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

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2 answer
Oneboxconsulting (интегратор)
26.01.2021, 12:15
correct deletion of text enclosed in double quotes in the fields of the "Legal details" block of the contact
got an error today - when editing the value of the fields, the text enclosed in double quotes is deleted. The error appears in the fields of the &q...
1 answer
25.01.2021, 14:53
Problem in Address field
Hello! A question was asked https://crm-onebox.com/en/support/contacts/5863-problema-s-polem-adres/ Here is my answer to the clarifying question: T...
1 answer
iCOLOR OneBox
ФОП Легеза В.В.
Personal license
21.01.2021, 12:46
Contact type - transliteration
Here: https://yourspecii.crm-onebox.com/admin/shop/users/ like this for contact type when we enter the contact card and resave, nothing happens, s...
6 replies
20.01.2021, 12:30
Perform an improvement more precisely return to the way it was before
If I open a contact card and want to add a new company https://i.imgur.com/7JIq9a9.png to the contact, then the fields with phone and email are req...
16 replies
20.01.2021, 00:47
Problem with Address field
Hello! When placing an order in your personal account for another client, the delivery address of this client is recorded in the dropshipper card. ...
2 answer
The field is not cleared when creating a contact
box http://saleswp0.crm-onebox.com/admin/ There was a revision #2015076189 Improved the "Clear contact field based on another field" acti...
7 replies
Integrator.com.ua
Personal license
18.01.2021, 14:04
you need the ability to choose a company in the process from the list of companies to the contact
the client wants to select a contact in the process, for which application is made, and write the documents for the company. Please contact https:/...
7 replies
difreight
18.01.2021, 10:51
Contact filter pardon
Good day. Contact filters cannot vibrate more than 10 groups. When choosing 11 groups, the party sees a pardon. Correct, be kind.
1 answer
Limit the number of characters in the contact field
The client's employees fill out the contact card https://crm.ohholding.com.ua/admin/shop/users/154859/ and enter a digital value in the TIN fie...
6 replies
14.01.2021, 23:57
Automation for contacts
Hello! Recently, the ability to set multiple price levels in the contact card has been added. Please add the ability to automate this setting in th...