PowerSource / CRM

CRM Verification Dashboard

CRM 資料核對儀表板 — import review, tax ID cleanup, and store contact coverage.

Companies

52

Stores

54

Contacts

53

Tax ID review items

3

Stores missing order contact

3

Data quality review items

9

Showing 6 review queue items and 3 stores

Tax ID Review

統編核對清單

CP001no_tax_id

光明分子總公司

Tax ID: 未填 / missing

Ask Julie to confirm whether tax ID is required.

CP008manual_review

光明分子國際(股)有限公司竹北分公司

Tax ID: 未填 / missing

Manual review before marking verified.

CP031not_found

尼普頓企業社

Tax ID: 未填 / missing

Ask Julie to verify tax ID.

Data Quality Review

店舖 / 聯絡人補資料清單

SH0014missing_order_contact

法蘭克眼鏡

Store has no order contact.

Ask Rebecca to add order contact.

SH0014missing_delivery_contact

法蘭克眼鏡

Store has no delivery contact.

Ask Rebecca to add delivery contact.

SH0036missing_order_contact

靖美眼鏡 UNUS eyewear

Store has no order contact.

Ask Rebecca to add order contact.

Store Contact Coverage

Rebecca / account manager cleanup view

SH0014

法蘭克眼鏡

No linked company

Primary

Order

Delivery

missing_order_contactmissing_delivery_contact
SH0036

靖美眼鏡 UNUS eyewear

No linked company

Primary

Order

Delivery

missing_order_contactmissing_delivery_contact
SH0053

伊樂沛眼鏡

No linked company

Primary

Order

Delivery

missing_order_contactmissing_delivery_contact