</a></li><li class="dropdown-item"><!----> <a href="bpm-preview.html" class="nav-link">工作流手册</a></li><li class="dropdown-item"><!----> <a href="report.html" class="nav-link">大屏手册</a></li><li class="dropdown-item"><!----> <a href="pay_build.html" class="nav-link">支付手册</a></li><li class="dropdown-item"><!----> <a href="member_build.html" class="nav-link">会员手册</a></li><li class="dropdown-item"><!----> <a href="mall_build.html" class="nav-link">商城手册</a></li><li class="dropdown-item"><!----> <a href="erp_build.html" class="nav-link">ERP 手册</a></li><li class="dropdown-item"><!----> <a href="crm_build.html" class="nav-link">CRM 手册</a></li><li class="dropdown-item"><!----> <a href="ai-preview.html" class="nav-link">AI 大模型手册</a></li><li class="dropdown-item"><!----> <a href="mp_build.html" class="nav-link">公众号手册</a></li><li class="dropdown-item"><!----> <a href="sms.html" class="nav-link">系统手册</a></li><li class="dropdown-item"><!----> <a href="dev-env.html" class="nav-link">运维手册</a></li><li class="dropdown-item"><!----> <a href="vue2_dev-spec.html" class="nav-link">前端手册 Vue 2.x</a></li><li class="dropdown-item"><!----> <a href="vue3_dev-spec.html" class="nav-link">前端手册 Vue 3.x</a></li></ul></div></div><div class="nav-item"><div class="dropdown-wrapper"><button type="button" aria-label="项目实战" class="dropdown-title"><a href="bpm.html" class="link-title">项目实战</a> <span class="title" style="display:none;">项目实战</span> <span class="arrow right"></span></button> <ul class="nav-dropdown" style="display:none;"><li class="dropdown-item"><!----> <a href="bpm-preview.html" class="nav-link">工作流手册</a></li><li class="dropdown-item"><!----> <a href="report.html" class="nav-link">大屏手册</a></li><li class="dropdown-item"><!----> <a href="pay_build.html" class="nav-link">支付手册</a></li><li class="dropdown-item"><!----> <a href="member_build.html" class="nav-link">会员手册</a></li><li class="dropdown-item"><!----> <a href="mall_build.html" class="nav-link">商城手册</a></li><li class="dropdown-item"><!----> <a href="erp_build.html" class="nav-link">ERP 手册</a></li><li class="dropdown-item"><!----> <a href="crm_build.html" class="nav-link">CRM 手册</a></li><li class="dropdown-item"><!----> <a href="ai-preview.html" class="nav-link">AI 大模型手册</a></li><li class="dropdown-item"><!----> <a href="mp_build.html" class="nav-link">公众号手册</a></li><li class="dropdown-item"><!----> <a href="sms.html" class="nav-link">系统手册</a></li></ul></div></div><div class="nav-item"><a href="video.html" class="nav-link">视频教程</a></div><div class="nav-item"><div class="dropdown-wrapper"><button type="button" aria-label="在线体验" class="dropdown-title"><!----> <span class="title" style="display:;">在线体验</span> <span class="arrow right"></span></button> <ul class="nav-dropdown" style="display:none;"><li class="dropdown-item"><!----> <a href="http://dashboard-vue3.yudao.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
Vue3 + element-plus
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li><li class="dropdown-item"><!----> <a href="http://dashboard-vben.yudao.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
Vue3 + vben(ant-design-vue)
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li><li class="dropdown-item"><!----> <a href="http://dashboard.yudao.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
Vue2 + element-ui
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li></ul></div></div><div class="nav-item"><a href="https://github.com/YunaiV/yudao-cloud" target="_blank" rel="noopener noreferrer" class="nav-link external">
微服务版
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></div><div class="nav-item"><a href="https://www.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
作者博客
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></div> <a href="https://github.com/YunaiV/ruoyi-vue-pro" target="_blank" rel="noopener noreferrer" class="repo-link">
GitHub
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></nav></div></header> <div class="sidebar-mask"></div> <div class="sidebar-hover-trigger"></div> <aside class="sidebar"><!----> <nav class="nav-links"><div class="nav-item"><div class="dropdown-wrapper"><button type="button" aria-label="开发指南" class="dropdown-title"><a href="intro.html" class="link-title">开发指南</a> <span class="title" style="display:none;">开发指南</span> <span class="arrow right"></span></button> <ul class="nav-dropdown" style="display:none;"><li class="dropdown-item"><!----> <a href="intro.html" class="nav-link">萌新必读</a></li><li class="dropdown-item"><!----> <a href="module-new.html" class="nav-link">后端手册</a></li><li class="dropdown-item"><!----> <a href="message-queue_event.html" class="nav-link">中间件手册</a></li><li class="dropdown-item"><!----> <a href="bpm-preview.html" class="nav-link">工作流手册</a></li><li class="dropdown-item"><!----> <a href="report.html" class="nav-link">大屏手册</a></li><li class="dropdown-item"><!----> <a href="pay_build.html" class="nav-link">支付手册</a></li><li class="dropdown-item"><!----> <a href="member_build.html" class="nav-link">会员手册</a></li><li class="dropdown-item"><!----> <a href="mall_build.html" class="nav-link">商城手册</a></li><li class="dropdown-item"><!----> <a href="erp_build.html" class="nav-link">ERP 手册</a></li><li class="dropdown-item"><!----> <a href="crm_build.html" class="nav-link">CRM 手册</a></li><li class="dropdown-item"><!----> <a href="ai-preview.html" class="nav-link">AI 大模型手册</a></li><li class="dropdown-item"><!----> <a href="mp_build.html" class="nav-link">公众号手册</a></li><li class="dropdown-item"><!----> <a href="sms.html" class="nav-link">系统手册</a></li><li class="dropdown-item"><!----> <a href="dev-env.html" class="nav-link">运维手册</a></li><li class="dropdown-item"><!----> <a href="vue2_dev-spec.html" class="nav-link">前端手册 Vue 2.x</a></li><li class="dropdown-item"><!----> <a href="vue3_dev-spec.html" class="nav-link">前端手册 Vue 3.x</a></li></ul></div></div><div class="nav-item"><div class="dropdown-wrapper"><button type="button" aria-label="项目实战" class="dropdown-title"><a href="bpm.html" class="link-title">项目实战</a> <span class="title" style="display:none;">项目实战</span> <span class="arrow right"></span></button> <ul class="nav-dropdown" style="display:none;"><li class="dropdown-item"><!----> <a href="bpm-preview.html" class="nav-link">工作流手册</a></li><li class="dropdown-item"><!----> <a href="report.html" class="nav-link">大屏手册</a></li><li class="dropdown-item"><!----> <a href="pay_build.html" class="nav-link">支付手册</a></li><li class="dropdown-item"><!----> <a href="member_build.html" class="nav-link">会员手册</a></li><li class="dropdown-item"><!----> <a href="mall_build.html" class="nav-link">商城手册</a></li><li class="dropdown-item"><!----> <a href="erp_build.html" class="nav-link">ERP 手册</a></li><li class="dropdown-item"><!----> <a href="crm_build.html" class="nav-link">CRM 手册</a></li><li class="dropdown-item"><!----> <a href="ai-preview.html" class="nav-link">AI 大模型手册</a></li><li class="dropdown-item"><!----> <a href="mp_build.html" class="nav-link">公众号手册</a></li><li class="dropdown-item"><!----> <a href="sms.html" class="nav-link">系统手册</a></li></ul></div></div><div class="nav-item"><a href="video.html" class="nav-link">视频教程</a></div><div class="nav-item"><div class="dropdown-wrapper"><button type="button" aria-label="在线体验" class="dropdown-title"><!----> <span class="title" style="display:;">在线体验</span> <span class="arrow right"></span></button> <ul class="nav-dropdown" style="display:none;"><li class="dropdown-item"><!----> <a href="http://dashboard-vue3.yudao.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
Vue3 + element-plus
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li><li class="dropdown-item"><!----> <a href="http://dashboard-vben.yudao.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
Vue3 + vben(ant-design-vue)
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li><li class="dropdown-item"><!----> <a href="http://dashboard.yudao.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
Vue2 + element-ui
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></li></ul></div></div><div class="nav-item"><a href="https://github.com/YunaiV/yudao-cloud" target="_blank" rel="noopener noreferrer" class="nav-link external">
微服务版
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></div><div class="nav-item"><a href="https://www.iocoder.cn/" target="_blank" rel="noopener noreferrer" class="nav-link external">
作者博客
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></div> <a href="https://github.com/YunaiV/ruoyi-vue-pro" target="_blank" rel="noopener noreferrer" class="repo-link">
GitHub
<span><svg xmlns="http://www.w3.org/2000/svg" aria-hidden="true" focusable="false" x="0px" y="0px" viewBox="0 0 100 100" width="15" height="15" class="icon outbound"><path fill="currentColor" d="M18.8,85.1h56l0,0c2.2,0,4-1.8,4-4v-32h-8v28h-48v-48h28v-8h-32l0,0c-2.2,0-4,1.8-4,4v56C14.8,83.3,16.6,85.1,18.8,85.1z"></path> <polygon fill="currentColor" points="45.7,48.7 51.3,54.3 77.2,28.5 77.2,37.2 85.2,37.2 85.2,14.9 62.8,14.9 62.8,22.9 71.5,22.9"></polygon></svg> <span class="sr-only">(opens new window)</span></span></a></nav> <ul class="sidebar-links"><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><span>萌新必读</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><a href="intro.html" class="sidebar-link">简介</a></li><li><a href="qun.html" class="sidebar-link">交流群</a></li><li><a href="video.html" class="sidebar-link">视频教程</a></li><li><a href="feature.html" class="sidebar-link">功能列表</a></li><li><a href="quick-start.html" 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href="mp_statistics.html" class="sidebar-link">公众号统计</a></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><span>系统手册</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><a href="sms.html" class="sidebar-link">短信配置</a></li><li><a href="mail.html" class="sidebar-link">邮件配置</a></li><li><a href="notify.html" class="sidebar-link">站内信配置</a></li><li><a href="desensitize.html" class="sidebar-link">数据脱敏、字段权限</a></li><li><a href="sensitive-word.html" class="sidebar-link">敏感词</a></li><li><a href="area-and-ip.html" class="sidebar-link">地区 & IP 库</a></li></ul></section></li><li><section class="sidebar-group depth-0"><p class="sidebar-heading"><span>运维手册</span> <!----></p> <ul class="sidebar-links sidebar-group-items"><li><a href="dev-env.html" class="sidebar-link">开发环境</a></li><li><a href="deployment-linux.html" class="sidebar-link">Linux 部署</a></li><li><a href="deployment-docker.html" class="sidebar-link">Docker 部署</a></li><li><a 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data-v-06225672><span data-v-06225672>开发指南</span></li><li data-v-06225672><span data-v-06225672>CRM手册</span></li></ul> <div class="info" data-v-06225672><div title="作者" class="author iconfont icon-touxiang" data-v-06225672><a href="https://www.iocoder.cn" target="_blank" title="作者" class="beLink" data-v-06225672>芋道源码</a></div> <div title="创建时间" class="date iconfont icon-riqi" data-v-06225672><a href="javascript:;" data-v-06225672>2024-02-23</a></div> <!----></div></div></div> <!----> <div class="content-wrapper"><div class="right-menu-wrapper"><div class="right-menu-margin"><div class="right-menu-title">目录</div> <div class="right-menu-content"></div></div></div> <h1><img src="data:image/png;base64,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">【通用】跟进记录、待办事项<!----></h1> <div class="theme-vdoing-content content__default"><p>跟进记录，由 <code>yudao-module-crm-biz</code> 后端模块的 <code>followup</code> 包实现，支持线索、客户、联系人、商机、合同等对象的跟进记录。</p> <h2 id="_1-表结构"><a href="#_1-表结构" class="header-anchor">#</a> 1. 表结构</h2> <blockquote><p>省略 creator/create_time/updater/update_time/deleted/tenant_id 等通用字段</p></blockquote> <div class="language-SQL extra-class"><pre class="language-sql"><code><span class="token keyword">CREATE</span> <span class="token keyword">TABLE</span> <span class="token identifier"><span class="token punctuation">`</span>crm_follow_up_record<span class="token punctuation">`</span></span> <span class="token punctuation">(</span>
<span class="token identifier"><span class="token punctuation">`</span>id<span class="token punctuation">`</span></span> <span class="token keyword">bigint</span> <span class="token operator">NOT</span> <span class="token boolean">NULL</span> <span class="token keyword">AUTO_INCREMENT</span> <span class="token keyword">COMMENT</span> <span class="token string">'编号'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>biz_type<span class="token punctuation">`</span></span> <span class="token keyword">int</span> <span class="token keyword">DEFAULT</span> <span class="token boolean">NULL</span> <span class="token keyword">COMMENT</span> <span class="token string">'数据类型'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>biz_id<span class="token punctuation">`</span></span> <span class="token keyword">bigint</span> <span class="token keyword">DEFAULT</span> <span class="token boolean">NULL</span> <span class="token keyword">COMMENT</span> <span class="token string">'数据编号'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>next_time<span class="token punctuation">`</span></span> <span class="token keyword">datetime</span> <span class="token keyword">DEFAULT</span> <span class="token boolean">NULL</span> <span class="token keyword">COMMENT</span> <span class="token string">'下次联系时间'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>type<span class="token punctuation">`</span></span> <span class="token keyword">int</span> <span class="token keyword">DEFAULT</span> <span class="token boolean">NULL</span> <span class="token keyword">COMMENT</span> <span class="token string">'跟进类型'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>content<span class="token punctuation">`</span></span> <span class="token keyword">varchar</span><span class="token punctuation">(</span><span class="token number">512</span><span class="token punctuation">)</span> <span class="token keyword">CHARACTER</span> <span class="token keyword">SET</span> utf8mb4 <span class="token keyword">COLLATE</span> utf8mb4_unicode_ci <span class="token keyword">DEFAULT</span> <span class="token string">''</span> <span class="token keyword">COMMENT</span> <span class="token string">'跟进内容'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>pic_urls<span class="token punctuation">`</span></span> <span class="token keyword">varchar</span><span class="token punctuation">(</span><span class="token number">1024</span><span class="token punctuation">)</span> <span class="token keyword">COLLATE</span> utf8mb4_unicode_ci <span class="token keyword">DEFAULT</span> <span class="token boolean">NULL</span> <span class="token keyword">COMMENT</span> <span class="token string">'图片'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>file_urls<span class="token punctuation">`</span></span> <span class="token keyword">varchar</span><span class="token punctuation">(</span><span class="token number">1024</span><span class="token punctuation">)</span> <span class="token keyword">COLLATE</span> utf8mb4_unicode_ci <span class="token keyword">DEFAULT</span> <span class="token boolean">NULL</span> <span class="token keyword">COMMENT</span> <span class="token string">'附件'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>business_ids<span class="token punctuation">`</span></span> <span class="token keyword">varchar</span><span class="token punctuation">(</span><span class="token number">255</span><span class="token punctuation">)</span> <span class="token keyword">CHARACTER</span> <span class="token keyword">SET</span> utf8mb4 <span class="token keyword">COLLATE</span> utf8mb4_unicode_ci <span class="token keyword">DEFAULT</span> <span class="token string">''</span> <span class="token keyword">COMMENT</span> <span class="token string">'关联的商机编号数组'</span><span class="token punctuation">,</span>
<span class="token identifier"><span class="token punctuation">`</span>contact_ids<span class="token punctuation">`</span></span> <span class="token keyword">varchar</span><span class="token punctuation">(</span><span class="token number">255</span><span class="token punctuation">)</span> <span class="token keyword">CHARACTER</span> <span class="token keyword">SET</span> utf8mb4 <span class="token keyword">COLLATE</span> utf8mb4_unicode_ci <span class="token keyword">DEFAULT</span> <span class="token string">''</span> <span class="token keyword">COMMENT</span> <span class="token string">'关联的联系人编号数组'</span><span class="token punctuation">,</span>
<span class="token keyword">PRIMARY</span> <span class="token keyword">KEY</span> <span class="token punctuation">(</span><span class="token identifier"><span class="token punctuation">`</span>id<span class="token punctuation">`</span></span><span class="token punctuation">)</span> <span class="token keyword">USING</span> <span class="token keyword">BTREE</span>
<span class="token punctuation">)</span> <span class="token keyword">ENGINE</span><span class="token operator">=</span><span class="token keyword">InnoDB</span> <span class="token keyword">AUTO_INCREMENT</span><span class="token operator">=</span><span class="token number">33</span> <span class="token keyword">DEFAULT</span> <span class="token keyword">CHARSET</span><span class="token operator">=</span>utf8mb4 <span class="token keyword">COLLATE</span><span class="token operator">=</span>utf8mb4_unicode_ci ROW_FORMAT<span class="token operator">=</span>DYNAMIC <span class="token keyword">COMMENT</span><span class="token operator">=</span><span class="token string">'CRM 跟进记录'</span><span class="token punctuation">;</span>
</code></pre></div><p>① <code>biz_type</code>、<code>biz_id</code> 字段：关联被跟进的对象，其中 <code>biz_type</code> 由 CrmBizTypeEnum 枚举，包括线索、客户、联系人、商机、合同等等。</p> <p>② 从 <code>type</code> 到 <code>file_urls</code> 字段：跟进记录的基本信息，包括跟进类型、跟进内容、下次联系时间、图片、附件等等。比较重要的是 <code>next_time</code> 字段，用于提醒用户下次联系时间。</p> <p>③ <code>business_ids</code>、<code>contact_ids</code> 字段：关联的商机编号数组、关联的联系人编号数组。例如说，某个跟进记录关联了 3 个商机、2 个联系人。</p> <h2 id="_2-管理后台"><a href="#_2-管理后台" class="header-anchor">#</a> 2. 管理后台</h2> <p>在每个数据的详情界面，有一个 [跟进记录] 的功能，可以查看、新增、删除跟进记录。如下图所示：</p> <p><img src="https://doc.iocoder.cn/img/CRM%E6%89%8B%E5%86%8C/%E8%B7%9F%E8%BF%9B%E8%AE%B0%E5%BD%95/%E8%B7%9F%E8%BF%9B%E8%AE%B0%E5%BD%95.png" alt="跟进记录（界面）"></p> <p>① 点击【写跟进】按钮，会弹出一个对话框，可以填写跟进记录的基本信息。如下图所示：</p> <p><img src="https://doc.iocoder.cn/img/CRM%E6%89%8B%E5%86%8C/%E8%B7%9F%E8%BF%9B%E8%AE%B0%E5%BD%95/%E5%86%99%E8%B7%9F%E8%BF%9B.png" alt="写跟进（界面）"></p> <p>② 确认后，会新增一条跟进记录。另外，在这个过程中，会更新对应对象的 <code>next_time</code> 字段，用于提醒用户下次联系时间。如下图所示：</p> <p><img src="https://doc.iocoder.cn/img/CRM%E6%89%8B%E5%86%8C/%E8%B7%9F%E8%BF%9B%E8%AE%B0%E5%BD%95/%E5%86%99%E8%B7%9F%E8%BF%9B-%E5%90%8E%E7%AB%AF.png" alt="写跟进（代码）"></p> <p>也就是说，<code>crm_follow_up_record</code> 用于记录每一次跟进，<code>biz_type</code> + <code>biz_id</code> 对应的对象（客户、商机、联系人等等）自己也会记录最后一次的跟进信息。</p> <h2 id="_2-待办事项"><a href="#_2-待办事项" class="header-anchor">#</a> 2. 待办事项</h2> <p>对应 [CRM 系统 -> 待办事项] 菜单，对应 <code>yudao-ui-admin-vue3</code> 项目的 <code>@/views/crm/backlog</code> 目录。如下图所示：</p> <p><img src="https://doc.iocoder.cn/img/CRM%E6%89%8B%E5%86%8C/%E8%B7%9F%E8%BF%9B%E8%AE%B0%E5%BD%95/%E5%BE%85%E5%8A%9E%E4%BA%8B%E9%A1%B9.png" alt="待办事项"></p> <p>它目前没有单独的表存储，或者专属的后端模块，而是通过每个对象的 Controller 实现的。比如说，客户的待办事项是通过 CrmCustomerController 实现的。如下图所示：</p> <p><img src="https://doc.iocoder.cn/img/CRM%E6%89%8B%E5%86%8C/%E8%B7%9F%E8%BF%9B%E8%AE%B0%E5%BD%95/%E5%BE%85%E5%8A%9E%E4%BA%8B%E9%A1%B9-%E5%90%8E%E7%AB%AF.png" alt="待办事项（代码）"></p></div></div> <div class="page-slot page-slot-bottom">
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