Application Questions and Answers «Contacts»
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...
fix contact interface block "Contact Preview" (disabled field "contact groups" is displayed)
in the contact interface block "Contact Preview" field - contact groups disabled/not selected to display despite this, the groups are st...
2 answer
18.01.2021, 20:57
box http://saleswp0.crm-onebox.com/admin/ There was a revision #2015076189 Improved the "Clear contact field based on another field" acti...
you need the ability to choose a company in the process from the list of companies to the contact
the client wants to select a contact in the process, for which application is made, and write the documents for the company. Please contact https:/...
Process action Perform a save action on the contact card
Good afternoon. Faced such a problem, in the process at the stage, the action was set to Perform the action to save in the contact card, the action...
develop an automation action for contacts to check for the uniqueness of the contact field
you need to create an action in the automation for contacts "check the contact field for uniqueness". Make the action available both for ...
finalize the check of the uniqueness of contacts by phone number, e-mail
it is necessary to make sure that checking for the uniqueness of contacts can be configured within some "types", "subtypes" of ...
Contact import via XML file stopped working
Good afternoon! We have implemented the import of contacts (name, phone, e-mail, etc.) from another system using an XML file. A third-party system ...
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