List of related questions and answers «Manage contacts and database of clients and leads»
11 replies
31.01.2021, 17:22
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
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...
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...
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...
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...
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