diff --git a/frontend/src/views/desktop/KeyVisits.vue b/frontend/src/views/desktop/KeyVisits.vue
index 16690f9..6434e3d 100644
--- a/frontend/src/views/desktop/KeyVisits.vue
+++ b/frontend/src/views/desktop/KeyVisits.vue
@@ -136,7 +136,7 @@ async function loadItems() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: auth.userId || '' }
+  form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
   plannedVisitors.value = []
   dialogVisible.value = true
 }
diff --git a/frontend/src/views/desktop/ManagerWorkspace.vue b/frontend/src/views/desktop/ManagerWorkspace.vue
index b3c776e..06d4bef 100644
--- a/frontend/src/views/desktop/ManagerWorkspace.vue
+++ b/frontend/src/views/desktop/ManagerWorkspace.vue
@@ -123,11 +123,11 @@ async function loadAll() {
 function openCreate(type: string) {
   dialogMode.value = 'create'; dialogType.value = type
   dialogTimeRange.value = null
-  if (type === 'visit') form.value = { customer_id: '', visit_date: todayStr(), visit_method: '上门', time_range: '', visitor_name: '', visitor_phone: '', communication_content: '', customer_demand: '', companions: [], companion_names: [], manager_id: auth.userId || '' }
-  else if (type === 'note') form.value = { note_date: todayStr(), category: '其他', content: '', time_range: '', manager_id: auth.userId || '' }
-  else if (type === 'plan') form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: auth.userId || '' }
-  else if (type === 'mini') form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: auth.userId || '' }
-  else if (type === 'key') { form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: auth.userId || '' }; plannedVisitors.value = [] }
+  if (type === 'visit') form.value = { customer_id: '', visit_date: todayStr(), visit_method: '上门', time_range: '', visitor_name: '', visitor_phone: '', communication_content: '', customer_demand: '', companions: [], companion_names: [], manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'note') form.value = { note_date: todayStr(), category: '其他', content: '', time_range: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'plan') form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'mini') form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'key') { form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }; plannedVisitors.value = [] }
   dialogVisible.value = true
 }
 
diff --git a/frontend/src/views/desktop/MiniBusiness.vue b/frontend/src/views/desktop/MiniBusiness.vue
index af70bff..8a7c0bd 100644
--- a/frontend/src/views/desktop/MiniBusiness.vue
+++ b/frontend/src/views/desktop/MiniBusiness.vue
@@ -128,7 +128,7 @@ async function loadItems() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: auth.userId || '' }
+  form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
   dialogVisible.value = true
 }
 
diff --git a/frontend/src/views/desktop/WorkPlans.vue b/frontend/src/views/desktop/WorkPlans.vue
index 58e6f07..da19bc1 100644
--- a/frontend/src/views/desktop/WorkPlans.vue
+++ b/frontend/src/views/desktop/WorkPlans.vue
@@ -115,7 +115,7 @@ async function loadPlans() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: auth.userId || '' }
+  form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
   dialogVisible.value = true
 }