not all payments are pulled into the system from PrivatBank
Good afternoon! Some payments are not pulled into the system from the Privatbank client
Original question is available on version: ru
Answers:
in the action there is a checkbox "If the client is not found, create it according to the data from the payment"
specify it, apparently there are no clients for "some" payments in the system - and a payment without a client cannot be created
specify it, apparently there are no clients for "some" payments in the system - and a payment without a client cannot be created
13.01.2021, 17:10
Original comment available on version: ru
I have a lot of payments that do not match the names of counterparties, but the system somehow selectively delays them
14.01.2021, 10:25
Original comment available on version: ru
Ostrovskaya Valeria Grigorivna wrote:
I have a lot of payments that do not match the names of counterparties, but the system somehow selectively delays them
The system tightens them according to the action settings - there is a choice of options for how to search for a contact, whether to create if it is not there, etc.
Often, clients set up a search for an additional field with a TIN, where, when created, it is recorded if any.
15.01.2021, 16:20
Original comment available on version: ru
It has become more frequent for me lately, today the payment of taxes did not come. Can you show me the path to this setting? and what needs to be done so that all payments come in without any conditions?
15.01.2021, 19:49
Original comment available on version: ru
To get started, put in the import actions https://laminat1.crm-onebox.com/admin/auto/action/minute/edit/ - checkboxes "If the client is not found, create it according to the data from the payment"
18.01.2021, 10:27
Original comment available on version: ru
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