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Action Turn a call into a process

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Action once per minute "Turn a call into a process":
If "Check for the creation of business processes" is selected, modify the checkbox and the drop-down list
With the transfer of the process to the specified stage
That is, if there is a process for a client in this status, we do not need to create a new process, but transfer an existing one to the specified status.
And also, you need to choose for which processes it will work: Last created, Last 2 created, All
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Original question is available on version: ru https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор

Answers:


With the transfer of the process to the specified stage
That is, if there is a process for a client in this status, we do not need to create a new process, but transfer an existing one to the specified status.

3h

And also, you need to choose for which processes it will work: Last created, Last 2 created, All

+2h - we are looking for processes in the context of the client in the created BP
11.05.2021, 16:02
Original comment available on version: ru

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