List of related questions and answers «Manage contacts and database of clients and leads»
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...
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...
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