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Change of responsible person for the tasks of the deal for Self-Hosted Bitrix24
08.31.2017 18:41:00
Articles
38
The solution tracks the changes of the responsible persons in CRM deals, if the responsible person has changed, then the tasks in this deal will be delegated to the new employee.

In the working process, it happens that you need to change the responsible person of the current deal. If a lot of tasks are already tied to it, then redirection of it to a new employee will take a lot of time. To simplify this process, we created a solution " Change of responsible person for the tasks of the deal for Self-Hosted Bitrix24".

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After installation of this solution, if the responsible person for the deal changes, the responsible person for all tasks, related to this deal, will automatically change. Delegation occurs immediately after the change of the responsible person. However, if the tab with the deals is open at the moment, you should update the page.

Finished tasks in the deal does not delegate.

The solution works with CRM module version 15.1.2 and higher.

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Installation

1. Download the solution on the Marketplace.

2. In the administrative part of Bitrix, click Download Updates, then click Install.

3. Go to SettingsSystem settingsModule settings — Change of responsible person for the tasks of the deal

4. Tick the Enable checkbox, save settings.

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