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