Bitrix24 Community

Support » Forum » Syed Razali
Select date in calendarSelect date in calendar

Pages: 1
CRM -- contact available to everybody -- access permissions, Is there a way to really make a contact available to everybody?
Dear Yana

                 Please give me a solution how can I display the company details in the report with the  manager activity ....Above this post i requested solution for the issues i am facing currently .please provide me the solution as soon as possible ,we are waiting past one week for the reply.Your reply is highly appreciated


Best regards
Syed Razali.S
CRM -- contact available to everybody -- access permissions, Is there a way to really make a contact available to everybody?
Dear Yana

                  In Reports ,When i tried to create a report for Manager activity.Sales officers monthly activity report shows the Call ,Meeting ,Outgoing and incoming email numbers.But not the company details.I need the company details also in the activity report.To which company he made a call,To which company he sent email.

Best Regards
Syed Razali
CRM -- contact available to everybody -- access permissions, Is there a way to really make a contact available to everybody?
Dear Yana

                 Hope this email finds you good shape of health.I have few issues in the CRM section .Please provide the clarification,i attached the screenshots for your reference.

    1) In Lead Section ---Go to Activity and Click on Event Type , How can i send the information entered in the event section to the head of sales.On Clicking on Add button i need to send the attached files,Description ,Event Type to the Head Of Sales.I created a Business process ,its triggers an email perfectly but the attachment and event date, description is missing.Please correct me how to send the attachment through email,I will attach the business process which i created.Please Refer --Event Type.png

    2) How can i restrict  Sales officer assigning the Lead to the Some other Sales person ,the lead created by him.In this case the sale officer has only rights to process the lead by himself ,not allowed to assign anybody.When i just click on the responsible field its showing me all the employees details.Only the Head of Sales have permission to assign leads to sales officers.How can i set the access permission for responsible field.Please Refer --[COLOR=#2067b0]Restrict [/COLOR]Responsible.png

   3) When i tried import the Bulk leads to through excel ,i updated the responsible person name as different Sales officers name in the Bitrix ,who are all have account access in the Bitrix CRM. After importing ,i can see one default name in the Responsible section.How can i Assign to other sales officer when importing the lead itself.


Thanks and Regards
Yana

Business Process: Create Task (and include checklist?!)
Dear Yana

                         I already created a Custom Field and added in the Business Process ,But the issue the attached custom field of file type is not displaying the file which is I attached in the Task section.To view the files responsible person need to direct from the automated task to the deal section.Please just help me how to view the view attached fields of the file type in the task section .
Business Process: Create Task (and include checklist?!)
Dear Yana
                 I have four sections in the Deals, Legal Section,Co ordination Section ,Accounts Section, I don't want the Legal executive to access or read  all the files in the Deals.Thats why I want to send the files.
Business Process: Create Task (and include checklist?!)
[COLOR=#6a6a6a]Dear Yana [/COLOR]

[COLOR=#6a6a6a]In Deal section ,once the Sales executive the attach all files and saves the deal,Using business process the co ordination team will get a task to Review the files attached by the sales executive.But presently the Co ordination getting the automated task but not the attached files.Please help me to how to create business process sending the attached files in the deals section.
[/COLOR] [COLOR=#6a6a6a]
[/COLOR]
Business Process: Create Task (and include checklist?!)
Dear Yana

                How can i remove option "No" from the drop down list in the select field.By default its getting in the drop down list but we doesn't need that option.
Business Process: Create Task (and include checklist?!)
[QUOTE]Syed Razaliwrote:

[QUOTE] Yana Prokopets wrote:
[QUOTE]2.Its possible to send the documents in the task ,which is created dynamically using Business Process.Once Deal is won ,documents is need to be sent corresponding department.I created a business process for automated task creation for different groups its working fine ,but cant able send the document ,the attachments.
[/QUOTE]
Can you please advise what kind of files you want to be sent & where. If the tasks are created fine with the BP help - how, what & which step do you want a document to be created? Thanks.

Dear Yana

               In Deal section ,once the Sales executive the attach all files and saves the deal,Using business process the co ordination team will get a task to Review the files attached by the sales executive.But presently the Co ordination getting the automated task but not the attached files.Please help me to how to create business process sending the attached files in the deals section.





[QUOTE].I have four section in the CRM deals, I want hide the section and document fields inside that section for some users .How can i hide fields in the section for some users.
[/QUOTE]
If you mean deals details form dividors = sections, there is no possibility to hide parts of deal's deatils. Only Access Permissions limitations that can be set in CRM>Settings>Access Permissions - that can be granted upon general "edit" or "view" function.

Kind Regards,

Yana.[/QUOTE]
[/QUOTE]
Business Process: Create Task (and include checklist?!)
[QUOTE]Yana Prokopetswrote:
Hi Syed!
[QUOTE]1.Its possible customize meeting section in the leads ,To add a new document fields.
[/QUOTE]
There is an "attach file" field, what do do you mean by "new document" filed?[/QUOTE]


Please refer the image i need to add a field in the meeting section
Business Process: Create Task (and include checklist?!)
[QUOTE]Yana Prokopetswrote:

[QUOTE]2.Its possible to send the documents in the task ,which is created dynamically using Business Process.Once Deal is won ,documents is need to be sent corresponding department.I created a business process for automated task creation for different groups its working fine ,but cant able send the document ,the attachments.
[/QUOTE]
Can you please advise what kind of files you want to be sent & where. If the tasks are created fine with the BP help - how, what & which step do you want a document to be created? Thanks.

Dear Yana

               In Deal section ,once the Sales executive the attach all files and saves the deal,Using business process the co ordination team will get a task to Review the files attached by the sales executive.But presently the Co ordination getting the automated task but not the attached files.Please help me to how to create business process sending the attached files in the deals section.


[QUOTE].I have four section in the CRM deals, I want hide the section and document fields inside that section for some users .How can i hide fields in the section for some users.
[/QUOTE]
If you mean deals details form dividors = sections, there is no possibility to hide parts of deal's deatils. Only Access Permissions limitations that can be set in CRM>Settings>Access Permissions - that can be granted upon general "edit" or "view" function.

Kind Regards,

Yana.[/QUOTE]
Business Process: Create Task (and include checklist?!)
I Am also facing the same issues,dear Admin please respond for the above issue
Pages: 1
2,000,000+
organizations
are already using Bitrix24