List of related questions and answers «Manage contacts and database of clients and leads»
Double external id
Good afternoon There are two customer cards https://crm.hlr.ua/admin/shop/users/11311/ and https://crm.hlr.ua/admin/shop/users/12791/ they have one...
Contact card error
Good afternoon! When creating a contact, the address line gives an "error"
Rate Filter in Contacts - Client Manager Role
Good afternoon. Please evaluate the refinement of the filter in Contacts - the role of the Client Manager
Error creating contact
http://crm.mebelok.com/ We create a company, in the name of the bracket, it gives an error if 1 bracket - everything is OK Recorded video https://d...
Adding contacts
OneBox https://v.sigmatm.com.ua/ When creating a new contact through the "Add individual / legal entity" mechanism, an error is immediate...
In the filter block, the addendum field "list of contacts" shows all contacts, and maybe only a few contacts
In the additional process of the type "advisor of contacts", only a few spivrobitniks can be indicated (screen 1) https://take.ms/cKV8K ,...
Export contacts
I'm trying to export the database Nothing arrives in the mail https://ubp.crm-onebox.com/admin/shop/users/exchange-xls/
Contacts are not saved
In the box http://trailer.crm-onebox.com, when adding a new contact, after entering the data, the save button becomes inactive, when creating throu...
address is not visible from the contact card
good day! in contact є kіlka address, and it is impossible to see them at any time. butt spear axis: https://crm.dobavki.ua/admin/shop/users/71161/...
contact merging H
https://crm-onebox.com/en/support/contacts/8600-obedinenie-kontaktov/#answer2406... - I can't write a comment here, so I have to make a new quest...
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