List of related questions and answers «Manage contacts and database of clients and leads»
1 answer
30.07.2021, 18:01
Now, when transferring contacts, if a contact's group changes, then it is exported to mailchimp both in one and in the second group. It is nece...
Assess the filtering of customers by the presence / absence of BP at the Holding
Good afternoon! I need to evaluate the filter in the contact filtering panel, I previously evaluated it through support but slightly changed the TO...
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 ...
It is not possible to register the full name in the leads
https://exam4shebo.crm-onebox.com/53/ When writing a full name in the contact block in Leads, I check the box to save it - but the data is not saved
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...
Finance
Good evening, earlier in the contacts the client's orders were visible in detail, now there is no information, and clicking on the order displa...
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...
Copyright © OneBox 2024
