Find a process with the same stage by customer
https://rozpakui.crm-onebox.com/
There is a client Ivanov
It has the first process in the status "XXX"
I create a second process in status "XXX"
I need the system to close the second process in this status, leave a comment, and the first process in this status remains.
There is an action Find the client process and move to the selected status
But it seems, as I suppose, does not take into account the first or second process, but somehow, according to its logic, chooses which one to close and which one to leave.
Please tell me how to set up what I need
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
There is a client Ivanov
It has the first process in the status "XXX"
I create a second process in status "XXX"
I need the system to close the second process in this status, leave a comment, and the first process in this status remains.
There is an action Find the client process and move to the selected status
But it seems, as I suppose, does not take into account the first or second process, but somehow, according to its logic, chooses which one to close and which one to leave.
Please tell me how to set up what I need
Answers:
Good afternoon, do you need to consider situations with only two processes or close all processes except for a certain one?
05.08.2021, 11:32
Original comment available on version: ru
Zamogilny Dmitry
OneBox production wrote:
Good afternoon, do you need to consider situations with only two processes or close all processes except for a certain one?
It is necessary to take into account the status and the client, leave only the process with the specified status that previously switched to this status, and others that are in this status should switch to another status and leave a comment in them. Maybe not only 2 processes, maybe more.
05.08.2021, 11:33
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
you can add a setting to this action
Skip the specified process (options - First transferred to status / Last transferred to status)
1 hour
Skip the specified process (options - First transferred to status / Last transferred to status)
1 hour
05.08.2021, 13:48
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
