Evaluate refinement in contact process

1. in the block there is a setting "Selecting contacts only from the enterprise tree" with a similar logic of work - won't it suit you? 2. add a multi-list selection of contact groups that are filtered when searching among existing contacts - finalization 2 hours

[quote] Tyndyk Maxim Vadimovich OneBox production wrote: in the block there is a setting "Select contacts only from the enterprise tree" with a similar logic of work - won't it suit you? [/quote] this checkbox only displays contacts from the client of the process up in the structure, that is, if I have a daughter of the second level of the company as the contact of the process, then I will no longer see the third fourth level down, but I need to see everything as there are large structures

thanks, let's talk

Due to the fact that the number of open topics was limited, and we will most likely confirm this task on Monday, while I close it and have to restart a new task

Good afternoon. We launch revision [quote] Tyndyk Maxim Vadimovich OneBox production wrote: 2. add a multi-list selection of contact groups that are filtered when searching among existing contacts - finalization 2 hours [/quote] this and [quote] Tyndyk Maxim Vadimovich OneBox production wrote: Shatokhina Irina wrote: this checkbox only displays contacts from the client of the process up in the structure, that is, if I have a daughter of the second level of the company as the contact of the process, then I will no longer see the third fourth level down, but I need to see everything as there are large structures well, then you can set up to see the entire holding tree as in the block you specified - it will take 1 hour [/quote] and this Total 3 hours project https://crm.hlr.ua/ on account of paid hours

Maxim, a small clarification, the above two filters should work simultaneously, if it is selected to display only the "Holding Enterprise" group, and at the same time it is selected to display the entire client's holding tree, then as a result we will see only companies from the client's holding tree with the Holding Enterprise group Thanks

Good afternoon. Settings: Selecting contacts only from the enterprise tree across the entire enterprise tree When searching, show only contacts of selected groups

It works, thanks, the task can be closed