Copy data with one button

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  • rucrm
    Member
    • May 2016
    • 84

    Copy data with one button


    Hi Maybe someone already realized it. The idea is this: We have a table with potential customers and if the transaction was carried out with one button we copy/transfer all the data into the table "customers"

    Добрый день.
    Задача:
    Иметь таблицу с потенциальными клиентами (грубо говоря до массового прозвона и других касаний) и возможность одной кнопкой переносить в другую таблицу (базовой набор полей такой же)
    Last edited by rucrm; 05-11-2018, 06:35 AM.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hi,
    for this ability is implemented Lead entity with Account and Contact (convert action)

    Comment

    • rucrm
      Member
      • May 2016
      • 84

      #3
      Yeah, I saw that button. But can I do the same for any table? or just development?

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        only with developing

        Comment

        • rucrm
          Member
          • May 2016
          • 84

          #5
          For what approximate cost you can realize it?

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            you can do it with Workflow from Advanced Pack

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