processes
1) What are the buttons for: "suspend", "trained" and "paid in full"?
- what happens if I press suspend on the client?
2) How to add a 3rd, 4th, etc. office?
3) Do you need to set up a miscalculation of salary so that it is without kopecks, but rounded off?
4) 25315 - why is the debt -2100 displayed?
The debt should be reset when it was closed. The client first deposited UAH 500, then paid an additional UAH 1100 for the current month, and after payment of UAH 1100 there should be no debt.
5. On January 15, for some reason, the 33rd lesson doubled (28433 and 28435 - two identical classes)
6. Unable to add a lead to an already running group. This happened in the fall. There are currently no groups to add
Original question is available on version: ru
- what happens if I press suspend on the client?
2) How to add a 3rd, 4th, etc. office?
3) Do you need to set up a miscalculation of salary so that it is without kopecks, but rounded off?
4) 25315 - why is the debt -2100 displayed?
The debt should be reset when it was closed. The client first deposited UAH 500, then paid an additional UAH 1100 for the current month, and after payment of UAH 1100 there should be no debt.
5. On January 15, for some reason, the 33rd lesson doubled (28433 and 28435 - two identical classes)
6. Unable to add a lead to an already running group. This happened in the fall. There are currently no groups to add
Answers:
Hello.
1. These are buttons for transitions to stages or procedures. Why do you need them, I do not know, because I did not add them. This was done by the person who set up your PSU, please check this information with him.
2. What cabinets are we talking about?
3. What is a salary calculation in your case? Is it some kind of step action?
4. Give a link to the process in question, I have no information in which box you are working
5. see point 4
6. Give a link to the process where you need to add a lead and show where and how you added it before
1. These are buttons for transitions to stages or procedures. Why do you need them, I do not know, because I did not add them. This was done by the person who set up your PSU, please check this information with him.
2. What cabinets are we talking about?
3. What is a salary calculation in your case? Is it some kind of step action?
4. Give a link to the process in question, I have no information in which box you are working
5. see point 4
6. Give a link to the process where you need to add a lead and show where and how you added it before
15.01.2021, 17:52
Original comment available on version: ru
2. Our system provides for a schedule of classes that are held at different addresses (3 offices) and, accordingly, there are different classrooms for which teachers are assigned.
The question is how to add these cabinets if necessary?
3. not relevant
4. Project 25315 is already closed because the student left the group. Here is a link to an actual student with the same problem:
http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/19787/edit/
the debt is displayed -13500 UAH, but the student paid for all months of training. Payments have been made in the system.
In this format of classes, monthly payment is set up and it is possible to start a student in debt. And when the student has paid, the amount of the debt should be equal to zero. But for some reason this does not happen in the system and the amount of debt remains or grows if the student is re-launched into debt, even when he paid the previous debt
5. Link to the double lesson on 01/15/2021:
http://polish.crm-onebox.com/admin/customorder/zanyatiya/28435/edit/
6. Unable to add a lead to a running group:
lead link: http://polish.crm-onebox.com/admin/customorder/lead/29540/edit/
Previously, we chose Ready to try http://joxi.ru/Dr8q5OzuMjaDZm, then Add to an already running group and after that a list with active groups appeared on the left. But now this list does not exist.
Here is an example of a client that was added to a group that was already engaged: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/24039/edit/
7. In our system, the billing of classes in the project of work with the client is set up in the following way: if the client studies 2 times a week, then he bills 8 lessons for payment, if 3 times a week, then 12, and if 4 times a week, then 20 lessons.
The same number of classes and exposes in the structure of the process.
Everything was ok, but yesterday, when I got a new client, I paid for the classes - the client is given only one lesson each in the process structure
Link to customer project: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/29963/edit/
The question is how to add these cabinets if necessary?
3. not relevant
4. Project 25315 is already closed because the student left the group. Here is a link to an actual student with the same problem:
http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/19787/edit/
the debt is displayed -13500 UAH, but the student paid for all months of training. Payments have been made in the system.
In this format of classes, monthly payment is set up and it is possible to start a student in debt. And when the student has paid, the amount of the debt should be equal to zero. But for some reason this does not happen in the system and the amount of debt remains or grows if the student is re-launched into debt, even when he paid the previous debt
5. Link to the double lesson on 01/15/2021:
http://polish.crm-onebox.com/admin/customorder/zanyatiya/28435/edit/
6. Unable to add a lead to a running group:
lead link: http://polish.crm-onebox.com/admin/customorder/lead/29540/edit/
Previously, we chose Ready to try http://joxi.ru/Dr8q5OzuMjaDZm, then Add to an already running group and after that a list with active groups appeared on the left. But now this list does not exist.
Here is an example of a client that was added to a group that was already engaged: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/24039/edit/
7. In our system, the billing of classes in the project of work with the client is set up in the following way: if the client studies 2 times a week, then he bills 8 lessons for payment, if 3 times a week, then 12, and if 4 times a week, then 20 lessons.
The same number of classes and exposes in the structure of the process.
Everything was ok, but yesterday, when I got a new client, I paid for the classes - the client is given only one lesson each in the process structure
Link to customer project: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/29963/edit/
22.01.2021, 17:35
Original comment available on version: ru
2. Our system provides for a schedule of classes that are held at different addresses (3 offices) and, accordingly, there are different classrooms for which teachers are assigned.
The question is how to add these cabinets if necessary?
3. not relevant
4. Project 25315 is already closed because the student left the group. Here is a link to an actual student with the same problem:
http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/19787/edit/
the debt is displayed -13500 UAH, but the student paid for all months of training. Payments have been made in the system.
In this format of classes, monthly payment is set up and it is possible to start a student in debt. And when the student has paid, the amount of the debt should be equal to zero. But for some reason this does not happen in the system and the amount of debt remains or grows if the student is re-launched into debt, even when he paid the previous debt
5. Link to the double lesson on 01/15/2021:
http://polish.crm-onebox.com/admin/customorder/zanyatiya/28435/edit/
6. Unable to add a lead to a running group:
lead link: http://polish.crm-onebox.com/admin/customorder/lead/29540/edit/
Previously, we chose Ready to try http://joxi.ru/Dr8q5OzuMjaDZm, then Add to an already running group and after that a list with active groups appeared on the left. But now this list does not exist.
Here is an example of a client that was added to a group that was already engaged: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/24039/edit/
7. In our system, the billing of classes in the project of work with the client is set up in the following way: if the client studies 2 times a week, then he bills 8 lessons for payment, if 3 times a week, then 12, and if 4 times a week, then 20 lessons.
The same number of classes and exposes in the structure of the process.
Everything was ok, but yesterday, when I got a new client, I paid for the classes - the client is given only one lesson each in the process structure
Link to customer project: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/29963/edit/
The question is how to add these cabinets if necessary?
3. not relevant
4. Project 25315 is already closed because the student left the group. Here is a link to an actual student with the same problem:
http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/19787/edit/
the debt is displayed -13500 UAH, but the student paid for all months of training. Payments have been made in the system.
In this format of classes, monthly payment is set up and it is possible to start a student in debt. And when the student has paid, the amount of the debt should be equal to zero. But for some reason this does not happen in the system and the amount of debt remains or grows if the student is re-launched into debt, even when he paid the previous debt
5. Link to the double lesson on 01/15/2021:
http://polish.crm-onebox.com/admin/customorder/zanyatiya/28435/edit/
6. Unable to add a lead to a running group:
lead link: http://polish.crm-onebox.com/admin/customorder/lead/29540/edit/
Previously, we chose Ready to try http://joxi.ru/Dr8q5OzuMjaDZm, then Add to an already running group and after that a list with active groups appeared on the left. But now this list does not exist.
Here is an example of a client that was added to a group that was already engaged: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/24039/edit/
7. In our system, the billing of classes in the project of work with the client is set up in the following way: if the client studies 2 times a week, then he bills 8 lessons for payment, if 3 times a week, then 12, and if 4 times a week, then 20 lessons.
The same number of classes and exposes in the structure of the process.
Everything was ok, but yesterday, when I got a new client, I paid for the classes - the client is given only one lesson each in the process structure
Link to customer project: http://polish.crm-onebox.com/admin/customorder/rabota-s-klientom/29963/edit/
22.01.2021, 17:35
Original comment available on version: ru
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