List of related questions and answers «Manage To Do Lists»
Create a sub-process with pre-add form
At the stage of automation, create a subtask. It is required to enter a form for completing the watering manually before the closing
3 answer
12.01.2021, 16:11
The client has a multi-brand store, has several warehouses in different cities, and it often happens that when they receive an order for several go...
Rollback of a stage in an order
Can you please tell me how to roll back the order stages? Let's say we sold a product - and we want to roll back everything to the starting one...
Sources
CRM - https://vuuoksa-home.crm-onebox.com A small problem when orders with UTM tags (https://prnt.sc/wllabx) arrive in CRM is not assigned a source...
Prohibition of editing UTM tags
CRM - https://vuuoksa-home.crm-onebox.com Tell me, is it possible to prohibit editing utm tags in the order in the settings? https://prnt.sc/wll8le...
Find contacts, which do not have open processes
Good evening. You need to know the contacts in a specific group, in which there are no other processes. How tse robiti?
fix product search in progress
in cloud projects, the search for products does not work through the block of the interface of the process "Search for a product" https:/...
Setting special prices for customer groups, taking into account the category and brand
Hello! We made such a revision https://crm-onebox.com/en/support/orders/1908-spetsialnie-tseni-dlya-klienta-s-u... 1. I woul...
Customer discount within the order
When creating an order from a customer manually, the customer's discount is not added to the tabular section of products. Tell me how to make i...
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