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List of related questions and answers «Manage contacts and database of clients and leads»

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3 answer
13.05.2021, 09:44
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...
8 replies
Deleting deleted contacts
You need to delete deleted contacts from the database. How to do it?
11 replies
06.05.2021, 12:45
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...
1 answer
05.05.2021, 11:42
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...
1 answer
text fields
Is it possible to bring text fields to a certain form? For example, the names/surnames of clients are filled in different formats, it is necessary ...
Unable to add company to contact
In the contact card there is a column "Company name". If you enter the name of the company there, nothing happens, the company is not sea...
3 answer
19.04.2021, 10:03
Contact source (user.user_sourceid)
hello, i am attaching the screenshot we have in the field "Contact source (user.user_sourceid)" values "Request from site" and ...
2 answer
13.04.2021, 20:12
Deleting all company phones
Kind Is it possible to delete all phone numbers of companies in one action (there was a database upload error)
3 answer
08.04.2021, 13:58
Assignment to multiple holding companies
Good afternoon! Now the contact card type "Company", has the ability to add only one holding company. Can one company have multiple holdi...
2 answer
06.04.2021, 18:07
Filter additional contact fields
Do not filter by additional field contacts https://zhiraf.crm-onebox.com/admin/shop/users/