List of related questions and answers «Manage contacts and database of clients and leads»
Contact address disappears
The address disappears during certain actions in the contact card
Enlarge contact photo
Good day! We maintain a database of contacts with photos, you need to see the photo in full size and with the possibility of enlarging it without ...
How to fill out customer addresses in Ukrainian?
Good day, tell me how to fill in addresses with Google prompts in Ukrainian. Now if you write in Ukrainian, there is a hint, but if you choose, al...
Variables are not substituted in the Fill Contact Card Field action when conditions are met
Good afternoon, I specify a variable in the field and the name of the variable is stored in the contact card, not its value. Please fix it. Autom...
Automation for contacts
Is it possible to do automation to transfer a contact to a group depending on the product category?
Today, a bug appeared when saving a field with a hyperlink
Good day, We use automation in the client's card "Fill the field of the contact card based on the formula", save the text Open in the field Bef...
0 replies
14.10.2023, 13:02
Here https://crm.phdcare.com.ua/app/contact/6168/ Need to be recorded in add. field the date the contact card was last modified. You can do this th...
impossibility of deleting contacts and tasks
For some reason, a week ago, the ability to delete contacts and tasks disappeared, I am an administrator of srm, I have already checked all setting...
Fields that are included in the search
Good afternoon We encountered a problem and added a field to the contact card with a list of manufacturers with whom the client works. For exampl...
3 answer
21.09.2023, 17:15
There is a need for employees NOT to receive task notifications. It is necessary for the ban to work forcibly and automatically Previously, it seem...
Copyright © OneBox 2025
