Customizing fields in the goods/services directory: Difference between revisions

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|description=Customizing fields in the goods/services directory
|description=Customizing fields in the goods/services directory
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In the [[Configurations | configuration]], customer orders are stored in data tags. To indicate which product you have purchased, select it from the list created in the '''Goods / Services''' directory. By default, you can specify the name and price of each product. If you need to set more data, add a new field in the directory for each product:
In the [[Ready-made Solutions | solution]], customer orders are stored in data tags. To indicate which product you have purchased, select it from the list created in the '''Goods / Services''' directory. By default, you can specify the name and price of each product. If you need to set more data, add a new field in the directory for each product:
   
   
*Open the '''Basic workspace''':
*Open the '''Basic workspace''':
https://s.pfx.so/pf/4A/WkDSjU.png
https://s.pfx.so/pf/4A/WkDSjU.png




*Go to the Directories section and open the '''Goods/Services''' directory:
*Go to the Directories section and open the '''Goods/Services''' directory:
https://s.pfx.so/pf/lY/HT61WU.png
https://s.pfx.so/pf/lY/HT61WU.png
   
   


Click on the Edit Structure button:
*Click on the '''Edit Structure''' button:
 
https://s.pfx.so/pf/e1/YlrALm.png
https://s.pfx.so/pf/e1/YlrALm.png


You can edit and delete existing fields or add new ones in the opened window.


<screenshot>
*You can edit and delete existing fields or add new ones in the opened window:
 
https://s.pfx.so/pf/vL/GNjt4Z.png
 
 
== Go To ==
*[[Instructions for Setting CRM: Customer Request Management Configuration | Instructions for Setting Up Your Company's Configuration]]
*[[CRM: Customer Request Management | CRM: Customer Request Management Configuration]]
*[[Ready-made Solutions]]

Latest revision as of 08:47, 21 April 2023

In the solution, customer orders are stored in data tags. To indicate which product you have purchased, select it from the list created in the Goods / Services directory. By default, you can specify the name and price of each product. If you need to set more data, add a new field in the directory for each product:

  • Open the Basic workspace:

WkDSjU.png


  • Go to the Directories section and open the Goods/Services directory:

HT61WU.png


  • Click on the Edit Structure button:

YlrALm.png


  • You can edit and delete existing fields or add new ones in the opened window:

GNjt4Z.png


Go To