you need the ability to choose a company in the process from the list of companies to the contact
the client wants to select a contact in the process, for which application is made, and write the documents for the company.
Please contact https://crm.susiak.com/admin/shop/users/7357/ (not important contact person company)
є related companies for contact https://prnt.sc/x4hrz8
Roblu zamovlennya https://crm.susiak.com/admin/customorder/zamovlennya/639/edit/
Name the company as it is in the contact card https://prnt.sc/x4hvv6 , tried to name the company with different blocks https://prnt.sc/x4hjal
1) It is necessary to be able to choose a company from the drop-down list https://prnt.sc/whfqus
2) When you send a document to another, write a document for 2 companies at once https://prnt.sc/whfrbi, but you need to write a document for the other company, take data from the card to the contact of the company, and not from the client
Original question is available on version: ru
Please contact https://crm.susiak.com/admin/shop/users/7357/ (not important contact person company)
є related companies for contact https://prnt.sc/x4hrz8
Roblu zamovlennya https://crm.susiak.com/admin/customorder/zamovlennya/639/edit/
Name the company as it is in the contact card https://prnt.sc/x4hvv6 , tried to name the company with different blocks https://prnt.sc/x4hjal
1) It is necessary to be able to choose a company from the drop-down list https://prnt.sc/whfqus
2) When you send a document to another, write a document for 2 companies at once https://prnt.sc/whfrbi, but you need to write a document for the other company, take data from the card to the contact of the company, and not from the client
Answers:
Susyak Igor wrote:
1) It is necessary to be able to choose a company from the drop-down list https://prnt.sc/whfqus
2) When you send a document to another, write a document for 2 companies at once https://prnt.sc/whfrbi, but you need to write a document for the other company, take data from the card to the contact of the company, and not from the client
Why don't you want to choose the right company in the process as a client right away?
19.01.2021, 16:06
Original comment available on version: ru
Tyndyk Maxim Vadimovich
Administrator wrote:
Why don't you want to choose the right company in the process as a client right away?
so that you can apply yourself to the practitioner of this company, and the documents - to the company.
can you suggest a solution?
19.01.2021, 17:08
Original comment available on version: ru
Susyak Igor wrote:
can you suggest a solution?
No modification - no.
It is necessary to make a separate field by type as "Account" of the process, display it in the UX, where to give a choice of the process company based on the client's companies.
Well, then redo the creation of the document.
What variables do you use in the document - clientcompany_legal ?
20.01.2021, 13:42
Original comment available on version: ru
Tyndyk Maxim Vadimovich
Administrator wrote:
No modification - no.
It is necessary to make a separate field by type as "Account" of the process, display it in the UX, where to give a choice of the process company based on the client's companies.
Well, then redo the creation of the document.
evaluate the dorobka be kind
Tyndyk Maxim Vadimovich
Administrator wrote:
What variables do you use in the document - clientcompany_legal ?
so, legal requisites are taken from clientcompany_legal, but it is necessary to take the requisites from that company itself, as it will be collected in the process.
20.01.2021, 13:45
Original comment available on version: ru
Susyak Igor wrote:
evaluate the dorobka be kind
so, legal requisites are taken from clientcompany_legal, but it is necessary to take the requisites from that company itself, as it will be collected in the process.
We make a field in the UX of the process (empty by default), we take it into account when creating a document (selecting data only for the selected company, otherwise if it is not selected - as it is now for everyone) - 3h.
20.01.2021, 13:48
Original comment available on version: ru
Tyndyk Maxim Vadimovich
Administrator wrote:
We make a field in the UX of the process (empty by default), we take it into account when creating a document (selecting data only for the selected company, otherwise if it is not selected - as it is now for everyone) - 3h.
understood from the documents. And how to organize a selection of only one company in the process? tse will be the same "field in the process UB"
21.01.2021, 11:05
Original comment available on version: ru
Susyak Igor wrote:
And how to organize a selection of only one company in the process? tse will be the same "field in the process UB"
So I wrote about this field. We are not discussing any other field.
21.01.2021, 16:01
Original comment available on version: ru
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