Bitrix24 Community

CRM

	Posts	Views	Last Post
DO, BUDGETS WITH IMAGES, TIE IN QUOTES Customize quotes, more attractively, include logos and more detailed lines · author: miguel angel lozano	1	1858	07/18/2014 16:19:47 Yana Prokopets
Moved: CRM: Custom field with status bar like Deals stage author: Abhi Bhowmick	0	0
Bitrix24: Reporting Question Creating custom reports · author: Sev Fernandes	3	2836	07/14/2014 18:10:31 Yana Prokopets
Company data lost due to add Deal Type bug Company data from 5k lost to 3k data just because adding new deal type · author: Jonathan Bryan	5	4281	07/14/2014 17:37:00 Yana Prokopets
Need to replicate tasks and products we have many repeated tasks and its a pain to type them in · author: Jeff Dalton	3	3556	07/14/2014 16:39:12 Yana Prokopets
Import: Connect Contacts to Companies author: B24_553239	2	2648	07/02/2014 15:21:44 B24_553239
Quote system PDF and print out Quotation formating with company logo and infor · author: Richard Duff	3	4338	07/02/2014 14:17:33 Yana Prokopets
How to delete all activity stream We would like to clear all previous activity stream · author: B24_643191	1	3213	06/30/2014 16:05:48 Yana Prokopets
Diiferent Lead form templates. author: Jean Queralt	3	3235	06/30/2014 13:25:28 Yana Prokopets
Taxes not being applied to invoice author: Нинель Самсонович	3	2604	06/26/2014 16:39:32 Ann Slyshkina
VERY USEFUL Custom Field - import Management and category cutome field · author: Cyril Darmouni	11	11012	06/25/2014 18:56:04 Ann Slyshkina
Create filter to select where phone is not blank author: Aaron Mackley	1	2097	06/23/2014 15:16:55 Ann Slyshkina
Activities - Contact not showing. author: Jean Queralt	0	1688	06/18/2014 16:06:22 Jean Queralt
BPM - Request for feature: Apply to Employees. author: Jean Queralt	0	1847	06/18/2014 14:40:41 Jean Queralt
BPM - Request for features: Mail attachments and File/Folder manipulation. author: Jean Queralt	0	1810	06/18/2014 11:44:32 Jean Queralt
BPM - Detecting launch origin author: Jean Queralt	0	1662	06/18/2014 10:53:22 Jean Queralt
Filter views fixed in Contacts Fix (Set) Difrent filter in "Contacts" With diffrent views, without manualy seting view via side edit · author: Wernher Lotter	1	1880	06/09/2014 13:04:22 Yana Prokopets
File Upload - Contacts Cant read file · author: Wernher Lotter	3	2690	06/05/2014 16:38:40 Yana Prokopets
cant choose email template author: Zac Brown	1	1954	06/05/2014 12:27:33 Yana Prokopets
multiple contacts for leads author: Zac Brown	1	2104	06/05/2014 12:20:07 Yana Prokopets
Security Manage Role · author: Cyril Darmouni	5	4008	05/29/2014 15:48:14 Yana Prokopets
Enhancement Request - Email Templates - please can you either ass a better editor, or at least add html editing the email template editor is very limited and I think this could be easily fixed. · author: Mike Paterson	1	3268	05/29/2014 12:33:44 Yana Prokopets
Events in Activity Line Events Not Displaying in Activity Line · author: Mike Shaw	3	2833	05/29/2014 11:31:51 Yana Prokopets
Emails to Clients author: Zac Brown	1	1967	05/29/2014 10:39:47 Yana Prokopets
Tracking Inactive Leads Workaround for missing functionality? Rolling window filters? · author: Mike Shaw	1	1906	05/28/2014 13:47:37 Yana Prokopets
Display all leads on page Display all leads on page · author: William Lindsay	2	2241	05/27/2014 15:49:02 William Lindsay
multiple fields etc. author: Konstantinos Koulaouzidis	15	7672	05/26/2014 14:38:56 Yana Prokopets
adding activity to stream and linking to another company does not work! author: Zac Brown	4	3345	05/26/2014 13:25:23 Yana Prokopets
Delete Lead and keep contact info I want to delete a lead but keep the contact/company on record · author: William Lindsay	4	2977	05/26/2014 11:36:03 Yana Prokopets
Error in transfer of responsible contact author: Alexandre Gonçalves	4	2928	05/22/2014 18:12:33 Yana Prokopets
Facility for email template to create a non-html version Salesforce has a facility so that when you create an html email template, you can also have a non-html text version sent too. · author: Mike Paterson	1	1989	05/22/2014 13:17:47 Yana Prokopets
Call Lists using Business Processes or other means I need help creating automatic call lists · author: Ted Gulyas	1	3733	05/22/2014 11:31:37 Yana Prokopets
Automated email on lead creation problems author: Tez Grant	3	3144	05/21/2014 01:37:49 Stephen Ankenman
Sales Team Unable to View CRM The CRM menu disappears from the left for all members of my team · author: Farhad Divecha	4	3248	05/20/2014 11:19:18 Yana Prokopets
Cannot select email template to be used for business prrocess email I cannot find out how to select an email template to be used for auto-sending when a lead has been added. · author: Mike Paterson	2	2945	05/19/2014 22:57:04 Mike Paterson
no opportunities author: Zac Brown	2	2306	05/19/2014 17:07:04 Zac Brown
get rid of codes in emails (send&save) author: Zac Brown	1	1700	05/19/2014 16:25:19 Yana Prokopets
CRM: Email to Bitrix24 in CC or BCC IS the feature still available? · author: Migra S.E. srl	14	15021	05/16/2014 13:00:06 Yana Prokopets
Automatic change status when Account moved Is that available from BP? · author: Jonathan Bryan	1	1821	05/08/2014 11:43:12 Yana Prokopets
adding a file to a stream and saving it author: Zac Brown	1	1921	05/07/2014 14:20:18 Yana Prokopets
automate alerts need to receive a message if a customer has not been contacted yet after a given period of time · author: Giorgio Bellinger	1	1727	05/05/2014 13:41:51 Yana Prokopets
new custom fields (leads) all of a sudden? author: Zac Brown	1	1937	05/05/2014 12:16:43 Yana Prokopets
Links to Photgraphs in Deals Deal custom fields for clickable link to dropbox or Bitrix24 drive · author: Richard Duff	7	4864	05/05/2014 12:14:46 Yana Prokopets
Dupe Companies everywhere. Did I miss something? Dupe Companies everywhere. Did I miss something? · author: Paul Urmston	2	2286	04/25/2014 16:28:29 Yana Prokopets
Looking for advice (BP + automatic emailing) author: Zac Brown	1	2137	04/25/2014 14:37:00 Yana Prokopets
Retrieve emails from more than one address? author: Zac Brown	1	2040	04/25/2014 13:39:08 Yana Prokopets
BP + Task Due Dates (non-date-specific) create task due date due in "X" days from creation · author: Zac Brown	1	2142	04/25/2014 13:31:11 Yana Prokopets
BP + Emails author: Zac Brown	2	2313	04/25/2014 13:28:16 Yana Prokopets
Creating a Business Process to send emails to Leads author: Keith Erwood	3	3782	04/23/2014 12:05:38 Yana Prokopets
Date conflict in Report (overdue deals) author: Jeroen Roosenboom	3	2560	04/15/2014 12:38:40 Yana Prokopets

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