List of related questions and answers «Manage contacts and database of clients and leads»
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...
Problem іz nalashtuvannyam form
Task: to edit the form for filling in (contact data) for clients, from the completed form automatically transfer the data from the specified fields...
Uploading contacts
Contact download question The presence in the database of 24810 contacts, when unloading we get 20000 Why is there a difference in quantity? Also t...
Move customer to Loyal Customers group
the action was finalized: https://crm.mama.travel/admin/shop/workflowstatus/170/action/new/ the point is to automatically move customers who were a...
merging contacts
Hello, we made a revision: https://crm-onebox.com/ru/support/contacts/8025-bistriy-poisk-klienta-v-protsess...
Correct the robot "Change the contact group depending on the value of the fields" (Ignore the empty field)
Є client with an empty field "Client status" and can only be used with an empty field "Group". In the settings for automation ...
When changes are made in the phone number field in the client card, a process notification is sent to the old number, and a TTN is also created for the original phone number
Good afternoon Two questions arose in connection with the introduction of changes in the client's card data, namely in the "Call" fie...
Deleting deleted contacts
You need to delete deleted contacts from the database. How to do it?
Refinement
Good afternoon Earlier on the forum, a question was asked about deleting phone numbers from companies due to incorrect filling of the database. htt...
Uploading contacts
Previously, there was a question of how to delete all phone numbers that are incorrectly integrated for all companies and uploaded again. On your r...
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