Case Study Bitrix24
EASY order PROCESSING by client ID,
PROJECTS SYSTEM ORGANIZATION
Company identification by ID and creation of a project database
AUTOMATIC DATA FILLING
SEQUENTIAL CLIENT NUMBERING
PROJECT KNOWLEDGE BASE
Fast processing and adding orders, customer search by ID
Convenient storage of tabular information in CRM
"Intelligent" foolproof system of protection against managers mistakes when entering CRM data
BITRIX24 case study
INPUT DATA:
Client's product: Logistics services
Tasks:
Briefly: Assign each company its own unique ID for quick company searches and automatic filling of fields. Organize the company projects data storage with quick access and convenient format.
More details: The client wanted to run its clients under his own unique ID numbers. It helps employees find clients, quickly connect the client with Deal, add contacts so that they have the same ID number as for the company, start business processes, verify data. In addition, the client also wanted to save data on its clients' projects in a special project knowledge base to access them directly from the Bitrix24 interface
Problem:
1) Bitrix24 (in its standard functionality) does not use one ID number twice, starts the numbering from 1 and assigns the number in order of creating Companies. For example, if you delete the second company with ID = 2, when creating a new company, its ID will be 3, i.e. ID = 2 will remain blank and the newly created company will not take its place.
2) All project data was stored in an Excel table. Knowledge Base tool in Bitrix24 does not match this format - it is inconvenient in use with a large number of projects. It was a task to discover how to store this data effectively in Bitrix24.
Solution:
1) Creating ID field with its own numbering rules (Bitrix24 will remember the last ID and will not jump through the non-existent one, the ability to remove the ID number from the "middle" and replace the magnifier with a new added Company, and another is created using the last ID saved in the system and adding to her +1).
2) Database in Bitrix24 via Lists