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

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3 answer
30.03.2021, 11:07
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...
1 answer
25.03.2021, 15:32
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...
3 answer
24.03.2021, 16:08
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 ...
1 answer
Refinement into action Remove from group
- add the selection of All groups at once to such an action How many hours?
Automatic redistribution of a client to a group
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...
2 answer
16.03.2021, 10:29
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...
2 answer
11.03.2021, 14:44
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...
1 answer
10.03.2021, 14:44
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 ...