I noticed that a new contact is automatically created when withdrawing funds from the card
https://drevojelaniy.crm-onebox.com/admin/shop/users/7272/
Module of interaction with the settlement account of a private bank
How to turn it off?
I noticed that a new contact is automatically created when withdrawing funds from the card https://drevojelaniy.crm-onebox.com/admin/shop/users/7272/ Module of interaction with the settlement account of a private bank How to turn it off?
or simply when crediting money to the account https://drevojelaniy.crm-onebox.com/admin/shop/users/7275/
an anonymous contact is created
how to turn it off?
Good evening! You cannot disable this functionality, since at the moment the system requires that the payment has a contact. To get away from creating contacts, I can suggest: - create a test contact, for example "Contact for payments", preferably with the Administrator access level, so that he has access to accounts - then, in the action for importing payments from Privat24, set the item "If the client is not found in the system, then create a payment for" / "User from which payments will be created *:" Thus, empty contacts will not be created.
Good evening! You cannot disable this functionality, since at the moment the system requires that the payment has a contact. To get away from creating contacts, I can suggest:
- create a test contact, for example "Contact for payments", preferably with the Administrator access level, so that he has access to accounts
- then, in the action for importing payments from Privat24, set the item "If the client is not found in the system, then create a payment for" / "User from which payments will be created *:"
Thus, empty contacts will not be created.
Bushuev Svyatoslav Yurievich Employee wrote: Good evening! You cannot disable this functionality, since at the moment the system requires that the payment has a contact. To get away from creating contacts, I can suggest: - create a test contact, for example, "Contact for payments", preferably with the Administrator access level, so that he has access to accounts - then, in the action for importing payments from Privat24, set the item "If the client is not found in the system, then create a payment for"/"User from whom payments will be created *:"Thus, empty contacts will not be created.
did as you said. Thanks question. What is the responsibility of the column - "Set the payment client of the client of the found process"?
[quote]
Bushuev Svyatoslav Yurievich Employee wrote:
Good evening! You cannot disable this functionality, since at the moment the system requires that the payment has a contact. To get away from creating contacts, I can suggest: - create a test contact, for example, "Contact for payments", preferably with the Administrator access level, so that he has access to accounts - then, in the action for importing payments from Privat24, set the item "If the client is not found in the system, then create a payment for"/"User from whom payments will be created *:"Thus, empty contacts will not be created.
[/quote]
did as you said. Thanks
question. What is the responsibility of the column - "Set the payment client of the client of the found process"?
Filonenko Sergey Yurievich Client wrote: question. What is the responsibility of the column - "Set the payment client of the client of the found process"?
Approximately does what is written there, if the payment is pulled up to the order automatically - in the payment, the person who is the client in the order becomes the client.
[quote]
Filonenko Sergey Yurievich
Client wrote:
question. What is the responsibility of the column - "Set the payment client of the client of the found process"?
[/quote]
Approximately does what is written there, if the payment is pulled up to the order automatically - in the payment, the person who is the client in the order becomes the client.
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