Application Questions and Answers «»
Improved action “Change task name”
Added variable [name] to form the name of the task in the action “Change task name”
2013687704 - Improved the condition for setting the date “When is the start?”
Improved so that employees cannot specify a task start date that is less than the current one
Added process field “Legal details of the client”
Added the ability to display the “Client legal details” field in the process interface. If the client has several legal details, it allows you to s...
Added action “Prohibit switching stage if product is out of stock or product supplier is not selected”
Added a new action “Forbid switching the stage if the product is not in stock or the supplier of the product is not selected” The action prohibits ...
Added action “Generate expected payments based on order products”
Added new action “Generate pending payments based on order products” The action looks at the number of products in the order, the fields of the pro...
Import products
Added "Import Excel" button on the products list page, which allows you to upload new products to the system via an Excel file
Added action “Send notification by SMS N days before the date of receipt of the expected payment”
Added a new automatic action once per hour “Send notification by SMS N days before the date of receipt of the expected payment” Implemented the abi...
Improved the functionality of the action “Change responsible”
For the “Change Owner” action, the ability to change the owner to the author of the topmost parent task has been added. Works like this: Set respon...
Improved the functionality of the action “Account bonuses”
For the action “Account bonuses”, the ability to specify products, in the presence of which bonuses will be accrued in the order, has been added. I...
Improved the functionality of the action “Account bonuses”
For the action “Account bonuses”, the ability to take the amount of accrued bonuses from the additional field of the order has been added.
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