List of related questions and answers «Manage contacts and database of clients and leads»
When the action is triggered, Check if there is a phone number in the comments and merge the process client with an existing contact - the contacts are merged, but none is deleted
Set up integration with Viber Bot. When writing a message, we create a process, for example https://crm.ohrana.ua/admin/customorder/obrashchenie-kl...
Merging contacts
Please clarify according to the OS version - if Contact 1 had Events (email), I combined his card with the card of Contact 2. But email is not disp...
Process contacts on OS
Previously, on MVP it was possible to mass create processes for Process Contacts through the "Process Contacts" tab menu and these proces...
Display of BP in the contact card, where the contact is specified in an additional field
Hello! In BP as a client, I specify jur. a person I cooperate within this BP with specific employees of the client. To do this, I created an additi...
Checkboxes for contacts are not highlighted on all pages
Checkboxes for contacts on all pages are not highlighted when clicking on the "Select All on all pages" button
Deleting a client
Tell me, please, what happens during the removal of the client, and then the creation of the client with the same phone number? Actually, apart fro...
Position of the horizontal scroll bar
When the slider moves along the horizontal scroll bar, the VISIBILITY of the column names is CLOSED. In this case, the vertical slider is in the up...
2 answer
15.12.2021, 14:42
Here: https://icoloronebox.crm-onebox.com/app/contact/setting/contactfield/ When we create a new field, it gives an error, as in the screenshot 977
filling in an additional field type date in contact cards
Hello, there is an additional field in the contact card f444 There is an excel file with the contact id columns, and the date that needs to be copi...
no horizontal scroll bar
when you tick a contact in the Contacts application, the horizontal scroll bar disappears (you cannot see the contact columns on the right)
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