List of related questions and answers «Manage contacts and database of clients and leads»
Contact export not working
Good afternoon! Export contacts not working. I select the fields of the FOI, phone and mail, write the mail address where to export, click download...
Automation does not work Fill in the contact card field based on the company field
Automation does not work Fill in the contact card field based on the company field. The action is configured when saving a contact card, in the aut...
Why is the client manager changed
Good day. We remembered that on the same day, 01/20/21, there were changes in the managers of the client. Apply: https://difreight.crm-onebox.com/a...
all contacts are not displayed after import
1. in excel 863 contacts https://prnt.sc/xnpe40 2. in box at once 62 https://ed-mi.crm-onebox.com/admin/shop/users/ + 61 hits 3. I will import it l...
create automation once a day to record the result of executing a SQL query in an add. contact field
you need to create an automation once a day "Run a SQL query and write its result to an additional contact field" request requirements: t...
1 answer
26.01.2021, 12:50
here is the card https://www.labpdd.com/admin/shop/users/10/ it needs to delete phone data 1. We try through the Clear button are not deleted 2. T...
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...
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
21.01.2021, 12:46
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
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...
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