Application Questions and Answers «Contacts»
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...
Adding contacts
OneBox https://v.sigmatm.com.ua/ When creating a new contact through the "Add individual / legal entity" mechanism, an error is immediate...
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 ,...
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...
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 ...
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...
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...
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...
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...
Viewing/editing contacts by employee by region
Good afternoon! I need to restrict viewing/editing of contacts depending on the area of their placement. However, I do not need to assign a specifi...
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