Quick search for a client in the process and quickly merge them with an existing client

[quote] Yurchenko Roman Sergeevich wrote: namely: the search takes place by exact match (if I'm looking for 0631112233, and the card is clogged with 38, then the contact will not be found); [/quote] You can set up auto-formatting of numbers from 0 to 380 in the system, and then they will be in the same format [quote] Yurchenko Roman Sergeevich wrote: Can I somehow modify the "Search for a client" block or is there already some solution? [/quote] Perhaps this block will suit you similarly to the radiobox "Merge with process client and select as client? So that the current contact from the process is merged to the found contact, and then the found one is indicated as a client of the process

[quote] Tyndyk Maxim Vadimovich wrote: You can set up auto-formatting of numbers from 0 to 380 in the system, and then they will be in the same format [/quote] Such functionality is already configured and the number in the database is kept from 38, but if I enter without 38, the number will not be found. [quote] Tyndyk Maxim Vadimovich wrote: Perhaps this block will suit you similarly to the radiobox "Merge with process client and select as client? So that the current contact from the process is merged to the found contact, and then the found one is indicated as a client of the process [/quote] Correctly I understand, you propose to create a new action "Combine with the client of the process and select as a client" and put it on a stage or procedure? If "Yes" - in principle, a normal option, but then the following is not clear to me: - how it will visually happen where to drive the phone for search: - Will the search take place by phone? - what needs to be done to understand whether there is such a client in the database or not? It makes no sense to perform this action if there is no number or when you know what a client is. [file]4827[/file]

[quote] Yurchenko Roman Sergeevich wrote: Such functionality is already configured and the number in the database is kept from 38, but if I enter without 38, the number will not be found. [/quote] if you have everything stored in a single format - why not look in it? [quote] Yurchenko Roman Sergeevich wrote: Correctly I understand, you propose to create a new action "Combine with the client of the process and select as a client" and put it on a stage or procedure? If "Yes" - in principle, a normal option, but then the following is not clear to me: - how it will visually happen where to drive the phone for search: - Will the search take place by phone? - what needs to be done to understand whether there is such a client in the database or not? It makes no sense to perform this action if there is no number or when you know what a client is. [/quote] no, I suggested exactly what I suggested - refinement in the "Search for a client" block in the contact table 1 more radiobox in the logic I specified

[quote] Tyndyk Maxim Vadimovich wrote: if you have everything stored in a single format - why not look in it? [/quote] Unfortunately, this is not convenient. [quote] Tyndyk Maxim Vadimovich wrote: no, I suggested exactly what I suggested - refinement in the "Search for a client" block in the contact table 1 more radiobox in the logic I specified [/quote] Could you describe in more detail what exactly you offer? It's just not clear what the "Search client" block in the contacts table is and "radiobox"?

[quote] Yurchenko Roman Sergeevich wrote: Could you describe in more detail what exactly you offer? It's just not clear what the "Search client" block in the contacts table is and "radiobox"? [/quote] You show the client search block in the description - I mean it In it, in the client search results, there is a radiobox for selecting a contact as a client - in fact, I offer another radiobox next to it with the above logic

[quote] Tyndyk Maxim Vadimovich wrote: You show the client search block in the description - I mean it In it, in the client search results, there is a radiobox for selecting a contact as a client - in fact, I offer another radiobox next to it with the above logic [/quote] Maxim, now I understand what you are writing about. I did not know that "radiobox" is a check box))) The idea is good, but I found another interesting block with the name "Fill in the contact card" and I think it will be much more convenient (screen below). Now it has some kind of provided search by phone. Maxim, tell me, can you implement this idea in this block? That is, a phone number is entered: if there is a contact, we connect two contacts, if there is no contact, we do nothing, and the number itself remains already filled in the "phone" field. [file]4863[/file]

[quote] Yurchenko Roman Sergeevich wrote: I did not know that "radiobox" is a check box))) [/quote] because it's not a checkbox) [quote] Yurchenko Roman Sergeevich wrote: The idea is good, but I found another interesting block with the name "Fill in the contact card" and I think it will be much more convenient (screen below). Now it has some kind of provided search by phone. Maxim, tell me, can you implement this idea in this block? That is, a phone number is entered: if there is a contact, we connect two contacts, if there is no contact, we do nothing, and the number itself remains already filled in the "phone" field. [/quote] How do you want to do everything in this block? Select a client from existing ones that were found as duplicates by phone number - and when choosing to combine the current client with the selected contact and set it as a client?

[quote] Tyndyk Maxim Vadimovich wrote: How do you want to do everything in this block? Select a client from existing ones that were found as duplicates by phone number - and when choosing to combine the current client with the selected contact and set it as a client? [/quote] Yes, such a process. The client that has a phone becomes the main one, and the client that is in the process is merged with the one that already existed in the database.

READY TO INVEST! But I will wait for other users! I will let you know when everyone invests in order to create an account for everyone.

READY TO INVEST

READY TO INVEST

READY TO INVEST

Added setting "Merge process client with selected contact" If you enable it and search by phone, then when you enter a phone number, a block with duplicates will be shown - and when you select a duplicate and save the process, the current process client will be merged with it. Roman, check - what do you need?