List of related questions and answers «Manage contacts and database of clients and leads»
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...
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...
When creating a user, the field is not displayed correctly
There is a setting for the user creation interface https://vzutik.crm-onebox.com/admin/selectwindow/user/interface/ there is a field "date of ...
Refinement into action Remove from group
- add the selection of All groups at once to such an action How many hours?
1 answer
16.03.2021, 16:25
Good afternoon! Ask a question like this: We have a number of groups where there are default discounts. That is, the client enters the personal acc...
Automatic redistribution of a client to a group
Good afternoon! We have a number of contact groups , all of them mean the size of the discount on the product. We made that the discount depends o...
How to massively tick the boxes for sending emails?
There are 500 employees. All of them need to tick the "Send every notification by email" checkbox. How to do it in bulk? PS: and I ask yo...
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