Bitrix24 Community

I'd like to merge Bitrix CRM data with an administration application we have, based on a SQL Server database, and I'm wondering if I could read my CRM data through a jdbc driver to process some ETL tasks.
Can I?
:-)
Thanks!

+1

+1, Jeff

Obviously, I agree with Rafael. I did have problems with customers/contacts firewalls just for the inserted advertising. I have switched to my own e-mail system (where I could use CC and BCC too....) instead than Bitrix months ago, but anyway I keep on following the evolution of Bitrix email system...

I fully agre wih Robin. I've met the same issue....

+1

Good proposal, Giacomo.
I'm avaliable too!

I totally agree with Richard.
If/when the word "free" will disappear from the forced signature I'll restart to use Bitrix email again (even if thare are some others open issues with it). Until now I keep on using my own email provider.

In deals, I need to add a M&S price to the estimated income (then in invoices), based on xx% (currently 20%) of the total prices of above rows; and the final total shouldconsider so, then apply taxes, if any.

Currently I compute the price by hands, then I insert the row as a no-standard product.
Is there another way?

Thanks

Hi.
Today I've noted, for the first time, this signature added by Bitrix at the bottom of outgoing emails:

"Sent by [url=http://www.bitrix24.com]bitrix24.com[/url] - world's most popular free CRM and client management solution"

Why we were not warned about this?
It's not so fine to add advertising info like this, without any previous info to the users, moreover specifing "free CRM"... Is it possible to modify/hide it?
We use free version of Bitrix, and our test should last at least one year: complex business is commitetd, and we wait for more customers before purchase a paid Bitrix solution, but it's business anyway....

How could I keep and save custom fields used for Leads during their conversion to Deals? I've tried also to define the same customfields in Deals (same name, same type) and then convert Leads, but none fields are kept.
Any Idea?
Thanks

I fuly agree with Lisa: we're in quite the same situation, and we need the same features.

OK, but it doesn't either keep the filter set on the main page.
If a user sets a filter fr om the main task list, and no filters could be set by users for subtask, then the original filter should be kept until the user changes it again.
Who works with a deep tree tasks structure, wh ere the real tasks are at leaf level, could have really discomforts, it's absolutely a not user-friandly scenario...
Thanks anyway

I start the main task list with this scenario where the filter means "[U]show all not completed tasks[/U]":


Then I click on a task with subtask....



Two problems:
1) All tasks that should be excluded by the filter (the completed ones, in this case) are anyway shown
2) there's no way to set the filter again: no "filter" option in the main tool bar...

Any planned improvement?
Thanks!

I start with a task list like the one below, with "ALL" and a filter on:



I work on task(s), either editing them or adding new onews.
Then I click on the back arrow in top right corner of a task:


When I'm back to the initial task list I find the settings changed to a basic view like below:


How could I have back my filters ("All" + custom filter, like the first pic) for default?
Why does Bitrix miss it?

Thanks

I need to set the compeltion level for tasks, ie: 25%, 50%, 75%,.... or even more granular numbers.
Is it possible using standard fields?

I have the need to vary characters size in outgoing emails, so I've tried to use the options in the standar editor (xx-smal, x-small, ...), and I've found two distinct problems:
1) the formatted message could not be seen as formatted and so checked before its forwarding
2) the formatted message often looks terrible and messed up, even if I choosed to reduce or enlarge the characters for just a paragraph, or a signature: I mean the "format" effects hits areas that shgould not involved in the requested format.

One of the consequences is that currently I'm obliged to use a plain email template, with no formatting (size) options, otherwise the entire message compiled from a "formatted" templatre is at risk (and sometimes I've sent orrible formatted message, but discovering so only after the message has been sent....:o )

It seems an user cannot clone or copy an email template to start creating a new one. This will be an useful feature

I agree with Timothy

[QUOTE]B24_561575 wrote:
There needs a section called opportunities in the CRM section.

Opportunities are for existing clients or companies. They do not have to go through the conversion from Leads to Deals.

An opportunity can have several "deals"
[/QUOTE]+1 !

Hi.
I've converted a lead in a contact, then connected this contact (not the original Lead!) with a Company. Now I'd like to delete the original Lead but it looks impossible.
I receive this message:
"Cannot delete the converted lead "......" because there are companies and contacts linked to it. Please delete these items and then try again."
The problem is that I don't know (even if I've looked for) which are the pending connections that stop the deletion.
Where have I to look?

Could I even roll-back from Contact to Lead, so I could restart from the beginning?

+1!

+1
We'd like this localization too...!
If you need any halp we could give you some support.
Sergio - Migra S.E. - Italy

[QUOTE]Sebastian wrote:
need to be able to log work hours for the previous day or days.
[/QUOTE]We need such feature too. Also in our case, as freelance team, we often need to log our time and actictivities when we're back in our office (one or even two working day later than the day spent at Customer's site)

I need to change the calendar for a Task or event. I've defined the calendar I need in Bitrix, and set it as "default calendar too.

When I edit a task to change its calendar, form an old one to the new default one, I don't see any "calendar" field, or any dropdown list of aivable calendars....

I'm sure there's a way, but I cannot find it... :(
In the attache pic the "task" card is shown, without calendar field(s)