List of related questions and answers «Manage contacts and database of clients and leads»
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...
Filter additional contact fields
Do not filter by additional field contacts https://zhiraf.crm-onebox.com/admin/shop/users/
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...
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