List of related questions and answers «Manage contacts and database of clients and leads»
Export contacts
I'm trying to export the database Nothing arrives in the mail https://ubp.crm-onebox.com/admin/shop/users/exchange-xls/
Contacts are not saved
In the box http://trailer.crm-onebox.com, when adding a new contact, after entering the data, the save button becomes inactive, when creating throu...
address is not visible from the contact card
good day! in contact є kіlka address, and it is impossible to see them at any time. butt spear axis: https://crm.dobavki.ua/admin/shop/users/71161/...
Carrot Quest
we have integration with Carrot quest, now all contacts that the client leaves in the form on the site are saved in the database, but no callback t...
contact merging H
https://crm-onebox.com/en/support/contacts/8600-obedinenie-kontaktov/#answer2406... - I can't write a comment here, so I have to make a new quest...
Problem іz nalashtuvannyam form
Task: to edit the form for filling in (contact data) for clients, from the completed form automatically transfer the data from the specified fields...
Uploading contacts
Contact download question The presence in the database of 24810 contacts, when unloading we get 20000 Why is there a difference in quantity? Also t...
Move customer to Loyal Customers group
the action was finalized: https://crm.mama.travel/admin/shop/workflowstatus/170/action/new/ the point is to automatically move customers who were a...
merging contacts
Hello, we made a revision: https://crm-onebox.com/ru/support/contacts/8025-bistriy-poisk-klienta-v-protsess...
Correct the robot "Change the contact group depending on the value of the fields" (Ignore the empty field)
Є client with an empty field "Client status" and can only be used with an empty field "Group". In the settings for automation ...
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