1. Suggest, be kind, why in "Pidsumkov part of the project"
https://prnt.sc/yp3z8b
Written: "Customer Obligations (BALANCE)"? - why is there "BALANCE"?
2. What is the new "Customer Contact Obligations" field? - є documentation?
3. Why is it necessary to register in the "order by list" ordering: https://prnt.sc/yp3z8b and ordering from the client in the card?
https://zhiraf.crm-onebox.com/admin/customorder/order/8265/edit/
Korets Valentin wrote: 1. Suggest, be kind, why in "Pidsumkov part of the project" https://prnt.sc/yp3z8b Written: "Customer Obligations (BALANCE)"? - why is there "BALANCE"?
Because it is the balance of the client's obligations in the process. It is formed on the basis of registered process obligations, payments and warehouse operations.
Korets Valentin wrote: 2. What is the new "Customer Contact Obligations" field? - є documentation?
No, there is no documentation. For this is an additional process field that you yourself brought to the totals (see interface settings)
Korets Valentin wrote: 3. Why is it necessary to register in the "order by list" ordering: https://prnt.sc/yp3z8b and ordering from the client in the card?
I don't see the connection between the additional field and the client's obligations in the contact card
[quote]
Korets Valentin wrote:
1. Suggest, be kind, why in "Pidsumkov part of the project"
https://prnt.sc/yp3z8b
Written: "Customer Obligations (BALANCE)"? - why is there "BALANCE"?
[/quote]
Because it is the balance of the client's obligations in the process. It is formed on the basis of registered process obligations, payments and warehouse operations.
[quote]
Korets Valentin wrote:
2. What is the new "Customer Contact Obligations" field? - є documentation?
[/quote]
No, there is no documentation. For this is an additional process field that you yourself brought to the totals (see interface settings)
[quote]
Korets Valentin wrote:
3. Why is it necessary to register in the "order by list" ordering: https://prnt.sc/yp3z8b and ordering from the client in the card?
[/quote]
I don't see the connection between the additional field and the client's obligations in the contact card
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
Donate
You don't have enough funds in your account Top up