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Глеб Антоненко

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Employees of our customer's company regularly conductedsearch for specialists, using applications inside Bitrix24.

Applying for a specialist

Used to applyuniversal list, in which data on the candidate is filled.

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Often the contents of the fields in the list did not differ by applicant. For example, the city, planned business trips, higher education and others. But since there are a lot of applications, I had to re-fill in the same information.

To speed up this process, we have implemented the ability to usea template to automatically fill in these fields.

Application template

The application template selection interface consists ofbuttons with a dropdown list. The display area in the list contains a maximum of 5 entries (orders).

When the user fromdropdown list selects a record of his orders, automatically all fields in this form are filled with values from the previous order.

Benefits of Using Templates in Generic Lists

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This automation eliminates routine actions and significantly saves time for employees.

Knowledge Base

10/17/2024

Registration of sick leave in Bitrix24. Health care, not approvals

Cost accounting in Bitrix24 and how it is useful

We create a complete picture of how the company’s budget is spent. We'll tell you how to organize expense accounting to get maximum benefits for making management decisions.

Collecting feedback, NPS

Find out what your customers think: the benefits and methods of implementing the NPS system for collecting feedback in Bitrix24

Collecting feedback, NPS

Find out what your customers think: the benefits and methods of implementing the NPS system for collecting feedback in Bitrix24

Product calculator in Bitrix24

A solution that takes into account many characteristics of goods and will ensure fast and accurate calculation of orders, as well as transfer to production without the risk of errors and delays.

From order to delivery. Full cycle of sales and production in Bitrix24

An effective model of internal communication in a company

From order to delivery. Full cycle of sales and production in Bitrix24

An effective model of internal communication in a company

Setting up the Cashback bonus system in Bitrix24

We automate the bonus system, bonus accumulation, register and notifications for clients

Time tracking

A tool for monitoring workflow and recording labor costs in Bitrix24

Time tracking

A tool for monitoring workflow and recording labor costs in Bitrix24

Booking meeting rooms and workplaces

Convenient booking system for your office

We separate targeted customer requests from spam

Automatic processing of incoming requests. Unloading the work of managers

We separate targeted customer requests from spam

Automatic processing of incoming requests. Unloading the work of managers

Turning the coldest database into the hottest customers

Forget about endless calls and frequent rejections. We share the method of how to immediately reach target customers

NOT integration with Bitrix24

Integration with Bitrix24 forms and orders for sites on CMS Bitrix: Site management

NOT integration with Bitrix24

Integration with Bitrix24 forms and orders for sites on CMS Bitrix: Site management

Analgin for HR Director

How we implemented HR EDI for 125 employees, saved them from a headache and saved 600,000 rubles a year

CRM analytics

Allows you to monitor the sales funnel, evaluate the work of managers, predict income and find problem areas

CRM analytics

Allows you to monitor the sales funnel, evaluate the work of managers, predict income and find problem areas

Tilda integration with Bitrix24

We transfer customer contacts to Bitrix24 via the feedback form

Digital signature in Bitrix24

Electronic document management, we sign documents directly on the portal

Digital signature in Bitrix24

Electronic document management, we sign documents directly on the portal

End-to-end analytics

Analysis of advertising channels, their payback and effectiveness for the growth of your business

Easily manage leads from different sources

The distribution of sources allows you to sort leads, as well as analyze the most effective acquisition channels.

Easily manage leads from different sources

The distribution of sources allows you to sort leads, as well as analyze the most effective acquisition channels.

Get Rid of Excel Spreadsheets with Reports

The report constructor allows you to create non-standard reports, thanks to which you can conveniently perform all calculations and control within one Bitrix24 system

How to simplify the adaptation of new employees in the company

Implementation of adaptation and interaction with new employees using a special system

How to simplify the adaptation of new employees in the company

Implementation of adaptation and interaction with new employees using a special system

Clearing space in Bitrix24

How to free up disk space in Bitrix24

Error “No connection to server” in Bitrix24 (box)

We deal with the causes and fixes of the error “No connection to the server” on the Bitrix24 boxed portals

Error “No connection to server” in Bitrix24 (box)

We deal with the causes and fixes of the error “No connection to the server” on the Bitrix24 boxed portals

We connect Telegram to Bitrix24

2 integration methods with examples. We will tell you in what cases they will bring the maximum benefit.

Connect WhatsApp to Bitrix24

Consider the options and advantages of this integration

Connect WhatsApp to Bitrix24

Consider the options and advantages of this integration

We speed up the processvacation approvals and arrangements

"Application for vacation": sending and approval of the application, payment of vacation pay, convenient control

Automation in HR. Dismissal process

Automation of the process of dismissal of employees in Bitrix24

Automation in HR. Dismissal process

Automation of the process of dismissal of employees in Bitrix24

Job Application Template

Features of the Universal List in Bitrix24

Automation in HR. Recruitment

Automation of the recruitment process in Bitrix24

Automation in HR. Recruitment

Automation of the recruitment process in Bitrix24

Convenience of reports in Bitrix24

Implementation of a quick transition to another report in a report

Bitrix24 license. Box

Features, editions, licensing procedure

Bitrix24 license. Box

Features, editions, licensing procedure

Bitrix24 license. Cloud

Features, tariffs, licensing procedure

License Bitrix24. Enterprise

Features, editions, licensing procedure

License Bitrix24. Enterprise

Features, editions, licensing procedure

Integration of 1C and Bitrix24 in a frame, synchronization and exchange of directories

Synchronization of Bitrix24 and 1C through managed forms and what problems does the exchange between 1C and Bitrix24 solve

4 life hacks of boxed Bitrix24

Box functionality that is not in the cloud

4 life hacks of boxed Bitrix24

Box functionality that is not in the cloud

How to triple the time for setting tasks

Process optimization using the custom Help Desk system "Helper Bitrix24"

Hierarchy of counterparties in CRM

We will show you how to systematize company connections using Bitrix24 and create a hierarchy of counterparties. Useful for manufacturing companies and companies with a complex sales structure.

Hierarchy of counterparties in CRM

We will show you how to systematize company connections using Bitrix24 and create a hierarchy of counterparties. Useful for manufacturing companies and companies with a complex sales structure.

Delivery and payment service in Bitrix24

Let's talk about the development of a delivery service within Bitrix24, with the ability to automatically calculate the cost depending on the remoteness of the region

Customization of Kanban and Deals cards

Changing the design and expanding the functionality of cards in CRM on the example of a client case

Customization of Kanban and Deals cards

Changing the design and expanding the functionality of cards in CRM on the example of a client case

Coordination of contracts, documents, invoices in Bitrix24

Consider the procedure for negotiating contracts, paying bills and internal coordination of documents

How to add a filter to the Bitrix24 CRM section/tab

Work with universal lists on leads, contacts, companies and deals.

How to add a filter to the Bitrix24 CRM section/tab

Work with universal lists on leads, contacts, companies and deals.

Business processes in Bitrix24

How to set up business processes on leads, deals and processes with statuses

Tomanagers email control

Useful feature for the sales department

Tomanagers email control

Useful feature for the sales department

External users in Bitrix24

Why extranet users and user groups are needed. Restriction of access rights

Integration of Yandex maps and Bitrix24

Development of travel requests in CRM

Integration of Yandex maps and Bitrix24

Development of travel requests in CRM

How to determine the most profitable sales direction if you have many sites

Let's show a business process in Bitrix24 that sorts incoming requests from different forms and sites. Based on these data, you can analyze the effectiveness of different sales areas.

How to save millions on EDI in Bitrix24

On the example of our case, we will tell you how you can organize document flow in a company

How to save millions on EDI in Bitrix24

On the example of our case, we will tell you how you can organize document flow in a company

Integration 1C: ZUP with Bitrix24

An example from a real case from our client

Bitrix24 implementation cost

What prices are offered on the market, why do they differ so much. What is the cost of implementing the platform and what costs can be called adequate.

Bitrix24 implementation cost

What prices are offered on the market, why do they differ so much. What is the cost of implementing the platform and what costs can be called adequate.

ATPossibilities of Bitrix24 mail

Let's consider the flexibility of mail settings using the example of real cases

Bitrix24 implementation stages

Let's analyze step by step the sequence of Bitrix24 implementation, common mistakes and how to avoid them

Bitrix24 implementation stages

Let's analyze step by step the sequence of Bitrix24 implementation, common mistakes and how to avoid them

DevelopmentBitrix24

How the development of the Bitrix24 module and application for Bitrix24 is carried out

Refinement of Bitrix24 in the box and in the cloud

Ability to refine on different versions of Bitrix24. How not to "break" the working portal

Refinement of Bitrix24 in the box and in the cloud

Ability to refine on different versions of Bitrix24. How not to "break" the working portal

Email campaigns in the boxed Bitrix24

How to connect SMTP server

Tasks in Bitrix24

Consider the functionality of Tasks in Bitrix24. Staging, settings, filters

Tasks in Bitrix24

Consider the functionality of Tasks in Bitrix24. Staging, settings, filters

Project management using tasks in Bitrix24

Maintaining tasks in transactions, modifying the task card and their coordination

Voice Telegram bot for creating tasks in Bitrix24

Let's talk about the benefits of this feature, the scheme of work and technical details.

Voice Telegram bot for creating tasks in Bitrix24

Let's talk about the benefits of this feature, the scheme of work and technical details.

Integration of any PBX with Bitrix24

Integration of telephony with Bitrix24. How to connect cloud or office PBX to CRM.

Integration of Mango telephony with Bitrix24

Consider 2 ways to integrate Bitrix24 with Mango Office

Integration of Mango telephony with Bitrix24

Consider 2 ways to integrate Bitrix24 with Mango Office

How to set up built-in telephony in Bitrix24

How to independently connect and configure the Bitrix24 PBX

Comparison CRM-system

Choosing the best solution for your business

Comparison CRM-system

Choosing the best solution for your business

Site integration with Bitrix24 CRM

We analyze ways to integrate sites on different engines with the Bitrix24 CRM system

Setting up CRM forms in Bitrix24

Creation, placement on the site, personalization

Setting up CRM forms in Bitrix24

Creation, placement on the site, personalization

Transition between cloud and boxed versions of Bitrix24

How to organize the transition “cloud → box” or “box → cloud” and avoid common mistakes

Server configuration requirements for boxed Bitrix24

Technical requirements for the boxed version

Server configuration requirements for boxed Bitrix24

Technical requirements for the boxed version

Comparison of cloud and boxed versions of Bitrix24

What to choose: cloud or Bitrix24 box? We choose the optimal solution for your business problems

Principles of development for Bitrix24

12 rules for reliable and secure development for the Bitrix24 platform

Principles of development for Bitrix24

12 rules for reliable and secure development for the Bitrix24 platform

How to CORRECTLY create custom fields in a boxed Bitrix24

Instructions for creating custom fields in the boxed Bitrix24

How to connect a mailbox in Bitrix24

Instructions for connecting a mailbox in Bitrix24

How to connect a mailbox in Bitrix24

Instructions for connecting a mailbox in Bitrix24

Application for integrating Bitrix24 with NotiSend

Bitrix24 integration with NotiSend mailing service

10/17/2024

AI sales funnel

Strengthening the sales department and solving key problems with the help of artificial intelligence

Applying for a specialist

Application template

Benefits of Using Templates in Generic Lists

Have questions or need to find a solution to Your problem?

Knowledge Base

AI sales funnel

Chessboard for developers

Order assembly and delivery schedule

Order assembly and delivery schedule

Integration of Bitrix24 with EDI services (Diadoc, SBIS, etc.)

Accounting for inventory items (materials and materials) in Bitrix24

Accounting for inventory items (materials and materials) in Bitrix24

Reactivation of the customer database in Bitrix24

Custom design of the Bitrix24 portal

Custom design of the Bitrix24 portal

Vacation schedule in Bitrix24

Commercial offers in Bitrix24

Commercial offers in Bitrix24

Negotiation of contracts in Bitrix24 smart processes

Set of discounted products in Bitrix24

Set of discounted products in Bitrix24

Organization of purchase and sales of goods in Bitrix24

Registration of sick leave in Bitrix24. Health care, not approvals

Registration of sick leave in Bitrix24. Health care, not approvals

Cost accounting in Bitrix24 and how it is useful

Collecting feedback, NPS

Collecting feedback, NPS

Product calculator in Bitrix24

From order to delivery. Full cycle of sales and production in Bitrix24

From order to delivery. Full cycle of sales and production in Bitrix24

Setting up the Cashback bonus system in Bitrix24

Time tracking

Time tracking

Booking meeting rooms and workplaces

We separate targeted customer requests from spam

We separate targeted customer requests from spam

Turning the coldest database into the hottest customers

NOT integration with Bitrix24

NOT integration with Bitrix24

Analgin for HR Director

CRM analytics

CRM analytics

Tilda integration with Bitrix24

Digital signature in Bitrix24

Digital signature in Bitrix24

End-to-end analytics

Easily manage leads from different sources

Easily manage leads from different sources

Get Rid of Excel Spreadsheets with Reports

How to simplify the adaptation of new employees in the company

How to simplify the adaptation of new employees in the company

Clearing space in Bitrix24

Error “No connection to server” in Bitrix24 (box)

Error “No connection to server” in Bitrix24 (box)

We connect Telegram to Bitrix24

Connect WhatsApp to Bitrix24

Connect WhatsApp to Bitrix24

We speed up the processvacation approvals and arrangements

Automation in HR. Dismissal process

Automation in HR. Dismissal process

Job Application Template

Automation in HR. Recruitment

Automation in HR. Recruitment

Convenience of reports in Bitrix24

Bitrix24 license. Box

Bitrix24 license. Box

Bitrix24 license. Cloud

License Bitrix24. Enterprise

License Bitrix24. Enterprise

Integration of 1C and Bitrix24 in a frame, synchronization and exchange of directories

4 life hacks of boxed Bitrix24

4 life hacks of boxed Bitrix24

How to triple the time for setting tasks

Hierarchy of counterparties in CRM

Hierarchy of counterparties in CRM

Delivery and payment service in Bitrix24

Customization of Kanban and Deals cards

Customization of Kanban and Deals cards

Coordination of contracts, documents, invoices in Bitrix24

How to add a filter to the Bitrix24 CRM section/tab