Switch owner based on role
Action Switch owner based on role
We want with it:
To distribute missed calls to employees of the selected role in turn, taking into account the schedule
1. Checked the box Take into account the employee's work schedule - but everything falls on the 1st employee, and not in turn
2. Checked the 2nd checkbox Assign tasks one by one to managers who are online - but I'm not sure that it will take into account the schedule.
Please advise how to set it up
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
We want with it:
To distribute missed calls to employees of the selected role in turn, taking into account the schedule
1. Checked the box Take into account the employee's work schedule - but everything falls on the 1st employee, and not in turn
2. Checked the 2nd checkbox Assign tasks one by one to managers who are online - but I'm not sure that it will take into account the schedule.
Please advise how to set it up
Answers:
There is a checkmark in the action "Take into account the employee's work schedule" in action, that is, it will help you
10.08.2022, 11:04
Original comment available on version: ru
Da Hong Pao
OneBox production wrote:
but everything falls on the 1st employee, not in turn
Included, but everything falls on the 1st employee, and not in turn. How to make that taking into account the schedule + in turn?
10.08.2022, 11:06
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
as far as I can see there should be random. Throw a link to the place where the action is configured and 2 employees who fit the conditions and the task that will be distributed
10.08.2022, 11:23
Original comment available on version: ru
Da Hong Pao
OneBox production wrote:
as far as I can see there should be random. Throw a link to the place where the action is configured and 2 employees who fit the conditions and the task that will be distributed
Vertepnaya Ekaterina (employee) ended her shift at 13:00. She was on her feet.
Calls (processes) missed after 13:00 continued to be distributed to her. This is either a bug, or I do not understand how this checkbox works. Please check.
https://datapoint.center/admin/customorder/lead/2528167/edit/
10.08.2022, 15:27
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
The role of entry managers
There are many employees who work today
Example
https://datapoint.center/admin/shop/users/381111/worktime/
https://datapoint.center/admin/shop/users/511637/
Created a test stage
https://datapoint.center/admin/shop/workflowstatus/360/action/new/
Put 1 tick, distribute according to the schedule
Created test processes - everything falls on 1 employee
https://datapoint.center/admin/shop/users/511637/
Employee distribution did not work. You can create test processes to test
There are many employees who work today
Example
https://datapoint.center/admin/shop/users/381111/worktime/
https://datapoint.center/admin/shop/users/511637/
Created a test stage
https://datapoint.center/admin/shop/workflowstatus/360/action/new/
Put 1 tick, distribute according to the schedule
Created test processes - everything falls on 1 employee
https://datapoint.center/admin/shop/users/511637/
Employee distribution did not work. You can create test processes to test
11.08.2022, 12:22
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
you didn't put everything down. You didn’t put down the assignment in turn, so it throws everything at one first user
11.08.2022, 12:35
Original comment available on version: ru
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