how to see partner processes in the interface
Hello, there are processes in which the Partner is marked in additional fields
How to configure in the Partner (this is a contact card) in the interface so that you can see the processes in which he is selected as the Process Partner ... (Similarly, there is an option where it is selected by the client and you can see the processes for the client, but you need to sing the Partner)
In the same way, it is necessary for the Supplier field ...
Thanks in advance for the extended answer.
Original question is available on version: ru
How to configure in the Partner (this is a contact card) in the interface so that you can see the processes in which he is selected as the Process Partner ... (Similarly, there is an option where it is selected by the client and you can see the processes for the client, but you need to sing the Partner)
In the same way, it is necessary for the Supplier field ...
Thanks in advance for the extended answer.
Answers:
Good afternoon. At the moment there is no such possibility. I can suggest the completion of one of the blocks, in which you will select an additional field of the process, in which the current contact is indicated. After selecting an additional field, the block will show you a list of processes where this contact is selected in the specified additional field. Finalization of one block will take 2 hours
30.11.2020, 14:18
Original comment available on version: ru
Thank you, I'm sending it for approval, if there is a decision to finalize, I'll let you know ...
07.12.2020, 10:26
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
