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

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3 answer
30.08.2021, 11:26
The setting "Hide full name fields" does not work for additionally created contact types
In Onebox OS, we are trying to set up additional types of contacts https://oxrana.crm-onebox.com/app/contact/setting/typesex/ . We need to do extra...
It is not possible to create a contact if the access level is below the administrator
When assigning access rights, TABs for creating processes disappear
2 answer
26.08.2021, 15:18
OS - Block "Recent contact business processes"
There are two glitches in this block that we found: 1. Show go button send to 404 page. 2. When the block is collapsed, it is not clear that it can...
The "Subscribed to the newsletter" check box is not checked when creating a contact card
Boxing https://shebo.com.ua/ The "Change contact field" action has been added to the automatic actions when creating a contact card so t...
1 answer
25.08.2021, 12:10
OneBox OS does not auto-format phone number
There is an auto-formatting setting (Fig. 1) There is an already created contact https://odessa-fashion.crm-onebox.com/app/contact/25/ with this p...
3 answer
25.08.2021, 11:15
Notification of the customer about the availability of goods. Refinement.
Good afternoon! There is a need to notify customers about the arrival of goods. Tell me options on how to do it yourself or count the revision. As ...
8 replies
Contact automation not working
Contact automation does not work when automating once an hour. The action once an hour updates the group to the client, but the automation for con...
7 replies
18.08.2021, 09:02
OS - Display bug
In a cell, displays the characters that should not be displayed.
2 answer
16.08.2021, 21:23
Uploading files to a contact.
Hello! Tell me why the uploaded file in the user's contact is public? Example: bobrdobr2.crm-onebox.com/admin/shop/file/download-public/2017/0d...
3 answer
12.08.2021, 19:17
Administrator profile hung up
The problem lies in the fact that the administrator's profile (the profile for which registered OneBox client) is practically impossible to cor...