List of related questions and answers «Manage contacts and database of clients and leads»
Import legal details
Are legal details a unique value on import? If I, for example, load a file exported from box. The file contains the contact id from Boxing. Whether...
No action is added in automation for contacts
I add an action in automation for contacts https://anastasiiaostest.crm-onebox.com/app/automatization-user/update/edit/, but most of them are not a...
Contact filtering not working
It is necessary to filter contacts who have not yet made an order. 1. It was possible to filter out those who made purchases at the beginning, to d...
Automation does not work: A contact was found with which there was no communication for more than N days
Good afternoon, In automatic actions once a minute, the action "A contact was detected with which there was no communication for more than N d...
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 ,...
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