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

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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
 


<screenshot>
= 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:

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