Writes that emails were sent, although they were not sent at all, there is no connected mailbox [file]16734[/file]
In fact, these are calls [file]16735[/file]
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
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
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"
Hello!
[quote]
Valeria Consulting company "Sales Bureau" wrote:
Writes that emails have been sent, although they were not sent at all, there is no connected mailbox
[/quote]
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.
[quote]
Valeria Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?
[/quote]
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.
[quote]
Valeria Consulting company "Sales Bureau" wrote:
2) or a filter to change the timing if necessary
[/quote]
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)" [file]16747[/file]
[quote]
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
[/quote]
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"
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
[quote]
Luts Bogdan Alexandrovich
OneBox Corp.
Named License wrote:
Hello!
[quote]
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
[quote]
Ustimenko Igor
OneBox production wrote:
the developers will not answer anything because you did not give a link to the box
[/quote]
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
[quote]
Valeria
Consulting company "Sales Bureau" wrote:
[quote]
Ustimenko Igor
OneBox production wrote:
the developers will not answer anything because you did not give a link to the box
[/quote]
https://bestorg.1b.app/desktop/ link to the box where the error was found
[/quote]
since the link was given only now - I don’t see such data there now.
[quote]
Valeria
Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?
[/quote]
make several dashboard apk and you will have several dashboards
[quote]
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
[/quote]
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
[file]17393[/file]
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
[quote]
Valeria
Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?
[/quote]
make several dashboard apk and you will have several dashboards
[/quote]
What is apoc? Can you show an example of creation with a screenshot, thanks
Leave a message in this thread and the user's contacts will be shown to you
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.
[quote]
Valeria
Consulting company "Sales Bureau" wrote:
[quote]
Valeria
Consulting company "Sales Bureau" wrote:
1) Tell me how to make several dashboard options for one employee?
[/quote]
make several dashboard apk and you will have several dashboards
[/quote]
What is apoc? Can you show an example of creation with a screenshot, thanks
[/quote]
apk=apps=apps
Hover over the Dashboard application and click copy [file]17434[/file]
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.
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
[quote]
Luts Bogdan Alexandrovich
OneBox CORP wrote:
[/quote]
What is apoc? Can you show an example of creation with a screenshot, thanks
[/quote]
apk=apps=apps
Hover over the Dashboard application and click copy [file]17434[/file]
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.
[/quote]
I will try, thanks
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
[quote]
Ustimenko Igor
OneBox production wrote:
[quote]
Valeria
Consulting company "Sales Bureau" wrote:
[quote]
Ustimenko Igor
OneBox production wrote:
the developers will not answer anything because you did not give a link to the box
[/quote]
https://bestorg.1b.app/desktop/ link to the box where the error was found
[/quote]
since the link was given only now - I don’t see such data there now.
[/quote]
there is fresh data, you can check that they are mixed up in places, email and calls
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