Bitrix24 Community

Support » Forum » T24 Boarding
Select date in calendarSelect date in calendar

Pages: 1
CSS in HTML templates, HTML templates in automated business process
Hi,

Can the e-mail function in the automated business process handle CSS withing the HTML email template on the Cloud version?
We are sending out Emails as part of the automated business process, and these emails need to render correctly on all mobile devices and platforms thus we have CSS code withing the email templates.

It tests fine if sent from a client like [URL=https://putsmail.com/]https://putsmail.com/[/URL], but gives an error when saving the process in Bitrix24. "error saving template"

Regards

Adriaan
CRM hangs, Adding big data causes B24 to hang
I just had a response from the support team that only 10 "String" Custom field are supported.

How is this possible? We purchased Bitrix24 as it was supposed to be big enough to support our needs.
I dont think adding a few text fields should be a limitation to a CRM.
The information added in these text fields are also not massive chunks of data. It is merely summaries of processes and tasks which we use to evaluate our customers.

Does anyone else have this problem with adding custom fields and text data?
Deal automated process start automatically, Lead converted to Deal does not start business process
Hi,
After the completion of a Lead, the Lead gets converted to a Deal, using the automated business process.
The Deal should then start its own automated business process, but this does not start automatically,
I have set the process parameters to start on adding and change(together and individually) but it does not start automatically.
If I add the Deal manually the automated process starts. Thus the process and triggers seems to be working fine.

Is there a way of starting the Deal process automatically after the Lead has been converted to a Deal, via the automated business process?

Tx
CRM hangs, Adding big data causes B24 to hang
I added a few 100 custom fields in order to capture customer data and internal memo's.
At a point I can no longer add text to the custom fields in the Deal. If I edit the Deal and add more txt to the txt boxes the system hangs and bombs out.
Is there a limit to the amount of data a Deal can accept?
I am on the paid, cloud version.

Thank you
Custom Calculated Fields, Ability to create a calculated field based on the entries of other fields
Hi, just to re-hash this topic. Can variables be added in the business processes on Cloud version?
ie. var1 + var2 + var3 = X
Set Variable Function, Cannot set variable
Hi

I tried recreating the process and i still does not upd ate the variables using "Set Variable" in business processes.
The way it should work:

Variable a = Yes using "Additional Information"
Document field gets modified to Yes using "Modify Document"
Set Variable a1 = Variable a using "Set Variable

Trouble shooting done:
Set Variable a1 = Variable a using "Set Variable"  {Does not upd ate variable}
Set Variable a1 = Using field from Document {Does not update variable}
Se t Variable a1 (txt) = Document value "Document_ID" {Does not update variable}

In summary I need to se t Variable a1 to the Value of Variable a. These are both the same field types in "Additional Information" (Yes/No)
I tried both a & a1 as text/string but it still does not work.

Reason for process:
List of task needs to be completed by agent and then approved by manager (While loop)
*Variable a: Application received - Yes/No = No
*Variable b: Comments - Text = Need more info
Variables are used to confirm if tasks have been completed.
If manager is not happy he declines and the process starts again. Thus the varaibales need to be updated with the first loops data.
*Variable a1: Application received - Yes/No = No(data from variable a)
*Variable b1: Comments - Text = Need more info(data from variable b)

Can anyone assist?

Thank you
Create Company out of Deal, Automatically create Company from new Deal
In this scenario we create a Deal for a new client via a webform. Thus the company has not been loaded on the CRM yet.
All company information is captured in the Deal (Webform). If the company does not exist, I require a Company to be loaded (hopefully automatically) on the CRM from the information captured in the Deal, so I can track all Deals linked to the Company.

If I understand it correctly, we need to create the Company manually first and then link it to the Deal?
CRM Deal Upload via External Services, Uploading a new Deal via PDF
Hi Yana,

Thank you. The Webforms work well, unfortunately we need to send a PDF to our clients as its a lengthy document and requires a lot of information. So it easier for them to work and save the document while collecting the data.

I am struggling with the REST API.

Is there anyone on this forum or a re-seller that can help developing the REST API in order for us to import a Deal via External service (PDF)?

Thanx
Create Company out of Deal, Automatically create Company from new Deal
Hi Yana,

Does this mean if we want to automatically create a Invoice from a Deal and link it to a Company, we will have to create the Company separately?
That sounds like double work as all the Company details are already captured in the Deal.
.
What would you suggest is the best way of getting a Company on the system via the CRM?
Create Company out of Deal, Automatically create Company from new Deal
Hi,

Can a new Company be automatically created when a new Deal is loaded, either via manual input, CSV import or "create deal" business process??
CRM Deal Upload via External Services, Uploading a new Deal via PDF
Hi,

I created a PDF form which I use to accept Leads from potential customers. This is imported via: "your_name".bitrix24.com/crm/configs/import/lead.php
Reference: [URL=https://www.bitrix24.com/about/blogs/community-blog/lead-creation-from-external-services.php]https://www.bitrix24.com/about/blogs/community-blog/lead-creation-from-external-services.php[/URL]

Does anyone know of a way to do the the same for the Deal?

Thank you
CRM Deal Upload via External Services, Uploading a new Deal via PDF
(wrong group - Created this again under CRM)

Hi,

I created a PDF form which I use to accept Leads from potential customers. This is imported via: "your_name".bitrix24.com/crm/configs/import/lead.php
Reference: [URL=https://www.bitrix24.com/about/blogs/community-blog/lead-creation-from-external-services.php]https://www.bitrix24.com/about/blogs/community-blog/lead-creation-from-external-services.php[/URL]

Does anyone know of a way to do the the same for the Deal?

Thank you
Edited: Adriaan Louw - 11/07/2016 10:03:31
Attaching document to contact and company
Hi,

I added custom fields in the CRM to upload files to a Deal. This works fine.
Can anyone tell me where these files are saved?

I would like to upload files into the Deal and save it in a folder on the company drive. Thus having a document storage for each Deal of files uploaded via the CRM.

Thanx
Pages: 1
2,000,000+
organizations
are already using Bitrix24