List of related questions and answers «Manage contacts and database of clients and leads»
Transfer of a client in a group by order amount
CRM - https://vuuoksa-home.crm-onebox.com Tell me how to transfer customers to other groups in automation if the amount of the order (orders) is mo...
List of contacts
Can you tell me how to enter the "Group" field in the list of contacts?
Process action Perform a save action on the contact card
Good afternoon. Faced such a problem, in the process at the stage, the action was set to Perform the action to save in the contact card, the action...
7 replies
30.12.2020, 11:44
Here are our contacts in List view: https://dimsp.crm-onebox.com/admin/shop/users/ The table header is displayed as we configured We impose ANY fi...
Spivrobitniks disappeared in the company
Spivrobitniks disappeared in the company https://rovo.org.ua/admin/shop/users/38863/
develop an automation action for contacts to check for the uniqueness of the contact field
you need to create an action in the automation for contacts "check the contact field for uniqueness". Make the action available both for ...
Import contacts
Good afternoon. When importing contacts, to fill in the Website field (standard field), you must select the link field https://prnt.sc/wc3zvh . Ple...
Doubles
Good afternoon. Found several contacts with the same numbers. And we can’t find in the settings a ban on creating accounts with duplicate numbers.
finalize the check of the uniqueness of contacts by phone number, e-mail
it is necessary to make sure that checking for the uniqueness of contacts can be configured within some "types", "subtypes" of ...
Transfer to a group
How is it possible to move clients to other groups if he has already placed orders for certain amounts before? For example, I made an order for 500...
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