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Rearrange Tasks (Reorder), How do I re-order tasks?
[QUOTE] In many cases it's useful to view all the tasks that need to be completed for a given client. [/QUOTE]
You can view that under CRM - open this client page > activity - use filter - activity type = tasks.

[QUOTE]to group tasks by the responsible person in order to see everything someone needs to complete. [/QUOTE]
You can use Tasks Involvement for that (note - tasks should have planned time set - start & end dates set) - all tasks will be listed under Gantt Chart view.[QUOTE]It would be very helpful to group tasks under their CRM/Company. [/QUOTE]
As mentioned above you can find tasks grouped under each CRM record.

In list view you can click settings icon on the right and add new columns to the list, e.g. CRM.

Please note that you can also open Tasks > All > filter tasks by various parameters.

Best,

Yana.
create an entry by email
Hi JOCELYN,

What is your scenario exactly? Thanks.

Best,

Yana.
Email Integration with Outlook
Please contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] with details. Thanks.

Best,

Yana.
Organisation email, Initial info
Hi!

You can either connect your own email addresses to Bitrix24 or create @bitrix24.com email addresses provided by our partner [URL=https://mail.yandex.com/]Yandex.com[/URL]

Please note that there are 2 ways of email use in Bitrix24: webmail connector (shows number of unread messages & redirects you to the webmail - another browser tab) and email integration with CRM.

Best,

Yana.
Email Notification, Change settings
Thanks for the suggestion Florian!

Best,

Yana.
(General) Search query syntax
Please contact our Helpdesk - our support team will assist. Thank you.

Best,

Yana.
Intranet Seems Blank
Hi Will!

Everything is fine now. Please check your account here.

Best,

Yana.
Custom creating date when importing
Hi guys!

Have you tried to create custom field of date type (e.g. name it something like old CRM creation date) & import creation date to this field. It can help you to switch between CRMs.

Best,

Yana.
Deal reports missing email address field
In this case filtering & records export won't help. Deals export can be done with contact names only, not emails.

Best,

Yana.
invoice editing
Hi Luka,

What language do you use? Unfortunately these fields can not be customized, the only thing you can change is Handler (e.g.  German, Spanish, etc.) - in this case these fields will change automatically. (CRM Settings > Payment method > Payment system > open payment - find Handler.

Best,

Yana.
Deal reports missing email address field
Hi Caspar,

You can filter contacts, include email address in the List view & export them. In this case you'll get your email list.

Best,

Yana.
Custom Field Bulk Update, Bulk Update
Hi Ken,

Thanks for the suggested scenario.

Best,

Yana.
Recurring task to several companies, recurring task set up for several companies.
Hi Laura,

You can add recurring tasks (use repeat option) and select several CRM items inside task creation form. Note - you need to add task form the CRM - e.g. contact or company

Best,

Yana.
CRM form localization, how to have status and error messages in a language different from the intranet language
Hi Josuah,

Thanks for the observation, we'll consider your suggestion for future updates.

Best,

Yana.
Email template - fields in subject
[QUOTE]but for subject it isn't possible.[/QUOTE]
Yes, that's correct.

Best,

Yana.
Live chat, Live chat
You can use [URL=https://helpdesk.bitrix24.com/open/4112659/]website[/URL] widget for wordpress.

Best,

Yana.
CRM Access Permission, Having problem creating per group access
Hi Louise,

Please contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL]. Thank you.

Best,

Yana.
CRM Access Permission, Having problem creating per group access
Hi Louise,

[QUOTE]I have edited it
to Personal and Department[/QUOTE]
Does it work?

Best,

Yana.
Email template - fields in subject
Hi Andrzej ,

In CRM email (new message) you can attach files. Do you mean something else?

Best,

Yana.
Custom Field Bulk Update, Bulk Update
Hi Praveen,

No, I'm afraid. This option has been added yet.

Best,

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

If you mean you need to drag this filed from the main contact page form to the contact page summary panel (top panel) - you cannot do that. This action is not supported.

Best,

Yana.
Extract field from the CONTACT and put into DEALS
Hi Przemek,

Please contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL], they will assist. Thanks.

Best,

Yana.
Pricing with more than 2 decimal places (e.g., 0.025), Ability to add / use more decimals in pricing quotes
Unfortunately not.

Best,

Yana.
Quoting a customer a price which is not to the nearest cent. (i.e. €5.5233), Am I able to give a customer a quote or invoice with a product price containing more than 2 decimal places?
Hi Schim,

No update, I'm afraid.

Best,

Yana.
How to change Contact Types, etc.
Hi Markus,

Unfortunately not. But thanks for the suggestion.

Best,

Yana.
How to change default currency?, The invoice currency remains set to USD when I have set my reporting currency to (my new) GBP.
Hi David,

Not yet. Thanks for bringing the topic up.

Best,

Yana.
E-Mail Integration Questions, Unable to View/Send Mail in Bitrix24
Hi!

Bitrix24 has 2 options for email integration:

- webmail - that counts unread messages & redirects you to the webmail page

- CRM email integration- read more [URL=https://helpdesk.bitrix24.com/open/2579317/]here[/URL]

Best,

Yana.
Modifying options in the Lead Status, Modification to fields
Hi Michell,

CRM > Setting> Statuses & Dropdowns - the very first of selection lists - statuses is what you need.

Here you can change lead statuses.

Best,

Yana.
Free vs Plus: E-mail services and Send&Save Integration
[QUOTE]At this point, is there a way to automatically convert email from already existing contact in a new lead? Should I do it manually? [/QUOTE]
This scenario is not supported. In Bitrix24 system logic the client path is this lead > contact > deal, which means contact cannot be reverted back to lead. If you need to do that in order to separate different sales - please create deals inside this contact.

The forced email signature can be disabled at commercial plans.

Best,

Yana.
Custom View Issues, CRM Section - Company and Contact, Custom View in Edit Mode not showing for users.
Hi Diego,

List view cannot be saved for other users at the moment. Unfortunately I cannot say if this option is to implemented or not this year. Please note that we are working on the CRM interface changes - you have probably noticed the main menu design change.

Best,

Yana.
REST API - GET / POST no longer working, Submissions to https://[site].bitrix24.com/crm/configs/import/lead.php using GET or POST no longer create the new lead
Hi Mike,

The issue has been resolved. Everything should be working fine now. We apologize for the inconvenience.

Best,

Yana.
Captcha feature missing in CRM forms
Hi Mathias!

Thanks for the suggestion. I'll add to the features requests list.

Best,

Yana.
Files / Folders not synchronizing correctly
Hi Herman!

[LIST]
[*]Please note that several file formats are not supported: .exe, .php, .lnk, .tmp, .ini,.pl.
[*]Files names should not contain any of the following symbols: / \ : * ? " ' | { } % & ~ # < >
[/LIST]If that is not the case, please contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL].

Best,

Yana.
Problems with Bitrix24 Desktop, can not connect bitrix account to Bitrix24 Desktop
Hi Serge!

Please contact our [URL=https://helpdesk.bitrix24.com/ticket.php]Helpdesk[/URL] asap. Thank you.

Best,

Yana.
Tasks - Options: Responsible person can change planned dates - problem
Hi Andrzej,

Tasks creation form has special option which either can allow or restrict both deadline & time planning changes by task's responsible person. You cannot set access for deadline & time planning options separately.

Best,

Yana.
Create Task from Email - Details
Hi Andrzej,

Not supported unfortunately. Thanks for the suggestion.

Best,

Yana.
Migrating/importing data from Asana
Hi Nitin,

Welcome to Bitrix24! Tasks import is not available unfortunately.

Best,

Yana.
Can we enable our customers to see their Quotes, Leads, Invoices...?
Hi Samo!

You can invite clients to Bitrix24 as external users, but they won't have access to the CRM. Only Activity Stream messages, tasks or workgroups.

Best,

Yana.
Event created to add to absence chart
Hi Samo,

Absence chart entries  added by admin to the Absence chart directly won't be added to user's personal calendar. But when user adds it from Calendar section and choose user's availability = away (add o absence chart) - it will appear both in user's calendar & in Absence chart.

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,

Could you please advise your ticket ID you have submitted regarding this issue? Thanks!

Best,

Yana.
Budget Tracking for Projects, How to track budgeting for projects
Hi Jeremy,

Thanks for the suggestion. We will consider for future implementations, but nothing alike is scheduled yet.

Best,

Yana.
Workgroup Owner, Is it possible change the workgroup owner?
Hi Peeratchai,

Please activate admin mode on your profile page, open group > Actions (right top corner) > Edit members > click user that you want to make new owner & choose "change owner"

Best,

Yana.
Cannot call +[area code][phone #] because this route is unavailable., can't click and dial local numbers from my contact list in bitrix24 :(
Hi Paul,

We work worldwide with telephony services, so international format is required (other formats not technically supported, I'm afraid).

Best,

Yana.
Setting up email from Custom Hosting Provider
Hi Samo!

[QUOTE]Since this topic is from 2013 - is there any news regarding this, is this under development? [/QUOTE]

Unfortunately not. We haven't decided to move in this direction yet.

Best,

Yana.
How do you remove a user from chat?
Hi Miguel,

You cannot remove dismissed users from chat. Thanks for the suggestion.

Best,

Yana.
Regarding recurring tasks, calendar and deadlines
Hi Gabriel,

Quote
My question is, if I create a recurring task can I set an also recurring deadline for it?
Unfortunately this scenario is not supported. You can only set general deadline for the task template.

Best,

Yana.
Cannot verify MX record, Cannot verify MX record
Hi Andrew!

Please contact our Helpdesk.

Best,

Yana.  
Italian language, Is possible used a italian language for bitrix24?
Thanks for the vote!
Restricting Intranet User
Hi MUYIWA,

Cloud version users can configure menu items each individually. You can make same home page for all users.

Best,

Yana.
Can't approve new employee, We never receive the mail the administrator is supposed to receive to approve a new employee so they can't log in to Bitrix.
Hi Michael,

Not sure. Please contact our Helpdesk for details.

Best,

Yana.
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