Application Questions and Answers «Contacts»
need the ability to add short names to the name in the "phone" field
Good day, for convenience, it is very necessary to add the possibility to add Name in the field "Telephone" in the contact card. It is already poss...
Filter by group
Tell me how to filter contact groups in contact reports?
Finances, the number of orders from companies in the holding is incorrectly displayed
Good afternoon, we noticed that the number of orders for companies in the holding is not displayed correctly in the Finances block of the client's ...
Enlarge contact photo
Good day! We maintain a database of contacts with photos, you need to see the photo in full size and with the possibility of enlarging it without ...
How to fill out customer addresses in Ukrainian?
Good day, tell me how to fill in addresses with Google prompts in Ukrainian. Now if you write in Ukrainian, there is a hint, but if you choose, al...
impossibility of deleting contacts and tasks
For some reason, a week ago, the ability to delete contacts and tasks disappeared, I am an administrator of srm, I have already checked all setting...
Fields that are included in the search
Good afternoon We encountered a problem and added a field to the contact card with a list of manufacturers with whom the client works. For exampl...
3 answer
21.09.2023, 17:15
There is a need for employees NOT to receive task notifications. It is necessary for the ban to work forcibly and automatically Previously, it seem...
Contact groups
Good afternoon Tell me, please, our contacts are divided into groups and it is possible to choose only one group. How to select and filter severa...
It is necessary to massively detect duplicate contacts and either delete or merge duplicates found
There is a database of contacts that has been downloaded Duplicate contacts are possible in it: - telephone; - email. Duplicates on contact data we...
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