When the action is triggered, Check if there is a phone number in the comments and merge the process client with an existing contact - the contacts are merged, but none is deleted
Set up integration with Viber Bot. When writing a message, we create a process, for example https://crm.ohrana.ua/admin/customorder/obrashchenie-klienta/2759290/edit/ , check if the client has a phone number and if it doesn’t exist, send a message with the Button - Send number when the client sends us a number, we switch to the stage https://crm.ohrana.ua/admin/shop/workflowstatus/776/action/new/. Here, with the action Check for the presence of a phone number in the comments and merge the client of the process with an existing contact - look for the phone number in the comments and merge the contacts. BUT now, for some reason, the contacts stopped merging http://joxi.ru/82QXbe5c8weNam, here is the error that started to appear when trying to merge contacts, and here is the contact card itself, which was not deleted https://crm.ohrana.ua/admin/ shop/users/243443/, although the viber identifier was transferred to the main client card
Recently, the process in which there is a Viber chat ha
Original question is available on version: ru
Recently, the process in which there is a Viber chat ha
Answers:
Shatokhina Irina wrote:
BUT now, for some reason, the contacts stopped merging http://joxi.ru/82QXbe5c8weNam, here is the error that started to appear when trying to merge contacts, and here is the contact card itself, which was not deleted https://crm.ohrana.ua/admin/ shop/users/243443/, although the viber identifier was transferred to the main client card
Changed the check so that in this action, when a contact is deleted, a check is triggered on the correspondence of who is deleted and who is deleted if the current user is an employee (so that the employee does not delete himself by mistake).
29.12.2021, 12:53
Original comment available on version: ru
Maxim, I check, here is the process https://crm.ohrana.ua/admin/customorder/obrashchenie-klienta/2767191/edit/ , the contact was deleted during the merger and everything would be fine here. BUT I saw that there is an event in the remote card (here is the remote contact card https://crm.ohrana.ua/admin/shop/users/244793/ and the event here http://joxi.ru/E2pZ6egHvalBjr), that is, the event is displayed as from the contact who originally wrote (deleted card) to the contact we found in Box (contact with which we merged), Why not between the process owner and the client card ?
30.12.2021, 10:42
Original comment available on version: ru
It is probably configured so that at 10:17:52 the contact was deleted, and then a message was sent at 10:17:53.
Judging from what I see - they wrote a message - on the name of the client (the author of the message), the switching of stages and the launch of actions started - the client has changed - but in the switching event it is still the same and a message was sent from it. We will not do anything with this, this is the correct logic of work - when switches and actions are triggered from the contact that caused this event.
Perhaps you need to revise the structure of the actions of your BP, or modify the send action so that it sends on behalf of the person responsible for the process.
Judging from what I see - they wrote a message - on the name of the client (the author of the message), the switching of stages and the launch of actions started - the client has changed - but in the switching event it is still the same and a message was sent from it. We will not do anything with this, this is the correct logic of work - when switches and actions are triggered from the contact that caused this event.
Perhaps you need to revise the structure of the actions of your BP, or modify the send action so that it sends on behalf of the person responsible for the process.
30.12.2021, 12:35
Original comment available on version: ru
Maxim, you are right, I changed the order of actions, and did not take this into account. I changed the appointment of the responsible person and now everything is ok.
When merged, delete also works, thanks
When merged, delete also works, thanks
04.01.2022, 13:48
Original comment available on version: ru
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