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Best Way to merge 2 companies, How should I merge two companies
This thread is about merging companies within Bitrix24 and not about merging companies in general.
Upload Files not working - expired or not-yet valid certificate, The java file uploader is blocked as the certificate has expired 19th April 2014
On trying to use the java multiple file uploader I get the following certificate related errors:







Cheers
Mike
Edited: Mike Paterson - 06/09/2014 20:47:23 (added certificate expiry date)
Best Way to merge 2 companies, How should I merge two companies
Thanks Yana.

It would be a nice enhancement to have merge functionality in the future.

Cheers
Mike
Best Way to merge 2 companies, How should I merge two companies
What is the best way to merge 2 companies? should I simply change the company name for each contact at the old company and then delete the old company? what happens to any other data?

Thanks
Mike
Publicly shared images for use in email templates, I would like to know the best way to have a common repository for images to be used in email templates.
Yana,
You are quite right - I had selectedthe link button and copied the public link.

It works as you state.

Thanks very much indeed!

Mike
Publicly shared images for use in email templates, I would like to know the best way to have a common repository for images to be used in email templates.
Hi Yana,

I did really test it and in fact tried to email you the result.

I am using gmail too.

The link generated is https://proxima.bitrix24.com/docs/pub/098c4cb7eae21d7267b8a34cb80ec71e/SXCtop.png

The link takes you to a download page and not the image itself:



I add the link to the template:



and then save it which does NOT show the image in the template editor:



I then send an email to another email address and the received email looks like:



I hope this helps

It all works perfectly if I do exactly the same but using the My Photos area.

Regards
Mike
Publicly shared images for use in email templates, I would like to know the best way to have a common repository for images to be used in email templates.
Hi Yana,

Unfortunately this does not work as the link generated is for a page that lets you download the image, and is not a link to the image itself. This results in the image not being displayed in the email.

Cheers
Mike
Enhancement Request - Email Templates - please can you either ass a better editor, or at least add html editing, the email template editor is very limited and I think this could be easily fixed.
Hi,

It is great to be able to create the email templates in Bitrix24, but I think it could be made very much better very easily. The editor included is very weak indeed with limited options. It seems to be the bb editor used on this forum rather than a proper html type embedded editor.

I would really like to see either a better editor, or at least the ability to code in html so templates could be built in any html editor and imported to have the field variables added in the Bitrix24 template editor.

Can this be done?

Thanks
Mike
Publicly shared images for use in email templates, I would like to know the best way to have a common repository for images to be used in email templates.
Thanks,

I managed to do this by putting the image in My Photos and then using the link.  The only problem is there is not a shared photos section. This would make great sense as a future enhancement,

Thanks
Mike
Facility for email template to create a non-html version, Salesforce has a facility so that when you create an html email template, you can also have a non-html text version sent too.
Salesforce, which we curently use, has a facility so that when you create an html email template, you can also have a non-html text version thatr you can edit so that you send a single email, and if the user can only see the text emails, they view a nicely formatted text version of the email. I cannot see this functionality yet and if not, it would be a great enhancement to have.

Please let me know if it can be done already.
Thanks
Mike
Publicly shared images for use in email templates, I would like to know the best way to have a common repository for images to be used in email templates.
We are experimenting with email templates to see if we can get the functionality that we currently have in Salesforce.

I have been able to add images to My Photos and then use the url as the image link in the email template.

The only issue with this is that we need to have a shared image library so that each person can create email templates using the same images. There does not seem to be a way to do this.

I have tried adding the images to the Company Drive and also to My Drive and giving any visitor read permission, but this only gives access to a download page, and the image does not appear in the email when received.

Is there a way of having a corporate/company images folder, or some way to enable access to images dynamically via a url, rather than via the download page?

Thanks very much,
Mike
Cannot get REST API to update custom fields, The Rest API seems really useful, but no matter what I do, I cannot update custom fields.
Trying again as the forum software does not like code being posted



[B][I][U]HTML FORM[/U][/I][/B]

<ht ml>
<head>
<met a http-equiv="Content-Type" content="text/html; charset=utf-8">
</head>
<?=$output;?>
<fo rm action="form.php" method="post">
[COLOR=#ff0000]<input type="hidden" name="DATA[TITLE]" value="Lead from Proxima Website">[/COLOR]
[COLOR=#ff0000]<label for="Product Interest">Product interest</label>[/COLOR]
[COLOR=#ff0000]<select name="DATA[Product Interest]" title="Product Interest">[/COLOR]
[COLOR=#ff0000]<option value="">--None--</option>[/COLOR]
[COLOR=#ff0000]<option value="Business Service Management">Business Service Management</option>[/COLOR]
[COLOR=#ff0000]<option value="Datacentre Management">Datacentre Management</option>[/COLOR]
[COLOR=#ff0000]<option value="CMDB/CMS">CMDB/CMS</option>[/COLOR]
[COLOR=#ff0000]<option value="IT Analytics">IT Analytics</option>[/COLOR]
[COLOR=#ff0000]<option value="Performance and Capacity Management">Performance and Capacity Management</option>[/COLOR]
[COLOR=#ff0000]<option value="Workload Automation">Workload Automation</option>[/COLOR]
[COLOR=#ff0000]<option value="Managed File Transfer">Managed File Transfer</option>[/COLOR]
[COLOR=#ff0000]<option value="Password Reset Self-Service">Password Reset Self-Service</option>[/COLOR]
[COLOR=#ff0000]<option value="IT Asset Management">IT Asset Management</option>[/COLOR]
[COLOR=#ff0000]<option value="Asset Discovery">Asset Discovery</option>[/COLOR]
[COLOR=#ff0000]<option value="Service Desk Analytics">Service Desk Analytics</option>[/COLOR]
[COLOR=#ff0000]<option value="SLA/KPI Management">SLA/KPI Management</option>[/COLOR]
[COLOR=#ff0000]<option value="Bring Your Own Device">Bring Your Own Device</option>[/COLOR]
[COLOR=#ff0000]<option value="Mobile Device Management">Mobile Device Management</option>[/COLOR]
[COLOR=#ff0000]<option value="Datacentre Power Management">Datacentre Power Management</option>[/COLOR]
[COLOR=#ff0000]<option value="IT Transformation Consultancy">IT Transformation Consultancy</option>[/COLOR]
[COLOR=#ff0000]<option value="IT Project Resourcing">IT Project Resourcing</option>[/COLOR]
[COLOR=#ff0000]</select><br>[/COLOR]

[COLOR=#ff0000]<label for="Request Demo">Request Demo</label>[/COLOR]
[COLOR=#ff0000]<select name="DATA[Request Demo]" title="If you would like a product demo, please select Yes and if appropriate type your requirements in the Comments and Questions field">[/COLOR]
[COLOR=#ff0000]<option value="No">No</option>[/COLOR]
[COLOR=#ff0000]<option value="Yes">Yes</option>[/COLOR]
[COLOR=#ff0000]</select><br>[/COLOR]

[COLOR=#ff0000]<label for="Request Trial">Request Trial</label>[/COLOR]
[COLOR=#ff0000]<select name="DATA[Request Trial]" title="If you would like to trial the software, please select Yes and if appropriate type your requirements in the Comments and Questions field">[/COLOR]
[COLOR=#ff0000]<option value="No">No</option>[/COLOR]
[COLOR=#ff0000]<option value="Yes">Yes</option>[/COLOR]
[COLOR=#ff0000]</select><br>[/COLOR]

[COLOR=#ff0000]<label for="Request More Information">Request More Information</label>[/COLOR]
[COLOR=#ff0000]<select name="DATA[Request More Information]" title="If you would like more information, please select Yes and if appropriate type your requirements in the Comments and Questions field">[/COLOR]
[COLOR=#ff0000]<option value="No">No</option>[/COLOR]
[COLOR=#ff0000]<option value="Yes">Yes</option>[/COLOR]
[COLOR=#ff0000]</select><br>[/COLOR]


[COLOR=#000000]
Company Name: <input type="text" name="DATA[COMPANY_TITLE]" value="" /><br />
First Name: <input type="text" name="DATA[NAME]" value="" /><br />
Last Name: <input type="text" name="DATA[LAST_NAME]" value="" /><br />
Telephone: <input type="text" name="DATA[PHONE_WORK]" value="" /><br />
Email: <input type="text" name="DATA[EMAIL_WORK]" value="" /><br />
Comments: <textarea name="DATA[COMMENTS]"></textarea><br />[/COLOR]

<input type="submit" value="Send" />
</form>


Hope this helps somebody
Cheers
Mike
Edited: Mike Paterson - 05/20/2014 21:01:57
Cannot get REST API to update custom fields, The Rest API seems really useful, but no matter what I do, I cannot update custom fields.
Removed
Edited: Mike Paterson - 05/20/2014 20:46:40 (BBcode was screwing the messages up)
Cannot get REST API to update custom fields, The Rest API seems really useful, but no matter what I do, I cannot update custom fields.
I took the sample code provided in the blog and because I am running the site in Joomla, I split the php into a file called form.php, and saved the html form separately.

In case anybody is using Joomla, I used the JUMI extension to add the html form as custom code to the chosen page/article.

I also added a redirect to the php to display the ThankYou page I already had on the site.


[SIZE=6][U]FORM.PHP[/U][/SIZE]

<?
// CRM server conection data
define('CRM_HOST', '[COLOR=#ff0000]yourdomain[/COLOR].bitrix24.com'); // your CRM domain name
define('CRM_PORT', '443'); // CRM server port
define('CRM_PATH', '/crm/configs/import/lead.php'); // CRM server REST service path

// CRM server authorization data
//define('CRM_LOGIN', 'userid');  login of a CRM user able to manage leads//
//define('CRM_PASSWORD', 'password');  password of a CRM user//
// OR you can send special authorization hash which is sent by server after first successful connection with login and password
define('CRM_AUTH', '[COLOR=#ff0000]Your Auth Code Here[/COLOR]'); // authorization hash

/********************************************************************************************/

// POST processing
if ($_SERVER['REQUEST_METHOD'] == 'POST')
{
$leadData = $_POST['DATA'];

// get lead data from the form
$postData = array(
'TITLE' => $leadData['TITLE'],
'COMPANY_TITLE' => $leadData['COMPANY_TITLE'],
'NAME' => $leadData['NAME'],
'LAST_NAME' => $leadData['LAST_NAME'],
'PHONE_WORK' => $leadData['PHONE_WORK'],
'EMAIL_WORK' => $leadData['EMAIL_WORK'],
'COMMENTS' => $leadData['COMMENTS'],
 [COLOR=#ff0000] 'UF_CRM_1399567957' => $leadData['Product Interest'], // These are the extra custom fields I added to the Leads
'UF_CRM_1399568024' => $leadData['Request Demo'], // If you sel ect each custom field in turn in Bitrix24 you will find the UF_CRM codes at the end of each url 'UF_CRM_1399568207' => $leadData['Request Trial'],
'UF_CRM_1399568174' => $leadData['Request More Information'],[/COLOR]
           );


// append authorization data
if (defined('CRM_AUTH'))
{
$postData['AUTH'] = CRM_AUTH;
}
else
{
$postData['LOGIN'] = CRM_LOGIN;
$postData['PASSWORD'] = CRM_PASSWORD;
}

// open socket to CRM
$fp = fsockopen("ssl://".CRM_HOST, CRM_PORT, $errno, $errstr, 30);
if ($fp)
{
// prepare POST data
$strPostData = '';
foreach ($postData as $key => $value)
$strPostData .= ($strPostData == '' ? '' : '&').$key.'='.urlencode($value);

// prepare POST headers
$str = "POST ".CRM_PATH." HTTP/1.0\r\n";
$str .= "Host: ".CRM_HOST."\r\n";
$str .= "Content-Type: application/x-www-form-urlencoded\r\n";
$str .= "Content-Length: ".strlen($strPostData)."\r\n";
$str .= "Connection: close\r\n\r\n";

$str .= $strPostData;

// send POST to CRM
fwrite($fp, $str);

// get CRM headers
$result = '';
while (!feof($fp))
{
$result .= fgets($fp, 128);
}
fclose($fp);

// cut response headers
$response = explode("\r\n\r\n", $result);

// $output = '<pre>'.print_r($response[1], 1).'</pre>';
    [COLOR=#ff0000] // redirect to Thank You page and exit
header("Location: http://proxima-software.com/Thank-You";
die();
//code down here now wont get run[/COLOR]
}
else
{
echo 'Connection Failed! '.$errstr.' ('.$errno.')';
}
}
else
{
$output = '';
}


[SIZE=6][B][I][U]HTML FORM[/U][/I][/B][/SIZE]


<ht ml>
<head>
<met a http-equiv="Content-Type" content="text/html; charset=utf-8">
</head>
<?=$output;?>
<fo rm action="form.php" method="post">
[COLOR=#ff0000]<input type="hidden" name="DATA[TITLE]" value="Lead fr om Proxima Website" /><br />[/COLOR]
[COLOR=#ff0000]<label for="Product Interest">Product interest
Cannot get REST API to update custom fields, The Rest API seems really useful, but no matter what I do, I cannot update custom fields.
Thanks Yana that is great!  I got it working but would have never guessed how to find code for each custom field!

I will post the amended html form and php code that I used in case it helps anybody else.
Edited: Mike Paterson - 05/20/2014 20:25:51
Cannot get REST API to update custom fields, The Rest API seems really useful, but no matter what I do, I cannot update custom fields.
I have added several custom fields to leads and want to populate those in a web form. I can see that the php array is populated with all the correct values, and whilst the lead gets created and I get a 201 status code, none of the custom fields are set.

Any ideas please?

Thanks
Mike
Cannot select email template to be used for business prrocess email, I cannot find out how to select an email template to be used for auto-sending when a lead has been added.
Thanks, that is a real shame.
Cannot select email template to be used for business prrocess email, I cannot find out how to select an email template to be used for auto-sending when a lead has been added.
For the last couple of days I have been having great fun configuring and setting up Bitrix24 as a potential replacement for Salesforce which we currently use.

I have been able to load leads, companies and contacts and have also used the rest api to create new leads easily.

I have also created a business process to email users when there is a new lead, and also to email the person that filled out the webform that resulted in the lead being created, to thank them for their interest.

I would very much like to be able to use different email templates for this response dependent upon the type of lead.

Unfortunately I am struggling and have not been able to find out how to do this as there is very little in the way of documentation and little on the Forum and in FAQ.

I have created and saved a template but can see nowhere to select the template in the Action Parameters for the email creation.
The "Insert Value" pop-up window shows a link for "template parameters" but this is empty as per the picture below:




Does anybody know how this can be accomplished please as it is a bit of a show-stopper for us at the moment

Cheers
Mike
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