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Types of business processes Business process automation is fundamental to make your business run and succeed. As technology evolves rapidly and businesses adopt the new operation improvement techniques, it is essential to understand in depth how these techniques can be also applied to your business by analyzing and categorizing your own business processes. There are many factors which determine how these processes should be categorized and inter-related to be automated. Process Categories by type of interaction: By “process interaction type” we mean the type of interaction with external resources that a process needs to be successfully executed. Those resources can…
Introduction: Issues allow you to create entities that refer to a course of action regarding an issue that can be assigned and be brought to completion by multiple people, teams, and groups. People who have access to a specific process can notify each other upon any Issue change, monitor the Issue and check its stage. Issues can be matched with related Comidor objects (such as Files, Accounts, Contacts, Tasks etc.) Procedure: Creating an Issue: Creating a new Issue it's an easy procedure which starts by clicking on the plus button. After that, User has to full-fill all the info, set…
Introduction Sometimes, fields that are available in Components creation need to be more personalised to business needs. System Administrators can create User Fields that can be used in Generic Process, Opportunity, Campaign, Issue, Ticket, Project, Task, Account, Contact, Lead, Survey, Event, Topic and Work Package Forms. Procedure Creating a new User field In order to create a new User field, you should navigate to User Fields Unit from System Administration package. Then, Pressing the "+" button, create user field form opens. You can select in which Record type you would like to add this user field, add a Column Name…
Introduction: Process Templates gives you the opportunity to have all your standardized processes in one place and have the guidelines to follow a very specific company's procedure. Procedure: Creating a Process Template User can create a new Process Template by clicking on the plus button. After that, a new tab will open so user can fill in all the appropriate data. Like in a normal process User has to type the title, the basic info, set the scheduled data, make the appropriate linkings etc. What worth to be mentioned is that in that moment user must choose process type. Edit…
Introduction: Comidor can help you manage your processes and avoid losing valuable time on rescheduling a repetitive process. Process Scheduling does exactly this. It provides users with the opportunity to create a process which will be repeating continuously without assuming its creators' valuable time. Create a scheduled process: Starting as always, User can click on the plus button and start creating a new process. After filling all the appropriate info like title, type, the assignees etc., user does not bump into anything uncommon. . What will surprise User is a field called Repetition which was only on Tasks forms. The…
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