List of related questions and answers «Manage To Do Lists»
Funnel in the context of 2x BP
https://hte.crm-onebox.com/ There are 2 PSUs 1. Client's request, here the manager conducts the process before the Order (the order is a sub-pr...
Prohibit adding product based on conditions
https://rozpakui.crm-onebox.com/ In the product card there is a field with a drop-down list where we write the status of the product, such as "...
1 answer
23.06.2021, 18:22
I can’t enter the OneBox OS demo through the mobile application, as I understand it is not available for OS?
All processes are not shown in the Locked Calendar
The tab next to the menu - My processes - Processes with the calendar - is all good, displays all the processes, scrolls down and you can see the m...
Export to google sheets
consult, chi can be realized dorobku, schob vivantage in google sheets goods. immediately vivantage to help the process: https://ob.fo.co.ua/admin/...
How to practice "Export of warehouse stocks in Google Spreadsheets"?
Added integration, victorious export of processes to Google Spreadsheets. Є dіya "Export of stock balances to Google spreadsheets" https:...
The price level of the customer in the order does not work
The action "Apply customer price level to process products" does not work for the user Elena Anatolyevna. All customers are subject to th...
Calculation of completion by block
Good afternoon! Please calculate the revision: in the "Interface in the calendar" settings for the "Show in the calendar" field...
Export processes to xls
http://rozpakui.crm-onebox.com/ Orders - Exports to xls (visible columns) and (all columns) It is necessary to correct the format of the [sum_payed...
Hide generic block for roles
http://rozpakui.crm-onebox.com/ Processes have Universal Blocks. In it, you need to refine the setting "Hide block for specified roles", ...
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