When trying to create a TTN NP, the contact person field is not saved
Vinikla is a problem with the creation of TTN NP (however, I do it manually through automation). Box https://nosorog.crm-onebox.com/.
On the site of the online store it is possible to make a purchase in one click, when you enter only your name and phone number.
In the SRM, in the prayer, the foot is passed on the butt:
Im'ya - Petro
Surname - default
...
Addresses - Ukraine, default 00000 default.
In theory, the manager changed the bi-contact data (from default to the real value) and during the transition to the next stage, TTNka was created.
However, the pardon was blamed - the recipient was not found (Screenshot). Imovirno through those that the NP does not accept the Latin alphabet. We change the contact details of the client - the pardon is terminated.
Less than that, we hover over the client's name with the cursor and use the same default (On the screenshot).
To create a TTN, you have to create a contact person manually.
Perhaps you have a solution to your problem?
[file]1
Original question is available on version: ru
On the site of the online store it is possible to make a purchase in one click, when you enter only your name and phone number.
In the SRM, in the prayer, the foot is passed on the butt:
Im'ya - Petro
Surname - default
...
Addresses - Ukraine, default 00000 default.
In theory, the manager changed the bi-contact data (from default to the real value) and during the transition to the next stage, TTNka was created.
However, the pardon was blamed - the recipient was not found (Screenshot). Imovirno through those that the NP does not accept the Latin alphabet. We change the contact details of the client - the pardon is terminated.
Less than that, we hover over the client's name with the cursor and use the same default (On the screenshot).
To create a TTN, you have to create a contact person manually.
Perhaps you have a solution to your problem?
[file]1
Answers:
so, that's the problem.
in fact, NP does not allow TTN to be created without watering Name Prіzvische and telephone, then the stench can be tied up by a bandage.
1) I recommend that when buying in 1 click, you can show and tell
2) in the closed view, the client field is not directly linked to the client card, so open the card, change the data there, then delete the client to the process and add it again (otherwise, change the client from the add-on field to the procedure)
in fact, NP does not allow TTN to be created without watering Name Prіzvische and telephone, then the stench can be tied up by a bandage.
1) I recommend that when buying in 1 click, you can show and tell
2) in the closed view, the client field is not directly linked to the client card, so open the card, change the data there, then delete the client to the process and add it again (otherwise, change the client from the add-on field to the procedure)
04.11.2021, 12:39
Original comment available on version: ru
Dyakuyu for prompt advice!
While we're going for the first option????♂️, I'll try to come up with something later...
It is possible to automatically set the custom values from the side of the prestige, and even in the CRM change to those that are familiar, because I understand it well - in the fields of the full name for the NP, it can be written whether it is around the Latin alphabet.
While we're going for the first option????♂️, I'll try to come up with something later...
It is possible to automatically set the custom values from the side of the prestige, and even in the CRM change to those that are familiar, because I understand it well - in the fields of the full name for the NP, it can be written whether it is around the Latin alphabet.
04.11.2021, 12:51
Original comment available on version: ru
Good afternoon, put a butt to the process, let this situation appear.
04.11.2021, 12:51
Original comment available on version: ru
Vitayu
1) The client to rob through the purchase in 1 click (Screenshot_9)
2)Shooting in CPM with the name default (Screenshot_11)
3) The manager enters the client's contact details in the additional fields:
prizvische
Addresses, etc. (Screenshot_12)
4) After which the manager takes a pardon for the meeting hour ttn np (Screenshot_7)
Create ttn in manual mode, you can't try, the client is not in the list ..contact person .. (Screenshot_14)
However, if you want to enter the field ..call.. in the module, purchase in 1 click - everyone goes to their place. In the CRM, both names and names are transmitted, and they are created in the same way.
All the same, so bimoviti kostil. Buying in one click is designed to simplify the purchase and bring one additional field to the right inflow.
1) The client to rob through the purchase in 1 click (Screenshot_9)
2)Shooting in CPM with the name default (Screenshot_11)
3) The manager enters the client's contact details in the additional fields:
prizvische
Addresses, etc. (Screenshot_12)
4) After which the manager takes a pardon for the meeting hour ttn np (Screenshot_7)
Create ttn in manual mode, you can't try, the client is not in the list ..contact person .. (Screenshot_14)
However, if you want to enter the field ..call.. in the module, purchase in 1 click - everyone goes to their place. In the CRM, both names and names are transmitted, and they are created in the same way.
All the same, so bimoviti kostil. Buying in one click is designed to simplify the purchase and bring one additional field to the right inflow.
04.11.2021, 13:14
Original comment available on version: ru
At what stage is the "Automatically create TTN" option set?
04.11.2021, 13:48
Original comment available on version: ru
04.11.2021, 14:13
Original comment available on version: ru
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