Linking payments Privat24 Autoclient

Good afternoon! The setting "If the payment is already in the system and it is not linked to a process, try to find a process using the template above and link the payment to it" searches for a process using a regular expression, and if such a process is found, then links the payment to it (to the found process) . There is a setting in the action that allows you to specify the client to which to bind the payment if the client was not found initially [file]14495[/file] . You can also use the setting to create a new contact based on payment data if an existing contact was not found [file]14496[/file] .

[quote] Markov Evgeny Igorevich OneBox production wrote: Good afternoon! The setting "If the payment is already in the system and it is not linked to a process, try to find a process using the template above and link the payment to it" searches for a process using a regular expression, and if such a process is found, then links the payment to it (to the found process) . There is a setting in the action that allows you to specify the client to which to bind the payment if the client was not found initially [file]14495[/file] . You can also use the setting to create a new contact based on payment data if an existing contact was not found [file]14496[/file] . [/quote] All this is specified, the regular expression is set. The fact of the matter is that all indefinite payments that do not fall under the regular expression are linked by the system to the same client, which has nothing to do with the payment at all. In addition, it binds all bank commissions for outgoing payments to the same client. You have to want to post and manually overwrite everything. For the system, this client is Privatbank. But, this is just an ordinary buyer, whose last activity was last year: https://crm.hotsalon.com.ua/admin/shop/users/4581/ How to fix it? [file]14501[/file]

[quote] Markov Evgeny Igorevich OneBox production wrote: And also you can use the setting to create a new contact according to the data from the payment, if the existing contact was not found. [/quote] Why is this option not suitable for you? If some contact is duplicated, you can merge them.

[quote] Tyndyk Maxim Vadimovich OneBox production wrote: [quote] Markov Evgeny Igorevich OneBox production wrote: And also you can use the setting to create a new contact according to the data from the payment, if the existing contact was not found. [/quote] Why is this option not suitable for you? If some contact is duplicated, you can merge them. [/quote] These settings are set. But, this option does NOT WORK, since all service payments from the bank (commission) and if the client is not found, are credited to the same individual who has NOTHING to do with payments. A new contact is NOT CREATED.