Work activity summary report
Good afternoon. Please evaluate the revision of the Report General data on work activity https://crm.hlr.ua/admin/report/worktime/
Refine in working hours by scale and working hours by table
1. Add to the filter with the choice of a multi-list for incoming, outgoing and internal letters. Is it possible to also divide internal into input and output?
When the filter is filled in Working hours, the scale here shows only the selected type of mail
During working hours, the table with a filled filter sees only the specified type of letters here
2. Add to the filter with a choice of a multi-list for incoming, outgoing and internal calls.
3. There is already a filter by process type, but it works only when displayed with a scale, it is necessary that it also works in a table display
to filter by process to show only changes in the specified process types
4. Add a checkbox filter “Do not display processes with automatic changes” to the displ
Original question is available on version: ru
Refine in working hours by scale and working hours by table
1. Add to the filter with the choice of a multi-list for incoming, outgoing and internal letters. Is it possible to also divide internal into input and output?
When the filter is filled in Working hours, the scale here shows only the selected type of mail
During working hours, the table with a filled filter sees only the specified type of letters here
2. Add to the filter with a choice of a multi-list for incoming, outgoing and internal calls.
3. There is already a filter by process type, but it works only when displayed with a scale, it is necessary that it also works in a table display
to filter by process to show only changes in the specified process types
4. Add a checkbox filter “Do not display processes with automatic changes” to the displ
Answers:
Shatokhina Irina wrote:
1. Add to the filter with the choice of a multi-list for incoming, outgoing and internal letters. Is it possible to also divide internal into input and output?
When the filter is filled in Working hours, the scale here shows only the selected type of mail
During working hours, the table with a filled filter sees only the specified type of letters here
2. Add to the filter with a choice of a multi-list for incoming, outgoing and internal calls.
Does 1 filter in paragraph 1 and paragraph 2 not suit you, which will simultaneously filter both calls and mail in the direction?
similar "OR" queries with a large number of events can either affect the speed of work
Shatokhina Irina wrote:
6. Add the ability for the admin to fill in the default filters, that is, for example, I will fill in the default filter for outgoing calls, outgoing mail filter, processes - Routine sales and project. And when a user opens a report, he sees only outgoing letters, calls also and only the selected list of processes, while he can change the above filters
Wouldn't you like to add your link to the menu with filtering already set up?
Filling in the filters by default, we will not modify
05.07.2021, 16:59
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
Does 1 filter in paragraph 1 and paragraph 2 not suit you, which will simultaneously filter both calls and mail in the direction?
similar "OR" queries with a large number of events can either affect the speed of work
that is, we select outgoing and this filter works for both mail and calls, right? if yes, fit
Tyndyk Maxim Vadimovich
OneBox production wrote:
Wouldn't you like to add your link to the menu with filtering already set up?
Filling in the filters by default, we will not modify
as planned in case you refuse
05.07.2021, 17:48
Original comment available on version: ru
Shatokhina Irina wrote:
that is, we select outgoing and this filter works for both mail and calls, right? if yes, fit
ok, then the score is lower based on this logic
1-2. filter by event direction - 2 hours
3. for the filter to affect the display of the table - 1 hour
4. filter by processes so that they are only with changes from the user - 2 hours
5. if we are talking about the indicators "Worked with calls", etc. in the scale display - you can display next to the brackets cleanly - this is 2 hours
06.07.2021, 14:55
Original comment available on version: ru
Maxim, regarding the direction of events, will the options be entry, outcome and internal? Internal cannot be divided into input and output as well? That is, input / output / internal input / internal output?
07.07.2021, 12:05
Original comment available on version: ru
Shatokhina Irina wrote:
Maxim, regarding the direction of events, will the options be entry, outcome and internal?
+
Shatokhina Irina wrote:
Internal cannot be divided into input and output as well?
No
07.07.2021, 14:27
Original comment available on version: ru
Tyndyk Maxim Vadimovich
OneBox production wrote:
Shatokhina Irina wrote:
Maxim, regarding the direction of events, will the options be entry, outcome and internal?
+
Shatokhina Irina wrote:
Internal cannot be divided into input and output as well?
No
thanks, let's talk
07.07.2021, 15:12
Original comment available on version: ru
while we think, if we launch, we will create a new task
20.07.2021, 12:52
Original comment available on version: ru
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