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6.2 Example of using Process Helper for internal user data requests – quick-button version
As anticipated in the introductory chapter, one of the most common uses of the process helper concerns the creation of customized forms that can be presented to internal users of the CRM in order to request and save information. The blocks and fields that make...
3.0 Execution Modes for BPMN Actions
For each BPMN action configurable within the processes (Figure 1), one of the following execution modes can be selected: - Standard -> the action is executed the moment the process reaches the Action Task where it is configured; naturally, the process always w...
3.18 Cycle Record
Starting with version 26.07, an action has been implemented that allows you to use records from a specific module without that module necessarily being part of the process itself. Furthermore, unlike the "Loop Related Records" action (see section 3.12 for deta...
16 Tool Processes
16.1 Tool Processes: Configuration and Usage Modes
Starting with version 26.07, a new category of processes known as "Tool" processes has been introduced. These were implemented to replicate the programming advantages offered by functions, thereby eliminating the redundancy often encountered when using Standar...
16.3.2 Gestione dello stato "Non attivo" dell'utente
Il CRM prevede la disattivazione automatica degli utenti che non effettuano l'accesso per un periodo di 6 mesi. Al raggiungimento di tale soglia, l'utente viene automaticamente impostato nello stato "Non attivo", impedendone l'utilizzo fino a una successiva r...
16.3.2 Managing the "Inactive" User Status
The CRM automatically sets users to the "Inactive" status if they do not log in for a period of 6 months. Once this period has elapsed, the user is automatically marked as "Inactive", preventing access to the system until the account is reactivated by an admin...
9.2.1 Revisiona Preventivo
La funzione Revisiona, disponibile all'interno del modulo Preventivi, consente di creare rapidamente una nuova revisione di un preventivo già condiviso con il cliente, modificandone le informazioni senza doverlo riscrivere da zero. Come accedere alla funzional...
9.2.1 Quote Revision
The Review Quote function, available within the Quotes module, allows you to quickly create a new revision of a quote that has already been shared with the customer, modifying its information without having to recreate it from scratch. How to access the featur...