List of related questions and answers «Manage contacts and database of clients and leads»
Automation for contacts
Is it possible to do automation to transfer a contact to a group depending on the product category?
Today, a bug appeared when saving a field with a hyperlink
Good day, We use automation in the client's card "Fill the field of the contact card based on the formula", save the text Open in the field Bef...
0 replies
14.10.2023, 13:02
Here https://crm.phdcare.com.ua/app/contact/6168/ Need to be recorded in add. field the date the contact card was last modified. You can do this th...
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, problem
Good afternoon It is necessary to delete the interfaces of some contact groups, but there are groups in which the interface cannot be cleaned, I de...
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...
Can't download contacts
Good day! Tell me how to correctly download contacts to an Excel table? I select all the contacts, click "send to", select "File storage", then "Ex...
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