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

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5 replies
06.02.2021, 14:35
Why the mail filter in contacts does not work
Here is the filter https://testonebox.crm-onebox.com/admin/shop/users/contact-mode-listing/mode/?gr...
10 replies
Baza.cn.ua / Integrator (FOP Kupriyan)
06.02.2021, 14:20
In the email field, the text "true" is written, probably due to the fact that the socket / ROZETKA stopped transmitting the user's mail to the API
Here is the contact https://baza.cn.ua/admin/shop/users/3483/ Mail contains the value "true" This is not correct because: 1. The system w...
1 answer
delete mail from client card
how to do it? didn't find the button the buyer indicated a number instead of mail, the result - the checkbox check is not printed I tried to de...
11 replies
OneBox CORP
OneBox Corp - Інтегратор
Personal license
31.01.2021, 17:22
Temporary Roles
We need functionality to assign positions to employees for a certain time, for example, until 02/25/21 and after that, the access rights of the rol...
Why Delete Client's address
Why Delete Client's address https://prnt.sc/xtjhkk
4 answer
31.01.2021, 12:46
How does the "Determine contact gender by name (if not defined)" action work and how to extend this lookup?
Good afternoon! Tell me, what is the logic of the automation "Determine the gender of the contact by name (if not defined)"? Does she com...
2 answer
Viewing/editing contacts by employee by region
Good afternoon! I need to restrict viewing/editing of contacts depending on the area of their placement. However, I do not need to assign a specifi...
4 answer
Oneboxconsulting (интегратор)
30.01.2021, 18:36
fix contact interface block "Contact Preview" (disabled field "contact groups" is displayed)
in the contact interface block "Contact Preview" field - contact groups disabled/not selected to display despite this, the groups are st...
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...