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MODULE FOR 1C-BITRIX
Almaz Sistema
The ALSYST module enables bulk association of companies with existing tasks when those tasks are linked to a deal or lead that already has a company specified. This tool is beneficial for users whose reporting and KPIs depend on the company field being populated in tasks, as well as for those utilizing company-based filtering and sorting.
The ALSYST module enables bulk association of companies with existing tasks when those tasks are linked to a deal or lead that already has a company specified. This tool is beneficial for users whose reporting and KPIs depend on the company field being populated in tasks, as well as for those utilizing company-based filtering and sorting. It is particularly useful for users who employ third-party applications to automatically add companies to new tasks but require a method to populate this field for existing records to ensure accurate reporting.
General iT can install and configure this module and check how it works on your website.
USER EXPERIENCE
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YOUR PROJECT INFRASTRUCTURE
FROM THE SAME DEVELOPER
Almaz Sistema
The ALSYST: Task Creation Restriction module limits the ability to create tasks in Bitrix24 for all users except those included in an authorized list. The list is managed manually via the site's administrative section: Services → ALSYST: Task Creation Restriction → Authorized Users List. To add a user, select them from the search field or dropdown menu and click Add.
The ALSYST: Add Company to Task from Lead or Deal module automatically links tasks created from Deal or Lead cards to the corresponding companies. The binding occurs in the background without user intervention for all task types: those created manually, via robots, or through CRM business processes.
The ALSYST module automatically transfers proposals from a Lead card to a Deal card. The transfer and linking of proposals occur in the background when a Lead with the status 'Successful' is converted into a Deal. All proposals containing added items and information are automatically copied to the new Deal.
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BEFORE YOU ORDER
