List of related questions and answers «CRM and Funnels»
2 answer
16.03.2023, 11:15
There is a Client who needs to install this application. What are my actions?
Refinement of a custom display method based on SRM.
Good day. The client has an additional display method installed - "CRM by categories" (based on the CRM display method) - https://vada.1b.app/app/c...
Comments added to the process by an automatic action are not synchronized via Network
Good day! At the subprocess stage, there is an action "Add comment to process" (screen 1) https://monosnap.com/file/WyoRHkTbfDimn4TATICUlPm7NrnxWL ...
Questions about the action "Find process and merge with current"
Searched for a solution how it is possible to merge two processes into one and came across the action "Find process and merge with the current one"...
Duplicate control
Is it possible in the system to control the processes that enter the funnel in such a way that the value of the field (or additional or contact fie...
Installing an SSL certificate
Good day. You need to install an SSL certificate on box.traier-ukraine.com.ua
SSL certificate
Good day! You need to install a certificate on the server. What will be the cost of the service? Thank you!
Saving filters fly away
for example, in the led section, I choose a display method, I use it during the day, but with a certain periodicity this method independently chang...
Dragging processes as in mob. versions
Here https://rivcont.info/app/crm-2/ you need to implement a switch on the desktop the same as on the mob. version https://take.ms/4IeSo Ideally, i...
Full name and client do not match in the list of processes
The table of orders displays the client and next to the columns his full name and contact But for some reason there is a full name of the left cli...
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