List of related questions and answers «Manage To Do Lists»
Bug when entering a value in the process field
Good afternoon! After entering the value in the product table and proceeding to editing the next field, the value is still entered in the table. I&...
Copying emails from the parent process
There is a process https://hte.crm-onebox.com/admin/customorder/lead/305/edit/ It contains letters (correspondence with the client) on the 12th I c...
5 replies
15.03.2021, 14:09
Why is it not possible to load goods into an order (of any BP), both at the stage of order formation and in the order itself?
Reply to the client on the letter from the process
Example https://hte.crm-onebox.com/admin/customorder/lead/317/edit/ There is a letter from the client in the process, I click answer https://prnt.s...
When creating one and the same process with the same stage, different direct duties
At the creation of one and that process №1 https://rovo.org.ua/admin/customorder/order/980788/edit/ №2 https://rovo.org.ua/admin/customorder/order/...
Question about removed products from the system (clearing data in the BP)
Good afternoon! We noticed that when a product is removed from the system (without the possibility of recovery), part of the data from the BP in wh...
Shipments are not saved in the personal account
It is impossible to save and create orders created in the personal account, an error occurs
Doesn't work automatically
We have a stage in the BP Customer order on which there is an action "Transfer to this stage if the new mail stage has changed. This action st...
Block clients of the process - can the completed data be transferred to subprocesses or taken from the parent
Good afternoon. There is an interface block Contacts of the process https://prnt.sc/10jitza, we fill it manually by selecting a contact from existi...
"Sales Report". The block about the client is not unloaded
Good afternoon! Problem with unloading the built-in report called "Sales Report". When setting up the report, I select the necessary data...
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