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

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5 replies
27.11.2020, 15:09
Gluing contacts by phone number
Is it possible to somehow improve the recognition by the box of clients who have the same phone, but sometimes they enter the country code, and som...
Renamed an employee rights do not apply
Renamed the employee and accesses, in the rights to permission "Access to the employee" there is a former full name. Here is a link to th...
5 replies
25.11.2020, 12:35
Contact import via XML file stopped working
Good afternoon! We have implemented the import of contacts (name, phone, e-mail, etc.) from another system using an XML file. A third-party system ...
1 answer
24.11.2020, 11:37
Linking brands to customers
It is necessary that when buying goods, their brands are tied to customer cards. To be able to filter contacts by brand And so that with the next o...
2 answer
24.11.2020, 09:18
Full name is displayed when searching for a contact
There is a contact http://crm.mebelok.com/admin/shop/users/250104/ They wrote down his full name Demyanyuk Roman Mikhailovich I add a payment http:...
Renamed an employee rights do not apply
Renamed the employee and accesses, in the rights to permission "Access to the employee" there is a former full name. And in the contact c...
1 answer
21.11.2020, 17:18
Adding a file to a contact card (theoretical question)
I have products that have a file in their characteristics. This file may have a different extension. For example: we embroider the Apple logo. In a...
4 answer
19.11.2020, 12:42
New employee
Added a new employee, access rights: employee) https://prnt.sc/vm2tgw in the structure I see only his role, the employee himself is not https://prn...
2 answer
Can't see company name
After updating in the line company, does not see the name of the company https://box.generator.ua/admin/customorder/order/16840/edit/
3 answer
Contact group interface
https://onebox.mim.kiev.ua/admin/shop/users/19766/#done - the contact is in 3 groups One of which is Employees - https://onebox.mim.kiev.ua/admin/s...