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How to manually assign an email to a lead or contact, An email is sitting in my Yandex inbox, because it has not been automatically assigned to a lead. How do I assign it manually?
Please contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] they will asists with details. Thank you.

Best,

Yana.
Mobile App Business Card scanner, New mobile card scanner and supported Bitrix version.
Hi!

The new Business Card scanner feature is not currently availbale in the on premise (self-hosted) version. At this very moment I cannot say if we'll add it or not.

Best,

Yana.
Automatic Notifications With Links To Meetings And/Or Messages, CRM Business Processes
Hi Colin!

You can either hire one of our [URL=https://www.bitrix24.com/partners/]partners[/URL] to desgn a business process for you or contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] for assistance.

Best,

Yana.
Missed cc recipints in the email (incoming), No cc is visible from the incoming email (Bitrix24 panel)
Hi Michele!

Can you share a screenshot? What email panel of Bitrix24 do you describe exactly? Thanks.

Best,

Yana.
How to manually assign an email to a lead or contact, An email is sitting in my Yandex inbox, because it has not been automatically assigned to a lead. How do I assign it manually?
Hi Kieran,

You can do that by forwarding this email (form your mailbox) to Bitrix24 integrated email address with deal ID (construction like [LID#1]) in the email title/subject. Please read this [URL=https://helpdesk.bitrix24.com/open/1332453/]FAQ article[/URL] for details. Thank you.

Best,

Yana.
Connect accounting app (Quickbooks)
Hi!

You can find REST API Help here.

Best,

Yana.
Integrate chat bot in openchannels
We're working on the documentation - it will be available in about 1-2 months. Please try to contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] - our support team may assist with this question. Thank you.

Best,
Yana.
iPad not able to copy from Word app to Bitrix app (even though it looks like it should)
Hi Mike!

Sure, please send a report either from phone (if the app suggests to) or to our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk here.[/URL]

Best,

Yana.
Mac app: after file upload, shows wrong lock status
Hi Mike!

Please report this issue to our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] directly here. Thank you.

Best,

Yana.
Notify Client of call recording (this call is now being recorded), Notify Client of call recording
Hi Jonathan,

Sure! You can upload your tune in BPX connection settings page (very end of the configuration page - show more tunes).

Best,

Yana.
Integrate chat bot in openchannels
Hi David!

You can connect Bitrix24 chat bot to Open Channels (not external bots). We are working on the Bitrix24 Bot Platform Training Course. Stay tuned!

Best,

Yana.
What is 1C Tracking?
Hi Anne,

This was mistakenly taken form our Russian localization portals (we've deleted it already) - it is an integration with popular Russian enterprise software called 1C. I don't think you need this particular one.

Best,

Yana.
Associating a workgroup to a company?
Hi Anne,

Thanks for the vote on this option.

Best,

Yana.
Link Google Calendar to Company Calendar?
Hi Mike,

The company calendar Google integration hasn't been much demanded yet. The logic is that several users can add new events to the common calendar. Thanks for the suggestion.

Best,

Yana.
Tasks Permission problem
Please report it to our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] with details then ( in case this user does not have admin rights as well, but the problem occurs anyway)

Best,

Yana.
Change labels and create custom entities
Unfortunately you won't be able to do it the cloud version. Only in the self-hosted version - but it won't be an easy way to implement it even there (via localization module - edit component templates - but there may occur difficulties when the product update is rolled  out).

Best,

Yana.
Tasks Permission problem
Hi Manuel!

Please open this workgroup  - Actions - Edit Settings - Tasks - set permissions for tasks deletion:



Best,

Yana.
Notification if tagged in task comment?
Hi Anne,

Unfortunately you cannot notify user about the mention - the only difference is that the new comment notification text sent for the comment with a mention - will start with a user's name.

Best,

Yana.
Configure Menus for All Users
Hi Anne,

Unfortunately you cannot save own menu preferences & order for all users the way you've described above.

Best,

Yana.
What does "Bind to CRM Dictionary" do in Custom Fields?, Looking for thorough documentation on Custom Fields.
Hi Gjergj,

Bind to user allows to add user from your company structure \ employees list:



Best,

Yana.
How to change leeds view to LIST instead REPORTS menu (left), I want to see LIST view instead REPORTS by default
Hi Hernán,

Please see below:




You can set List view default behavior under CRM > Settings > Other > Other settings > default leads / contacts, etc. > list.

Best,

Yana.
increased image in birthday section
Please kindly report this problem to our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL]. Thank you.

Best,

Yana.
Currency display leave blank for Chinese Traditional
Hi Dennis,

Please report this problem to our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] with a screenshot. Thank you.

Best,

Yana.
Link Google Calendar to Company Calendar?
Hi Mike!

This option is available for personal calendar only. Company calendar sync is not supported. Thanks for the suggestion.

Best,

Yana.
Configure Menus for All Users
Hi Anne!

I'll try to explain step by step:

1. Main view for all Bitrix24 account users - based on most used features - communication, tasks or CRM
Quote
Now Bitrix24 administrators can configure left-side menu for all account users
You will see this window when open Bitrix24 for the first time or can force it after by clicking Configure menu > reset menu:



Choose most demanded scenario in your team - e.g. Communications



After the section is chosen - it will appear as Home page (first line in left-side menu) for all users:



2.  Use Favorite menu item to add Bitrix24 pages to the left-side menu - e.g. you can add workgroups

Quote
and with the help of Favorite menu items

In this sample we've added Company structure page to the left-side menu:



Here it is already added to the left menu:



3. Finally you can save added items for all users of your Bitrix24.
Quote
with the help of Favorite menu items saved for all users."

Click Configure menu items, navigate to the new option added with help of Favorites before and choose Add menu item for all users



Best,

Yana.
Use Departments as an observer
Hi Peeratchai,

You can only add department employees one by one. What you can do is create workgroup - named same as your department & add this workgroup (project) to the task.

Best,

Yana.
Editing several companies simultaneously, I need to add information to several companies at the same time
But this may not be that easy for address field - please contact our Helpdesk regarding correct address import. Thank you.

Best,

Yana.
Editing several companies simultaneously, I need to add information to several companies at the same time
Hi Jesús,

Not exactly - you can use edit as group action - but you will need to edit each company in the list. Better delete everything, create necessary custom fields - if not added yet, amd import your list again.

Best,

Yana.
Change labels and create custom entities
Via application  - no. You can do that in the self-hosted (on premise version) but it requires additional customization - you can hire one of our [URL=https://www.bitrix24.com/partners/]partners[/URL] for that.

Best,

Yana.
MS Exchange Connector, Integration with MS Exchange Server (on-premise)
Bitrix24 Outlook integration works with tasks, calendar (for Windows only) & email (as webmail connector).

Best,

Yana.
Connect email service via Exchange Activesync.
Hi Nhan,

Unfortunately not.

Best,

Yana.
Custom fields and file uploads in mobile app
Hi Paul,

It should. Please report this issue to our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL]. Thank you.

Best,

Yana.
Mobile app doesn't work properly
Hi Brandon,

What do you mean?

Best,

Yana.
Admin ability to view all tasks in all groups regardless of being a member
Hi Lucio,

Each user has ALL section in Tasks - but the list of tasks here may be different. First, Bitrix24 administrators (users with administrative access to your portal - like shown on your screenshot) have ability to see all company's tasks. Further, each users will see there tasks where he\she is involved as creator or participant, responsible, observer and workgroup tasks related to him\her.

Best,

Yana.
invoice editing
We do plan to update quotes & invoices this year - the goal is to make them more flexible, but it is not likely the total localization to native language will become available with this update. Thanks for the suggestion, we'll consider it for future updates.

Best,

Yana.
Change labels and create custom entities
Hi Emka,

Unfortunately this type of customization is not supported (no plans for it for this year).

Best,

Yana.
Mobile Device Calendar Sync Problems, Company Calendar won't sync with employee mobile devices.
Hi Allen & Jono,

Thanks for the votes on this option.

Best,

Yana.
I'd like some help understanding a few things in the CRM (New to Bitrix24)
[QUOTE]Currencies:

- When setting up the exchange rate, I should set them up in relation to the default currency, correct?

Example: USD is my default currency, but I also use Euro. So I'll google 1 euro to usd, and then enter the exchange rate in to the system. [/QUOTE]

You should add new currency exchange rate in relation to the base currency.

Best,

Yana.
Changing Email Sender ID
Unfortunately you can't change the sender's email address.

Best,

Yana.
I'd like some help understanding a few things in the CRM (New to Bitrix24)
Hi Mohamed,

Welcome to Bitrix24! Please find the answers below:

[QUOTE]Contact or company details templates:

- This area within the settings of the CRM is absolutely confusing to me. Within it I have two "Templates" called Legal Person, and Natural Person, as well as the option to add a new template. [/QUOTE]
Legal person means a legal entity - like LCC, C corporation, etc. Natural person - refers to a human being, a simple person.

CRM > Settings > Contact or Company details template allows you to edit forms that you will later see on contact or company page. For example, when you add new company - there is company details section where you can add information about legal entity the company represents - e.g. company name, VAT ID, address and banking details.

[QUOTE]Company Details:

- Is this option in the CRM settings to set up my own companies details in the CRM? [/QUOTE]
Yes, if you have several companies, you can add them here.

[QUOTE]What is the Difference between setting an activity from the Activities area and setting it up from the CRM Stream?

- Is there a value of doing it one way instead of the other?
[/QUOTE]
No difference for same type of actions - like e.g. meetings, but from CRM record's page > Activity you can also add Events - activities happened in the past or information, or use "Visit" option.

[QUOTE]After taking a look at lists within Workgroups, I'd like to ask what exactly lists are meant to be used for?

[/QUOTE]
Please refer to this [URL=https://training.bitrix24.com/support/training/course/index.php?COURSE_ID=55&CHAPTER_ID=05333&LESSON_PATH=5157.5332.5333]Training course[/URL] and this FAQ article on [URL=https://helpdesk.bitrix24.com/open/1351865/]lists in workgroups.[/URL]

Best,

Yana.
Tasks - Options: Responsible person can change planned dates - problem
Andrzej, I see what you mean now. Thanks for reporting. It turned out the product requires additional development to unable this option (the description next to the option is not correct). I'll check with the dev team if we can add this option fast or not.

We apologize for the inconvenience.

Best,

Yana.
Rearrange Tasks (Reorder), How do I re-order tasks?
Hi Vangelis!

[QUOTE]I think an easy fix from your side would be to enable the TAG field to be selected when you click on "sort by". Now you only use Tag for searching, why not using it for sorting too? [/QUOTE]
Thanks for the suggestion.

[QUOTE]Some suggestions, if you allow us:
The Group to be entered manually in each workgroup and then tasks to be dragged under this Group while in custom sorting. You could think of it like the separator you allow in the checklist, with the difference that it also needs a Title to be edited by the user and some kind of visual impact to differ fr om the tasks. Now if you want it to be also a task property of wh ere the task belongs that would be even better, and maybe we never need to use the custom sort again. In the meanwhile I don't know if the Tag field could be of any use towards such functionality, like for example giving the option to view by Groups based on Tags and then leave the sort by exactly as you have it. [/QUOTE]
Thanks for the detailed suggestion as well. We may plan some general updates for tasks module for 2017 but nothing is scheduled yet.

Best,

Yana.
Changing Email Sender ID
Hi MUYIWA ,

Do you invite extranet users or are you talking about emails sent from CRM? Thanks.

Best,

Yana.
Reporting - Tasks - Custom Fields, Is it possible to create reports and include Custom Fields?
Hi Samo!

We don't plan to add custom fields support to task reports in the nearest updates. Thanks for the vote on this option, we are still considering it's implementation.

Best,

Yana.
Subtasks expanded view, like + icon pushed as default view
Hi Rihab,

We don't have plans for this yet, but we'll consider it for future updates. Thank you.

Best,

Yana.
Bitrix in Latvian language?
Hi Martins,

We don't have plans for Latvian localization, but you can use translation module is the self-hosted (on premise) version to add Latvian localization (please note the process may quite time & effort consuming).

Cloud version custom localization is not technically available.

Best,

Yana.
Import issues
Hi Tamsin,

You can create a simple Excel file & save it as CSV after.

Best,

Yana.
Tasks - Options: Responsible person can change planned dates - problem
I see, but Bitrix24 tasks logic allows to enable\disable only both deadline & time planning.

Best,

Yana.
Organisation email, Initial info
[QUOTE] it is a portal via which an outside client can be routed.[/QUOTE]
Yes, mostly. Though you can create @bitrix24.com mail addresses which can be operated in Yandex.Mail interface (you'll click on the Webmail option inside your Bitrix24 portal & a new browser tab with YandexMail interface will be opened for your @bitrix24.com account). BTW you can test this option in free plan account.

Alternatively you can connect any other mail client to Bitrix24.

Best,

Yana.
Wrong timezone used in the task timestamp tracking, Even though I'm in PST timezone, when I complete or modify a task, the timestamp being used is based on Moscow time.
Hi Timothy,

Thanks for reporting, unfortunately we can't changed this right now since it requires additional development of reports module. We apologize for the inconvenience.

Best,

Yana.
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