List of related questions and answers «Workflows»
help to understand which action closes the process
Order example https://crm-77.com/admin/customorder/order/1654/edit/ At this stage, "Ready to send" was switched manually Does not transfe...
began to blunt crm, all tasks open for a long time, are saved
From 09/01/2021, CRM began to terribly blunt in all browsers on Windows and mobile phones, it takes a long time to open, all tasks are saved from 7...
When sending a letter, the document is not substituted
There is a process https://crm.mebelok.com/admin/customorder/order/2066420/edit/ It contains an action that automatically generates a document temp...
SMS send action setting
I have configured an action to send SMS, how to correct its work. Now it sends SMS to the client after switching to Order Delivered status. those....
2 answer
01.09.2021, 13:51
We have an action "Add products from one process to another". You need to use it to pull products from another client process, for this w...
For some reason, the process goes to an unnecessary stage
Good afternoon! I got a weird bug. There is a "Sent IR (Archive Stage)" stage, which I recently stopped using (all actions are disabled i...
The action of copying process product field values does not work
There is a process https://nudefood.crm-onebox.com/admin/customorder/dostavka/783025/edit/ Is there a procedure https://nudefood.crm-onebox.com/adm...
When you click on the cart in the Search for a product block, adding the product to the order occurs only on the second attempt
Good afternoon! We have a problem with the Search for a product in the order block, when you click on the basket to add a product to the order, the...
Mass change of prices in the order.
Good afternoon! Such situation. I fill in the box with an order through Excel for 50 positions. There are 5 price levels, and let's say the cli...
Incorrectly writes off bonuses
In the process https://ckbox.online/admin/customorder/kpi-i-oklad/41842/edit/, when you go to the "Make tax write-offs" stage, the system...
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