Set payment client based on process binding when adding and editing payment
2024-10-18 11:37:49
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Good afternoon
We create a payment, specify the process, click save, but it still requires filling in the client field, although this automation should pull the client from the process
Can you fix it?
crm https://ukroptmarket.1box.link/desktop/
https://prnt.sc/ek2GM-ZeLqO6
https://prnt.sc/Klkj9ID_hnmA
Original question is available on version: ru
We create a payment, specify the process, click save, but it still requires filling in the client field, although this automation should pull the client from the process
Can you fix it?
crm https://ukroptmarket.1box.link/desktop/
https://prnt.sc/ek2GM-ZeLqO6
https://prnt.sc/Klkj9ID_hnmA
Answers:
Good afternoon.
Automations are triggered AFTER the fact of adding a payment. That is, you can change the client with them, but not set it from scratch.
Automations are triggered AFTER the fact of adding a payment. That is, you can change the client with them, but not set it from scratch.
18.10.2024, 11:39
Original comment available on version: ru
Good afternoon.
It seems that a general setting has already been implemented for your project to indicate the client based on the process and technical support has verified that it works.
Please clarify whether the problem is still relevant?
It seems that a general setting has already been implemented for your project to indicate the client based on the process and technical support has verified that it works.
Please clarify whether the problem is still relevant?
21.10.2024, 09:39
Original comment available on version: ru
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