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Custom fields for Catalog/Products
Honestly I am currently not involved on MailChimp integration - our company is using both B-24 and MailChimp and we just keep in the mind, that such integration is possible... :-)

Anyway, you have moved me slightly forward and I have tried to find more. This company is providing paid service for B-24 integration with MailChimp - [URL=http://marketplace.artdepo.com.ua/en/mailchimp/]http://marketplace.artdepo.com.ua/en/mailchimp/[/URL].
There are some screenshots and it seems that it can do what I have named "Record sent campaign with..." - You can see that once you will send bulk e-mails via MialChimp this message will be binded to the particular Contacts (as an e-mail). This feature give an opportunity to track and find what was sent out to each Contact. If you use Product name in the subject, maybe you will be able to use some find/filter feature to list it.

But - I agree, this is not exactly what you are asking for. It is not direct relationship between Contact and Product.

Ladislav
Custom fields for Catalog/Products
OK Charles - I got it ...

Very briefly: I do not think you should look for solution through product custom field. There are "Quotes" in B-24 Which can link Contact / Company with Product (also with multiple products in one Quote). There is no need to bind Quote this Deal or Lead, but There Is Such an option. And I have just tried that via a filter in the Quotes list you can reduce listing to a particular product. :-)

But, voila, we are back with "bulk edit" and I have no idea how to "import" 100s quotes in the system easily ... :-(

In relation to MailChimp integration, it seems that this integration is missing important functionality: Record sent campaign with Contact / Company as an Activity :-(

Ladislav
Custom fields for Catalog/Products
Hi Charles,

I understand what you are trying to explain... And from my point of view it is a question of the "bulk edit" possibilities. But I don't think it has something to do with "Products".

Generally, if you are ready to send out an offer for some products to 100s contacts you should decide: Is this a pre-sale (marketing) activity? OR Is this already a part of  sale? In our company we have made many internal discussions (still not solved definitely) what we should consider like a "Deal" (a chain of sale activities). But we decided that mail/e-mail campaigns are not a part of "Deal". We still did not try connect B-24 with MailChimp (used for e-mail campaigns), but there is such option. Anyway, once the customer will reply on such campaign and we start to discuss about the offer - this is a start of the "Deal".

From the other hand: If you need to see such activities in your sale reports you should create "Deal". If it is only about to have an internal information who has received your offer, try to find solution which will connect contact and/or company with such activity (e-mail). I am sure there will be something inside of B-24.

Ladislav
(General) Search query syntax
Is there anyone who can help me?

I have another related question to search query (and filtrer building): Is there any possibilty to search / filter for empty fields (like "IsNull" or similar)? I need to check which records do not have input in particular (custom) fields.

Thanks

Ladislav
(General) Search query syntax
HI,

There are some hints related to Search query syntax for basic logical oparators (AND, OR, NOT and PARENTHESES).

Is it also possible to use Asterisk (*) and/or Question mark (?) for search words stemming/truncation?

I am looking for an option to search not only the whole word but also a part of it with possibility to truncate/stem them.

Thanks
Ladislav
Emails relating to deals contacts or companies, Sending emails to other persons from with Bitrix24
[QUOTE]B24_4771109 wrote:
What do you mean by "exchange messages within this particular CRM item"?
[/QUOTE]
Any answer to this question?

I would like also to know whether there is possibility to "migrate" email message between CRM items?
OR (better)
Whether there is possibility to assign one email message to multiple CRM items?

If I use more then one expression in the email subject will this work?

Ladislav
Merge two leads
Hi!

I am opening this topic again with the following scenario/question(s):

Scenario:
We have a detailed record about a person in the contact database. But this person will use (for us) unknown email address and the email integration process asign a new lead to this message.
I want delete created lead (it is duplicate to existing contact) and keep the connection betwen received message and the existing contact.

Questions:
1. Is it possible to merge this new lead with existing contact?
OR
2. If I just edit existing contact (to add a new e-mail address), how can I "reasign" incoming e-mail message to this contac?

Thank you
Ladislav
Custom fields in reports, Custom fields in reports
Just to inform others, if they will find this discussion - this is the answer from the helpdesk:
[QUOTE]This functionality is not working currently. I forwarded your request to our development department. This feature will most likely be implemented in the future updates.[/QUOTE]
Ladislav
Custom fields in reports, Custom fields in reports
Hi Ronaldo,

I have linked CRM item "companies", and filter in reports returns wrong results:
- "is equal to" returns empty list
- "is not equal" returns list incl. records with "excluded" condition

See attached screenshots with highlights.

Ladislav
Custom fields in reports, Custom fields in reports
Hi all,

I have tried to use custom fields to create a report from deals and I can confirm, that there are some types of these fields. There is also available fields of type "Bind To CRM Elements", but it seems that the filter is not working properly with this type (other types like "text" are OK).

Do you plan to improve this funkcionality?

Ladislav
Search result sorting
Is there any possibility to influence default sorting? There is only option to switch between "relevance" and "date" hidden at the very bottom of the list (very unusual place :-))

Do you plan any enhanced functions to sort (and maybe filter) general search results? (E.g. alphabeticaly, by record type, etc)

Thank you
Ladislav
Emails relating to deals contacts or companies, Sending emails to other persons from with Bitrix24
Hi Yana,

What do you mean by "exchange messages within this particular CRM item"?

Once I open message in a CRM Activity Stream there are options only to:
[LIST]
[*]Open message
[*]Message Link
[*]Delete from Activity Stream
[/LIST]I am not able to see any option to assign message to any CRM item :-(

Thanks
Tasks templates
Vote for shared templates...
Thanks
Ladislav
Quotes visibility, Problem with quotes visibility for all employees
Thank you - the second option was the issue.
I have still many things about B24 to learn ;-)

Ladislav
Quotes visibility, Problem with quotes visibility for all employees
I have a problem with visibility of Quotes for all employees.
In our cloud Bitrix only employees with administrative access to the portal can see all Quotes. Even if the quote is marked as "Available to everyone".
Is this a bug? Can anyone help?
Google Maps integration - showing leads, contacts and companies on map
[QUOTE]M K wrote:
This option should allow you to position the pin[/QUOTE]
Sure - pin positioning is more precise and probably also easiest (just defined by GPS coordinates).
From the end-user point of view this function should try to place the pin by default at the given address with option to move/correct it ;-)
Ability to add custom fields in the list of tasks, Need to be able to add custom items to the gantt chart view to filter items
+1 for task's custom fileds
Saved Searches or Filtered Task View Tags
If I understand it right - fr om YiMin Fan post - there is a request for possibility to create/save new filter in tasks similarly as in the CRM (Leads, Contacts, etc.) wh ere this feature is already present.

Then I vote for this :-)
Google Maps integration - showing leads, contacts and companies on map
I vote for this...
The best way how to integrate it should be the automatic map positioning to the address data given in Physical Address fields.

BTW: In the Product Catalogue section there is a possibility to add custom field (Product properties) "Bind to Yandex.maps" :-)
Custom fields for Catalog/Products
Thank you Yana,

Here are my ideas.

I recognize Bitrix24 as a very complex tool able to maintain almost all "knowledge" of the company.
Let's imagine that our company is a re-seller and we have many products from different suppliers/providers. From my point of view the product catalogue within the system is not only a "price list" - it should handle more useful (internal) information about products. That means that for example a connection to a company (or contact) didn't appear in the time of deal creation but sooner...
For example (and with fields types, which could help):
- Supplier (bind to/link to CRM company record)
- Supplier contact for special price conditions requests (bind to/link to CRM contact record)
- Supplier contact for technical support (bind to/link to CRM contact record)
- Description (embeded part of the supplier's web/catalogue)
- etc.

Especially all possible relations within Bitrix24 CRM records i see like a easy to use. Of course I can make all needed fields like text (or any other from options), but then I will lost the magic of the "cross-linking" to more details ;-)

Any possibility to embed content (and this is related to my other question in another topic) will be just "something more". I have seen that there are requests to embed youtube videos, SoundCloud make a sens to me as well, probably embeding RSS feeds can improve user experience on its workspace... But all these are not a "hot topics" (maybe API or any other customization can solve this).

Have a nice day

Ladislav
Embed iFrame in products, Embed iFrame in products
Any news about this?
Any other possibility how to embed other on-line content (webpage etc)?

Thanks
Ladislav
Custom fields for Catalog/Products
Hi All,

I am just about to start learning Bitrix24 and prepare implementation for our company. I appreciate possibility to have custom fields for many of the CRM entities.

In relation to Catalogue/Products it seems to me, that these possibilities are still limited. For example There are "Bind to element" and "Link to element" types, but they only show (are pointed at) CRM Catalogue records (so I can make only relations between Catalogue Items). Is there any possibility to bind/link to Company? Or to any other CRM elements? (We have products with vendors in Company database and I would like to connect them.)

BTW: What is the exact difference between "Bind to" and "Link to"? :-)

Thank you

Ladislav
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