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

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*[[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]]
*[[Ready-made Solutions]]

Revision as of 23:41, 12 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:

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

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  • Click on the Edit Structure button:

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

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