Company name not displayed
I am trying to display the contact field "Client Company" in the order table columns. I have contacts with the "Company" type and contacts with the "Company Manager" type, who are employees of these companies and are linked to them. When creating an order through these "Company Managers", everything is fine and the company name is displayed. But if you create an order directly for the company, the field is empty (this is a basic field, not an additional one). Can you tell me if this problem can be solved directly somehow, and if not, how can I create something like a link to the client's company (specifically a link, and not just copy the name as text)?
Original question is available on version: ru
Answers:
Please provide a link to the filtered order in the list of orders, in which the customer of the order has a company but it is not displayed in the specified field
06.11.2024, 13:28
Original comment available on version: ru
let him cook
OneBox production wrote:
Please provide a link to the filtered order in the list of orders, in which the customer of the order has a company but it is not displayed in the specified field
There are 2 orders for this filter at the moment - https://surikat.1b.app/app/workflowtype-voronka-prodazhiv/?filtercdatefrom=2024-...
If you need a link to a specific order, then - https://surikat.1b.app/8802/
06.11.2024, 13:35
Original comment available on version: ru
I have a list of fields like this displayed, maybe you have custom display settings in the list? If so, apply them to all users of the system so that I have the same
06.11.2024, 13:51
Original comment available on version: ru
the card type for both users is company. That is, Bigfish and Interbud are companies, they cannot have "Client Company".
I don’t quite understand why you needed to duplicate the company name if it is already in the Client field?
I don’t quite understand why you needed to duplicate the company name if it is already in the Client field?
06.11.2024, 13:59
Original comment available on version: ru
When we create an order, we usually create it for the company itself and a default employee is already entered in it, but some companies have more than 1 manager and in such cases we create an order for this manager. But in the order columns, such orders actually show the name of this manager as a client, which confuses employees when searching for the necessary orders, it is necessary that the company be shown as a client everywhere. I know that you can simply copy the name of the companies and display them there, but the problem is that this is just text that is not clickable, but you need a link to the client's company. I was looking for how to do this and found this field, but apparently it is not quite the right option
06.11.2024, 14:07
Original comment available on version: ru
Probably it's just worth explaining to managers that if "Client Company" is empty, then there is a company in the client? What's so difficult if there is no link on the right, click on the link to the left?
06.11.2024, 14:13
Original comment available on version: ru
I don't want to clutter up the space with two speakers, but leave one universal one
06.11.2024, 15:05
Original comment available on version: ru
We can make a universal column that will meet your requirements specification, but I don't see how to do it without making changes to the BP or without creating a new column. It will take about 2 hours to finalize the column, which for the company type will be the company itself and for the user - the parent company (or the user if it is absent??). Should I issue an invoice?
06.11.2024, 15:17
Original comment available on version: ru
Thanks for the answer, for now it's not a big issue, I just wanted to know if there are any ready-made solutions to this problem. In the future we might contact you for this revision, but for now there is no need
06.11.2024, 17:17
Original comment available on version: ru
The thing is that this is not a problem for anyone, so there are no solutions)
07.11.2024, 11:03
Original comment available on version: ru
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
Copyright © OneBox 2024
