Improving the Bitrix24 with the customer’s needs
Purpose: Create a bitrix24 with the customer’s needs.Task:Set the field display in the client card depending on the customer service choice in the CRM form, for example:a.If the client chooses the basis "Work", the corresponding fields in the client's questionnaire (List of 8 documents), if training (List of 6 documents), if volunteering (List of 4 documents)...b.These fields should be able to download multiple files if they are approved in the open line.Automatize reminders to the client about what he needs to send and to what number on the list from each field through the open line.Automatize the check of the uploaded customers to the open line of files, and set the reminders for the manual download of these files to the relevant fields.Set the deadline that the client will set independently regarding the date of transmission of the requested documents.Realize a weekly reminders for the missing documents from the list of empty fields:a.Reminders for documents that have not arrived. b.Automatic sending of comments left on inappropriate documents.The possibility for the customer to independently set down the deadline in the time of submission of the required documents in the case of delayed the first established deadline, as well as asking him for the reason of delay in text form or in telephone mode, but in this case the obligation to record the reason of delay is transferred to the manager (for example, you can manually fill a comment and send it to the open line with the request of the customer to confirm).At a certain stage of the curve to generate a document with a list of uploaded documents:a.The list of missing documents. b.Add comments to inappropriate documents based on information from the customer card.Expected result: Improved and automated Bitrix24 slot that allows you to manage the process of collecting and verifying documents from customers.
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