List of related questions and answers «Manage To Do Lists»
Set the date of execution (completion) of the process
Good afternoon! How to correctly set an employee's work schedule so that the "Set process completion (completion) date" action skips ...
The category tree does not expand in the Product Search block
Good evening. When clicking on a category in the Product Search block, the category tree does not expand. The process for checking https://crm.ohra...
1 answer
10.03.2021, 19:17
we have this action you need to evaluate the refinement so that you can specify 2 or more conditions when merging That is, combine if the same val...
Create a sales report for a selected period
You need to create a Sales Report that has the following Columns: 1. BP status: New order, Dispatched, Completed, Delivery refused, Returned, Dispo...
The source is not filled in by UTM tags
Good afternoon. The process for the example https://crm.ohrana.ua/admin/customorder/zakaz-klienta/373190/edit/, when you switch to In work, the act...
one-box application
Please tell me if it is possible to customize the order so that the order is more informative and you can see the list of ordered items and the cos...
Client origins are automatically pulled to the process origin
Good afternoon. Tell me, is it possible to somehow remove the automatic assignment of the source of the process to the source of the client? At the...
1 answer
10.03.2021, 11:38
Bula dorobka https://crm-onebox.com/ru/support/interface/3653-sortuvannya-i-filtruvannya-v-ta... It is necessary to improve: Additional process fie...
Set a fixed end date for a process
Good afternoon! What action can be used to set a fixed date for the execution (completion) of a process? If you apply the action "Set the date...
1 answer
09.03.2021, 15:47
We have such fields in copy selection option It copies the purchase price of the supplier (selected from the product) but without discounts How mu...
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