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Incorrect display of statistics "All calls and emails"

Writes that emails were sent, although they were not sent at all, there is no connected mailbox
In fact, these are calls
Also interested in questions:
1) Tell me how to make several dashboard options for one employee?
2) or a filter to change the timing if necessary
3) also in periods, I don’t see the previous ones, how to compare with the old indicators of the last month or last week
Original question is available on version: ru

Answers:

Hello!

Valeria Consulting company "Sales Bureau" wrote:
Writes that emails have been sent, although they were not sent at all, there is no connected mailbox

By default, each CRM has internal mail enabled (which only works for uploads).
Perhaps the system did an export on this and it got into the report.

Valeria Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?

At the moment there is no such possibility. Alternatively, you can set up your dashboard for different roles and specify these roles for the employee.

Valeria Consulting company "Sales Bureau" wrote:
2) or a filter to change the timing if necessary

There are no filters in the dashboard, there are built-in filters in some blocks.
For example, the block "Table with information about calls and responsible persons (classic style)"

Valeria Consulting company "Sales Bureau" wrote:
3) also in periods, I don’t see the previous ones, how to compare with the old indicators of the last month or last week

The dashboard shows only current indicators. Only if filters are built into the block, then you can use them to look at past periods.
To do this, it is better to use the "Report Designer"
10.08.2022, 10:10
Original comment available on version: ru


Luts Bogdan Alexandrovich
OneBox Corp.
Named License wrote:
Hello!

Good afternoon, thanks for the advice, we are waiting for a response from the developers: why is the email graph indicated instead of the number of calls, and there are zero calls
10.08.2022, 13:13
Original comment available on version: ru

the developers will not answer anything because you did not give a link to the box
23.08.2022, 00:21
Original comment available on version: ru


Ustimenko Igor
OneBox production wrote:
the developers will not answer anything because you did not give a link to the box

https://bestorg.1b.app/desktop/ link to the box where the error was found
12.09.2022, 12:53
Original comment available on version: ru


Valeria
Consulting company "Sales Bureau" wrote:

Ustimenko Igor
OneBox production wrote:
the developers will not answer anything because you did not give a link to the box

https://bestorg.1b.app/desktop/ link to the box where the error was found

since the link was given only now - I don’t see such data there now.

Valeria
Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?

make several dashboard apk and you will have several dashboards

Valeria
Consulting company "Sales Bureau" wrote:
3) also in periods, I don’t see the previous ones, how to compare with the old indicators of the last month or last week

I advise you to use these blocks (on the screen) - they cover 90% of all needs, as they are very flexible in settings
they also have a filter for past periods
13.09.2022, 21:41
Original comment available on version: ru


Valeria
Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?

make several dashboard apk and you will have several dashboards

What is apoc? Can you show an example of creation with a screenshot, thanks
15.09.2022, 17:36
Original comment available on version: ru

Луц Богдан Александрович OneBox CORP
Personal license
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Valeria
Consulting company "Sales Bureau" wrote:

Valeria
Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?

make several dashboard apk and you will have several dashboards

What is apoc? Can you show an example of creation with a screenshot, thanks

apk=apps=apps
Hover over the Dashboard application and click copy
A separate dashboard application will appear in the access rights and you can give one employee access to one dashboard, the second to the second, and so on.
16.09.2022, 09:28
Original comment available on version: ru


Luts Bogdan Alexandrovich
OneBox CORP wrote:

What is apoc? Can you show an example of creation with a screenshot, thanks

apk=apps=apps
Hover over the Dashboard application and click copy
A separate dashboard application will appear in the access rights and you can give one employee access to one dashboard, the second to the second, and so on.

I will try, thanks
16.09.2022, 16:08
Original comment available on version: ru

Анатолий
Интегратор

Ustimenko Igor
OneBox production wrote:

Valeria
Consulting company "Sales Bureau" wrote:

Ustimenko Igor
OneBox production wrote:
the developers will not answer anything because you did not give a link to the box

https://bestorg.1b.app/desktop/ link to the box where the error was found

since the link was given only now - I don’t see such data there now.

there is fresh data, you can check that they are mixed up in places, email and calls
19.09.2022, 14:47
Original comment available on version: ru

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