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

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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...
5 replies
Export the selected contact group
I want to unload clients for a specific group. I choose her. It gives me a list - I want to export exactly these 311 people. To place them in the ...
1 answer
17.01.2022, 15:09
contact card not opening
I can't enter the contact card https://crm.hlr.ua/admin/shop/users/11856/ Please check why?
6 replies
11.01.2022, 17:26
Error when loading contacts from xlsx
What does Error mean when importing contacts
2 answer
11.01.2022, 16:10
Filter contacts by month
https://datapoint.center/admin/shop/users/ We need to filter contacts by month of birth. For example, I need contacts whose month of birth is Augus...