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MODULE FOR 1C-BITRIX
BestRank
The "Dependent Fields in CRM" module allows configuring field display and completion logic during record creation and editing. Three dependency types are supported: Dependent fields appear only after the parent field is filled. Dependent field values are filtered based on the selected value in the parent field (works for list fields, link fields, and Yes/No fields).
The "Dependent Fields in CRM" module allows configuring field display and completion logic during record creation and editing. Three dependency types are supported:
Dependent fields appear only after the parent field is filled.
Dependent field values are filtered based on the selected value in the parent field (works for list fields, link fields, and Yes/No fields).
Dynamic value lists: in fields linking to universal lists, only elements associated with the selected contact are displayed.
Mandatory completion can be enforced for dependent fields.
The "Dependent Fields in CRM" module by BestRank extends the customer management system's functionality by enabling logical connections between fields. This allows for automatic changes to field values, visibility, or mandatory status based on data entered in other fields. The solution simplifies data entry and reduces errors when working with customer cards.
General iT can take care of implementing “BestRank. Dependent Fields in CRM”, including installation, configuration and result verification.
UPDATE HISTORY
Fixed:
- It is possible to convert a lead to a deal without moving it to a successful stage (with required fields)
- A lead is not moved to a successful stage when required fields are filled
- Entities "Lead", "Deal", "Contact", "Company": Field and section visibility rules do not work when creating an element
- Entity "Lead": Custom sections are not displayed
- Entity "SP": It is possible to change the stage without filling in a required field
Added:
- support for custom fields.
Fixed:
- menu item display in the admin panel for non-administrators
Fixed:
- display of dependent fields in edit mode for a field of type "CRM Element Binding" when the value is empty
Fixed:
- module operation when switching the CRM card view
Optimized the dependent fields administration system
Fixed:
- dependency on the "Source" field value
Fixed:
- error when merging CRM entities
- error deleting dependency value settings in the admin panel
Added:
- support for the "Source" field
Fixed:
- Performance optimization for dependent values
Fixed:
- bug in displaying the chain of required fields in Kanban when changing the stage
USER EXPERIENCE
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YOUR PROJECT INFRASTRUCTURE
FROM THE SAME DEVELOPER
BestRank
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