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

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1 answer
05.10.2020, 11:19
Copy from process contact tab to process client
The system has a Process Contacts tab https://prnt.sc/utbao4 Is it possible to make an action or setting into action https://prnt.sc/utbbzr so that...
3 answer
01.10.2020, 09:43
Contact groups
Good afternoon! How to configure so that in the contact card you can specify only one group for the contact (now you can select several)?
1 answer
28.09.2020, 14:52
Displaying the website field in the contacts list
The contact card has a system field website https://prnt.sc/up9an0 You can add the output of this field to the contacts list https://prnt.sc/up9b8o...
3 answer
26.09.2020, 17:22
List of positions
Where can I view/edit the list of positions for a contact card? Is it possible to make a drop-down list there to select from existing positions? ht...
1 answer
25.09.2020, 09:26
Create barcode image
Good afternoon! Please describe the functionality of the contact automation action Create a barcode image... https://prnt.sc/un5hkv/.
1 answer
24.09.2020, 22:07
Required fields
The situation is the following. Interface for quickly adding a contact of an individual - https://prnt.sc/un9o6k Of these, mandatory: type, full na...
3 answer
Консалтинговая компания БИТ. Директор
22.09.2020, 14:00
Contact automation not working
When added to an automation for contacts, the action when saving "Fill the field of the contact card based on another field" Transferring...
5 replies
How to link a contact card to a FB account
I made contact in vanbox. Then I found this person in FB/messenger. How can I connect them with each other so that I can write messages to the mess...
3 answer
Mass actions on add. contact fields
Good afternoon! I ask, if possible, to expand the functionality of the bulk action panel over contacts. Namely, to add the ability to change data i...
3 answer
16.09.2020, 13:02
How to write row:contact_* variable?
Hello, please tell me where to look for "variable key according to document variables for contacts" for row:contact_* variable in documen...