List of related questions and answers «Manage contacts and database of clients and leads»
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...
Pardon in case of declining customers do not accept payments
Pardon in case of declining customers do not accept payments
Contact position in different companies
Good afternoon! We sometimes come across contacts who work simultaneously in several companies. For example, in one he is the owner (exclusively), ...
1 answer
18.12.2020, 12:21
We have the ability to export contact groups Please evaluate the improvement on importing contact groups How does it work: We use the file that we...
Contact import via XML file stopped working again
The topic has already been and has been resolved here https://crm-onebox.com/ru/support/contacts/3643-perestal-rabotat-import-kontakto...
Kicks out of personal account (Client account)
Good afternoon! The system does not allow you to simultaneously sit under one account in the Client's Cabinet. Does not give parallel sessions....
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