Transfer of information about the connected potential customers in the current: различия между версиями
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[[Transfer_of_information_about_the_connected_potential_customers_in_the_current|en]] | [[Перенос_информации_о_подключенных_потенциальных_клиентах_в_текущие|ru]] | [[Transfer_of_information_about_the_connected_potential_customers_in_the_current|en]] | [[Перенос_информации_о_подключенных_потенциальных_клиентах_в_текущие|ru]] | ||
The [[Settings_-_Scheduler|scheduler]] task reconciles the records of [[Potential_customers|potential customers]] ''(by address)'' against the records of customers already included. | |||
If the address ''(accurate to flat)'' and full name match, the information from the potential customer's card will be transferred to the card of the included customer, and the card of the potential customer will be deleted. | |||
Other tasks: [[ERP_"USERSIDE"_EN#planer_EN|List of tasks]] | Other tasks: [[ERP_"USERSIDE"_EN#planer_EN|List of tasks]] | ||
Текущая версия от 18:30, 29 марта 2024
The scheduler task reconciles the records of potential customers (by address) against the records of customers already included.
If the address (accurate to flat) and full name match, the information from the potential customer's card will be transferred to the card of the included customer, and the card of the potential customer will be deleted.
Other tasks: List of tasks