List of related questions and answers «Manage contacts and database of clients and leads»
Search problem Company name in contact card
Problem: In the Company field, in the contact card, the search does not work. What they were doing: 1. Renamed the type Company to Legal entity. 2....
Access to process status
It is necessary to completely close the manager's access to the status of the process. How to do it? If you just uncheck the status box, then t...
Import company contacts
Good afternoon! I tried to master the import of contacts from a file, but everything is "sharpened" for importing contacts of individuals...
How to split
How to properly separate contractors and contacts? One counterparty (be it an individual or a legal entity) can have many contact persons (a person...
Uploading contacts
Yesterday, around 15:30, I uploaded contacts with certain parameters in XSL. Box I said wait, I'll send everything to the post office. I waited...
Search by partial name match or phone number?
You can search for contacts by coincidence if you start writing a name or phone number from the very beginning. If you do not know the full name or...
No access to create a product
Hello. I wanted to create a new product, I clicked on the corresponding button https://prnt.sc/udv8fg but it gives an error - Andrey, You do not ha...
The fields in the card are no longer displayed
Enterprise TOV Alkantar Fields are not displayed after switching to the contact card (Supplier employee or Customer). In the card of the enterprise...
3 answer
08.09.2020, 09:22
This is the first time I encounter http://prntscr.com/udf7me fields highlighted in red and it seems that because of this no longer displayed in con...
How to remove a contact from a holding structure
I can't find a button/switch in the interface that would remove a contact from the holding structure. It's clear how to add it (interface b...
Copyright © OneBox 2024
