List of related questions and answers «Manage contacts and database of clients and leads»
1 answer
27.04.2021, 15:58
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...
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 ...
Deleting all company phones
Kind Is it possible to delete all phone numbers of companies in one action (there was a database upload error)
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...
Filter additional contact fields
Do not filter by additional field contacts https://zhiraf.crm-onebox.com/admin/shop/users/
Quick search for a client in the process and quickly merge them with an existing client
Good afternoon! Need help with social networks and instant messengers. Now there is a problem of fast search and consolidation of contacts. Global ...
Automation when creating a contact card works when saving a contact card
Hello. Faced the following bug: for some reason, automating actions when CREATING a contact card works like automating actions when SAVE in a conta...
Full name order when unloading in XML
In automatic actions, once an hour we use the action for unloading processes in xml, namely "Integration of XML business processes (Export)&qu...
Bug in the process block Selecting an active customer employee
Good afternoon! The process is https://crm.ohrana.ua/admin/customorder/zakaz-klienta/440198/edit/, Client type is male, while the Active employee s...
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