Customizing fields in the goods/services directory: Difference between revisions
From Planfix
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*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: | |||
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]] | |||
*[[Configurations]] |
Revision as of 14:41, 10 April 2023
In the 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:
- Open the Basic workspace:
- Go to the Directories section and open the Goods/Services directory:
Click on the Edit Structure button:
You can edit and delete existing fields or add new ones in the opened window: