Application Questions and Answers «Contacts»
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...
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:/...
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