The client's phone is not being picked up correctly when registering the NP
Order https://optmaster.crm-onebox.com/128157/
The client has only one phone number, we create a TTN for the order https://prnt.sc/ww18jx11GxnZ, another phone is always pulled up, which is not on the client's card or in the order. Please correct the error.
Original question is available on version: ua
The client has only one phone number, we create a TTN for the order https://prnt.sc/ww18jx11GxnZ, another phone is always pulled up, which is not on the client's card or in the order. Please correct the error.
Answers:
There is such a field in the order "Customer's full name" when changing the full name of the client, it is also desirable to fill it out) In your case, it was just Oksana Polotnyak because of this, the wrong user was drawn to the tab. After adding the patronymic, everything became normal.
27.06.2023, 16:16
Original comment available on version: ru
Thank you very much for the quick response :-)
In our country, as far as I can see, the full name of the client is filled in automatically. Perhaps the error was related to the merging of clients? Now they found where this phone was, because before I could not find it in clients, I could not understand where it came from. And now I found that there was such a phone in the remote client. In the remote client, too, everything was cleaned just in case. Tested, it looks like it's set up correctly.
In our country, as far as I can see, the full name of the client is filled in automatically. Perhaps the error was related to the merging of clients? Now they found where this phone was, because before I could not find it in clients, I could not understand where it came from. And now I found that there was such a phone in the remote client. In the remote client, too, everything was cleaned just in case. Tested, it looks like it's set up correctly.
27.06.2023, 16:46
Original comment available on version: ru
Good afternoon. Today again there was a problem with an incorrectly pulled up phone number for the client https://prnt.sc/pTviK_MxHxAQ. Both the Client and the full name of the client, as you can see https://prnt.sc/aH-rxa1fNkzU , are the same (name and surname and phone number). We have already looked at remote clients, but nowhere is there an active or remote client with a phone number that is pulled when registering a TTN for an IR https://prnt.sc/niZ-fTxUL2_X. What is wrong in this situation?
01.09.2023, 14:35
Original comment available on version: ru
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