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

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4 answer
Filter contacts for which there are no open BPs
Hello! Tell me how to filter contacts for which there are no open BPs?
4 answer
03.02.2022, 11:26
Block of the last call to the client
Good afternoon. Please tell me how you can display in the contact card in a block or line information about when the client was last called, we wor...
2 answer
02.02.2022, 11:43
Error 500, The function of inviting an employee to the box does not work
When filling in all fields, except for the extension number field, it gives an error 500
7 replies
30.01.2022, 11:41
OS - Improve - Select and merge at once
Sometimes you need to select two contacts in the list and immediately merge them. Can this be implemented? For example, how can you implement: 1. I...
11 replies
27.01.2022, 09:30
Certain legal entities for each BP
Good afternoon. Is it possible to tie up the necessary legal entities under a certain BP? For example, there is a BP, it is necessary to display in...
2 answer
26.01.2022, 09:49
OS - Bug - Contact types
There is no way to rename the contact type. Is it disabled in the settings?
1 answer
How to upload to Excel contacts who ordered a certain product?
How to upload to excel contacts who have orders for some articles?
7 replies
Displaying blocks based on filling in fields
Hello! I need, depending on the information in add. poly, show or hide the universal block. Now I see this possibility only depending on the type o...
2 answer
Changes to the contact card interface are not saved
Hello! I am trying to change the contact card interface. I am adding blocks. Then I save and everything added disappears. What is wrong?
6 replies
18.01.2022, 17:41
Does not pull events of calls to the second client number
https://rivcont.info/2696141/ Event https://rivcont.info/app/event/851137/ by number 0985039362 We tie up the phone to the client in the process ht...