Deleting a client
Tell me, please, what happens during the removal of the client, and then the creation of the client with the same phone number? Actually, apart from the phone number, there is nothing else in the client. The name is the same as the phone number. And these clients differ only in different business
processes.
Original question is available on version: ru
processes.
Answers:
Just deleted the client's crm. Because due to some erroneous process - it is incorrectly displayed on the site. Then he re-created it, with the same phone number. Launched new processes on it. But the site continues to show the old client with the old processes (new processes are not displayed on the site) and not the new one.
19.12.2021, 14:17
Original comment available on version: ru
Interestingly, the site only sends the phone number to vanbox and that's it, no client ID. Why then the vanbox gives the site a remote client is not clear. That's why I'm wondering - what happens when a client is deleted?
19.12.2021, 15:09
Original comment available on version: ru
Roman - if you see the client, then the wines are not immediately seen again, but are known to the seen ones (tick in the contacts filter)
your mind didn't need to see the client himself, but to see the process. І so - while the contact is not blocked - Vіn working, from now you can go to the site (in the office)
the rest of the comment is it worth integrating with the remote site?
your mind didn't need to see the client himself, but to see the process. І so - while the contact is not blocked - Vіn working, from now you can go to the site (in the office)
the rest of the comment is it worth integrating with the remote site?
20.12.2021, 10:31
Original comment available on version: ru
Koval Roman Yuriyovich wrote:
So, I'm talking about remote site
tse vzagali okreme pitavte, be a weasel a new topic from the indicated site, how they fixed the integration, how you transfer the change.
* here about the last contacts zrozumіlo, close?
20.12.2021, 12:05
Original comment available on version: ru
You wrote that the client needed to be removed from the process in order to block yoga. And how was it necessary to grow?
20.12.2021, 12:07
Original comment available on version: ru
nі, vidaliti i block that different operations.
1. if the process was spawned on the wrong client, then you can see it or change it to another one right in the process like this, screen1
2. If you need to block a contact, also in OS here, screen2 MVP here, screen3
1. if the process was spawned on the wrong client, then you can see it or change it to another one right in the process like this, screen1
2. If you need to block a contact, also in OS here, screen2 MVP here, screen3
20.12.2021, 12:18
Original comment available on version: ru
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