Action Turn a call into a process
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There is an action Turn a call into a process, at the bottom of the action we finalized the setting not to create a process if the client has open processes in the specified BP
It is necessary to refine the setting so that, in addition to the BP, the statuses of these BPs are also taken into account, that is, I select the BP - I indicate the statuses, the 2nd BP and its statuses.
Need an evaluation
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
There is an action Turn a call into a process, at the bottom of the action we finalized the setting not to create a process if the client has open processes in the specified BP
It is necessary to refine the setting so that, in addition to the BP, the statuses of these BPs are also taken into account, that is, I select the BP - I indicate the statuses, the 2nd BP and its statuses.
Need an evaluation
Answers:
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