List of related questions and answers «Manage contacts and database of clients and leads»
Rate the contactor filter by Holding Company
Good afternoon! https://crm.hlr.ua/ Need an assessment of the refinement of the contact filter Company (or another one at your discretion). It is ...
Contacts are not linked to outgoing calls
Good afternoon. There is a problem on https://box.transmarket.ua, when outgoing calls contacts are not tied to the event, as a result, actions do n...
Client data is not being loaded in the add form
When adding a lead when a client is defined in the add form, there is an additional contact field VIN-code of the car, which used to display inform...
Going from the client card to the client's orders - shows all orders and not just the client
earlier, from the client card, clicking on client orders, all client orders, or leads or payments, were opened, depending on what you click Now, wh...
4 answer
19.07.2021, 13:52
When deleting contacts, they remain in the system and are displayed as deleted (something like a basket) But when I filter all deleted contacts, se...
Clear deleted contacts
Client box https://agroshoptov.crm-onebox.com/desktop/ follow the link https://agroshoptov.crm-onebox.com/app/automatization/day/edit/ need to modi...
OS: Contact fields bug
This bug is pulled from earlier versions. In the Client field, 1.First name 2.Last name is displayed. In the additional field, with the contact typ...
System Response Delay
When creating a contact or process, it periodically loads the window for a very long time, sometimes it does not load at all. Need to restart again...
Rate the contact box
You need to be able to copy the creation date of the contact (registration date https://monosnap.com/file/1DEpeC3I6FTXvBDQJjo7kaILSYMUk1 ) in the a...
Email
https://v.sigmatm.com.ua/ Does not allow selecting the employee's mail. The mail employees are registered and active.
Copyright © OneBox 2024
