List of related questions and answers «Manage contacts and database of clients and leads»
0 replies
02.04.2026, 16:47
Good day! Contact example https://crm.ohholding.com.ua/app/contact/386647/ configured so that when saving a contact, information about the counterp...
0 replies
27.03.2026, 11:08
Good day! Contact example https://crm.ohholding.com.ua/app/contact/386534/ configured so that when saving a contact, information about the counterp...
This profile needs to be deleted.
I am requesting that this profile be deleted because this employee has resigned and his work number is being transferred to another employee.
0 replies
20.03.2026, 10:32
Good day! Please evaluate the refinement of the integration with Opendatabot namely obtaining data on the individual entrepreneur, since we receive...
module cost
good day I am interested in this module. It states a price range from 0 to 20 dollars per month. Please specify how much this application costs. Th...
The legal entity in the client card does not change.
Good day, We cannot change the Legal Entity in some contacts. Example contact: https://owwa.crm-onebox.com/app/contact/130600/ In this contact, ...
OpenData transition to v4
Good afternoon Our OpenData key is about to expire and we want to extend it for a year, but OpenData representatives say that it is necessary for O...
Counting the number and amount of processes taking into account the client structure with entry in the additional client field.
Goal: Implement an action that counts processes in selected statuses for a given period: • number of processes • sum of processes and writes these ...
Contact page interface
Good afternoon. Could you please tell me how to create a single, unified contact card interface for all clients? We create a separate interface for...
0 replies
10.11.2025, 11:36
In our CRM system, there is a field “Client Manager” in customer cards (example). Sometimes client managers change for various reasons. We want the...
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