List of related questions and answers «Manage contacts and database of clients and leads»
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...
Process export
When exporting contacts, it says that after the end of the export, a download link will be sent to the mail. I check all emails, nothing. What coul...
Action bug
Client http://crm.adparts.com.ua/admin/shop/users/10521/ The history shows that the group "Clients brought by Kiryazov" has already been ...
Problem. All business process statuses are not displayed in access rights
Problem. All business process statuses are not displayed in access rights. There is no way to customize the work of employees. In the BP there are ...
How to understand what action or what process changed the field in the contact card?
I'm interested in this /ajax/admin/chat/get/order/ For example /client/order/539/ - it is clear that the changes occurred through process 539,...
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