Customizing fields in the goods/services directory: Difference between revisions
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= Go To = | == Go To == | ||
*[[Instructions for Setting CRM: Customer Request Management Configuration | Instructions for Setting Up Your Company's Configuration]] | *[[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]] | *[[CRM: Customer Request Management | CRM: Customer Request Management Configuration]] | ||
*[[Configurations]] | *[[Configurations]] |
Revision as of 14:42, 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: