Bitrix 24 desktop. Desktop application for the portal. Collaborate with documents

Video: desktop application

With desktop application "Bitrix24" Both users of the Bitrix24 cloud service and owners of the boxed product can work.

Possibilities

Desktop application features

The interface and functionality of the desktop application are completely similar to the Business Chat built into the corporate portal - a tool for employee communication via a browser.

Enable Bitrix24.Disk»

All features of browser-based Business Chat

Video calls, file sharing, recent contacts on a separate tab, group chat, notifications, expandable dialog windows, sending method - with a mouse click, quoting, searching through history - everything is familiar and familiar here. You don't have to relearn how to communicate with colleagues.

Built-in Business chat no different from the usual “aseks”. It is just as convenient and simple to use, but you do not need to install any communication programs and configure them to work with the portal.

Additional features

In contrast to and in addition to the capabilities of Business Chat, the desktop application allows you to connect Bitrix24.Disk, communicate in the Bitrix24@Network business chat, notify about unread messages in the Live Feed and make it possible to go to these messages on the portal or user profile , and also exit the application itself. In addition, the desktop application supports two-step authorization.

Business chat Bitrix24@Network»

Available in the desktop application:

Connecting the Bitrix24.Disk service
Authorization and business chat in Bitrix24@Network
Support for two-step authorization
Floating window with video call
Go to the “Live Feed” on the portal
Go to the user profile on the portal
Logging out of your application account

Bitrix24.Disk

Connect Bitrix24.Disk

From the desktop application you can connect Bitrix24.Disk and work with files on the portal from any device. Bitrix24.Disk is available to Windows and Mac OS users and connects to the computer as a separate folder.

Connect Bitrix24.Disk»

In the desktop application there is a button in the left menu for connecting the Bitrix24.Disk service.

Get it with "Bitrix24.Disk" access to your documents on the portal from any device. Sync all changes between these devices. You can, working both in Windows and Mac OS, manage documents on the portal in any conditions - even when you do not have the Internet and your computer is offline.

Interface

Desktop application interface

Desktop application

The application allows you to work on your computer during a video call. For example, you can edit one document with a colleague and discuss changes by voice. Simply minimize the app, leaving the video window, and drag it to any part of the screen.

Side menu with main sections

All functionality is at your fingertips!

The application interface is compact and logical. All the main tools of the desktop application are available from the side menu. Calls, messages, notifications, settings - are collected on the left “plate” of the menu and are always at hand.

Floating window with video call

Leave only the video window!

Simply minimize the desktop application during a video call. The small window with the video remaining on the screen will not interfere with your usual work. Drag this window anywhere on your screen - it will always be on top of other windows.

Even when folded, the window remains functional. You can mute the microphone, end the video call, or return to full mode in the app.

Minimize the desktop application
Drag the video window to any location
Mute your microphone if necessary
Return to full mode or end the call

Don't sit back

During a business chat, you don't have to sit back and just listen to your interlocutor. You can, for example, view and edit documents sent by colleagues, follow suggested links, select information requested by management, and do much more.

"Silent" update

The application is updated in a “quiet” automatic mode - you may not even notice the update process itself. The application reloads automatically as soon as it “realizes” that a different version has appeared on the server. But if you have a video call running at this time, the application asks for permission to cancel the video call.

The browser and desktop versions of Business Chat interact. For example, notifications in a desktop application go dark if you view these notifications in a browser.

It is not necessary to use Bitrix24 only through a browser. For the convenience of users, the developers have created Desktop and Mobile applications.

First you need to register your Bitrix24 portal. This can be done for free.

Use promo code positive2bst and get 12 additional users for free for 6 months.
Use promo code positive2bs2 and get an additional 5 GB for free for 1 year.

If you already have a portal, then you can enter a promotional code (you need to select one) inside your portal. Go to the left menu More/My tariff/Activate coupon.
For a registered portal, you can use the version for PC and for smartphones and tablets.

Desktop application

The Bitrix24 desktop application can be installed on a computer running Windows, Linux or Mac by downloading the appropriate version on the Bitrix24 website. The link to the application pages is located in the footer of the site.
Installation does not take much time, and all steps of this process are intuitive even for the most inexperienced users.

Application features:

messaging (similar to what happens in regular instant messengers) and video calls and video conferences (up to 4 people);
there is a correspondence history and a list of employees (that is, there is no need to re-create all contacts);
calls to regular numbers (mobile and landline);
management of working files - access to the Disk is provided, and all changes are then synchronized.

Mobile app

The mobile application can be used on devices with iOS (IPhone, iPad) and Android. It can be downloaded from the AppStore or GooglePlay for free.

Application features:

task management (you can perform all actions with tasks as in normal mode: create, delegate, control, etc.);
working with files (data is synchronized);
sending and receiving messages and notifications;
working with CRM and Calendar;
calls (all Telephony features are available);

As you can see, you can work with Bitrix24 while physically located anywhere in the world. Install the Bitrix24 desktop or mobile application on your computer or phone, respectively, and keep your finger on the pulse of your company’s life!

You can order from us and, as well as other services via B24.

Bitrix24 is everything you need for the proper functioning of your company: CRM, task and project management, internal corporate network, chat, video chat and telephony, working with documents online, integration with mail and social networks, the ability to automate business processes, accounting working hours and work reports.

The goal of any company is to make a profit by creating some kind of value. To make this process easy and effective, order Bitrix24 implementation from us.

Free website builder

You can easily create a website yourself using a simple and convenient website builder. The site already has an online chat, a call back, and an application form. All customer contacts from the site are immediately entered into the CRM. You don't need hosting. The site is ready and working!

Business communications

Work in the corporate portal with pleasure - just like in a social network. Collaborate on projects and discuss everything in real time. Use familiar tools for communication, managing tasks, documents, work time and other services. All the tools are at your fingertips - in the interactive Live Feed.

Invite colleagues to a group business chat, communicate with them by voice and video, write messages, edit one document together. Contact a colleague who is offline - call him on his mobile directly from the portal. Call customers on a regular phone from CRM using built-in telephony. Collaborate with partners on the Extranet - on secure and neutral territory.

Task and project management

Busy by task Manage tasks and projects using convenient tools. Task functionality includes integration with calendars, a delegation mechanism, checklists, ready-made task templates, a filter designer and tasks on the Extranet for working with partners. Monitor the timely execution of tasks in departments, helping subordinates avoid violations. Consider the time and other resources required to complete tasks within the project.

Track the progress of project tasks using a Gantt chart - how many tasks are there, how many of them are completed and how many are in progress, which tasks are overdue and which ones have no deadline at all. Check your colleague's workload using a special chart before assigning him a new task. Evaluate your work with tasks by receiving reports by people/departments/projects. Summarize the work for the month - for the department and for each employee.

CRM: customers and sales

CRM forms Maintain a database of contacts and companies with which you cooperate in your CRM. Manage leads and deals from any device, including mobile. Use an email tracker to create leads based on new emails, and save all correspondence in their cards. Record all events (calls, letters, meetings), issue invoices to clients, build reports and a “Sales Funnel”. Plan things without leaving CRM. Create tasks, use business processes to process leads and deals, send emails and call clients directly from CRM on regular phones.

Turn on the 1C tracker, and your CRM will always have an up-to-date product catalog and a “fresh” price list. Integrate CRM with an online store, and your managers will conduct and “press” transactions to successful completion from the CRM itself.

Create a professional web form as easily as an MS Word document. Include fields from any CRM documents (contact, lead, etc.) into the form. Link any web form on the site to your Bitrix24, and the data from this web form will be automatically sent to the CRM.

CRM: Integration with 1C

The portal can be integrated with most popular editions of 1C:Enterprise. There are several levels of synchronization: Accounts and Nomenclature, Counterparties and full two-way synchronization, including transactions created on the Bitrix24 side and sales created on the 1C:Enterprise side

Open lines

Combine all digital channels of communication with clients in Bitrix24 (Vkontakte, Facebook, Telegram, Skype. Coming soon - Viber, Whatsapp). Communicate with clients in real time.

It doesn’t matter which channel the client uses - social network, instant messenger or chat on the website - all messages are redirected to Bitrix24. A free employee answers them in real time and, if necessary, forwards the question to a colleague or to a higher support level. The client now receives the answer in the same environment where he left the question.

Collaborate with documents

Connect Bitrix24.Disk and manage your work files both from your computer and directly from the portal. Connect folders with company files and group drives to your Drive, give access to your colleagues and work with files together. Share documents with colleagues, discuss them in Live Feed, get external links for them for social networks and partners

Work with documents even without office software. Through external online services Google Docs and MS Office Online, you can open, view and edit any files of popular formats directly on the portal. Edit any documents on the portal using native applications installed on your computer. The entire history of changes is saved, you will always restore the previous version of the document, and you can easily find the document you need using the internal search.

Planning and recording of working hours

Enable time tracking to increase discipline in your company. Employees will mark the beginning and end of the working day, breaks, absences, and plan tasks for the day. Based on this data, a working time report will be generated for management. These reports will also take into account the time spent on tasks.

Schedule events in Calendar. Download it to your mobile phone or tablet so that it is always with you, even on the go. Gather your colleagues for a meeting directly from Live Feed. Conduct it effectively using the internal meeting service. The service will help you quickly invite participants, automatically send out the agenda and discussion results, create events in personal calendars, and set tasks following the meeting.

HR: Personnel Management

Manage your company's structure visually. Just drag an employee to another department, add a new one, change the manager. Find out who this employee reports to, find him by searching, quickly get all his data on his personal page, contact through the portal, get a phone number in the directory. Synchronize contacts from the portal with your mobile phone, MS Outlook and other applications to always stay in touch.

Find out who is absent from the company, who is on a business trip, and who is on maternity leave. Distribute employee vacations using the absence schedule. Place advertisements in the “Live Feed” with the obligatory condition of reading. Create polls to get feedback from colleagues, approve a document, conduct research, or simply vote on something. Monitor the activity of using portal tools by employees and the entire company as a whole. Reward employees with “badges” and congratulate them on holidays.

Automation of company business processes

Manage a variety of business processes in the company through the portal - from shipping orders to interacting with the partner network or clients. Use ready-made business process templates or create your own in the visual designer. Automate your routine operations: registration of business trips, vacations, approval and payment of bills, publication of official orders and instructions.

Automate document flow in your company using “Universal Lists”. Take into account all incoming documents and set up their step-by-step processing: from receipt by the secretary to approval by management and transfer to the archive. Automate the processing of Leads and Deals using business processes. Include in the business process all possible actions on the CRM element: send letters, assign responsible persons, assign a task to an employee, etc.

Desktop applications

Install a desktop app (Mac or Windows) to communicate with colleagues, even if the portal browser is closed. Communicate with colleagues: call them through the portal and on their mobile phones, invite them to a group chat, including video, see message history. Receive the most important notifications about new events in the Live Feed, likes and comments on them, about assigned tasks and the progress of their implementation. Connect from the Bitrix24.Disk desktop application and work with files in your portal from any device.

Mobile applications

Install the mobile application (iOS, Android) and work with the portal from a tablet or smartphone: read and comment on the “Live Feed”; manage documents, tasks and files. Manage your CRM client base on a mobile device, make calendar appointments for colleagues, and confirm your participation in new events. Do a lot more, like send photos from your phone directly to your feed. Push notifications allow you to be aware of events in the company and always stay in touch with colleagues.

Integration with 1C, Microsoft, Google, Apple

The boxed version - "1C-Bitrix24" - integrates with many applications from leading software developers.

Safety and reliability

It is a secure collaboration product. Your data will be stored securely and only you will have access to it in accordance with the user rights system. Your employees can safely open a corporate portal in cafes, shopping centers, airports - in an unprotected environment, connecting via WiFi or a mobile phone. Attackers will not intercept their passwords to use for their own purposes. All connections to the portal are made using an SSL certificate, which ensures the security of your corporate information and password protection. The product provides maximum protection against a wide variety of security threats. The proactive filter (WAF - Web Application Firewal) protects against most known attacks on web applications.

Just try it! It's free!

Bitrix 24 is a desktop client for organizing teamwork in a company, as well as its interaction with clients.

Communication

Bitrix 24 for computer ensures communication between employees of the organization, as well as communication with potential customers. Using the client, you can exchange text messages, like in a messenger, create group conversations, view the status of sent SMS, scroll through the news feed, studying assigned tasks and comments on them, and also receive notifications about missed calls.

Working files

Transactions

Using Bitrix 24, you can manage work processes - create new offers for customers, track the process of fulfilling orders and concluding new profitable deals, keep records of goods in a special catalog, and also issue invoices for payment. The project manager has the opportunity to monitor the reports of each of the employees involved in the project and view profitability statistics.

Key Features

communicate with colleagues using chat and audio calls;
inability to create a project for more than 12 people in the demo;
integrated cloud for document storage;
viewing employee reports;
concluding transactions with clients and managing projects;
a library of forms, templates and layouts to save time when working with documents and letters;
receiving notifications about missed calls;
The version for Windows has a simple and intuitive interface.

Attention! This article is out of date. At the moment, there is only one way to connect to Bitrix24 under Linux - the unofficial Brick client. Attempts to revive the Windows desktop client under Wine have not yet been successful.

It just so happens that we have been using products of the linux family (mainly Ubuntu distributions) for more than 4 years and are constantly faced with problems of lack of support for this OS from various program developers.

For the debian operating system family, as well as for other linux distributions, there is a whole layer of its own software, but there are cases when there is simply no alternative to the Windows application. One such example is the popular CRM system Bitrix24. The developers of this system have taken care of the client for the Windows and Mac OS operating systems, but the Linux family has so far been neglected. The 1C-Bitrix company can be understood, because it is not enough to create an application, it still needs to be modernized all the time and technical support provided for it.

When you have an application for several operating systems, this entails a significant increase in staff, which can inevitably affect the cost of the product for the end consumer. Here you have to choose a middle ground. Either support all systems, but greatly increase the cost of the product, or limit yourself to only the main operating systems, but ensure affordable prices.
We were given the task of installing the Bitrix24 desktop client for Windows on Ubuntu 14.04 and trying to synchronize the files located in Bitrix24.Disk.

What we have:

computer with OS 14.04.2 LTS (64x) installed
Bitrix24 desktop client (version 3.3.5.28) for Windows OS
a strong desire to keep up with Windows in terms of ease of use of the Bitrix24 service

How to solve a problem

The first thing you need to do is install Wine software on Ubuntu, which allows you to implement the Windows API on Linux operating systems (essentially a Windows emulator).

The Ubuntu 14.04 (trusty) repository contains several versions of Wine.
When running the command:

The stable release of Wine 1.6.2 is being installed, but looking ahead, we will immediately warn you about problems that have arisen in working with this release of Wine of the Bitrix24 application.

The desktop application was installed in normal mode and after launching from the icon on the desktop, it started successfully.

Then the problems began. The system monitor began to show a CPU load of 20% from the Bitrix24 application, which is clearly not the norm, since the application was in passive mode and there were no communications, and a computer based on Intel i7 was used for tests. For such a processor, 20% is clearly overkill.

At first I thought that it was frozen, but then, after restarting the computer and other checks, I saw exactly the same picture. As soon as you launched the Bitrix24 desktop application, one processor core was “tightly” loaded.

A solution to this problem was found quite quickly. Obviously, all the problems were in the current version of Wine1.6, so the decision was made to install the unstable but regularly updated version of Wine1.7. Since there is one repository for both versions, you only need to enter one command. Open the terminal (CRTL + T) and start casting spells.

After installing the new version of Wine, the Bitrix24 desktop application launched normally, but a new problem appeared. The fact is that the Canonical team, when developing Ubuntu 14.04, abandoned the com.canonical.Unity.Panel scheme and now, to get into the information panel, you need to use other algorithms. In version Wine1.6, a new mechanism for displaying application shortcuts in the tray was implemented, but in version Wine1.7, the developers of this product clearly did not take something into account and when launching the Bitrix24 application, there was a problem logging into it. The application hangs in memory, works, but you cannot open it without a tray shortcut, i.e. It will no longer be possible to work fully. There is only one solution to this problem. At the moment when you receive a message from the system or another user, you can click on the notification to call the application itself. I hesitate to call this a complete solution for users. We decided to look for the possibility of displaying the Bitrix24 program shortcut in the tray.

A solution has been found. There were enthusiasts who patched Unity to display third-party indicators in the tray. Installation of this solution can be done in two ways:

installation via repository
direct installation of downloaded packages

Installation via repository.

This method, at the time of writing, is already outdated, because packages contained in the repository have earlier versions (7.2.4) than those installed on the system (7.2.5, subject to regular updates). Accordingly, nothing in the system will be updated and you will not get any results.

Installing updates from packages

We, especially for you, have prepared the necessary files for downloading directly from the article.

Package contents:

libunity-core-6.0-9_7.2.4+14.04.20141217-0ubuntu1-systray-ppa1_amd64.deb

libunity-core-6.0-dev_7.2.4+04/14/20141217-0ubuntu1-systray-ppa1_amd64.deb

unity_7.2.4+14.04.20141217-0ubuntu1-systray-ppa1_amd64.deb

unity-services_7.2.4+14.04.20141217-0ubuntu1-systray-ppa1_amd64.deb

If there are problems with dependencies, then we run the command:

After carrying out these manipulations, you must allow all icons to be displayed in the tray.

If you are not satisfied with displaying all tray icons, you can allow displaying only icons that are created by programs in Wine

After this stage, you can either simply log out of your account or restart your computer. After logging into your account again, you launch the Bitrix24 desktop application and see how it begins to work normally.

As you can see, the tray icon works, the application is running in normal mode, files are synchronized when adding or editing on the local computer

What exactly works

Portal chat;
Network;
File synchronization;
Pop-up notifications;
Audio calls;
Opening links from chat in a browser window;
Checking for program updates;
Chat history and other features.

Having problems

Video chat does not work due to the fact that Wine does not know how to correctly transfer requests from USB devices;
The Bitrix24 desktop application update version 3.4.31.31 turned out to be unstable for working under Wine. Works with crashes at startup and when calling the "Copy paste from clipboard" procedure. Conclusion - there is no point in updating to this version;
Due to the unstable operation of the Bitrix24 desktop application version 3.4.31.3, it is not possible to use the screen sharing functionality.
The application runs only when the Windows XP operating mode is emulated in Wine;
You must refuse Unity updates or configure the blocking of updates for this component.

Just in case, I’m posting the previous version of the Bitrix24 desktop client.

Configuring a package update ban

There are two ways to prevent package updates in Ubuntu 14.04:

Use strara and a reliable command line;
Block via Synaptic package manager;

Disable via command line

Ban via Synaptic

We go into the program, find the package in the search bar, select it and select “Package - Block version” in the menu

ARTICLE UPDATE 06/24/2015

Since the publication of the article, a solution has been found that allows you not to refuse Unity updates. The solution to this problem is the program. This program implements the ability to display application icons that cannot be placed in the Unity system tray. First of all, this applies to programs that run under Wine.

Let's figure out what this indicator can do. By default, as long as there are no running programs (using the tray) in the computer's memory, this indicator does not appear in the tray. As soon as the first program is launched, it immediately appears in the tray.

This indicator has two operating modes. The first shows shortcuts to running programs according to the principle that is used in systems of the Windows family. When you click on the indicator, a hidden area with running program shortcuts pops up.

The second mode of the program is much more interesting. When you click on the mouse wheel (middle button) on the indicator, icons of running programs appear in the tray area, but it doesn’t end there. If you hold the mouse pointer on the indicator and start turning the mouse wheel, you can change the position of the shortcuts of running programs along the X axis. If you wish, you can move the shortcuts to the left or right. I would like to immediately warn you that you cannot push shortcuts of running programs onto existing indicators, because You may lose the ability to move them and will have to edit the indicator settings in the dconf-editor. In this editor you can change the position of the indicator along the X and Y axes. It is also possible to change the color scheme.

Now about installing this indicator on your computer.

After installation, you need to re-login to your account so that the indicator can start. After installing the indicator, you need to unblock updates from packages that we blocked earlier. This is done in the same way through Synaptic. For some reason, I was unable to update the blocked packages with new ones and I decided to do it manually. I downloaded the latest packages and installed them via the command line. Everything went smoothly and without problems. I am posting for you an archive with the latest Unity packages.

Package contents:

libunity-core-6.0-9_7.2.5+14.04.20150603-0ubuntu1_amd64.deb

libunity-core-6.0-dev_7.2.5+14.04.20150603-0ubuntu1_amd64.deb

unity_7.2.5+14.04.20150603-0ubuntu1_amd64.deb

unity-services_7.2.5+14.04.20150603-0ubuntu1_amd64.deb

You can download this archive and install all the packages one by one. For command line lovers, the following manipulations are suitable:

Still have questions?
Do you have other tasks or don’t understand how to do this?