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Bitrix24 FAQ
Workgroups. What are they and what are they for?

The workgroup is a virtual community of users created for discussing and solving of defined issues, goals and tasks.

By uniting users into workgroups for collaboration and projects, all the communications and data related to a given project or team is organized in a single place. All tasks inside the group can be viewed in relation to each other and access to information can be shared to users outside the group if needed.

Groups have individual permission settings and roles such as moderators, owners, and members. New members are added via invitation.

The following features are available for each workgroup:
  • conversations
  • photo gallery with bulk uploading, ratings and comments
  • calendar
  • tasks
  • document library
  • wiki
  • search inside the group
Group members will see all group activities in the Activity Stream with other updates, and on the group's main page there is a specialized activity stream that shows only group activities. This allows users to keep abreast of events, without excess navigation.

After starting the service, there are several preset working groups which can be edited or deleted. An unlimited number of workgroups can be created, and existing groups can be moved to the Extranet to be shared with third parties, or archived after the project is finished.

Any user may create a workgroup and be its owner.
Bitrix24 FAQ
Company Structure

After inviting users to your Bitrix24 intranet, you can create a view of your company structure by creating departments and sub-departments and assigning department heads and users. Creating a company structure is not required, but if your company has a large number of employees and a deep departmental hierarchy, it will be convenient for users to orient themselves using this visual representation of the company.
Another advantage gained from the visual representation of the company is that several objects in the intranet, such as the Activity Stream, tasks, and calendar events allow the options to share with or send to members of a selected department.
To create your company structure:
  1. Open the Company>Company Structure page.
  2. Click the Add department button.
  3. Specify the department name, a parent department, and the department supervisor in the form.
  4. Save the department by clicking on the Edit button.
  5. A new department will be added to the structure.
  6. To add new employees to the department, go to the user profile and select the appropriate departments. Once an employee is added to the visual structure, their avatar can be dragged and dropped to any other location in the structure.
Bitrix24 FAQ
Main page of your Bitrix24. Structure and features.

After authorizing in Bitrix24, each user sees the Main page of the instance (intranet). The Main page is the page where all recent activity on the intranet is easily visible to the user, as well as one-click access to all the functions and user areas to which the user has access.

The page can be divided into a few zones:

  1. The top panel includes the company name, icons for launching the messages and notifications windows, the working time management tool, and the current user’s menu.
  2. The ‘Create’ button and the main menu are in the left-hand column. This button can be used to create invitations for users, initiate new tasks and groups, add events to the calendar, and upload files or photos. The main menu is below the Create button and allows navigation throughout the intranet.
  3. The center of the Main page is dedicated to the Activity Stream. Intranet events are added here automatically as they occur, with sensitivity to the user’s permissions and preferences. There is an input box where posts containing files, video, images, and links can be added to the Activity Stream of selected recipients or simply to all users. The Activity Stream also features comments, bookmarks, and liking.
  4. The right-hand column consists of the content blocks: Upcoming events (displays events scheduled for today where the current user is a participant), My Tasks (filtered for the current user), and Birthdays (displays upcoming user’s birthdays). The instant messenger tool is below these blocks and allows access to the message window, notifications, and to the contacts windows.
Bitrix24 FAQ
Getting started with Bitrix24

After domain registration in Bitrix24 service is completed, your user account is created as the first employee of your company and you are given administrative access to the instance.  To get work started, invite other users.
1. Open the user invitation form by one of the following methods:
1.1. Use the ‘Create’ button available at the top left corner at any page. Choose the ‘Invite employees’ item from the drop down list.
1.2. Use the ‘Invite user’ button from the Company>Employees page.
2. When the invitation form opens, enter the e-mail addresses of persons you want to invite and click the ‘Invite’ button.
3. An invitation is sent to specified user’s e-mail addresses. Users should follow the link provided in the e-mail and confirm registration by filling in their profile data.
Bitrix API, Documentation
Bitrix24 doesn’t support this now, and plans to add support for add-ons are mid-term at earliest. We are going to release our own app (for Android and iOS) this Fall, but its first version won't have all the features (e.g. CRM) that the service does.
business process templates
Actually, there are a few pre-made business process templates. This functionality is available in the document library (please find detailed description of default BP templates here) and in CRM (Lead processing, Contact processing and Web store deal). BP templates in CRM are just examples; the document library has some very practical BPs.
Feature request: email templates
It will be possible to create email templates sending from CRM this Fall.
feature request key board short cuts
It seems that you should look at [url=http://www.bitrixsoft.com/products/intranet/]Bitrix Intranet[/url]:). Such functionality exists there. Actually, hotkeys are available there for users with some extended access rights to the portal (not just visitors).
Managing email notifications
Thanks for yor idea. I've passed it to the development department.
Bitrix API, Documentation
Only this API is available in the Bitrix24 service.
Do you know about [url=http://www.bitrixsoft.com/products/intranet/]Bitrix Intranet[/url] product (the inbox version of Bitrix24)? The extended API can be used there.
Substituting name (top left corner) with logo or picture
Hello,
Only text information can be entered now in the Company>Settings page for this area. We'll  think your idea over.
Calendars and Contacts synchronization with Apple products
Yes, it has.

To add calendars to your iCal:
[LIST=1]
[*]Open Preferences of the Calendars and select Accounts.
[*]Add a New Account with the plus button at the bottom.
[*]Select the CalDAV account type.
[*]In the account parameters, enter your Bitrix24 domain as server address. Enter your user name and password.
[/LIST]
Your calendars will appear in your iCal.
Managing email notifications
Unfortunately, it is not. We'll add this feature soon.
iPad calendar sycing issues, Time issues
Sorry for the inconvenience.
This problem will be fixed in the next update of Bitrix24.
Address Formats, Using International Address Formats
Thanks for the feedback. We will consider this and probably divdie the address field  into several fields (address, city, state/region, zip, country).
How do i synk calendar to Android???, Not getting it to work...
Hi,
The instruction in the service is out-of-date. Please use [url=http://www.bitrix24.com/support/forum/messages/forum3/topic357/message3751/#message3751]this[/url] one.
Limit to number of leads, contacts, companies?
No, there is no such limitation.
Incorrect time/date format, Error when adding event
What date format(s) are required?
Export / Import process, Export / Import process
It was found that there is an error now in the service. We will fix it shortly. Sorry for inconvenience.
CRM: Reports
Please find the answer in your support ticket.
Calendars and Contacts synchronization with Apple products
Hi,
Now you have 2 calendars (internal and external) that show on the calendar grid and are shown on the right hand side of the calendar page. These are actually 2 different calendars, even though they show on the same grid. If you want an event to display in the Google calendar, you need to select it in the 'calendar' field in the event creation pop-up.
Attach files to comments in tasks
Hello,
This feature will be available soon.
Calendars and Contacts synchronization with Apple products
Since Android-based systems don’t have support CardDAV and CalDAV protocols by default, connection via this technology is not possible.

There are applications in the Android Market which facilitate connection. In this case, you’ll need to show the path to the calendar in Bitrix24, which will look something like: https://<your_company>.bitrix24.com/bitrix/groupdav.php/s1/<your_login>/calendar/2/. The exact path can be found under the “Mobile Connection” button beside the calendar grid in Bitrix24.

However, Google calendars can be connected and synchronized without additional software. Consequently, a Bitrix24 calendar can be synchronized with Google, which is in turn used to synch with an Android device.

To set up this type of synchronization, there are two steps: connect a Google calendar with Bitrix24, and then connect the Android device to this Google calendar.


To connect to Google, perform the following actions in Bitrix24:

1. On the Bitrix24 calendar page, in the [I]Add [/I]menu, choose the ‘external calendar (CalDav)’ option.

2. Follow the instructions, entering the required dat a:

-Calendar name;
-Address for connecting to the external calendar: https://www.google.com/calendar/dav/YOUREMAIL@DOMAIN.COM/user
- User name and password to connect to the Google calendar (for your Google account)

To configure the connection between the Google calendar and an Android device:

1. Open [B]Settings[/B] on the device and to the [B]Accounts and sync [/B]tab.
2. Choose [B]Add Account.[/B]
3. Choose [B]Google Accounts [/B]as the account type.
4. Enter the email and password of your Google account.  
5. Choose [B]Sync Calendar – Done.[/B]

Synchronization of calendars is automatic and bi-directional.
Export / Import process, Export / Import process
Hello,
1. Custom fields are also available for contacts, companies and deals.
2. No, it is not. I'll pass the request to the development department so it is possible to set correspondence fields while leads converting.
3. There are not any limitations on the amount of records imported. Is your list being cut off at 50?
4,5. There is not any identifier, so while re-importing double entries will be created. We are discussing now a solution for preventing this.
Repeat events, Schedule repeat say every 1st Friday of month
Hello,

We have repeated events (daily, weekly, monthly, yearly) - choose the More tab in the event creating/editing form.
There is no option to repeat an event on a given day of the month. I'll pass the request to create this option to the development department, since tasks already has that option.
Tasks templates
We don't have this option now, but it is in demand so we will be working on it.
Incorrect time/date format, Error when adding event
Choosing the date/time and name formats will be available later this year.
Can head of department see tasks of subordinate?
A department supervisor is allowed to view the tasks of their subordinates, but they can edit only those tasks which he/she (the supervisor) assigned.

Tasks can be viewed from the personal page (the 'Task' tab) of a supordinate user or  from your tasks list (check the "show subordinates' tasks" option in the extended mode of the tasks filter).
Why tasks duration is not counted?
Time spent on tasks is counted automatically in the top plan of Bitrix24 (Professional). This is the only plan that has the Time Management feature.
For the other plans, duration needs to be added manually.
Incorrect time/date format, Error when adding event
We know about this error. It will be wixed soon. Sorry for inconvenience.

It is possible to create an event to the personal (or workgroup) calendar and bind it the CRM element (look throught the 'More' tab of the event creating/editing form). This event will be listed in the 'Actions' tab inside the selected CRM item form.
What you need to know about Document Libraries: Ways to share files in Bitrix24
There are a few methods for sharing files in Bitrix24:
[LIST=1]
[*]Attaching a file to a post in the Activity Stream

To attach a file to a message in the Activity Stream (Image1), enter the recipients (the default is set for everyone) and click the paper clip to open the file upload interface. Upload a[url][/url] file or files by dragging them fr om your file manager onto the upload interface or by clicking on the interface and browsing to the file(s). After the file is uploaded, you will be able to choose wh ere it should be saved (in the message itself, in your personal files, in a group or in Shared Documents).

When the message is sent, each addressee receives notification via Instant Messenger and the post will appear in the Activity Stream only of addressees. Access to the message itself and the attached file will be granted only to users shown in the [B][I]To:[/I][/B] field. After the message is sent, users can view the file and discuss it directly in the Activity Stream. If the file is saved in a document library, discussion can likewise go on in the document’s detail page.
[*]Uploading a file to a document library

A document uploaded to a document library (personal, group, or Shared Documents) will be visible in the Activity Stream for users who have access to the given file.

The item in Activity Stream can be bookmarked, subscribed to, commented upon, or liked (Image2).
[*]Sending a link to a file

If a document is already located in a library and you need to point it out to a colleague, you can either send a message from the Activity Stream and attach the file via the “sel ect document from library” link in the upload interface (Image 1), or a link to the document can be obtained fr om the action button in the library and sent (Image 3).
[/LIST]
Files can also be attached to tasks, meetings, work reports and [url=http://www.bitrix24.com/support/forum/forum3/topic521/]CRM elements[/url].
What you need to know about Document Libraries: Network Drive
Any individual document library or folder in a library of Bitrix24 may be set up to be accessible locally on a user’s computer as a network drive (Image 1).

A new disk appears in the list of network drives (Image 2, left-hand side). You can work with this folder and the files in it through a file manager like Windows Explorer. Access rights (read, write, deleting) are granted in accordance with the access rights of the document library.

The content of documents added or edited via this network drive connection are immediately indexed in Bitrix24, so it will appear in search results.

Disks can be set up in the main operating systems in use (Windows, MacOS, Linux). Simply click the Network Drive button located at the top of the document library and follow the instructions provided.

Instructions for connecting a network drive differ according to the operating system and browser which you use.
CRM: adding custom fields
Thanks for the detailed explanation. We'll investigate the issue and probably release a feature like this in the future.
What you need to know about Document Libraries: Search
Bitrix24 performs search on the content of various types of document files (docx, doc, pdf, xls, ppt…). Indexation of these files is performed immediately after upload to a document library  (Image 1).

Each type of document library (personal, group and Shared Documents) has a filter on the right; filters can be saved and re-used (Image 2).

In group libraries, an Advanced Search feature is available which allows search by date or date range (Image 3).
CRM: adding custom fields
Hello,

Actually, there is no tag functionality for the CRM entites and this is the first such request. It is possible to create a new field of the 'multiple' type and put in the words that you would use for tags - they can then be used in the CRM's search filter.  Note that there would not be a tag cloud or list, unfortunately.
Could you describe in details why you need tags and what tasks will be solved with their usage? Perhaps they could be included standard in a future version.
What you need to know about Document Libraries: 3 types of libraries
Bitrix24 offers three types of file storages which differ by their location, not by functionality.

The[U] Shared Documents[/U] (Image 1) is a separate section for storage of and collaboration on general documents and files (like policies, directives, and standard forms for printing) which are available universally. The users have access to this library according to settings which can be configured as needed. It is also possible to give special access settings to individual files, that is, each document can have its own unique access settings, so some users can only read, others can edit, etc.

[U]Personal files[/U] (Image 2) is a file storage area in each user’s profile. Access to this file storage and to individual files or folders within it can be determined by the user.

[U]Group Files[/U] (Image 3). Each project group or workgroup has its own document library. In library’s settings, access permissions for reading, editing, and creating documents are set according to the role of the group member.


Note:  If a user does not have access to a document library where a file is located, but is granted access to that document via the document’s individual access settings, the document’s detail page will be accessible.
CRM: Reports
Reports are one of the most important parts of the CRM system, since it is reports that allow prognosis and analysis of all work with clients and, in turn, optimization client interactions at individual stages or systematically.

Bitrix24’s CRM has a report builder for all types of CRM elements (leads, deals, contacts, companies). Using this tool, you can create customized reports which provide insight into critical processes. The CRM includes 8 standard reports, as well. You can use these reports as they are or as templates for customized reports.

To work with CRM reports, navigate to the page CRM -> Reports (Image 1).  Available reports are visible here. If no reports are created yet, a button will offer to launch a wizard that creates the standard reports.
We will not discuss the standard reports.  You can get familiar with them in your Bitrix24 instance.

Here we will look at the report builder (Image 2).

When creating a new report, you need to name it and indicate a reporting period (e.g. week or month).


The [I]Columns[/I] section configures the reports columns:
[LIST]
[*]The [I]Calculate column[/I] option lets you show a value in the report that is calculated using other values. This could be a sum or a count of unique values in the column.
[*]The arrow buttons let you modify the order of the columns in the resulting report.
[*]To change the name of a column or to delete it, use the control buttons to the right of the column name. (Image 3). Note: for data types that show numbers, you can display the value as a percentage using the % control button (Image 4).
[*]The [I]Add[/I] button adds a new column to the report.
[/LIST]The [I]Filter[/I] section allows filtering parameters in the report:
[LIST]
[*]The [B]+[/B] and [B]–[/B] allow adding additional conditions to the filter or deleting an existing condition. When multiple conditions are entered, a drop-down list appears which allows you to choose the limitations of the results in the report according to all, or any subset of the chosen conditions (Image 5).
[*]The [I]and/or[/I] button builds the condition tree (Image 6). In the above example of building a report, the following conditions are applied:
(Responsible person = Alex Boston [B]and[/B] Deal stage = Closed Won) [B]or[/B] (Responsible person = Ian May [B]and[/B] Deal stage = Closed Won). Note: the level of ‘nested’ conditions is arbitrarily limited to 4 levels in order not to complicate the interface.
[*]The [I]Change filter in reports[/I] option lets you change applied conditions in the filter panel and change them directly while viewing the report.
[*]Using the [I]Maximum items[/I] option, you can limit the number of items which show up in the report.
[/LIST]The report builder allows reports to be previewed (Image 7).

Data in the report changes in real time depending on changes in the CRM. Each user can build reports and see results corresponding to all the CRM items to which he or she has access.

By default:

Managers (Sales managers) can build reports based on their own activity.

Department heads see reports which include all the activity of their subordinates.

Chief Executive and Administrator roles see all applicable CRM data in reports.
Calendars and Contacts synchronization with Apple products
Unfortunately, there is some bug with adding calendars in iCal on Mac OS using CalDAV. We'll provide the fix for this error shortly. Sorry for the inconvenience.
CRM: adding custom fields
In the forms for creating various CRM elements (leads, contacts, etc.), you see the standard fields which can be filled out or edited and contain the basic information concerning the element (1.png).

Since every company will need additional fields which are specific to its business, there is a simple system for adding custom fields.

Opening the Custom Fields page (CRM->Settings->Custom Fields), you are shown the various element for which new fields can be created (2.png).

The following data types are available for custom fields (3.png).

For example, I’ll add a custom field of the [I]Bind to Information block elements [/I]type to a deal; this will let me link to a file in a specified Bitrix24 document library. Below, I’ve chosen Common documents (4.png).

Now when a deal is added or edited, a link directly to the contract can be given (5.png), and when viewing the deal, the link to the contract is visible.  The user’s access permissions to the document itself will determine whether the link can be followed and whether the file can be edited.
CRM: Integration with Send&Save
You probably know that the CRM allows you to send out emails to contacts, companies and leads individually and in bulk (1.png).
Such correspondence is saved as an event in the given CRM element, whether it is a lead, company, or contact.

Send&Save is an additional feature of Bitrix24 which allows emails that are sent between contacts and sales personnel using their usual email clients (e.g. Outlook) to be logged as an event simply by sending a copy of the email to the CRM.

Suppose you are writing an email to a new client from your personal or your business mailbox. Using Send&Save, you can add the message to the client’s CRM record without ever having to open the CRM.

Configuring Send&Save in the CRM is done on the Settings>Send->Save Integration page.

Create a new POP3 mailbox and fill in the fields (2.png).

Send the message to the CRM.

For messages to be added to the CRM (3.png), they should be sent or CC’ed to the CRM email address. Messages in the mailbox set up for the CRM will be processed and added to the proper CRM element according to the following rules:
[LIST=1]
[*]A sales team member sends an email to a client and copies the CRM. The message will be added to all elements which contain the email address of the client.
[*]If a message is sent to the CRM with an expression in the subject line that can be resolved by the system as per the “Resolve Entity Using the Expression” field, then the message will be added to the specified CRM element. For example, [LID#48] will go to the Lead with the ID number 48, and [DID#88] will be added to Deal 88.
[/LIST]
Messages received are added to the CRM every 5 minutes. [url][/url]
Activity Stream UI - too cluttered
Thanks for your opinion.
We are planning to let users choose the categories that should be displayed there in the Activity Stream. So you will be able to 'unsubscribe' from activities you are not interested in.
Site export, HTML Export of Bitrix Intranet
Unfortunately, we do not have such tool. Besides the CRM, it is possible to export users to CSV.
Probably, we will export other data (such documents, phogalleries, lists), if its amount is not huge.
Localization
We have a partner who is working on the Spanish (Latin America) localization now, and we do not have plans to add other languages so far. Many thanks for your offer.
Yes, we are going to provide clients of our service to set locale parameters, such as the date-time and name formats, for their Bitrix24 instance.
Calendars and Contacts synchronization with Apple products
Users of Bitrix24 may connect the service’s calendars to their Apple device (Mac OS X, iPad, iPhone) and implement two-way sync. That is, when events in the Bitrix24 calendar are added or changed, these changes are displayed on the Apple device, and vice versa.

Also, users can add all the contacts to their devices and find data about any colleague at any time. This is one-way integration, that is, contacts are loaded to the device from Bitrix24, but cannot be loaded to it from the device.  If a contact profile has changed, or if new contacts have been added, the information will be correspondingly upd ated in the device.

[B]Calendar synchronization[/B]
 [LIST=1]
[*]On your device, click [B]Settings[/B] and select [B]Mail, Contacts, Calendars[/B]>[B]Accounts[/B].
[*]Click [B]Add Account[/B].
[*]Select [B]Other[/B] > [B]Add CalDAV Account[/B].
[*]Specify your Bitrix24 address as server (<your_domain>.bitrix24.com). Use your login and password.
[*]A secure connection to domains is required, so indicate [B]https[/B] protocol via port [B]1443[/B] in the[B] Advanced Settings [/B]of the CalDav account.
[/LIST] Your calendar will appear in the default Calendar application on your device.

[B]
Contact synchronization[/B]
[LIST=1]
[*]Click [B]Settings[/B] and select [B]Mail, Contacts, Calendars[/B]>[B]Accounts[/B].
[*]Click [B]Settings[/B] and select [B]Mail, Contacts, Calendars[/B]>[B]Accounts[/B]. Click [B]Add Account[/B].
[*] Select [B]Other[/B] > [B]Add CardDAV Account[/B].
[*]Specify your Bitrix24 address as server (<your_domain>.bitrix24.com). Use your login and password.
[*]A secure connection to domains is required, so indicate [B]https[/B] protocol via port [B]1443[/B] in the[B] Advanced Se ttings [/B]of the CardDav account.
[/LIST]
Contacts will appear in the default Contacts application on your device.
Bitrix API, Documentation
The REST API can be used to import leads to CRM only.

Creating leads in the CRM from external services can be done using the special-purpose page:
"your_name".bitrix24.com/crm/configs/import/lead.php

For a lead to be added to the CRM you must:
[LIST=1]
[*]Call this page with a GET or POST method
[*]Pass at least 3 required parameters: login and password of the user who is the creator of the lead, and the title of the lead.
[/LIST]The script will return a JSON-object with the parameters code and error_message.

[B][COLOR=#ff0000]![/COLOR] [/B]We recommend using a separate user with access only to add leads and without access to anything else.
 
[TABLE]

[TR][TD][B]Code[/B][/TD][TD][B]Description[/B][/TD][/TR]

[TR][TD]400[/TD][TD]Parameters missing or parameters invalid [/TD][/TR]

[TR][TD]403[/TD][TD]Authorization or access error [/TD][/TR]

[TR][TD]201[/TD][TD]Lead added[/TD][/TR]

[/TABLE]


Table 2: Parameters

[TABLE]

[TR][TD][B]Parameter[/B][/TD][TD][B]Type[/B][/TD][TD][B]Description[/B][/TD][/TR]

[TR][TD]LOGIN* [/TD][TD]S tring[/TD][TD]Login[/TD][/TR]

[TR][TD]PASSWORD* [/TD][TD]S tring[/TD][TD]Password [/TD][/TR]

[TR][TD]TITLE*[/TD][TD]S tring[/TD][TD]Title[/TD][/TR]

[TR][TD]COMPANY_TITLE [/TD][TD]S tring[/TD][TD]Company Name[/TD][/TR]

[TR][TD]NAME[/TD][TD]S tring[/TD][TD]First Name[/TD][/TR]

[TR][TD]LAST_NAME [/TD][TD]S tring[/TD][TD]Last Name[/TD][/TR]

[TR][TD]SECOND_NAME[/TD][TD]S tring[/TD][TD]Second Name[/TD][/TR]

[TR][TD]POST[/TD][TD]S tring[/TD][TD]Position[/TD][/TR]

[TR][TD]ADDRESS[/TD][TD]S tring[/TD][TD]Address[/TD][/TR]

[TR][TD]COMMENTS[/TD][TD]S tring[/TD][TD]Comment[/TD][/TR]

[TR][TD]SOURCE_DESCRIPTION[/TD][TD]S tring[/TD][TD]Source Description[/TD][/TR]

[TR][TD]STATUS_DESCRIPTION[/TD][TD]S tring[/TD][TD]Status Description[/TD][/TR]

[TR][TD]OPPORTINUTY[/TD][TD]Double[/TD][TD]Opportunity[/TD][/TR]

[TR][TD]CURRENCY_ID[/TD][TD]S tring[/TD][TD]Currency[/TD][/TR]

[TR][TD]PRODUCT_ID[/TD][TD]S tring[/TD][TD]Product[/TD][/TR]

[TR][TD]SOURCE_ID[/TD][TD]S tring[/TD][TD]Source[/TD][/TR]

[TR][TD]STATUS_ID[/TD][TD]S tring[/TD][TD]Lead Status[/TD][/TR]

[TR][TD]ASSIGNED_BY_ID[/TD][TD]Int[/TD][TD]Responsible[/TD][/TR]

[TR][TD]PHONE_WORK[/TD][TD]S tring[/TD][TD]Work Phone[/TD][/TR]

[TR][TD]PHONE_MOBILE[/TD][TD]S tring[/TD][TD]Mobile[/TD][/TR]

[TR][TD]PHONE_FAX[/TD][TD]S tring[/TD][TD]Fax[/TD][/TR]

[TR][TD]PHONE_HOME[/TD][TD]S tring[/TD][TD]Home Phone[/TD][/TR]

[TR][TD]PHONE_PAGER[/TD][TD]S tring[/TD][TD]Pager[/TD][/TR]

[TR][TD]PHONE_OTHER[/TD][TD]S tring[/TD][TD]Other Phone[/TD][/TR]

[TR][TD]WEB_WORK[/TD][TD]S tring[/TD][TD]Corporate Site[/TD][/TR]

[TR][TD]WEB_HOME[/TD][TD]S tring[/TD][TD]Personal Site[/TD][/TR]

[TR][TD]WEB_FACEBOOK[/TD][TD]S tring[/TD][TD]Facebook Page[/TD][/TR]

[TR][TD]WEB_LIVEJOURNAL[/TD][TD]S tring[/TD][TD]LiveJournal Page[/TD][/TR]

[TR][TD]WEB_TWITTER[/TD][TD]S tring[/TD][TD]Twitter Account[/TD][/TR]

[TR][TD]WEB_OTHER [/TD][TD]S tring[/TD][TD]Other Site [/TD][/TR]

[TR][TD]EMAIL_WORK[/TD][TD]S tring[/TD][TD]Work E-mail[/TD][/TR]

[TR][TD]EMAIL_HOME[/TD][TD]S tring[/TD][TD]Personal E-mail[/TD][/TR]

[TR][TD]EMAIL_OTHER[/TD][TD]S tring[/TD][TD]Other E-mail[/TD][/TR]

[TR][TD]IM_SKYPE[/TD][TD]S tring[/TD][TD]Skype[/TD][/TR]

[TR][TD]IM_ICQ[/TD][TD]S tring[/TD][TD]ICQ[/TD][/TR]

[TR][TD]IM_MSN[/TD][TD]S tring[/TD][TD]MSN/Live![/TD][/TR]

[TR][TD]IM_JABBER[/TD][TD]S tring[/TD][TD]Jabber[/TD][/TR]

[TR][TD]IM_OTHER[/TD][TD]S tring[/TD][TD]Other Messenger[/TD][/TR]

[/TABLE]


*  - required parameter

The  STATUS_ID , SOURCE_ID , CURRENCY_ID, and  PRODUCT_ID parameters are sel ected from a corresponding directory of the CRM.

Below are tables with value sets of these parameters after installation of the module.
[B]Important[/B]: values can be changed by the intranet administrator or deleted.

Table 3: STATUS_ID – Lead Statuses


[TABLE]

[TR][TD][B]Value[/B][/TD][TD][B]Description[/B][/TD][/TR]

[TR][TD]NEW[/TD][TD]Unassigned[/TD][/TR]

[TR][TD]ASSIGNED[/TD][TD]Responsible Assigned[/TD][/TR]

[TR][TD]DETAILS[/TD][TD]Waiting for Details[/TD][/TR]

[TR][TD]CANNOT_CONTACT[/TD][TD]Cannot Contact[/TD][/TR]

[TR][TD]IN_PROCESS[/TD][TD]In Progress[/TD][/TR]

[TR][TD]ON_HOLD[/TD][TD]On Hold[/TD][/TR]

[TR][TD]RESTORED[/TD][TD]Restored[/TD][/TR]

[TR][TD]CONVERTED[/TD][TD]Converted[/TD][/TR]

[TR][TD]JUNK[/TD][TD]Junk Lead[/TD][/TR]

[/TABLE]


Table 4: SOURCE_ID – Sources

[TABLE]

[TR][TD][B]Value[/B][/TD][TD][B]Description[/B][/TD][/TR]

[TR][TD]SELF[/TD][TD]Personal Contact[/TD][/TR]

[TR][TD]PARTNER[/TD][TD]Existing Client[/TD][/TR]

[TR][TD]CALL[/TD][TD]Call[/TD][/TR]

[TR][TD]WEB[/TD][TD]Website[/TD][/TR]

[TR][TD]EMAIL[/TD][TD]E-Mail[/TD][/TR]

[TR][TD]CONFERENCE[/TD][TD]Conference[/TD][/TR]

[TR][TD]TRADE_SHOW[/TD][TD]Show/Exhibition[/TD][/TR]

[TR][TD]EMPLOYEE[/TD][TD]Employee[/TD][/TR]

[TR][TD]COMPANY[/TD][TD]Campaign[/TD][/TR]

[TR][TD]HR[/TD][TD]HR Department[/TD][/TR]

[TR][TD]MAIL[/TD][TD]E-Mail Message [/TD][/TR]

[TR][TD]OTHER[/TD][TD]Other[/TD][/TR]

[/TABLE]


Table 5: CURRENCY_ID – Currencies


[TABLE]

[TR][TD][B]Value[/B]
[/TD][TD][B]Description[/B]
[/TD][/TR]

[TR][TD]USD
[/TD][TD]US Dollar [/TD][/TR]

[TR][TD]EUR
[/TD][TD]Euro
[/TD][/TR]

[/TABLE]



Table 6: PRODUCT_ID – Products

[TABLE]

[TR][TD][B]Value[/B]
[/TD][TD][B]Description[/B]
[/TD][/TR]

[TR][TD]PRODUCT_1
[/TD][TD]Bitrix Site Manager
[/TD][/TR]

[TR][TD]PRODUCT_2
[/TD][TD]Bitrix Intranet
[/TD][/TR]

[TR][TD]OTHER
[/TD][TD]Other
[/TD][/TR]

[/TABLE]


Aside fr om the main fields, a lead may have additional custom fields created by the CRM administrator. They can also be passed to the page.
Edit Own Comment, Unable to edit own comment
The feature that allows editing comments in tasks already exists, but is not yet enabled - it will be soon.  
Regarding deleting comments, that functionality does not exist. We'll consider this issue and probably add.
Workgroups. Extranet.
Extranet is a web zone inside your Bitrix24 instance created so that company employees can productively collaborate with authorized users from third parties such as clients, suppliers, or partners.

The extranet is based on the workgroups. External users are invited to a workgroup, communicate with the workgroup members and are allowed access only to that workgroup and their own profile.

For example, web studios can create a separate workgroup that is available in the extranet for each project, invite clients there, discuss the project, store related documents  and media files, manage tasks, schedule  events, and so on.

Each Extranet workgroup is divided among employees and outside users. The activity stream in the group’s main page shows the workgroup’s events.  Employees who are members of the Extranet group will see its activity in the main Activity Stream, noted as coming from the Extranet. Extranet users will see the activities of the workgroup(s) in which they are members. IM messages can be sent to and from Extranet users, but only by employees who are members of the given Extranet group. Furthermore, tasks from the extranet group are listed and marked clearly in each employee’s personal task section.

To begin work with the extranet:

[LIST=1]
[*]specify that the group is available in the extranet in its settings (this can be done with a new or with an existing workgroup)
[*]invite external users by sending them messages via e-mail
[*]participants can follow the link from an invitation and immediately create their own password, fill in their user profile, and start working inside the group to which they were invited
[/LIST]
Workgroups. New group creation.
To create a new workgroup:

[LIST=1]
[*]Choose the [I]Group[/I] item from the drop down list of the [I]Create [/I]button or the [I]Create Group[/I] button in the Workgroups&amp>All Workgroups page.
[*]When the group creation form opens, enter the group name and description, specify if the group is visible to all users and if it is public.
[I]Visible to all[/I] means that the group is visible to all users who have an active account in your Bitrix24 instance. Otherwise, the group will be visible only to its members and users with administrative access to your intranet instance.
Leave the [I]Public group[/I] option unchecked if you require membership pre-moderation.
[*]Specify what features should be available in the group in the second tab of the form. Features can be enabled/disabled and access to them can be set at any time after the group is created.
[*]Invite users to the group in the third tab. Group Invitations will be sent to users via the instant messenger and users won’t become group members until the invitation is accepted.
[*]Specify keywords and who can invite users to the group in the fourth tab.
[*]That is all. Save settings and begin collaboration with colleagues.
[/LIST]
Workgroups. What are they and what are they for?
The workgroup is a virtual community of users created for discussing and solving of defined issues, goals and tasks.

By uniting users into workgroups for collaboration and projects, all the communications and data related to a given project or team is organized in a single place. All tasks inside the group can be viewed in relation to each other and access to information can be shared to users outside the group if needed.

Groups have individual permission settings and roles such as moderators, owners, and members. New members are added via invitation.

The following features are available for each workgroup:

[LIST]
[*]conversations
[*]photo gallery with bulk uploading, ratings and comments
[*]calendar
[*]tasks
[*]document library
[*]wiki
[*]search inside the group
[/LIST]Group members will see all group activities in the Activity Stream with other updates, and on the group's main page there is a specialized activity stream that shows only group activities. This allows users to keep abreast of events, without excess navigation.

After starting the service, there are several preset working groups which can be edited or deleted. An unlimited number of workgroups can be created, and existing groups can be moved to the Extranet to be shared with third parties, or archived after the project is finished.

Any user may create a workgroup and be its owner.[url][/url]
Company Structure
After inviting users to your Bitrix24 intranet, you can create a view of your company structure by creating departments and sub-departments and assigning department heads and users. Creating a company structure is not required, but if your company has a large number of employees and a deep departmental hierarchy, it will be convenient for users to orient themselves using this visual representation of the company.

Another advantage gained from the visual representation of the company is that several objects in the intranet, such as the Activity Stream, tasks, and calendar events allow the options to share with or send to members of a selected department.  

To create your company structure:

[LIST=1]
[*]Open the Company>Company Structure page.
[*]Click the Add department button.
[*]Specify the department name, a parent department, and the department supervisor in the form.
[*]Save the department by clicking on the Edit button.
[*]A new department will be added to the structure.
[*]To add new employees to the department, go to the user profile and select the appropriate departments. Once an employee is added to the visual structure, their avatar can be dragged and dropped to any other location in the structure.
[/LIST]
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