List of related questions and answers «Manage contacts and database of clients and leads»
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....
tell me the logic of filling the fields
there are fields in the client card "Activity" "Update" tell me the logic based on what events they are filled with the date
How to delete e-mail from a client if it is in the format empty1607940787@localhost.net?
Tried like this, but it doesn't work
4 answer
14.12.2020, 12:24
Good afternoon, why are there no last contacts? Did the sounds sound like this? https://zhiraf.crm-onebox.com/
Merging customer contact cards (card from the general chat and the old card in the system)
In the general chat, at the time of the beginning of the dialogue, a new contact card is automatically created for the client. But very often it ha...
Telegram
good afternoon. why is there no field with telegram id in the contact card, similar to viber?
Calculate the probabilities of calls and letters from customers
Good afternoon! How automation works Calculate the probabilities of calls and letters from customers ? Are all processes checked or some selected o...
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...
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 ...
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