Copying the name of the company or holding company
There is an action Copy process fields https://prnt.sc/vhkq4w
You can add a selection of the process client company name field if the client of the request is an employee of the company
Or if the client of the process is a company and it has a holding company.
Example 1
Process client Ivanov I.I.
Ivanov I.I. is an employee of LLC "IVAN"
You need to copy the name of the company TOV "IVAN"
Example 2
Process client company TOV "IVAN"
TOV "IVAN" is a subsidiary of the holding company TOV "IVANHolding"
You need to copy the name of the holding company LLC "IVANHolding"
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
You can add a selection of the process client company name field if the client of the request is an employee of the company
Or if the client of the process is a company and it has a holding company.
Example 1
Process client Ivanov I.I.
Ivanov I.I. is an employee of LLC "IVAN"
You need to copy the name of the company TOV "IVAN"
Example 2
Process client company TOV "IVAN"
TOV "IVAN" is a subsidiary of the holding company TOV "IVANHolding"
You need to copy the name of the holding company LLC "IVANHolding"
Answers:
Can be done in 1 hour. In the finalization, indicate just what to do if there is no company and no holding company. Copy void?
13.11.2020, 13:46
Original comment available on version: ru
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