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

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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...
9 replies
iCOLOR OneBox
ФОП Легеза В.В.
Personal license
16.11.2020, 16:15
Unable to bulk delete contacts
Here is the contact list https://500np.crm-onebox.com/admin/shop/users/?sortkey=id&sorttype=ASC We need to delete all contacts in bulk, leave t...
1 answer
13.11.2020, 21:18
Unclear duplicate contacts are created
Here you can see https://vzuto.crm-onebox.com/admin/shop/usersmerge/?filtercdatefrom=&filterc... I...
9 replies
13.11.2020, 13:03
when filling in the Address field, you have to spend extra time filling in the checkbox that the address is the main one
Hello, we have an inconvenience that we have to spend extra time on, it’s not at all clear why they did it and I think it’s more of a bug and not a...
4 answer
12.11.2020, 16:34
Contacts disappear
When I try to log into the client card, I get an error 500. In the screenshots provided full information.