List of related questions and answers «Workflows»
Improvements into action Turn a call into a process
http://crm.mebelok.com/ Automatic action once per minute "Turn a call into a process" We need to improve it: 1. Do not create a process i...
Set up BOX to show that the action did not work and the PSU is stuck at some of the stages.
How to see that the action did not work, that the BP is stuck at some of the stages? Can BOX report this? If so, what are the implementation option...
Action: Change stage if payment received
http://crm.loader.com.ua/admin/shop/workflowstatus/154/action/new/ - action set More than 30 minutes have passed, but there is no transfer to the ...
When switching to a stage, the action "Fill in an additional field of the process or client based on the lookup" does not work
When switching to a stage, the action "Fill in an additional field of the process or client based on the lookup" does not work Product ID...
Search for processes is not displayed
The search for business processes has stopped working. Nothing has changed, previously for the selected add. fields could filter out the BP. And ch...
Sending SMS at the stage of the business process
For SMS sending, we have Turbosms connected. Mailing setup (connecting the plan and placing templates) was carried out by Onebox employees. At the ...
Dorobka for the event "Start the business process of goods"
Estimate, be kind, the box for the "Start the business process of goods", so in the minds of you can select the fields for the product p...
OneBox hangs when selecting a value in the add. process product field
There is already a problem, but accidentally answered it as solved. It is very inconvenient to work with constant freezes. https://crm-onebox.com/r...
Question about changing the responsible
I did not find any checkbox option in the action "Change business process and stage depending on field values", which would compare these...
Onebox stuck
Half of the processes do not work. Since yesterday I've been trying to get in touch with those. department to resolve the issue, so far without...
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