List of related questions and answers «Manage contacts and database of clients and leads»
1 answer
17.10.2020, 14:46
In the universal contact card block, you need to finalize the setting as in the process products block https://i.imgur.com/YmIUovB.png That is, you...
Bulk Fb Messenger
Please tell me how to start mass mailing in Fb Messenger? I noticed that in the marketing tab there is no menu for this newsletter (extension for r...
1 answer
16.10.2020, 12:34
It is necessary to make the multilist displayed as a table. Sort alphabetically, by the 1st column, set a fixed height (the maximum height of the b...
how to disable the creation of a new contact during a new operation with Prviat24?
I noticed that a new contact is automatically created when withdrawing funds from the card https://drevojelaniy.crm-onebox.com/admin/shop/users/727...
Bulk Actions - Delete/Move Selected Contacts
Please tell me, is it possible to select contacts (when "contacts are listed") to delete or move several at once through a mass action to...
EDRPOU code
Need an opportunity in the Client in progress field - https://prnt.sc/uzrqx4 to search for a contact by the Code field (TIN/EDRPOU) of the contact ...
Reset schedule settings
Every Monday, an employee complains that he cannot log in, that access is denied after hours. I go into the settings in the work schedule and see t...
Error 500 when opening contact card
There is a contact card http://crm.mebelok.com/admin/shop/users/194455/ When I open it, it gives me a 500 error.
Connect clients
Situation: the counterparty is doubled - two cards are erroneously entered for the same counterparty. Both went through the process. How to merge t...
correct the work of the checkbox "If the client is a holding company - take into account the finances of the holding's subsidiaries" of the "Finance" block of the contact card interface
project https://reestr.crm-onebox.com/ the option "If the client is a holding company - take into account the finances of the holding's su...
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