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During the sale process, the fields do not pull up the buyer's data

Answers:

The fields you specified are additional process fields or process fields https://prnt.sc/udltcx, they should not be automatically pulled from the client card (like phone number, full name, etc.).
08.09.2020, 14:54
Original comment available on version: ru


Bodyako Dmitry Employee wrote:
The fields you specified are additional process fields or process fields https://prnt.sc/udltcx, they should not be automatically pulled from the client card (like phone number, full name, etc.).

how to make the system pull up information?
08.09.2020, 15:11
Original comment available on version: ru

Where should she pull it from? If you have these fields filled in the user card, you can use the action of copying additional contact fields to process fields.
08.09.2020, 15:16
Original comment available on version: ru


Bodyako Dmitry Employee wrote:
Where should she pull it from? If you have these fields filled in the user card, you can use the action of copying additional contact fields to process fields.

Yes, these fields are already filled in the contact card.
I will be grateful if you take a screenshot of what exactly needs to be changed in the settings
08.09.2020, 16:19
Original comment available on version: ru

You need to set the actions as in the screenshot and choose from which contact field to which process field to copy data (select only your fields) https://prnt.sc/udo0n9 . If you need to copy several fields, respectively put several of these actions on the stage, when you go to which you know that the customer has already been selected in the order. So the fields will be automatically copied from the user card to the process card.
08.09.2020, 16:35
Original comment available on version: ru


Bodyako Dmitry Employee wrote:
You need to set the actions as in the screenshot and choose from which contact field to which process field to copy data (select only your fields) https://prnt.sc/udo0n9 . If you need to copy several fields, respectively put several of these actions on the stage, when you go to which you know that the customer has already been selected in the order. So the fields will be automatically copied from the user card to the process card.

Thanks!
For the icing on the cake, I would also like to set it up so that the apartment number is displayed in the field.
I thought that the length of the line interferes, I made it shorter, but still the apartment number is not displayed in the line.
08.09.2020, 17:34
Original comment available on version: ru


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