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

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3 answer
iCOLOR OneBox
ФОП Легеза В.В.
Personal license
01.10.2021, 11:30
OS - how to copy interfaces
you need to copy this interface https://our OneBox OS.crm-onebox.com/app/contact/usergroups/setting/-1/interface/ over here https://our OneBox OS.c...
Pass in the changed first letter with the name of the client
Take food: At once, for the help of the changed [name_first_ru].[name_last_ru]@{|$customuser_Domen|}, an email Petr.Petrenko@kyivhlib.com is formed...
9 replies
30.09.2021, 11:01
how to disable slash / in user.user_company field
Hello, please tell me how to forbid entering a slash / in the user.user_company field, it is desirable that only uppercase and lowercase letters an...
7 replies
29.09.2021, 14:03
Notification of a change in the contact card to the person responsible for the contact
Notification of a change in the contact card to the person responsible for the contact if there are changes in the contact card by another manager ...
3 answer
28.09.2021, 11:28
OS contacts not merging
Good afternoon, after switching to OS, contacts stopped merging, it gives an error "This phone number is already registered", although th...
4 answer
23.09.2021, 16:26
OS - Configuring the contact interface
It is not clear which contact interface you are editing. It is known that different interfaces can be made for different groups of contacts. But wh...
6 replies
OneBox CORP
OneBox Corp - Інтегратор
Personal license
23.09.2021, 12:47
Sorting and editing additional fields in the contact list
It is necessary to make it possible to sort and edit additional contact fields in the contact list How long will the revision take?
Export contacts to an xml file with subsequent loading into 1C ZUP
How can I export the desired contact fields from a specific group to an xml file. Through the standard function Export contacts once an hour, you c...
4 answer
20.09.2021, 15:02
It is not possible to create a new contact in the process via the Multilist contacts field.
Field Multilist of contacts. No option to create a new contact in progress In the contact card, when we are looking for a contact in a field with t...
6 replies
20.09.2021, 12:51
Customization in special prices
In Special prices in the product card there is a setting Special prices relative to the price level You can make a setting here to specify the prod...