List of related questions and answers «Manage contacts and database of clients and leads»
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...
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, ...
Restriction on editing contacts
There was a problem, I put the contact group, position and checkbox, whether he is an employee, into a separate block. I put a restriction on this ...
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