Application Questions and Answers «»
2014792708 - Improved hiding of zero lines in the report “History of accrual of bonuses to clients”
In the report “History of accrual of bonuses to clients”, the setting “Do not display clients with zero bonus balances for the period” has been imp...
2014793179 - Improvement of the action of copying product fields to process product fields
The ability to copy a field/additional field of a product of a process to another field/additional field of a product and vice versa has been impro...
2014794278 - Improvement of the setting in the action "Add products to the process based on the processes of the client in the given business process"
In the BP action "Add products to the process based on the processes of the client in the specified business process", the checkbox "...
2014794436 - Improve the display of processes in the LC
It became possible to make sure that the processes of the company, in the LC, could be seen by all its employees. Improved for this: - the action &...
2014792484 - Improvement of the report “Number of hours worked”
A checkmark has been added to the “Number of hours worked” report: “Show information regarding the work schedule”. If it is enabled, the system che...
2014777401 - Completion of the automatic action “Collect information about processes”
Improved automatic action once per hour “Collect information about processes”, which creates a process in the selected status. Once created, the ac...
2014791853 - Refinement of the Client Address field
In the Address field of the contact card, you can specify the region and city separately (this was the case before). A setting has been improved th...
2014797683 - Improvement of the action “Send a request via api”
In the automation action of the contact card “Send a request via api”, the field “client address” has been added.
2014788115 - Improved display of tasks in the personal account for a holding company
In the business process type settings, the setting has been improved: “Show processes of employees of companies where the current company is a hold...
2014786340 - Improved action "Extract additional process fields data from email attachment files"
A selection of fields has been added to the “process fields” setting of the automatic action once per hour "Extract data from additional proce...
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