List of related questions and answers «Manage contacts and database of clients and leads»
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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...
Contact groups, problem
Good afternoon It is necessary to delete the interfaces of some contact groups, but there are groups in which the interface cannot be cleaned, I de...
Contact groups
Good afternoon Tell me, please, our contacts are divided into groups and it is possible to choose only one group. How to select and filter severa...
It is necessary to massively detect duplicate contacts and either delete or merge duplicates found
There is a database of contacts that has been downloaded Duplicate contacts are possible in it: - telephone; - email. Duplicates on contact data we...
Can't download contacts
Good day! Tell me how to correctly download contacts to an Excel table? I select all the contacts, click "send to", select "File storage", then "Ex...
5 replies
10.07.2023, 11:22
When we import contacts, it gives an error during import I am attaching the file See the screenshot Did here https://fopsavchukiv.1b.app/app/...
2 answer
16.06.2023, 12:27
https://dimpro.1b.app/desktop/ I have attached a video on fixing the error. Please correct it.
8 replies
07.06.2023, 10:07
Please tell me how to use a formula to calculate the client's age based on the date of birth in an additional field? I saw it somewhere, it seems, ...
Export of contacts does not work
Good day! At some point, the import of contacts stopped working and errors, but the existing contacts are updated, that is, no new contacts are cr...
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