Implementations in the AMO and related registry (cl-table)
Managers with their hands enter the register of data from the AMO Managers with their hands enter the name of the transaction, the folder
What you need at the output:1) After automatically creating a transaction in the AMO (it already works), the manager fills only the fields and the transaction name is automatically issued from the fields.2) To work so - click the button and from the fields to the name of the transaction the data was drawn under the template.Here is an example :- was - New deal with [Exit call +7....]-stable - 051421 #2127 Oleg seris center Kievsky sh.(+7 of...)
2ndResolve the issue with the upload of data from the AMO to the Google table and to the Google folder
The problem: 1.transaction data (conversion actions, dates, data shipping, etc.) from the AMO are not now uploaded to the Google Table;2.At the moment, these data are entered by the manager with his hands into the Google form and then duplicated into the AMO.that is.It is uncomfortable that:
The manager hand-to-hand shows the information twice - in the Google Register, and in the AMO; the manager indicates the data from the AMO fields in the Google table as the transaction is carried out.In fact, he does the same twice.What you need at the output:1) At the time of the transaction automatically create a folder in the Google disk at a specific address in the folder KP - 2021 with the name as the name of the transaction in the AMO 051421 #2127 Oleg service center Kievsky sh.and 7 [...] Here is the transaction screen from AMOhttps://pastenow.ru/CL5RB2) Transaction details to appear in the Transaction Register.Data is the name of the transaction, tel, date.Here is the screen - from the register to where to transfer these data - https://prnt.sc/13dy1kt;3)When the data is updated in the AMO, the data in the corresponding cell in the register should also be updated;4) Record a simple video screenshot so that our assistant can add/change the amount of data from the AMO card to the register;
Client's review of cooperation with Irina Vasilyeva
Implementations in the AMO and related registry (cl-table)A wonderful performer! Thank you for your work, everything was done quickly and professionally.
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Freelancer's review of cooperation with client
Implementations in the AMO and related registry (cl-table)It was a pleasure to work on the project with the customer.
TZ is very detailed and understandable. I recommend it.
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