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Product Catalogue, Adding CRM Items In Product Catalogue
Hi,

We would like to link CRM Items, mainly companies (suppliers or customers) to individual products in the catalogues section.  We purchase hundreds of customised items from +50 suppliers and sell to +100 customers.  We must find a way to link products to suppliers/buyers/customers.  Without this feature, the product catalogue is quite useless to us.

Can you please confirm how to do this ?

BR - BM
Roadmap update, Will Bitrix be releasing an updated roadmap on new features?
+1
Bitrix Site Manager, Missing Infos On "Bitrix Site Manager" Software
Hi,

I cannot seem to find any info about the different editions of "Bitrix Site Manager" product although it's available in your store > https://store.bitrix24.com/bsm/

Is this product already integrated into the Cloud or Self Hosted version ?

Please advise.

BR - BM
Extranet Features, Possibility to add product list or quotes to Extranet/Workgroup
Hi Yuliya,

Web forms is not the solution.  But can this be designed with the self hosted version ?

BR - BM
Complete Accounting Module Within B24, 100% of companies need an accounting module.
Hi Yuliya,

Are you refering to Xero integration only, or are there other options ?  Xero does not suit for its exaggerated pricing of your partners.

BR - BM
Complete Accounting Module Within B24, 100% of companies need an accounting module.
Hi,

Is there any plans to incorporate a complete Accounting module into B24 ?  There is no company that doesn't need or use an accounting module and the paid version of B24 should incorporate this feature.  Accounting data (sales, expenses, etc... ) are integral parts for effective CRM.  HR management should also benefit from payroll generation, costs approval etc...  

I'm not talking about third party integrations which remain very costly option for most companies.  

If any future plans, please let us know.

BR - BM
Extranet Features, Possibility to add product list or quotes to Extranet/Workgroup
Hello Yana,

Is it possible too add some CRM tools to the Extranet to individuals or workgroup.  Our customers should be able to access our product catalogues, their quotations and invoices within their extranet.

If not is there any plans for this in the near future ? We should be able to build a complete Extranet with B24.

BR - BM
Email integration for multiple users, CRM/Settings/Send&Save Integration problems
Hello Yana,

Good news, thanks.

However will it be hosted within Bitrix24 (not through Yandex web mail) ?  If yes, then this is really [B]The Feature[/B] everyone is waiting and looking for.

BR - BM
Email integration for multiple users, CRM/Settings/Send&Save Integration problems
Hi Yana,

I understand that Bitrix24 CRM email integration will be provided for all user email addresses in 2016.  Do you have any time line for this ?

BR - BM
Add Fresh emoji, emoticons, smileys, i tend to use skype instead, bitrix emojis are too lame and too few.
Hi Yana,

This is a basic feature nowadays and millennials would rate your application as bad just because of this. They won't even consider other features.

And now that you have introduced "Open Channels" in B24, will emoticons appear in B24 Chats ? We use Skype daily with 90% of our customers and I'm looking forward to Open channels, but remain pessimistic re emoticons.

BR - BM
Business Process - Deals > Task
Dear Yana,

We generate different tasks from invidual Deal stages.  These tasks however can only be linked to the Deal through - "Bind to current CRM Entity" > Yes. In the Deals we insert important infos through CRM Items such as contact and company etc... We would like these infos to be automatically copied to the tasks created through Business processes.  As of now we have to edit/insert that manually after the tasks are created.  I'm not sure if this is supported automatically.

If not, please advise when the Business process "task" element will be updated.  It's a minimum feature for effective business processes. CRM Elements and Tasks is at the heart of Bitrix 24 and should be linkable through processes.

BR - BM
Restrict tasks to work days/hours
Hi Yana,

Please check the screeshot.  Is it what Ronaldo is refering to, or is there any other option available.  

Also is there an option for users not to be able to access tasks etc... unless they clock in ?

BR - BM
Restrict tasks to work days/hours
Hi Yana,

The option of "Restrict tasks to work days/hours" is listed in the cloud version, however I cannot find where to access it.  We are using the cloud version.  

Please advise.

BR - BM
Adding Employee without emails
Hi Yana,

Got it thanks.

BR - BM
Adding Employee without emails
Hi Yana,

We have employees without email addresses, such as drivers/helpers/etc...  How can we add them to the company structure ?  It seems this cannot be done.  

We need to keep some basis records or at least have their birthdays know to everyone, and work reports summary etc...  They are an integral part of our company.

BR - BM
Add custom fields for employees
Hi Yana,

Any news for this ?

BR - BM
Zoho Books Intergration
Hi Yana,

Thanks great news although the options are still limited.  It's seems to be a paid service, but can't find any infos on price and no infos seems to be available on your partners website. Can you please confirm price ?

I have sent them an email but no replies yet.

BR - BM
Business Processes - Task Blocks & Templates
Hi Yana,

Still not reply re the above.  

I forgot to mention check list also need to be added.

BR - BM
Link Company Drive To Desktop App
Hi Yana,

How can we configure a folder/s in the Company Drive to appear and sync with the Desktop App ?

I wan to use business processes with documents/files in the drive which are not available in "My Drive". In "My Drive" I can view/edit any time on my laptop without need of internet connection.  "Company Drive" does not appear on the desktop App by default it seems.

Please advise.

BR - BM
Business Processes - Task Blocks & Templates
Hi Yana,

We have list and with business processes we want to create tasks for each entry we make on the list.  This is working fine except for one thing.  I cannot find a way to create tasks which includes subtasks through business processes.  Is this possible ?

The best way would be to able to insert in the business process the tasks from existing tasks templates. Alternatively to have an option in the business processes tasks block to add a parent task or subtask.

Please advise.

BR - BM
Tasks templates
+1000 share templates with other users.  It's in a must!

We losing so much time and very annoying to have many people in the same office recreating the same template, every time we implement a new task procedure/workflow.
Webinar Video, Unable to view videos in China
Hi Yana,

I'm finally been able to view the videos after my China trip. There are no popular website hosting video in China in English language. It's sad for a software like Bitrix24 but non of your videos even on your official website are viewable by default.  Most popular video hosting website - www.youku.com

Furthermore, we are using the cloud prefesional version but there's no update apart from Drive section (no business precess, CRM dashboards, etc...).  Hasn't if been released yet ?

BR - BM
Incoming Emails Management, How To Copy Incoming Emails To Companies Section ?
Hi Yana,

The send&receive option in our CRM has been configured.  From what I see is that the incoming emails are copied in the contacts Activities window which is ok.  But we want the same email to be copied in the Companies Activities section to which the contact is associated. If the contact is already associated with a company, shouldn't this be automatic ?

Please advise. I may have missed out on something.

BR - BM
Companies/Deals - Stream - Message Notifications, How to enable notifications ?
Hi Yana,

Is there a was to enable notifications to the responsible person (or any other person) for all messages sent within the Companies or Deals section ?

BR - BM
Tasks deleted recovery from companies deleted
Hi Yana,

We were testing Bitrix24 Cloud version and made temporary company details.  Since we went with the Professional version, we recently migrated all our company list but deleted the previous company list (by mistake).  What we didn't foresee is that all the tasks we had linked to these companies have also been deleted.  These are crucial infos we have lost.

How can we get them back ?

Thanks to treat as urgent.

BR- BM
Adding contacts to Deals, Need to add multiple contacts to deal
Yana,

We need to add/link multiple contacts to a deal.  This is very important.

Please keep us updated as to when this will be implemented.

BR - BM
Webinar Video, Unable to view videos in China
Dear Yana!

https://www.bitrix24.com/about/blogs/updates/bitrix24-spring-2015-release.php

It's impossible to view any videos from Youtude and Slideshare in the whole of China.  This is because these sites are blocked.  I think most of your material are disseminated through Youtude.  So how do you promote Bitrix24 in China?  I don't think you can get many customers in China since they cannot access any of Bitrix24 videos.

Can you please advise how I can access this particular video in China ?

I'm still in the dark as to the updates for Spring 2015 re the following subjects:
  • Workflow automation
  • CRM Dashboard
  • New mobile app
  • Task templates with sub tasks
  • Private marketplace apps
BR - BM
Add custom fields for employees
Hi Yana,

Bitrix24 should upgrade this module fast.  All basic Cloud HR management software have these options nowadays.

BR - BM
Edited: Bernard Mallet - 04/20/2015 22:36:26
Lists, Links To CRM Companies + Sum Totals
Hi Yana,

Thanks for feedback.  I will try a few of the above an see how practical it is.

Looking forward to spring release updates.

BR - BM
General - Copy & Paste - Screenshots, How to ?
Hi Yana,

All is clear, but doesn't really help.  However I understand your team is working on same!  Can you give me a timeline when this will be implemented ?

BR - BM
General - Copy & Paste - Screenshots, How to ?
Hi Yana,

I have tried several times to copy & paste screenshots in tasks description and comments and in conversations without success.  I have also been unsuccessful here in the forums. But I see you can (I have copied one of yours in another post).  How do you do it ? What support program/software do you use ?

This is very important to get to use Bitrix to its full potential.

BR - BM

Lists, Links To CRM Companies + Sum Totals
Dear Yana,

Can you please get back to us re "Lists".  Thanks to treat as urgent. Thanks.

BR - BM
Zoho Books Intergration
Noted Yana!
Lists, Links To CRM Companies + Sum Totals
Hi Yana,

I have few more questions re Lists:
1. What is the best way to move/transfer a whole list from any Workgroup into the Company ?
2. Can you please elaborate on Lists "Sections".  It's use is not very clear.  I can't find any infos or tutorials about this.  We would like to make best use for it.

Your prompt reply would be much appreciated.

BR - BM
Zoho Books Intergration
Hi Yana,

Any plans for Bitrix 24 to integrate with Zoho Books ?  This would make a total solution for us.

BR - BM
Screen Space
+1 Vote
Lists, Links To CRM Companies + Sum Totals
Hi Yana,

Have tried making a list but can find a way to
[LIST=1]
[*]Create a "Companies" Field link to our CRM company list. Since info is already in the CRM, we shouldn't have to type these infos again and again. Field to have multiple entries.
[*]Insert a Sum Total (and/or sub total) at the end of the a list, or within the list. Is this possible ?
[/LIST]BR - BM
Turn features on/off, Features
Hi Yana,

Can you help me as to what steps I need to take to do this.  It's not very clear.

User is in a specific department and up to now we have not created any new roles apart from the standard ones.  That user is not listed in any CRM>Access Permissions roles list.

Also can you please elaborate on the the definitions of
"Personal"
"Personal and department"
"Personal and department and subdepartments"
"All open" & "All open"
View WorkGroups Calender Within My Calender
Works fine now. Thanks Yana!
View WorkGroups Calender Within My Calender
Hi Yana,

I want to be able to see in one place (My Calender) all calenders I'm member of, especially the Workgroups Calenders.  How to do this ?

BR - BM
Calender Comments Notifications - How To Unable ?
Thanks Yana.  Please keep me posted.

BR - BM
Calender Comments Notifications - How To Unable ?
Hi Yana,

This is exactly what I mean --> "When you add new event to the work group - the group's members won't get a notification, neither they will get a new comment to this event notification. If you want particular users to get group events & group events comments notifications - you will need to add them as guests to the event in particular."

We have created a "Shipment" group calender to keep track of all the our Courier/Air & Sea Shipments (2 entries/events per shipment, Departure and Arrival Dates. There can be 10 entries every week).  So this is a working tool and notifications when someone puts a comment is important for everyone to know about it.  It should work same as tasks.  I don't want to each time to have have one person invite as guests all other person within same work group - it defies the fundamental purpose of the work group altogether!!

OPTION 2 - If I create the shipment calender in my calender and give each person access, I suppose it will not change anything right ?

I really think this general notification option should be added in your future updates for calender. Having comments without notifications is illogical to me.

BR - BM
Screenshots In Conversations, How to ?

Hi Yana,

I "don't want to upload" or put any links.  I take a screenshot of a photo/email/webpage/etc.. and paste it in the conversation directly. You understand what i mean by screenshot right ? or maybe you define it as cut & paste!

But when I send the messages, I get this error below.......

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
[img]data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAA8YAAAB1CAIAAAADRW/QAAAgAElEQVR4nO2d­24HzrLJET06KhViIhRx2BoqFWHQeLERfqgFfZr755VovM8aAoIGmQLL4v//9­738HIYQQQggh5EkuIf1/lNSEEEIIIYS8wEBS15K2k7zboBai2LP5sgXA6CB/­n0ML7QFXnkEhvgdrQPF527YtlWpT3LiBdOVTzsoWyh6z0ro6+m6vU9WSrLXP­oFqSzef8hK1US5IZnR9FgXU1z1B1/ZaFymrP3zBcjPU+n7swoRlswYB7+UJP­NJfoSboMaPweQc/zgQ9j+sxNxUEpw1liz95GUWQ1SK+oKvn1ORoUbkzImnof­2MKA3YCfxJ4wsA9uIxm1Bfo+HDQB8Co4prbCPuy3qvDKfVjLR30Ajos96Evk­twHDCn/lu3fU4Z+N/CHckAzcXaCL/IiOtNBi8otQUosJpP3bR7ueXXqRrmHc­RnjXD8jzmPx9Dr2m0oFwNB4HNiD4TnDrBgou64KnpXV1BN0e5ermnDZkUhKT­fPuwVtz2sTePFcpC5ZgYPeaev0BOH8fvSuqfu+azOcqx28uoxFTvAbISV5Qo­8CGD
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Even on this forum I get the same message.

I hope it's clear now.

BR - BM
Edited: Bernard Mallet - 03/26/2015 20:04:00
Calender Comments Notifications - How To Unable ?
Hi Yana,

We never receive any notifications when we comment on event on any of our personal, company or work group calenders. Can you advise how to unable this ?

BR - BM
Screenshots In Conversations, How to ?
Hi Yana,

Is it possible to insert screenshots directly in Tasks/Chat (All) conversations.  This is a must nowadays.  This eliminates the time consuming action to upload files/images/conversations.

I have tried but I end up with error scripts on the messages. Maybe I'm not using the right tool.

Your quick reply will be much appreciated.

BR - Bernard
MyDrive Uploading Issues, Documents not uploading
Hi Yana,

I have the same issues.  The sync feature is not automatic ?  Is there a setting for syncing updates ?

It's 13:59 now and my drive shows "Last synchronized: today, 06:31"

Have updated a few files on the desktop "mydrive" but its not automatic.

Please help with this.

BR - BM
Turn features on/off, Features
Hi Yana,

We would like not give access to CRM to certain users within company.  The option of just hiding it within the menu is not appropriate.  CRM contains sensitive information which we would like to give limited access to only those dealing with customers.  We are using the cloud version.

Will this option be available in the future?

BR - BM
Start new task in full task form?
Hi Admin Admin,

I can't find the "CRM item's form" you mentioned on the system, nor understand your meaning of "Item".

BR - Bernard
Order of tasks / Subtasks
Yana,

Do you have a release date to give us ?

BR - BM
Display tags in task list?
+1
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