List of related questions and answers «Manage contacts and database of clients and leads»
Email
https://v.sigmatm.com.ua/ Does not allow selecting the employee's mail. The mail employees are registered and active.
Districts
Please tell me where you need to go to add and display areas in the list
Adding contacts
Contacts 10 people - new ones are not created - are thrown to the main page. Yesterday added perfectly. Import export contacts When sending contact...
filter contacts by date period "Activity" field
Hello, please tell me how to filter contacts by date, period, "Activity" field
Contact search
the question is to optimize the search for contacts: - if you search for a contact person and enter the name of the company when creating the proce...
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...
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