Application Questions and Answers «CRM»
Tabs are not displayed in the business processes of employees
Hello! Tabs are not displayed in the business process https://zhiraf.crm-onebox.com/admin/customorder/order/8534/edit/ for employees. When you open...
2015746010 - Improved the functionality of the action "Add products to the process based on the processes of the client in the specified business process"
For the BP action "Add products to a process based on customer processes in a given business process", the following settings have been a...
Business process selection
We propose to slightly change the interface for selecting business processes. Now it happens with us that employees can create the "wrong"...
errors in processing the stages of the business process.
- action Switch stage on stage expiration did not work. - skipped status of sending new mail specified in the Business process step "Expect o...
Action Submit business process to API
Good afternoon. Tell me, according to the action Pass the business process to the API when setting the sending interval every 15 minutes, how long ...
fix action work
here is such a json loaded by the action "Integration of business processes XML (Import)" here are the settings for this action as I un...
How to hide from users in filters and in the bulk action panel business processes that employees do not need?
I hide management and viewing access to business processes in orders for the user Olga Lyashko, but all the same, in the filters, these statuses ar...
finalize the action
it is necessary to refine the action "Integration of business processes XML (Import)" in such a way that it is possible to load data that...
Hidden business processes
hid the business process (deprecated process checkbox). processes have disappeared, but how to see all hidden ones or restore hidden ones? https://...
A process is not attached to a task/process
There is an actual payment, when you enter it and try to link to which Order this payment belongs - the system freezes. In the order to the supplie...
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