List of related questions and answers «Manage contacts and database of clients and leads»
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 ...
When changes are made in the phone number field in the client card, a process notification is sent to the old number, and a TTN is also created for the original phone number
Good afternoon Two questions arose in connection with the introduction of changes in the client's card data, namely in the "Call" fie...
Deleting deleted contacts
You need to delete deleted contacts from the database. How to do it?
Refinement
Good afternoon Earlier on the forum, a question was asked about deleting phone numbers from companies due to incorrect filling of the database. htt...
Uploading contacts
Previously, there was a question of how to delete all phone numbers that are incorrectly integrated for all companies and uploaded again. On your r...
1 answer
27.04.2021, 15:58
Is it possible to bring text fields to a certain form? For example, the names/surnames of clients are filled in different formats, it is necessary ...
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...
Contact source (user.user_sourceid)
hello, i am attaching the screenshot we have in the field "Contact source (user.user_sourceid)" values "Request from site" and ...
Deleting all company phones
Kind Is it possible to delete all phone numbers of companies in one action (there was a database upload error)
Assignment to multiple holding companies
Good afternoon! Now the contact card type "Company", has the ability to add only one holding company. Can one company have multiple holdi...
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