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List of related questions and answers «Manage contacts and database of clients and leads»

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18 replies
26.05.2022, 13:20
In OS, when hovering over an employee's contact, the phone is not displayed in the company card
In the previous version of the box, when you hover over an employee's contact, the company card displayed his phone number and viber button. It...
3 answer
24.05.2022, 12:06
Add customers to the contact group if, depending on the category of goods that were / are in the order
The essence of the issue is that you need to add customers to the desired group, depending on which category the goods are in the order from. It is...
6 replies
17.05.2022, 15:47
Contacts are displayed crookedly! It is impossible to work!
After the box updated the display of contacts, it became simply unbearable to work. 1. They all moved out and don’t understand how they are display...
6 replies
25.04.2022, 14:37
Is it possible to export Companies with their Holdings
Good afternoon. Tell me, is it possible to extract the company and its holding when exporting contacts. At the moment, with such filling of the co...
The action "Export contact group to vcard" is not added
The action "Export contact group to vcard" is not added Automation 1 time per hour. When you click save, the action disappears from the l...
5 replies
20.04.2022, 16:41
Contacts are displayed crookedly! It is impossible to work.
Good afternoon. After the box updated the display of contacts, it became simply unbearable to work. 1. They all moved out and don’t understand how ...
1 answer
Information is not displayed in the client card
After the update on the OS, the info is not displayed in the client card. I'm guessing that the block "Personal information" is not a...
1 answer
ПП
09.04.2022, 16:37
Automation for contacts
In "Automation for contacts" in "Dia when card is opened to contact" and "Dia when saving at card to contact" the blo...
Stopped uploading contacts to Google Contacts
Contacts stopped uploading to Google Contacts Approximately 3 weeks ago. Examples of contacts that were not exported (total close to 900 contacts) ...
4 answer
16.03.2022, 10:06
Storing an array of data in a contact card
Good afternoon, there was a need to receive information on all client contracts. Contracts are formed through the BP, which indicates the number of...