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Application Questions and Answers «Contacts»

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6 replies
25.06.2021, 15:41
Rate Filter in Contacts - Client Manager Role
Good afternoon. Please evaluate the refinement of the filter in Contacts - the role of the Client Manager
3 answer
16.06.2021, 11:25
Error creating contact
http://crm.mebelok.com/ We create a company, in the name of the bracket, it gives an error if 1 bracket - everything is OK Recorded video https://d...
1 answer
Консалтинговая компания БИТ. Директор
15.06.2021, 13:20
Adding contacts
OneBox https://v.sigmatm.com.ua/ When creating a new contact through the "Add individual / legal entity" mechanism, an error is immediate...
5 replies
Personal license
14.06.2021, 19:23
In the filter block, the addendum field "list of contacts" shows all contacts, and maybe only a few contacts
In the additional process of the type "advisor of contacts", only a few spivrobitniks can be indicated (screen 1) https://take.ms/cKV8K ,...
4 answer
19.04.2021, 13:21
Merging a contact in a call window
http://crm.mebelok.com/ Example, an incoming call comes from an unknown contact, the phone of this contact is displayed in the window, I understand...
14 replies
01.04.2021, 14:33
Quick search for a client in the process and quickly merge them with an existing client
Good afternoon! Need help with social networks and instant messengers. Now there is a problem of fast search and consolidation of contacts. Global ...
1 answer
25.03.2021, 15:32
Bug in the process block Selecting an active customer employee
Good afternoon! The process is https://crm.ohrana.ua/admin/customorder/zakaz-klienta/440198/edit/, Client type is male, while the Active employee s...
1 answer
25.02.2021, 12:00
Creating a client from an event
Event https://hte.crm-onebox.com/admin/shop/event/3704/ I wrote to an unknown contact, I open an event, I want to create a contact, there is a butt...
1 answer
10.02.2021, 13:43
Bulk removal of legal details from contacts
There was a problem earlier that when downloading payments from Privat, legal details were duplicated #2015713918 And now there are contacts that h...
4 answer
integrator.com.ua
10.02.2021, 12:14
Sort by contacts
Write, be kind, according to which principle contacts are sorted after a specific request For example, just to open contacts - sort by # And if you...