This morning one of my clients asked me how to set up a company card in Bitrix24 for storing such data:
Let's look this scheme. We see that several managers, several bank details and several postal addresses can be attached to one company. In addition, on the diagram we see that some contacts are tied to a particular bank account or address.
In order to bind several managers to a company, we can use the Bitrix24 entity "Contact".
To store bank details and addresses of the contact or company in Bitrix24 there are sets of requisites (Details). Fields for storing details are formed in accordance with the details templates: https://helpdesk.bitrix24.com/open/5869609/ - how to set up details templates.
To implement the client scheme, we need to link the details not to the company, but to the contact. In turn, contacts must be tied to the company.
To implement the client scheme, we need to link the details not to the company, but to the contact. In turn, contacts must be tied to the company.
When creating or editing a company, we need to select or create all contacts for this company.
When creating or editing a contact, we need to add bank and / or postal address details as contact details.
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