A note in a business process does not work correctly.
Good afternoon.
Perhaps I'm wrong, but there is a strong confidence that the "note" in the business process does not work correctly. The fact is that within one client, a note in a business process is duplicated in all client processes.
Correct, please. Logically - each note should be tied to a specific process, and not duplicated for all client processes.
Original question is available on version: ru
Perhaps I'm wrong, but there is a strong confidence that the "note" in the business process does not work correctly. The fact is that within one client, a note in a business process is duplicated in all client processes.
Correct, please. Logically - each note should be tied to a specific process, and not duplicated for all client processes.
Answers:
Olmonic
Olmonic
Olmonic
Інтегратор OneBox
Personal license
Leave a message in this thread and the user's contacts will be shown to you
Nicholas wrote:
Good afternoon.
Perhaps I'm wrong, but there is a strong confidence that the "note" in the business process does not work correctly. The fact is that within one client, a note in a business process is duplicated in all client processes.
Correct, please. Logically - each note should be tied to a specific process, and not duplicated for all client processes.
The block in the Note interface is a contact note, not a process note.
In the process, you can use Description, Title
It is also possible to use additional fields with the field type String
14.11.2022, 15:57
Інтегратор CRM+ERP. Компания Olmonic
Original comment available on version: ru
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
Log in and comment
Copyright © OneBox 2024
