Command line

Hello Tony!

You can use the BPMonline СRM command line (field with the “What can I do for you?” text) to quickly access the frequently used operations, such as opening the page of a certain contact or starting a business process.

To run a command, enter the macro text in the command line and click GO. For example, enter the command “Create Contact” to instantly open a new contact page or “Run Process Short Sale” to launch the corresponding business process.

The command line can recognize several variations of the same command. For example, it can process both the “Create Invoice” command and the “Add Invoice” command.

The command line can be compared to the search line of web search engines. If you enter a partial command, the system will offer you a list of several options. For example, if you enter “Create A”, the system will offer the following macros: “Create Account” and “Create Activity”.

You can also create and save additional commands for the system.