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Page créée avec « The last parameter section allows you to activate additional functions of the module: * Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept) * Activates a function allowing the salesperson associated with the customer to be added as an email recipient * Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment »
 
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The last parameter section allows you to activate additional functions of the module:
The last parameter section allows you to activate additional functions of the module:
* Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)
* Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)
It is possible to not retrieve the additional attributes when cloning by setting the PORTOFOLIO_ENABLE_EXTRAFIELDS_CLONE parameter to zero.
* Activates a function allowing the salesperson associated with the customer to be added as an email recipient
* Activates a function allowing the salesperson associated with the customer to be added as an email recipient
* Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment
* Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment

Dernière version du 1 février 2025 à 15:10

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Définition du message (Portofolio)
La dernière section de paramètre permet d'activer des fonctions annexes du module :
* Ajoute un bouton sur la fiche du tiers permettant de le cloner (on conserve une référence à l'ancien tiers parent)
Il est possible de ne pas récupérer lors du clonage les attributs supplémentaire en définissant le paramètre PORTOFOLIO_ENABLE_EXTRAFIELDS_CLONE à zéro
* Active une fonction permettant de rajouter en destinataire des emails le commercial associé au client
* Active une fonction rajoutant le commercial associé au client comme personne assigné lors de la création d'un rendez-vous

The last parameter section allows you to activate additional functions of the module:

  • Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept)

It is possible to not retrieve the additional attributes when cloning by setting the PORTOFOLIO_ENABLE_EXTRAFIELDS_CLONE parameter to zero.

  • Activates a function allowing the salesperson associated with the customer to be added as an email recipient
  • Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment