Application Questions and Answers «Contacts»
filter contacts by date period "Activity" field
Hello, please tell me how to filter contacts by date, period, "Activity" field
Contact search
the question is to optimize the search for contacts: - if you search for a contact person and enter the name of the company when creating the proce...
Contact filtering not working
It is necessary to filter contacts who have not yet made an order. 1. It was possible to filter out those who made purchases at the beginning, to d...
Double external id
Good afternoon There are two customer cards https://crm.hlr.ua/admin/shop/users/11311/ and https://crm.hlr.ua/admin/shop/users/12791/ they have one...
Contact card error
Good afternoon! When creating a contact, the address line gives an "error"
Rate Filter in Contacts - Client Manager Role
Good afternoon. Please evaluate the refinement of the filter in Contacts - the role of the Client Manager
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...
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