Search results for query #объединение
Consultation on the action of merging contact cards
It is necessary to make an action in the process, which would combine the contact card of the client of the process with the contact card, which is...
Merging in a Document
There is such a template https://mariemur.crm-onebox.com/admin/shop/document/templates/97/control/ We count the weight for each product and display...
Finding and merging processes by comparing fields
No action was found to merge similar processes. Task: upon transition to the stage, search by the additional field of the process / contact / produ...
contact merging H
https://crm-onebox.com/en/support/contacts/8600-obedinenie-kontaktov/#answer2406... - I can't write a comment here, so I have to make a new quest...
merging contacts
Hello, we made a revision: https://crm-onebox.com/ru/support/contacts/8025-bistriy-poisk-klienta-v-protsess...
Merging customer contact cards (card from the general chat and the old card in the system)
In the general chat, at the time of the beginning of the dialogue, a new contact card is automatically created for the client. But very often it ha...
Gluing contacts by phone number
Is it possible to somehow improve the recognition by the box of clients who have the same phone, but sometimes they enter the country code, and som...
Consolidation of processes (orders) coming from Prom and Rozetka
A couple of orders come from one client, they need to be combined, which means that some of the orders will be deleted in the end. Is it possible t...
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