List of related questions and answers «Manage contacts and database of clients and leads»
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
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
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...
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 ...
CRON rewrote SIp numbers of employees,
Contact example /admin/shop/users/36599/history/ The employee had a Nextel SIP number registered 2021-05-27 22:50:09 phone 4764 But CRM and cron be...
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...
OS - Display bug
In a cell, displays the characters that should not be displayed.
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...
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...
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